745 McClintock Suite 227 Burr Ridge, IL 60527
PH: (630) 581-5627   Fax: (630) 581-5630
Our Team

Meg DavidsonMeg E. Davidson is majority owner of Borthwick Associates, Inc. and Earlwick, Inc., General Partner to Borthwick Partners Fund. She graduated from Valparaiso University with a B.S. in Business Administration – Finance in 1983. After spending two years working in compliance for the commodities industry (Best Commodities located in Chicago, Illinois), she joined Borthwick Associates  in 1985. Meg employs a combination fundamental/technical approach to stock selection with an emphasis on the PE to growth valuation model. She credits her passion for growth investing to her 20 year career working under the guidance of Earl B. Hagberg, founder of Borthwick Associates. Together Meg and Earl developed Borthwick Partners Fund Limited Partnership. Borthwick Partners Fund allows clients with smaller amounts of capital to experience the benefits of professional management through a shared growth portfolio. Meg is the Chief Compliance Officer and the portfolio manager of several separately managed accounts. She lives in Burr Ridge and is an active member of the Midtown Tennis Club.  Meg may be contacted directly at meg@borthwickassociates.com.


Thomas FraigThomas R. Flaig, CFA joined Borthwick Associates in April 2000 and moved into the role of President in February 2005.  Tom is the portfolio manager of Borthwick Partners Fund as well as many of the separately managed accounts.  Tom has extensive investment experience, having served as a portfolio manager and analyst at Legacy Asset Management and Sears Investment Management Company. In addition, Tom was a Vice-President for Goldman Sachs Chicago office where he was involved in institutional research sales for the Midwest region. Tom is a Chartered Financial Analyst and an active member of the Burr Ridge Chamber of Commerce. As a graduate of the University of Wisconsin-Madison, Tom has an MBA in Finance. Married, with two daughters, Tom resides in the Western Suburbs of Chicago. Tom may be contacted directly at tom@borthwickassociates.com.

 


Meg & Tom touched up

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