MINNEAPOLIS (Sept. 17, 2018) – Investment industry veteran Elizabeth M. Lilly has been named chief investment officer for Marquette Companies, LLC., a holding company that is part of the Pohlad Companies. She replaces Jann Ozzello Wilcox, who retired at the end of May after 27 years with the organization.
In her new role, effective today, Lilly will provide leadership and management of the investment group for the Pohlad family, overseeing the teams that manage private equity investments and total return portfolios. She will report to Bert Colianni, chief executive officer for Marquette Companies, as well as to Jim Pohlad, family leader with oversight for investing.
“Beth brings many years of outstanding investment experience to her new role with us, and we are delighted to welcome her to our organization,” said Colianni. “She has worked with and known various members of the Pohlad family over many years, and she is highly regarded in her field and in the community.”
Lilly began her career with Goldman Sachs after graduating from Hobart/William Smith College with a degree in economics, later earning a CFA designation. She spent five years with Fund American Companies, where she worked as an analyst under the tutelage of Bob Bruce and Warren Buffett to learn the merits of value investing. In 1997, Lilly co‐founded the investment firm Woodland Partners, which focused on investing in small cap stocks. In 2002, Woodland Partners was acquired by Gabelli Asset Management (GAMCO Investors), where she served as a senior vice president and portfolio manager of the $1 billion Teton Westwood Mighty Mites Fund and as a member of the value portfolio management team.
These experiences continuously honed her investment acumen, culminating in the formation of her own investment firm in 2017, Crocus Hill Partners. Widely quoted in the national and local media for her investment outlook, Lilly has regularly participated with other investment experts in the Star Tribune’s Investors Roundtable.