
Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
Jonathon M. Detter | Valuation Analyst | 2019 | bây giờ |
Tiểu sử | Jon joined WCM in 2016; his primary responsibilities are portfolio management and equity research for our fundamental value strategies. Since he began his investment career in 2001, Jon’s experience includes a position as principal at Opus Capital Management, where he was one of three portfolio managers on the Opus Small-Cap Value flagship product, as well as a founder of, and portfolio manager for, the Focused Small-Cap product. Earlier, he held positions at Valuation Research Corporation and Arthur Andersen LLP, performing valuation work for public and private companies, primarily with respect to equity and option valuations, purchase price allocations, intangible assets and asset impairment testing. Jon graduated magna cum laude from Xavier University (Ohio) with a B.S.B.A. in Finance. He is also a CFA® charterholder. | ||
Bruce I. Jacobs | Principal | 2019 | bây giờ |
Tiểu sử | Bruce Jacobs, Principal, co-founded Jacobs Levy Equity Management in 1986. He is co-chief investment officer, portfolio manager, and co-director of research. Dr. Jacobs’s articles on equity management have appeared in the Financial Analysts Journal, Journal of Portfolio Management, Journal of Investing, Journal of Financial Perspectives, Japanese Security Analysts Journal, and Operations Research. He has received several Graham and Dodd Awards from Financial Analysts Journal, a Bernstein Fabozzi/Jacobs Levy Award from the Journal of Portfolio Management, and an Outstanding Article Award from the Journal of Investing. Formerly he was First Vice President of the Prudential Insurance Company of America, where he served as Senior Managing Director of a quantitative equity management affiliate of the Prudential Asset Management Company and Managing Director of the Pension Asset Management Group. Prior to that, he was on the finance faculty of the University of Pennsylvania’s Wharton School and consulted to the Rand Corporation. Dr. Jacobs has a B.A. from Columbia College, an M.S. in Operations Research and Computer Science from Columbia University’s School of Engineering and Applied Science, an M.S.I.A. from Carnegie Mellon University’s Graduate School of Industrial Administration, and an M.A. in Applied Economics and a Ph.D. in Finance from the Wharton School. He serves on the Advisory Boards of the Journal of Portfolio Management and the Journal of Financial Data Science, and is an Advisory Editor for the Journal of Impact and ESG Investing. He has served on the Financial Analysts Journal Advisory Council, and was an Associate Editor of the Journal of Trading. Dr. Jacobs also served on the Committee to Establish the National Institute of Finance and was a member of its successor, the Office of Financial Research Discussion Forum. He is Chair of the Advisory Board of the Jacobs Levy Equity Management Center for Quantitative Financial Research at the Wharton School, and helped create the new Quantitative Finance major at the Wharton School by establishing the Dr. Bruce I. Jacobs Professorship in Quantitative Finance and the Dr. Bruce I. Jacobs Scholars in Quantitative Finance. | ||
Kenneth N. Levy | Co-Founder | 2019 | bây giờ |
Tiểu sử | Kenneth N. Levy, CFA, co-founded Jacobs Levy Equity Management in 1986. He is principal, co-chief investment officer, portfolio manager, and co-director of research of the firm. Previously, Mr. Jacobs was managing director of a quantitative equity management affiliate of the Prudential Asset Management Company. Prior to that, he was responsible for quantitative research at Prudential Equity Management Associates. | ||
Anthony B. Glickhouse | Analyst & Portfolio Manager | 2019 | bây giờ |
Tiểu sử | Anthony joined WCM in 2016; his primary responsibilities are portfolio management and equity research for our fundamental value strategies. Since he began his investment career in 2006, Anthony’s experience includes a position at Opus Capital Management, where he was a research analyst on the Opus Small-Cap Value flagship product, as well as a founder of, and portfolio manager for, the Focused Small-Cap product. Previously, Anthony held positions at The Private Client Reserve of U.S. Bank, where he conducted economic / capital market research and detailed asset allocation analysis, and at Renaissance Investment Management, where he performed operations and security analysis duties. Anthony graduated from Miami University (Ohio) with a B.S. in Finance. He is also a CFA® charterholder. | ||
Patrick F. McGee | Portfolio Manager | 2019 | bây giờ |
Tiểu sử | Pat joined WCM in 2016; his primary responsibilities are portfolio management and equity research for our fundamental value strategies. Since the start of his investment career in 2010, Pat’s experience includes a position at Opus Capital Management, where he was a research analyst on the Opus Small-Cap Value flagship product, as well as a founder of, and portfolio manager for, the Focused Small-Cap product. Previously, Pat held the Associate Analyst position at Avondale Partners LLC, where he assisted in research. Earlier still, he worked as a senior consultant at Ernst & Young LLP, where he established the Los Angeles office’s Fraud Investigation and Dispute Services practice. Pat earned his B.B.A. in Finance and Public Policy from the College of William & Mary (Virginia), and his M.B.A. from the University of Virginia. He is also a CFA® charterholder. | ||
Justin Howell | Managing Director | 2018 | 2019 |
Tiểu sử | Justin is a portfolio manager for Epoch's U.S. equity investment strategies. He joined the firm as a research analyst in 2012 and has been a portfolio manager since 2017. Before joining Epoch, Justin was a research analyst at JPMorgan Chase. Justin holds a BA in Business Administration from the University of Michigan. | ||
Phillip D. Hart | Managing Director | 2012 | 2019 |
Tiểu sử | Mr. Hart, managing director, is a portfolio manager and is head of the U.S. Behavioral Finance Small Cap Equity Group at JPMorgan . He joined JPMorgan in 2003. Phillip obtained a BA in economics from Cornell University and is a CFA charterholder. | ||
Michael A. Welhoelter | Managing Director, Co-CIO, Portfolio Manager | 2011 | 2019 |
Tiểu sử | Mike is Co-Chief Investment Officer of Epoch Investment Partners. He is also Chief Risk Officer. Mike is responsible for integrating risk management into the investment process. Prior to joining Epoch in 2005, he was a director and portfolio manager in the Quantitative Strategies Group at Columbia Management Group, Inc. Before that, Mike was at Credit Suisse Asset Management Group (“CSAM”), where he was a portfolio manager in the Structured Equity group. Before joining CSAM, he was a portfolio manager and quantitative research analyst at Chancellor/LGT Asset Management. | ||
David N. Pearl | Executive Vice President, Co–Chief Investment Officer and Portfolio Manager | 2011 | 2019 |
Tiểu sử | Mr. David Pearl is a Co-Founder and serves as Executive Vice President, Co-Chief Investment Officer & Portfolio Manager at Epoch Investment Partners. Prior to co-founding Epoch in 2004 with Bill Priest, Tim Taussig and Phil Clark, David was a Managing Director and portfolio manager at Steinberg Priest & Sloane Capital Management, LLC where he was responsible for both institutional and private client assets. | ||
Dennis S. Ruhl | CIO (Chief Investment Officer) | 2003 | 2019 |
Tiểu sử | Mr. Ruhl, managing director, is the Chief Investment Officer of the U.S. Behavioral Finance Small Cap Equity Group. He joined JPMorgan in 1999. He holds dual bachelor’s degrees in mathematics and computer science and a master’s degree in computer science, all from MIT. |
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