Joseph S. McCallum

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Profile

Mr. Joseph S.
McCallum is Vice President & Analyst at Keeley Asset Management Corp.
He joined Keeley Asset Management Corp.
in June 2011 and has over 12 years of investment experience.
Prior to joining the firm, he spent over five years in the investment banking and private equity industry with various firms, including Wachovia, Citigroup and American Capital.
Mr. McCallum earned his M.B.A. in 2011 from the University of Wisconsin, where he participated in the Applied Security Analysis Program.
In 2003, he earned his B.S.
in Finance, magna cum laude, from Arizona State University, Barrett Honors College in 2003.

Former positions of Joseph S. McCallum

Companies	Position	End
American Capital Asset Management LLC American Capital Asset Management LLC Investment ManagersFinance American capital invests in middle market companies located in the US. The firm focuses on companies such as real estate and financial services. It participates in senior debt, mezzanine, buyouts, recapitalizations, growth and add-on acquisitions. It also acts as a lead investor.	Corporate Officer/Principal	01/07/2009
CITIGROUP INC.	Corporate Officer/Principal	01/07/2006
Wachovia Capital Markets LLC Wachovia Capital Markets LLC Investment Banks/BrokersFinance Provides investment banking services	Corporate Officer/Principal	-
Keeley Asset Management Corp. Keeley Asset Management Corp. Investment ManagersFinance Keeley Asset Management Corp. is a value manager that seeks long-term, above average capital appreciation in the equity markets while reducing portfolio risk. The firm offers Small-Cap Value and Mid-Cap Value separately managed portfolios for individuals and institutions. They also manage the Keeley funds, a family of open-end, publicly-traded mutual funds. Keeley employs a bottom-up investment approach that focuses on the review of individual company characteristics rather than attempting to forecast broader economic trends. Their strategy is opportunistic and seeks to identify companies that are undergoing internal corporate restructurings. Such situations may include: (1) companies being spun off from their parent company (2) companies emerging from bankruptcy (3) companies trading below book or break-up value with a catalyst (4) mutual savings & loan and insurance conversions and (5) distressed utilities. Keeley prefers to invest in underfollowed companies with long product life cycles and above average potential for long-term earnings and share price growth. Once they have identified such companies, the firm seeks to purchase the companies' stocks at a discount to their assessment of the companies' fair market value.	Analyst-Equity	-

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Linked companies

Private companies	6
Citigroup, Inc. Citigroup, Inc. Major BanksFinance Provides retail, investment, commercial banking, brand cards, securities sale & exchanges services	Finance
Keeley Asset Management Corp. Keeley Asset Management Corp. Investment ManagersFinance Keeley Asset Management Corp. is a value manager that seeks long-term, above average capital appreciation in the equity markets while reducing portfolio risk. The firm offers Small-Cap Value and Mid-Cap Value separately managed portfolios for individuals and institutions. They also manage the Keeley funds, a family of open-end, publicly-traded mutual funds. Keeley employs a bottom-up investment approach that focuses on the review of individual company characteristics rather than attempting to forecast broader economic trends. Their strategy is opportunistic and seeks to identify companies that are undergoing internal corporate restructurings. Such situations may include: (1) companies being spun off from their parent company (2) companies emerging from bankruptcy (3) companies trading below book or break-up value with a catalyst (4) mutual savings & loan and insurance conversions and (5) distressed utilities. Keeley prefers to invest in underfollowed companies with long product life cycles and above average potential for long-term earnings and share price growth. Once they have identified such companies, the firm seeks to purchase the companies' stocks at a discount to their assessment of the companies' fair market value.	Finance
Wachovia Capital Markets LLC Wachovia Capital Markets LLC Investment Banks/BrokersFinance Provides investment banking services	Finance
Arizona State University Arizona State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
American Capital Asset Management LLC American Capital Asset Management LLC Investment ManagersFinance American capital invests in middle market companies located in the US. The firm focuses on companies such as real estate and financial services. It participates in senior debt, mezzanine, buyouts, recapitalizations, growth and add-on acquisitions. It also acts as a lead investor.	Finance