
Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
Matt Waldron | Managing Director | 2025 | bây giờ |
Tiểu sử | Matt Waldron, CFA, Managing Director, is US Head of International Portfolio Management within BlackRock Global Markets & Index Investments (“BGM”). He is responsible for the overall management of ETFs, CTFs, and Institutional SMAs that are predominantly invested in developed and emerging markets. Mr. Waldron’s service with the firm dates back to 2003. Prior to his current role, Mr. Waldron was a portfolio manager in Blackrock’s Multi Asset Client Solutions Group(BMACS), where he was responsible for the management of asset allocation portfolios for Institutional and HNW clients. Prior to joining BlackRock in 2003, Mr. Waldron was a research analyst at Monarch Capital Holdings LLC., an event-driven, long-short hedge fund. Mr. Waldron earned a BA degree in finance from the University of Delaware. | ||
Steven White | Director | 2025 | bây giờ |
Tiểu sử | Steven White, Director, is Co‑CIO for Index Equity Investments within BlackRock Global Markets & Index Investments (“BGM”) Steven co‑leads the CIO function, which is responsible for leading efforts to drive scale, quality and risk-managed investment outcomes for clients. Within the function he has direct responsibilities for investment risk and performance oversight across the global book as well as Index Equities Index Advocacy function which looks to enhance benchmark methodologies managed to by the team. Steven also oversees the Active Risk Index ETF PM team in the Americas and is a member of the Index Equity Leadership Team. Prior to his current role, Steven held multiple roles within BlackRock including sales, research, and portfolio management. Prior to BlackRock Steven worked at Bank of America Merrill Lynch for four years. He has a bachelor’s degree in Economics and MBA from San Diego State University. | ||
Trevor Martin | - | 2024 | bây giờ |
Tiểu sử | Trevor Martin has been a member of the RS Investments Growth team since 2014 and a co-portfolio manager of Victory RS Small Cap Growth Fund, Victory RS Select Growth Fund, Victory RS Mid Cap Growth Fund, Victory RS Growth Fund, and Victory RS Small Cap Equity Fund since May 2024. Mr. Martin is a CFA charterholder. | ||
Matthew Spitznagle | Portfolio Manager, Vice President | 2022 | bây giờ |
Tiểu sử | Matt is a senior research analyst for the Small Cap Strategy portfolio, covering the Consumer Discretionary, Consumer Staples, Financials, and Utilities sectors. He has 18 years of investment experience. Prior to joining Eagle, Matt’s research experience includes equity analyst positions with Sentinel Investments (on the subject team from 2005-2012) and Northern Trust. He earned his B.S. in Finance from the University of Illinois in 1991 and an M.B.A. from Northern Illinois University in 1995. Matt is a CFA charterholder. He began his investment career in 1996. | ||
Edmund G. Woods | Co-Portfolio Manager | 2022 | bây giờ |
Tiểu sử | Edmund (“E.G.”) Woods is a Portfolio co-Manager, responsible for covering companies in the Financials and Real Estate sectors of Eagle Asset Management, Inc. He has 24 years of investment industry experience. Prior to joining Eagle in 2020, E.G. worked as a portfolio manager and research analyst for a variety of firms. He earned a B.A. from Trinity College in 1989 and an M.B.A. from Dartmouth in 1999. He is a CFA charterholder. | ||
Jason Wulff | Equity Analyst | 2022 | bây giờ |
Tiểu sử | Mr. Wulff, has been employed by Sentinel Asset Management, Inc. (“Sentinel”) since 2007 as an equity analyst. He holds the Chartered Financial Analyst designation. | ||
Jay C. Warner | Managing Director, Portfolio Manager | 2022 | bây giờ |
Tiểu sử | Jay Warner, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team. In this role, he is a co-lead portfolio manager for the Artisan U.S. Small-Cap Growth Strategy and a portfolio manager for the Artisan U.S. Mid-Cap Growth, Global Opportunities and Global Discovery Strategies. Prior to joining Artisan Partners in May 2003, Jay attended the Graduate School of Business at the University of Wisconsin-Madison and graduated from the Applied Security Analysis Program. From 1997 through 2001, Jay was a senior accountant specializing in auditing, reviewing and compiling financial statements. Jay holds a bachelor's degree in accounting and a master's degree in finance, investment and banking from the University of Wisconsin-Madison. Jay was a licensed Certified Public Accountant. | ||
Peter Sietsema | - | 2022 | bây giờ |
Tiểu sử | Peter Sietsema has been with BFA since 2007, including his years with BGI, which merged with BFA in 2009. Mr. Sietsema has been employed by BFA or its affiliates as a Director since 2011 and a Vice President from 2009 to 2010. Mr. Sietsema has been a Portfolio Manager of each fund since 2023. | ||
Jeffrey James | Portfolio Manager | 2021 | bây giờ |
Tiểu sử | Jeffrey James is the lead portfolio manager for the Micro Cap Growth, Small Cap Growth, and Small/Mid Cap Growth strategies. In his role as portfolio manager, he has final responsibility for the strategies’ portfolio construction, risk management, and buy/sell decisions. Additionally, he is responsible for implementation of the investment philosophy, idea generation as well as the evaluation of macro-level trends and the market environment. | ||
Melissa Chadwick-Dunn | Co-Portfolio Manager | 2021 | bây giờ |
Tiểu sử | Melissa Chadwick-Dunn has been a member of the RS Growth team since 2001. She has been a co-portfolio manager and analyst of Victory RS Mid Cap Growth Fund (including its predecessor fund) since 2008 and Victory RS Small Cap Equity Fund (including its predecessor fund) since 2009. From 2001 to 2016, she was an investment professional with RS Investment Management Co. LLC, which was acquired by the Adviser in 2016. Before joining RS Investments, she was an equity analyst at Putnam Investments for two years, covering international small-cap stocks. Prior to that, she spent four years in investment banking, working on corporate finance and mergers-and-acquisition transactions for Lehman Brothers and McDaniels S.A. |
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