Our Executive Team
Sheila P. Pettee, CFA
Sheila Pettee, President, formed Pettee Investors, Inc. January, 1989. From December 1986 to December 1988, she was a Vice President and Portfolio manager at Peter Ehrlich Associates Inc., an independent investment advisory firm in Bedford, New York. She was responsible for managing both individual and institutional accounts. From late 1984 to late 1986, Sheila was employed at Carret and Company Inc., an independent investment advisory firm in New York City. She was a Vice President, again responsible for the management of various portfolios. In 1983, Sheila moved to the Retirement System for Savings Institutions and co- managed the internal equity portion of the System's $450 million in total assets. From 1979 to 1983 she was employed at Standard & Poor's Corporation in New York City as a securities analyst.
Sheila Pettee graduated from Rollins College with a B.A. in Business Administration. She is a CFA Charterholder (Chartered Financial Analyst) and a member of the New York Society of Security Analysts.
Dean A. Gulis, CFA
Dean Gulis is an Executive Vice President and Portfolio Manager at Pettee Investors Inc. He has 40 years of investment industry experience as a portfolio manager, Director of Research, and equity analyst. Dean joined Pettee Investors from Loomis Sayles and Co., L.P., where he worked from 1997-2017 as a Vice President and lead portfolio manager for the firm’s mid cap core investment team. Prior to Loomis Sayles, Dean was the Director of Research and a Principal at Roney & Co., a regional investment banking and brokerage firm, where he began as an equity analyst in 1982. He started his investment industry career at Manufacturers National Bank of Detroit.
He earned a B.A. in Economics and MBA in Finance from the University of Michigan. He is a CFA Charterholder (Chartered Financial Analyst).
Alex R. Pettee, CFA
Alex Pettee is President and Head of ETFs for Hoya Capital Real Estate, a subsidiary of Pettee Investors. Alex is also an investment advisor for Pettee Investors. A passionate Hoya through and through, Alex Pettee founded Hoya Capital Real Estate, a Connecticut-based registered investment advisor that is working to make real estate investing more accessible to the masses. Originally conceived as part of a Capstone master's thesis at Georgetown, Hoya Capital Real Estate advises ETFs and individual accounts by investing in portfolios of publicly traded commercial and residential real estate companies. A dual-degree holder and two-sport athlete at Georgetown, Alex played baseball and track for the Hoyas and studied Finance and Real Estate.
Alex graduated from Georgetown University's McDonough School of Business with a BS in Business Administration. He is a CFA Charterholder and holds a Series 65 license.