Our People

Stefanie joined Peregrine in 2003 and is responsible for client service and marketing of Peregrine’s specialty equity strategies, with a primary focus on clients, consultants, and institutional investors in the Midwest and New England states. She is an owner of the company and a member of Peregrine’s Board of Directors. Prior to joining Peregrine, Stefanie served as Director of Marketing for NorthShore Advisors. Previously she was a Principal of RBC Dain Rauscher Wessels responsible for advising management teams as to appropriate trading, asset management and hedging strategies. Before joining RBC Dain Rauscher Wessels, Stefanie served as Vice President for Insight Investment Management
(now Voyager Asset Management), Dain Rauscher’s asset management arm. While at Insight, she was responsible for developing and managing several of the firm’s institutional client relationships in the Midwest and Pacific Northwest regions. Stefanie began her career in the investment industry at Piper Capital Management, where she served as Manager of consultant relations. Stefanie holds a BS degree from the Edmund A. Walsh School of Foreign Service, Georgetown University.

Tasso is a Portfolio Manager for the Small Cap Value style and shares the responsibility of stock research and selection, portfolio management, and client communication with his team. Tasso joined Peregrine in 1995. He is an owner of the company and a member of Peregrine’s Board of Directors. Before coming to Peregrine, Tasso was a Research Officer with Thomas White Asset Management, where he was responsible for investment research and management of the Small Cap Value portfolio. Prior to that, he worked at Morgan Stanley as a Research Assistant. Tasso holds a BBA from Loyola University. He is a member of the CFA Institute.

Brian joined Peregrine in 2011 as a Principal and Portfolio Manager for the Large Cap Growth style. Prior to Peregrine, Brian was a Partner and portfolio manager with Lowry Hill Private Asset Management for 11 years. In 1996, Brian joined Investment Advisers, Inc. as an equity analyst. In 1994, after participating in the Applied Securities Analysis Program and graduating from The University of Wisconsin Graduate School of Business, Brian joined the brokerage firm Cleary, Bull, Reiland and McDevitt in Milwaukee. During graduate school Brian interned with Madison Investment Advisors and Peregrine Capital Management. Brian began his business career as a commercial credit analyst with Bank One in 1989. Brian earned is BBA and MS in finance at the University of Wisconsin – Madison. He is a member of the CFA Institute and the CFA Society of Minnesota. He is a Trustee of the Jeremiah Program, a Minnesota-based non-profit dedicated to transforming the lives of single-mothers with young children living in poverty. He has served on the board of advisors for the Aristotle fund, the University of St. Thomas student-managed investment program.

Bill is a Portfolio Manager for the Small Cap Growth style and shares the responsibility for fundamental research, stock selection and portfolio management with his team. He is an owner of the company and a member of Peregrine’s Board of Directors. Bill joined Peregrine’s Small Cap Growth team in 2000 as a Securities Analyst. Prior to Peregrine, he was a Senior Research Analyst & Portfolio Manager with Kopp Investment Advisors for more than six years. Previously, he worked as a Reporting Analyst for Northern Trust. He graduated from Lawrence University in 1992. Bill is a member of the CFA Society of Minnesota and the CFA Institute.

Gary is responsible for stock research and selection, portfolio management, and client service and communication. He is an owner of the company and a member of Peregrine’s Board of Directors. Gary joined Peregrine’s Large Cap Growth style in 1990. Prior to Peregrine, Gary was an Investment Research Officer with Shawmut National Corporation. In 1987, while participating in the Applied Securities Analysis Program at the University of Wisconsin, Graduate School of Business, Gary was employed as a Credit Analyst for Wisconsin Business Development. Gary earned his BBA and MS in Finance at the University of Wisconsin – Madison. He is a member of the CFA Institute and the CFA Society of Minnesota. He has served as an Adjunct Professor of Finance at the University of St. Thomas and is currently a board member of the Aristotle Fund, the University of St. Thomas student-managed investment program.

Doug is a Portfolio Manager for the Small Cap Value style and shares the responsibility of stock research and selection, portfolio management, and client communication with his team. Doug joined Peregrine in 1997. He is an owner of the company and a member of Peregrine’s Board of Directors. Doug was previously Portfolio Manager and Investment Officer at Advantus Capital Management, where he was the lead Portfolio Manager of the Small Cap Value style and a Portfolio Manager of the Large Cap Value style. His previous experience also includes employment with Kemper Corporation as a Corporate Financial Analyst reporting to the CFO. Doug received an MBA from the Carlson School of Management at the University of Minnesota and a BSBA from Drake University. He is a member of the CFA Institute.

Robert joined Peregrine in 2023 as an analyst and has since been promoted to senior equity analyst. He shares the responsibility for fundamental research, stock selection and portfolio management. Previously, Robert served as the Chief Financial Officer of Whitebox Advisors, a multi-strategy alternative asset management firm.  In his role, he oversaw all accounting, finance, tax, reporting, and investment valuation. Prior to Whitebox, he served as a senior manager in the investment management practice at KPMG where he provided audit and advisory services to a variety of financial services firms.  He also was a senior analyst with the U.S. Securities and Exchange Commission where he was responsible for monitoring risk management practices implemented by registered clearing agencies, broker-dealers and investment banks.  In September 2012, he was awarded the SEC’s Law and Policy Award for his involvement with various provisions of the Dodd-Frank Financial Reform Bill.

Robert earned a BS in Finance and Accounting from the University of Minnesota’s Carlson School of Management.  He holds both CFA and CPA (inactive) designations. He is an active member of the Board of Directors for the Minnesota Twins Community Fund and also served for over six years on the Board of Directors for the Boys and Girls Clubs of the Twins Cities.

Steve is the Chief Compliance Officer and Chief Legal Officer and is primarily responsible for day to day management of Peregrine’s Compliance Program and all Legal Matters. Steve joined Peregrine in October 2020.

Most recently, Steve served as Chief Compliance officer for Fiduciary Counselling, Inc. and Clearwater Management Company. Inc, a family office with approximately $6 billion in AUM. Previously, he was the Chief Compliance Officer with oversight responsibility for the Registered Separate Accounts, Investment Adviser and Investment Companies for Allianz Life Insurance Company. He started his career at Securian Financial (Advantus Capital Management) where he served in a variety of compliance roles including Compliance Counsel.

Steve received his B.S. degree from the University of South Dakota and his J.D. from William Mitchell College of Law. Steve is a leader in the compliance community and is a founder of the Twin Cites Compliance Round Table.

Ryan is a Principal and Portfolio Manager for the Small Cap Growth style and shares the responsibility for fundamental research, stock selection and portfolio management with his team. Ryan joined Peregrine’s Small Cap Growth team in 2018. He is an owner of the company.

Prior to joining Peregrine, Ryan was a portfolio manager and an analyst on the small, SMID and mid cap growth strategies at RBC Global Asset Management (U.S.) for more than 10 years. Previously, he was an Equity Research Associate at William Blair & Company. He began his career at Ernst & Young.

Ryan received his B.S. from Lehigh University and M.S. in Accountancy from the University of Notre Dame. He is a member of the CFA Society of Chicago, the CFA Institute and is a Certified Public Accountant (inactive).

Sam is a Principal and Portfolio Manager for the Small Cap Growth style and shares the responsibility for fundamental research, stock selection and portfolio management with his team. He is an owner of the company.

Sam joined Peregrine in 2006 as a Portfolio Assistant and progressed into a Senior Analyst position before being promoted to his current role. He is a graduate of the University of St. Thomas and is a member of the CFA Institute and a former board member of the CFA Society Minnesota, where he chaired the Advocacy and Public Awareness Committee.

Paul is a Portfolio Manager for the Small Cap Growth style and shares responsibility for fundamental research, stock selection and portfolio management with his team. He is an owner of the company and a member of Peregrine’s Board of Directors. Paul has been with the firm since its inception in 1984. Prior to Peregrine, Paul managed small cap funds for the Trust Department at Norwest Bank Minnesota, N.A. (now Wells Fargo Bank Minnesota, N.A.). He began his career with Norwest Bank Minnesota, N.A. in 1972 after graduating from Princeton. Paul is a member of the CFA Society of Minnesota and the CFA Institute.

Paul has been an Equity Trader at Peregrine since 1988 and is responsible for the execution of trades in each of Peregrine’s equity styles. He initially joined Peregrine in 1985 as a member of our accounting and operations team. Before joining Peregrine, Paul was a Sales Representative for First Investors Corporation.

Paul holds a BA in Economics from the University of Minnesota. He is a member of the Security Traders Association, a board member of the Minnesota Security Dealers Association and is a past member of STA Trading Issues Committee.