FIM Group’s Suzanne Stepan, Zachary Liggett and Paul Sutherland co-manage each of the Utopia Funds. FIM Group and the mentioned portfolio managers are jointly responsible for the day-to-day management of the Funds.
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Paul H. Sutherland, CFP®
Portfolio Manager – Utopia Funds
President & Chief Investment Officer /
Certified Financial Planner TM – FIM Group
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Utopia Funds Portfolio Manager since each Fund’s inception and President / Chief Investment Officer of Financial & Investment Management Group, Ltd. since 1984.
Mr. Sutherland founded FIM Group in 1984 and received his M.B.A. from Lake Superior State University in 1994.
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Zachary P. Liggett, CFA®
Portfolio Manager – Utopia Funds
Portfolio Manager / Chartered Financial Analyst TM – FIM Group
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Utopia Funds Portfolio Manager since each Fund’s inception and Portfolio Manager / Chartered Financial Analyst with Financial & Investment Management Group, Ltd. Mr. Liggett joined FIM Group in November 2003 and was formerly an equity analyst by West LB Securities Pacific, Japan, from 2000 to 2003. He received his B.A. from Eckerd College and Master of International Business from the University of South Carolina’s Moore School of Business.
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Suzanne D. Stepan, CFA®
Portfolio Manager – Utopia Funds
Portfolio Manager / Chartered Financial Analyst TM – FIM Group
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Utopia Funds Portfolio Manager since each Fund’s inception and Portfolio Manager / Chartered Financial Analyst with Financial & Investment Management Group, Ltd. Ms. Stepan joined FIM Group in September of 2003. Ms. Stepan was formerly employed as a Vice President by Noddings Investments, a division of Conning Asset Management Company, from 1989 to 2002. She received her B.S. from Northern Illinois University and holds an MBA from Lawrence Technological University.
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