
Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
Paul Leung | co-managed | 2018 | bây giờ |
Tiểu sử | Paul Leung joined Victory Capital in 2016 in connection with Victory Capital’s acquisition of RS Investments. Prior to joining Victory Capital, Mr. Leung was a member of the RS Growth Team, as an analyst, since 2012. Prior to joining RS Investments in 2012, he worked as a senior investment analyst at Ashfield Capital Partners where he focused on the technology sector. Previously, he held research and financial analyst positions at Sterling Johnston Capital Management, from 2002 to 2010, and Citigroup, from 1999 to 2001. Mr. Leung is a CFA Charterholder. Paul earned his bachelor’s degree in economics and business management from Cornell University. | ||
Christopher W. Clark | Co-Portfolio Manager | 2014 | bây giờ |
Tiểu sử | Christopher W. Clark has been a co-portfolio manager of the Victory RS Investments Custom Growth Strategy (formerly, the RS Investments Custom Growth Strategy) of the Fund since September 2015. He has worked in investment management since 2001, has been with RS Investments since 2007, has managed investment portfolios since 2014, and has been with Victory Capital since 2016. Before joining RS Investments, he was a research associate at TIAA-CREF for three years, where he focused on global portfolio management and the health care sector. Prior to that, he was a research assistant at Dresdner RCM Global Investors for three years. Chris holds a B.A. in economics from the University of Virginia. Chris is a CFA Charterholder. | ||
Melissa Chadwick-Dunn | Co-Portfolio Manager | 2011 | bây giờ |
Tiểu sử | Melissa Chadwick-Dunn is an analyst in the RS Growth Group and a principal at RS Investments. Before joining the firm in 2001, 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. Melissa holds a B.A. in economics and an M.A. in international relations from the University of Chicago and an M.B.A. from the Wharton School of Business. | ||
D. Scott Tracy | Portfolio Manager | 2011 | bây giờ |
Tiểu sử | Mr. Tracy joined RS Investments and has been a member of the RS Growth Team since 2001. Prior to joining RS Investments in 2001, he spent three years at Shoreline Investment Management, the in house asset management arm of Hewlett-Packard. He has also served as an equity analyst at Montgomery Securities. Mr. Tracy holds a B.A. in history from Trinity College and an M.B.A. from the University of California at Berkeley. He is also a Chartered Financial Analyst. | ||
Stephen J. Bishop | Co-Portfolio Manager | 2011 | bây giờ |
Tiểu sử | Stephen J. Bishop is a co-portfolio manager and analyst on the RS Growth Team. Mr. Bishop has been with Victory Capital since 2016, when Victory Capital acquired RS Investments. Mr. Bishop has been a co-portfolio manager on the RS Growth Team since 2007. He joined RS Investment Management Co. LLC in 1996 as a research analyst primarily covering the technology sector, which remains his area of focus today. Prior to joining RS, he worked as an analyst in the corporate finance department of Dean Witter Reynolds, Inc., for two years. Steve holds a B.A. in economics from the University of Notre Dame and an M.B.A. from Harvard Business School. | ||
Thomas C. Ognar | Managing Director | 2011 | 2011 |
Tiểu sử | Thomas Ognar is a managing director and senior portfolio manager for the Heritage Growth Equity team at Wells Capital Management. Tom has oversight and portfolio management responsibility for the team’s Small Capitalization, All Capitalization and Large Capitalization Growth portfolios. He joined v with the acquisition of assets from Strong Capital Management. Tom entered the investment industry in 1993 and joined Strong in 1998 as a research analyst. Prior to Strong, he was a research analyst with M&I Investment Management, Inc. and a trader with Republic Securities, Inc. Tom earned a bachelor’s degree in finance from Miami University. He earned a master’s degree in finance from the University of Wisconsin, Madison, and is an alumnus of the Applied Security Analysis Program. Tom has earned the right to use the CFA designation. | ||
Stuart Roberts | Portfolio Manager | 2006 | 2011 |
Tiểu sử | Stuart Roberts Prior to joining Montgomery Asset Management he was VP and portfolio manager at Founders Asset Management, where he was responsible for the management of three separate mutual funds and selected separate accounts. All of these funds were growth oriented with a focus on the small-cap market sector. Before joining Founders, Mr. Roberts managed a health-care sector mutual fund as portfolio manager at Financial Programs, Inc. He was also a securities analyst at Hanifen Imhoff, Inc. | ||
Jerome Cam Philpott | Portfolio Manager | 2006 | 2011 |
Tiểu sử | Philpott joined Wells Capital Management in 2003 as a portfolio manager. Prior to joining Wells Capital Management, he was a portfolio manager with Montgomery Asset Management, which he joined in 1991 as an analyst for the small cap equity team. Previously, he served as a securities analyst with Boettcher & Company and a general securities analyst at Berger Associates, Inc. Philpott holds the Chartered Financial Analyst designation. | ||
Laura Granger | Vice President, Portfolio Manager | 2006 | 2007 |
Tiểu sử | Granger is a vice president and portfolio manager with OppenheimerFunds, her employer since October 2000. Prior to joining the firm, she was a vice president and portfolio manager at Fortis Advisors from July 1998 to October 2000. Prior to Fortis, she managed Pension and Foundation accounts for General Motors Investment Management from July 1993 to July 1998. Granger holds the Chartered Financial Analyst designation. | ||
Marian Pardo | Managing Director, d Portfolio Manager | 2005 | 2006 |
Tiểu sử | Marian U. Pardo, managing director, is a portfolio manager in the U.S. Small Cap Equity Group. An employee since 1968, she joined the Investment Management business in 1980 and is currently the head of the small company investment team and is co-manager of the J.P. Morgan Small Company Opportunities Fund, Select Small Company Fund, and significant separate account assets for institutional clients. Among her most recent accomplishments, she helped launch and manage the J.P. Morgan U.S. Small Company Opportunities Fund. Her prior background included managing equity and convertible funds and large-cap equity portfolios for individual clients, the Pierpont Equity Fund, and managing the Large Cap Equity Fund for institutional investors. Marian earned her B.A. from Barnard College. |
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