
Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
Michael Walker | Sr. Analyst | 2025 | bây giờ |
Tiểu sử | Michael Walker is a Senior Vice President of WPS Advisors, Inc. and an Analyst/Portfolio Manager on the U.S. equity research and portfolio management team. Prior to joining W.P. Stewart in 2009, Mr. Walker was the technology sector analyst on the large cap growth fund at Ark Asset Management. Before joining Ark in 2007, he spent nine years at Donaldson, Lufkin & Jenrette and then at Credit Suisse First Boston as a senior research analyst covering the IT hardware and electronics supply chain sectors. Mr. Walker was the top-ranked analyst in his sector on Institutional Investor magazine's All-America Research Team survey in 2006, after ranking third in 2004 & 2005. Prior to beginning his finance career at DLJ in 1998, he was an IT consultant with Deloitte Consulting. Mr. Walker graduated magna cum laude with a degree in Economics from the Wharton School at the University of Pennsylvania. | ||
James T. Tierney | Senior Vice President | 2009 | bây giờ |
Tiểu sử | James T. Tierney, Jr. is Chief Investment Officer of Concentrated US Growth. Prior to joining AllianceBernstein in December 2013, he was CIO at W.P. Stewart & Co. Tierney began his career in 1988 in equity research at J.P. Morgan Investment Management, where he analyzed entertainment, healthcare and finance companies. He left J.P. Morgan in 1990 to pursue an MBA and returned in 1992 as a senior analyst covering energy, transportation, media and entertainment. Tierney joined W.P. Stewart in 2000. He holds a BS in finance from Providence College and an MBA from Columbia Business School at Columbia University. | ||
John C. Mahler | Head | 2006 | 2009 |
Tiểu sử | Mahler is the president of the W.P. Stewart & Co. Growth Fund. He served as head of Equities at Brown Brothers Harriman & Company from January 2004 to November 2005 and was director of Research from October 2001 to December 2003. Prior to joining Brown Brothers, Mahler served at Manning and Napier Advisors, Inc. as co-director of Research and senior analyst/portfolio manager from January 2000 to September 2001 and March 1997 to December 1999, respectively. | ||
Peter H. Jennison | Partner/Portfolio Manager | 2001 | 2006 |
Tiểu sử | Peter joined Edgewood Management in January 2006 as a Partner. He is a member of Edgewood’s Investment Committee. Prior to joining Edgewood, Peter was at W.P. Stewart & Co. for 16 years where he was a senior member of the US equity research and money management teams and was responsible for approximately 10% of the Firm's total assets. He was also President and Portfolio Manager of the W.P. Stewart Growth Fund, a ‘40 Act mutual fund. While under Peter's management, the Fund achieved a Morningstar five star rating. Peter began his career as a specialist clerk on the floor of the New York Stock Exchange and later became a Research Coordinator at Shearson Lehman Brothers, Inc. While at Shearson, he managed discretionary accounts for individuals with a focus on quality growth shares. He was educated at Babson College and Columbia University. He serves on the Advisory Board of The Johns Hopkins Department of Neurosurgery. |
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