Professional Staff Profiles
J. Scott Harkness, CFA is Chairman of the Board, Chief Executive Officer and Portfolio Manager of Provident Trust Company (formerly Provident Investors, LLC), which he established in 1998. Prior to founding Provident Trust Company, Mr. Harkness was Chairman of Firstar Investment Research and Management Company (“FIRMCO”), where he served as Chief Investment Officer (“CIO”) since its incorporation in 1986. As CIO, he was responsible for overall investment direction, investment policy and management of certain individually-managed accounts. Prior to assuming his role at FIRMCO, Mr. Harkness was a Senior Vice President and CIO for Firstar Bank Madison (formerly First Wisconsin National Bank of Madison) which he joined in 1980. Mr. Harkness managed the Firstar Special Growth Fund and the Firstar Special Equity Growth Fund B from 1989 and 1981, respectively, until his departure. Mr. Harkness is a graduate of the University of Wisconsin and a director of Jacobus Energy, Inc. Mr. Harkness is a member of the CFA Institute* and the CFA Society of Milwaukee.
Michael A. Schelble, CFA, JD, MS is President, Chief Operating Officer, Director and Portfolio Manager of Provident Trust Company (formerly Provident Investors, LLC) where he has been employed since its inception in 1998. Prior to Provident Trust Company, Mr. Schelble was Vice President and Portfolio Manager for FIRMCO, which he joined in 1994. At FIRMCO he was responsible for managing certain taxable and tax-exempt individually managed accounts. Prior to FIRMCO, Mr. Schelble worked as a Trust Officer for Firstar Trust Company which he joined in 1993. Mr. Schelble is a graduate of the University of Wisconsin School of Business and the University of Wisconsin Law School and Williams College. Mr. Schelble is a member of the CFA Institute*, the CFA Society of Milwaukee, and the State Bar of Wisconsin. Mr. Schelble has over twenty-four years of investment and trust experience.
Lee G. Wolcott, JD joined Provident Trust Company in 2001 and is a Vice President and Senior Trust Officer. Prior to Provident Trust Company, Mr. Wolcott was Vice President and Head of Personal Trust Administration for Milwaukee for U.S. Bank (formerly Firstar Trust Company) which he joined in 1968. Mr. Wolcott is a graduate of Cornell Law School and Hamilton College. Mr. Wolcott is also a member of the State Bar of Wisconsin. Mr. Wolcott has over forty-nine years of investment and trust experience.
Thomas N. Tuttle, Jr., JD joined Provident Trust Company in 2010 and is a Vice President and Director. Prior to Provident Trust Company, Mr. Tuttle was President of The PrivateBank N.A. from 2008 to 2010 after having served as Head of Wealth Management at The PrivateBank – Wisconsin from 2005 to 2008. Prior to joining the PrivateBank, Mr. Tuttle served as Vice President and Director of Wealth Management at Marshall & Ilsley Trust Company which he joined in 1995. Mr. Tuttle is a graduate of the New York University School of Law and the University of Wisconsin and is a member of the State Bar of Wisconsin.
James R. Daley, JD joined Provident Trust Company in 2012 and is Chief Compliance Officer. Prior to joining Provident Trust Company, Mr. Daley was a Compliance Officer for M&I Investment Management Corp. which he joined in 2007. Mr. Daley graduated from Marquette University Law School and the University of Wisconsin – Milwaukee and is a member of the State Bar of Wisconsin.
Deborah D. Cunningham joined Provident Trust Company in 2008 and is an Administrative Officer and Office Manager. Ms. Cunningham has thirty-five years of financial services and trust experience, including retirement plan, custody and personal trust experience with Firstar Investment Research & Management Company, U.S. Bank and Great-West Retirement Services. Ms. Cunningham has attended several business and compliance seminars throughout her career.
Genevieve Lauren Harkness joined Provident Trust Company in 2010 and is a member of the Administration and Trading Teams. Ms. Harkness graduated in 2008 with a Bachelor of Fine Arts in English Literature from Roanoke College in Salem, Virginia. After graduating, Ms. Harkness took several business classes at the University of Wisconsin, Milwaukee.
Katherine M. Jaworski, CPA joined Provident Trust Company 2018 as Operations Manager. Ms. Jaworski has over twenty years of experience in the financial services industry with a focus on accounting and investment operations. Ms. Jaworski is a Certified Public Accountant and holds a Bachelor of Science degree from University of Wisconsin – Whitewater and a Master’s Degree in Accounting from University of Wisconsin – Milwaukee.
Andrea L. Kulich joined Provident Trust Company in 2012 and is a member of the Operations Team. Ms. Kulich has twelve years of banking experience between The PrivateBank and M&I Bank. She has worked in many areas of banking, most recently in the Loan Operations Department at The PrivateBank.
Sarah M. Lundey joined Provident Trust Company in 2010 and is a member of the Administration Team. Ms. Lundey began working in the financial service industry thirty-five years ago at First Wisconsin. She has worked in many areas of banking, most recently in the Trust area. Ms. Lundey has a BS from the University of Wisconsin, Madison.
Scott P. Martinson joined Provident Trust Company 2018 and is a member of the Administration Team. Mr. Martinson has over twenty-three years of administrative and customer service experience which includes 18 years working for Bank One and JP Morgan Chase in their Trust department within Private Wealth Management. Mr. Martinson has a Bachelor of Science degree from the University of Wisconsin-Madison
Tamara J. Messmer joined Provident Trust Company in 2004 and is an Administrative Officer and member of the Trading Team. Ms. Messmer has twenty-four years of financial services experience, which includes ten years working for FIRMCO and three years working for U.S. Bank Institutional Trust. Ms. Messmer is a graduate of Milwaukee Area Technical College with an Associates Degree in Accounting.
Nathaniel Walker joined Provident Trust Company in 2017 and is a member of the Administration and Operations Teams. Mr. Walker has twenty-three years of experience in finance and has developed a broad skill set at Bronfman E.L. Rothschild, Marietta Investment Partners and U.S. Bancorp, demonstrating expertise in the areas of trading, operations, administration and client support. In addition, we are proud to note that Mr. Walker is also a former Sergeant in the U.S. Marine Corps with over 10 years of active duty.
* Qualification as a CFA® charter holder requires: a bachelor’s degree from an accredited institution or equivalent education or work experience; successful completion of all three exam levels of the CFA program; forty-eight months of acceptable professional work experience in the investment decision-making process; fulfillment of local society requirements, which vary by society; and entry into a Member’s Agreement, a Professional Conduct Statement and any additional documentation requested by CFA Institute. CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
References to other mutual funds should not be interpreted as an offer of these securities.