Wallington Asset Management

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Professional Profiles Terence P. Weiss, MBA President and Managing Director Terence P. Weiss earned a Bachelor of Science Degree in Accounting and a Masters of Business Administration in Finance with honors from Indiana University. Mr. Weiss has been employed in the field of finance for over twenty years. He began his career in finance performing various functions in financial analysis and taxation, then focused on managing private investment portfolios while undertaking a variety of responsibilities in the analysis of equity and fixed income securities. Mr. Weiss joined Wallington Asset Management in 1988 as Vice-President and subsequently became President of the organization. Mr. Weiss continues to serve as President of Wallington, is actively involved in portfolio management and security analysis and serves as Chairman of Wallington Asset Management's Investment Selection Committee. Jeffrey G. Dowden, CFA Executive Vice President and Portfolio Manager Jeffrey G. Dowden earned a Bachelor of Science degree in Finance from Ball State University in 1984. Mr. Dowden is a past president and board member of the CFA Society of Indianapolis and is a member of the CFA Institute. His career in the investment business began in 1989 in the retail brokerage business as a registered representative. He worked for Smith Barney, Incorporated for over five years and joined Wallington Asset Management in 1997 after serving as Registered Principal and Director of Operations of a Robert Thomas Securities office in Indiana. At Wallington Asset Management, Mr. Dowden serves as portfolio manager and is a member of Wallington Asset Management’s Investment Selection Committee. Brian M. Dunkin Director of Wealth Management Portfolio Manager / Qualified Plan Specialist Brian M. Dunkin earned a Bachelor of Science degree in Business Administration from Butler University. He began his career in the financial industry in 1987 providing financial planning for closely held business owners. Mr. Dunkin also spent eight years as a Qualified Plan Specialist for Lord Abbett & Company, responsible for plan design and implementation. Prior to joining Wallington Asset Management, Mr. Dunkin was an Assistant Vice President and Regional Manager for Alliance Bernstein. While at Alliance Bernstein, Mr. Dunkin was responsible for teaching an outcomes based, planning-centered client engagement model. At Wallington Asset Management, Mr. Dunkin uses his proven skills in this area to lead wealth management initiatives for clients and to design, install and service qualified plans. He is also a member of Wallington Asset Management

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