Ariba GLB Asset Management, Inc. (AGLB) is an independent fee-based investment advisor to individuals, pensions and trusts. Working with AGLB will provide you with many key advantages including advice regarding mutual funds, individual stocks, fixed income products, stock options, trust planning or setting up a retirement plan. The firm is privately owned and all members are dedicated to providing investment opportunities for individual and institutional clients.

Peter Ladd Gilsey CIC, Chairman & CEO

Peter Ladd Gilsey, CIC is the Chairman of Ariba GLB  Asset Management, a member of the Investment Policy Committee, and the original founding member of Ariba Asset Management.

Mr. Gilsey’s 50 years of experience includes being the founder and Chairman of Potomac Asset Management, Manager of LF Rothschild Asset Management’s Washington, DC office and the Senior Portfolio Manager, Vice-President, Resident Partner, and National Sales Director for Loomis Sayles & Co.

Mr. Gilsey earned a B.S. from Georgetown University. He is also Chairman Emeritus of the Accokeek Foundation,a member of the Investment Committee Episcopal Diocese of Washington, and a past President of the Washington Society of Investment Analysts.

Holder of a B.S. degree in business administration from Georgetown University, Mr. Gilsey has lectured on investments at American and Georgetown Universities and taught courses in trust investments and security analysis for the Washington Chapter, American Institute of Banking. A former member of the Investment Management Committee of the International Foundation of Employee Benefit Plans, he has been a frequent speaker and moderator before many professional organizations, including the International Foundation of Employee Benefit Plans, where he has spoken at Annual Conferences, Advanced Trustees Institutes and regional seminars.

Mr. Gilsey has served the Capitol community in many ways: to wit, an active Rotarian and two-time recipient of its Rotarian of the Year Award, Founder of the Langdon-Bowen YMCA “Y Guy” of the Year award, several time Chair of the YMCA’s Partner with Youth Campaign and past Chairman of the YMCA Foundation. Mr. Gilsey is also currently Chairman Emeritus of The Accokeek Foundation, Honorary Director of the Washington Performing Arts Society, and Founder of its Corporate Sponsor Committee, Co-Founder of the Washington Tennis Hall of Fame and Former Board member of the Washington Area Tennis Patrons Foundation. A marathon runner, Mr. Gilsey completed the Marine Marathon in October 1998 and the Suzuki Rock and Roll San Diego Marathon in 1999.

Roger W. Marshall, Fixed Income Director

Ariba GLB  employs the fixed-income asset management services of Roger W. Marshall for clients seeking active fixed-income management. Mr. Marshall was President of Ariba Asset Management, and the Director of Fixed-Income Portfolio Management, as well as a member of the firm’s Investment Policy Committee before assuming his current role as sub-advisor. Mr. Marshall’s 24 years of experience includes both fixed-income portfolio management and capital markets research.

Before joining Ariba in 2000, Mr. Marshall was a Managing Director at Potomac Asset Management, President of Wainwright Asset Management, President of Riggs Investment Management Corporation, and a research Economist at the U.S. Securities and Exchange Commission and at the American Stock Exchange.

Mr. Marshall earned his B.A. in Economics, and his M.A. in Economics from the State University of New York at Binghamton.

Outside of Ariba, Mr. Marshall devotes time to learning and promoting the Martial Arts, advocating environmentalism, and volunteering with local schools.

Robert E. Long, CFA, Portfolio Manager

Robert Long is a principal of Ariba GLB  Asset Management., a registered investment advisory firm. He was principal and former president of Potomac Asset Management Inc., an investment advisory firm, which was sold in 1995.

Mr. Long is a Chartered Financial Analyst (CFA) Charter holder, the professional designation of the CFA Institute, and past president of the Washington Society of Investment Analysts. He has been a principal, officer, and director of two New York Stock Exchange member firms, Johnston, Lemon & Company Inc. and Ferris Baker Watts Inc. At Johnston, Lemon & Company Inc. he also served as secretary of Washington Mutual Investor Fund, one of the nation's largest mutual funds.

Active in working with corporate managements, he currently serves on the board of directors of two publicly traded companies, AMBASE Corporation and Allied Capital Corporation, the nation's oldest Business Development Company (BDC).

Mr. Long received an A.B. degree from Indiana University with a major in Economics and a J.D. from the George Washington University School of Law with a major in Corporate Law.

Dan Federman, Managing Director and Chief Investment Officer

Dan Federman serves as equity portfolio manager for Ariba GLB, overseeing more than $100 million in private client assets. In this capacity, he leads the company's research efforts and private client briefings on investment strategy. As a commentator on business radio, he has conducted investment seminars for the general public. A native of Boston, MA, Mr. Federman earned a Bachelor of Science degree in International Business at the University of Maryland College Park in 1997. Mr. Federman is an affiliate member of the CFA Institute of Washington, a member of the Washington Association of Money Managers, DC and a member of the Financial Planning Association (FPA). He currently is pursuing a certificate in financial planning. Outside of work, he competes in the United States Tennis Association.

John Feketekuty, CFA Managing Director

John Feketekuty joined Ariba at the beginning of 2001 as a research assistant utilizing his math and analytical skills. Mr. Feketekuty manages our account reporting and performance measurement. Mr. Feketekuty became a Registered Investment Advisor in the summer of 2001 and in that capacity assists Peter Gilsey and Bob Long in monitoring accounts as well as managing several equity and bond portfolios.  John is the 4th member of the Investment Research Committee and is responsible for keeping the research minutes and summarizing significant weekly Wall Street Reports.

Mr. Feketekuty graduated with a double major in Accounting and Finance from the University of Maryland College Park. At Maryland, he has been very active serving as CFO/Treasurer for several organizations and start up companies including Sigma Phi Epsilon, Mindsay Inc, Rotaract Club and  E club.  John was also a member of Hinman CEOs a unique award-winning living-learning program at the University of Maryland. He is also an active member in the Rotaract Club.

To request a copy of our ADV Part II please contact us at 800-808-7488.