
Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
Steven Wang | Portfolio Manager | 2021 | bây giờ |
Tiểu sử | STEVEN WANG, CFA, Director, Portfolio Management for AssetMark, has served as Portfolio Manager of the Fund since September 2021. Mr. Wang is responsible for managing Savos equity and fixed income strategies. Mr. Wang joined AssetMark in 2021. Previously, he was a Quantitative Equity Portfolio Manager at Northern Trust Asset Management where he researched and managed quantitative factor strategies across US and International equity portfolios. Prior to that, he was a quantitative analyst at Bank of America Merrill Lynch focusing on credit and derivatives. Mr. Wang is a Chartered Financial Analyst® with MS degrees from the University of Chicago in Statistics and Computer Science. He has a B.A. in Finance and Economics and a B.S. in Applied Mathematics from Wuhan University. | ||
Matthew Goff | Director | 2019 | 2022 |
Tiểu sử | MATTHEW GOFF, CFA, Director of Quantitative Strategies at Savos. Mr. Goff joined Savos Investments in 2018. Previously, he was President of Perfect Capital, a company he co-founded to provide digital investment solutions for advisors and individuals. Prior to that, he led the US Equity iShares portfolio management team for BlackRock. Mr. Goff is a Chartered Financial Analyst ® , with an MBA from The Haas School of Business, UC Berkeley and a BS in Chemical Engineering from The California Institute of Technology. Matt Goff has been employed by BFA and BTC as a portfolio manager since 2008. Prior to that, Mr. Goff was a portfolio manager at US Trust from 2007 to 2008, a product manager at Iris Financial Solutions from 2006 to 2007 and a product manager at MSCI Barra from 2003 to 2006. | ||
Jason Thomas | CIO (Chief Investment Officer) | 2015 | 2021 |
Tiểu sử | JASON THOMAS, Ph.D., CFA, Chief Executive Officer and Chief Investment Officer of Savos Investments. Mr. Thomas joined Savos Investments in 2014. Previously, he was the Chief Executive Officer of Portfolio Design Labs, a company he founded to provide next generation risk measurement and management to investment advisors and institutional investors. Prior to that, he was the Chief Investment Officer of Aspiriant, a leading independent wealth management firm. Mr. Thomas is a Chartered Financial Analyst®, with a Ph.D. in Economics from the University of Southern California and an MBA from the Stanford University Graduate School of Business. | ||
Rajeev Sharan | - | 2016 | 2020 |
Tiểu sử | Mr. Sharan joined Savos in April 2015. Previously, he was Director of Risk at Aspiriant, responsible for firm-wide risk management and quantitative investment research. Mr. Sharan has also held positions at Deutsche Bank Group, Standard Chartered Bank, and Dun & Bradstreet. His expertise includes hedging, tail risk hedging, derivative exposure and counterparty credit risk modeling, liquidity risk management, structured product analysis, and risk model development across asset classes. Mr. Sharan earned an MFE from the UCLA Anderson School of Management at the University of California, Los Angeles and an MA and an MPhil, both in Economics, from Jawaharlal Nehru University in New Delhi, India. |
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