
Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
David A. Siegle | Investment Professional | 2017 | 2018 |
Tiểu sử | David Siegle has been involved in portfolio management of the model since its inception and has been involved in securities analysis for similarly managed strategies since 2008. Mr. Siegle joined Wellington Management as an investment professional in 2001. David received a BA from Amherst College in 2001. He holds the Chartered Financial Analyst designation. | ||
Douglas W. McLane | - | 2017 | 2018 |
Tiểu sử | Douglas McLane has been involved in portfolio management of the model since its inception and has been involved in securities analysis for similarly managed strategies since 2011. Mr. McLane joined Wellington Management as an investment professional in 2011. Douglas received his MBA from Northwestern University from the Kellogg school of business in 2003. He holds the Chartered Financial Analyst designation. | ||
Mammen Chally | Portfolio Manager | 2013 | 2018 |
Tiểu sử | Mammen Chally is the Portfolio Manager providing model portfolio advice for the Hartford Core Equity SMA. He is the leader of Wellington Management’s Disciplined Equity investment team and manages portfolios focusing on US equities. Mammen also has significant experience in portfolio risk management and development of derivative strategies and quantitative research. He is also a member of the Wellington Trust Company, NA Trust Investment Committee. Prior to joining Wellington Management in 1994, Mammen worked for the Gas Authority of India Limited, New Delhi, India (1989 — 1992). | ||
Francis J. Boggan | Senior Vice President | 2006 | 2013 |
Tiểu sử | Francis J. Boggan, CFA, Senior Vice President, Partner, and Equity Portfolio Manager. Frank is the senior member for the Mid Cap Growth and Quality Growth investment teams which manage accounts for a diverse group of institutional and mutual fund clients. He is also a senior member of the Opportunistic Core Equity Team and is a co-manager on the Opportunistic Core and Large Cap Opportunistic Core equity approaches. Frank draws on research provided by the dedicated teams for these products as well as by the firm's regional and global industry analysts. Prior to joining Wellington Management in 2001, Frank was a managing director of Palladian Capital Management in Los Angeles, where he co-managed equity portfolios for pension trusts, foundations, endowments, insurance companies, and individuals (1998 — 2000). Prior to that, he worked for The Pioneer Group, Inc. in Boston, where he co-managed the Pioneer II Fund (1991 — 1998) and managed separate institutional accounts. He also worked at Farmers Group, Inc. in Los Angeles, where he was the director of Equity Investments (1981 — 1991). Frank received his MBA, cum laude, from the University of Southern California (1981) and his BA in finance from the State University of New York in Buffalo (1979). He holds the Chartered Financial Analyst designation. | ||
Jeffrey L. Kripke | Senior Vice President | 2001 | 2013 |
Tiểu sử | Mr. Kripke, a Senior Vice President of Pioneer, joined Pioneer in June 2015. Effective October 1, 2015, Mr. Kripke will become lead manager of the portfolio. Mr. Kripke joined Pioneer from Allianz Global Investors, where he was Co-CIO of the Disciplined Equity Group and a portfolio manager since 2014. Previously, Mr. Kripke was at Wellington Management Company from 2001 to 2013, where he was an associate partner and portfolio manager. Prior to joining Wellington, Kripke was an associate portfolio manager for Merrill Lynch Asset Management since 1999 to 2001. | ||
Matthew C. Megargel | Senior Vice President | 1998 | 2013 |
Tiểu sử | Megargel is a senior vice president and partner at Wellington Management Company, his employer since 1983. Previously, he spent two years with Exxon Office Systems. Megargel holds the Chartered Financial Analyst designation. |
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