
Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
Christian J. Greiner | - | 2019 | bây giờ |
Tiểu sử | Christian J. Greiner, CFA, has been an active partner with the Azzad portfolio management team for over 10 years. Christian joined Ziegler in 2003 as an Equity Analyst. Currently, he is a Portfolio Manager who provides fundamental research across all sectors and participates in the decision making process for stock selection. He has a substantial role in the quantitative research effort, contributing to the stock scoring model research. He has been responsible for developing a system that aggregates investment community sentiment towards individual stocks, and in the past has worked on quantitative tax-effective investment strategies, as well as long-short and other specialized strategies for the firm. Christian holds a B.S. in Finance from DePaul University, as well as an MBA from the University of Chicago. Christian earned the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Society of Chicago. Prior to joining the firm, he held positions with Checkfree Investment Services and Northern Trust. | ||
Gary Hurlbut | Senior Portfolio Manager | 2018 | bây giờ |
Tiểu sử | Gary Hurlbut, CFA, is a Senior Portfolio Manager for the MVP Group at ZCM. Gary is a member of the MVP Group investment committee and is key relationship manager for many of our clients. He is responsible for managing large cap equity and balanced accounts. In addition, he is the team’s Senior Equity Analyst responsible for following the Financial Services sector. He has over 20 years of investment experience as an analyst and portfolio manager and served as an officer of the United States Navy for seven years. Gary received his M.B.A. from the University of Missouri — St. Louis, and his B.A. from the University of Virginia. He is a CFA® charterholder and a member of CFA Institute and CFA Society. | ||
Donald J. Nesbitt | Senior Portfolio Manager | 2005 | bây giờ |
Tiểu sử | Don Nesbitt is the Chief Investment Officer for the ZCM Equity Group at ZCM. Don joined the firm in early 2002 after having spent nearly four years at Qwest Communication’s pension plan in Denver, Colorado, where he managed $6 billion of equities using quantitative approaches that exploit behavioral anomalies. Prior to joining Qwest, Don spent nine years at the Illinois Teachers’ Retirement System where, as Chief Investment Officer, he was responsible for the management of $20 billion across various asset classes. Don has instructed investment courses at the University of Illinois–Springfield and has spoken at numerous industry conferences on the topics of enhanced equity management and derivative investment strategies. Don received his M.S. in Financial Analysis from the University of Wisconsin-Milwaukee, and holds a B.S. in economics from Saint Cloud State University, St. Cloud, Minnesota. He is a CFA® charterholder and a member of CFA Institute and CFA Society Wisconsin. | ||
Mikhail Alkhazov | Portfolio Manager and Analyst | 2005 | 2018 |
Tiểu sử | Mike joined Dana Investment Advisors in June 1999 and is currently a Senior Vice President, Portfolio Manager. Mike graduated from Santa Clara University with a BS in Economics in 1991 and earned an MBA from The Thunderbird School of Global Management in 1993. Mike has been in the investment industry since 1999 and managing equity portfolios since 2003. He is a CFA® charter holder and member of the CFA Institute and the CFA Society of Milwaukee. | ||
Brian K. Andrew | President | 2005 | 2008 |
Tiểu sử | Brian is a principal, the firm's Chief Operating and Compliance Officer. Brian has worked in the money management industry as an analyst, portfolio manager, Chief Investment Officer and business head since 1987. He has provided investment advice to individual and institutional investors through separate account, co-mingled and mutual fund investment vehicles. Brian began his career as an analyst and portfolio manager managing equity and fixed income investments for personal and institutional clients at First Bank Systems and then Bank One Investment Advisors. He then formed a private money management firm where the focus was on institutional fixed income relationships and managing restricted assets for public debt issuers. That firm was sold to Ziegler Cos., Inc. where Brian served as portfolio manager, Chief Investment Officer and then President of the money management subsidiary and mutual fund company. During his tenure at Ziegler he was responsible for developing fixed income and equity portfolio management teams that served as money manager to the health care industry and consultants. Brian has been active in public speaking forums within the health care industry and developing board education materials and a holistic balance sheet management methodology for approaching investments within the health care segment. In addition, he provided economic insight to clients of the firm through monthly published pieces, webcasts, and other outside media outlets. Brian received his B.S. in business and finance from the University of Minnesota. He has also received his Chartered Financial Analyst designation and is a member of the Milwaukee and Chicago Investment Analyst Societies. He has served on the board of the Great Lakes Hemophilia Foundation and has served in the past as its President and Treasurer. He also served on the National Hemophilia Foundation Board as Treasurer, the Community Development Authority of South Milwaukee as Treasurer as well as taught undergraduate classes at Concordia University in Milwaukee and continuing education classes at University of Wisconsin- Milwaukee. Brian also serves on the Marquette University Applied Investment Management Program Advisory Board and the University of Wisconsin - Milwaukee Health Services Advisory Board. |
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