
Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
Justin J. Livengood | Senior Portfolio Manager | 2025 | bây giờ |
Tiểu sử | Mr. Livengood has been a Vice President of OppenheimerFunds since May 2006 and a Senior Portfolio Manager since January 2014. He was a Senior Research Analyst from May 2006 to January 2014, responsible for the health care, energy and financial services sectors for mid- and small-cap growth accounts. Before joining OppenheimerFunds in May 2006, Mr. Livengood was a vice president and fund analyst with Merrill Lynch Investment Managers. During his tenure at Merrill Lynch he also worked as an investment banking analyst in the Global Media Group and as an associate with Merrill Lynch Ventures. | ||
Ronald J. Zibelli | Senior Vice President | 2025 | bây giờ |
Tiểu sử | Mr. Zibelli has been a Senior Vice President of OppenheimerFunds, Inc since January 2014 and a Senior Portfolio Manager since May 2006. He was a Vice President of OppenheimerFunds from May 2006 to January 2014. Prior to joining OppenheimerFunds, he spent six years at Merrill Lynch Investment Managers, during which time he was a Managing Director and Small Cap Growth Team Leader. Prior to joining Merrill Lynch Investment Managers, Mr. Zibelli spent 12 years with Chase Manhattan Bank, including two years as Senior Portfolio Manager at Chase Asset Management. | ||
David A. Nadel | Senior Portfolio Manager | 2023 | bây giờ |
Tiểu sử | David Nadel is a Senior Portfolio Manager for the Global Equities team at Invesco. In this role, he is focused on international small- and mid-company strategies. Mr. Nadel joined Invesco in 2019. Prior to joining the firm, he was a principal at The Royce Funds, where he founded and managed the firm’s international investing practice. During his 13-year tenure there, Mr. Nadel lead-managed an international small/mid-cap growth fund, and sole-managed a global small/mid-cap growth fund. Before joining Royce, he was an Institutional Investor-ranked analyst, and then managed international small/mid-cap strategies for Pequot Capital and Neuberger Berman. Mr. Nadel started his career in 1992 with Lazard Freres' mergers and acquisitions team, and worked in Hong Kong for Value Partners, a prominent hedge fund. Mr. Nadel earned an MBA from the Harvard Business School, an AM from Harvard University, and a BA degree, magna cum laude, from Williams College, where he was elected to the Phi Beta Kappa honor society | ||
Maire Lane | Portfolio Manager | 2020 | 2025 |
Tiểu sử | Maire Lane, PhD, CFA, Portfolio Manager, has been associated with Invesco and/or its affiliates since 2019. From 2017 to 2019, Ms. Lane was associated with OppenheimerFunds, a global asset management firm. From 2008 to 2017, she served as a senior analyst at Wilson Capital Management, LLC. | ||
Frank V. Jennings | Portfolio Manager | 2020 | 2023 |
Tiểu sử | Frank V. Jennings, PhD, Portfolio Manager, who has been associated with Invesco Advisers, Inc and/or its affiliates since 2019. Mr. Jennings has been a Senior Vice President since February 2006 and was a Vice President of OppenheimerFunds, Inc from September 1995 to January 2006. Before joining OppenheimerFunds in 1995, Frank was Managing Director of global equities for Paine Webber Mitchell Hutchins. At Paine Webber, he managed a global fund, a global growth and income fund, a global small-cap fund and a European growth fund. Prior to that, he was a Portfolio Manager with AIG Global Investors, a Senior International Economist for Prudential Insurance Company, and an Investment Strategist for Gulf and Occidental Investment Company in Geneva, Switzerland. | ||
Jason Whiting | Portfolio Manager | 2011 | 2020 |
Tiểu sử | Jason is a vice president and portfolio manager for Trimark Investments, based in Toronto. Jason is from Toronto and began his investment career in 2000. Prior to joining the company as an investment analyst, he was a research analyst supporting the Canadian and global equity teams at Laketon Investment Management. He became a portfolio manager in 2005. Jason earned a BBA (Hons.) from Wilfrid Laurier University, and he holds the Chartered Financial Analyst designation. | ||
Virginia Au | Portfolio Manager (lead) | 2009 | 2020 |
Tiểu sử | Ms. Virginia Au, CFA, is Vice President and portfolio manager for Trimark Investments, based in Toronto. Virginia is from Vancouver. She began her career in the financial services industry in 2003 at Pembroke Management Ltd., where she worked as a research associate focusing on North American equities. She joined the company in 2006 as an investment analyst and became a portfolio manager in 2009. She earned a B.Comm. from the University of British Columbia, and she holds the Chartered Financial Analyst designation. | ||
Robert Mikalachki | Member | 2007 | 2020 |
Tiểu sử | Rob is Head of Small-Cap Equities for Trimark Investments, based in Toronto. Rob hails from London, Ontario. He began his career as an analyst at The Loyalty Group. He then worked as a senior associate in the investment banking division of PricewaterhouseCoopers before joining the company in 1999 as a small-caps investment analyst. Rob became a portfolio manager in 2000. He earned a BBA from Wilfrid Laurier University, and he holds the Chartered Financial Analyst designation. | ||
Ted Chisholm | Portfolio Manager | 2007 | 2011 |
Tiểu sử | Ted Chisholm is Portfolio Manager of EdgePoint. Prior to joining EdgePoint, Ted was a portfolio manager at Invesco Ltd. (formerly Trimark Investment Management). He began his career in the investment industry in 1991 as a Trimark marketing services representative and also held progressively senior sales positions before starting his own company – Coign Technology – in 2000. He rejoined Trimark in 2003 as an investment analyst, having worked in a similar role at Patient Capital Management from 2001 to 2002. Ted graduated with a BA from the University of Western Ontario. |
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