
Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
Robert A. Ippolito | - | 2023 | bây giờ |
Tiểu sử | Robert Ippolito, Vice President and CFA charterholder. Prior to becoming a portfolio manager, Mr. Ippolito was a fundamental research analyst within the group. | ||
Wonseok Choi | Managing Director | 2019 | bây giờ |
Tiểu sử | Wonseok Choi, Managing Director and head of the team since 2006, is responsible for Strategic Quantitative Research. | ||
Akash Gupta | Managing Director | 2019 | bây giờ |
Tiểu sử | Andrew S. Cupps has 29 years of investment experience and serves as a Managing Director and a Portfolio Manager of ARI. Drew is a member of the Advisory Research Partner Group. Prior to joining Advisory Research in 2016, Drew was the founder and portfolio manager of Cupps Capital Management (CCM). Drew also worked at Strong Capital Management, where he managed hedge fund and mutual fund assets beginning in 1994. At Strong, Drew managed the Strong Enterprise Fund from its inception in October 1998 until October 2000. Before Strong, Drew worked at Driehaus Capital Management beginning in 1992. Drew holds an AB in economics from Harvard. | ||
Daniel J. Percella | Managing Director | 2014 | bây giờ |
Tiểu sử | Daniel J. Percella, CFA, Managing Director, and Portfolio Manager, joined JPMorgan in 2008. Prior to that, Daniel Percella was executive director and analyst and co-portfolio manager on the Small Cap Active Core Team. Dan was previously a member of Institutional Investor-ranked equity research teams covering the transportation sector at Bear Stearns, Bank of America and Citigroup. Dan holds a B.S. in economics from Georgetown University’s Walsh School of Foreign Service and is a member of both the New York Society of Security Analysts and The CFA Institute. He is also a CFA charterholder. | ||
Don San Jose | Managing Director | 2011 | bây giờ |
Tiểu sử | Don San Jose, CFA, Managing Director, has been an analyst with the U.S. small cap equity group since 2004 and a portfolio manager since 2007. An employee since 2000, Don was an analyst in JPMorgan Securities' equity research department covering capital goods companies before joining the small cap group. Prior to joining the firm, he was an equity research associate at ING Baring Furman Selz. Don holds a B.S. in finance from The Wharton School of the University of Pennsylvania and is a member of both the New York Society of Security Analysts and The CFA Institute. He is a CFA charterholder. | ||
Phillip D. Hart | Managing Director | 2011 | bây giờ |
Tiểu sử | Mr. Hart has worked as a portfolio manager for the U.S. Structured Equity Team at JPMIM since 2009 and has been employed by the firm since 2003. Prior to becoming a portfolio manager, he was a qualitative research analyst within this group. Phillip obtained a BA in economics from Cornell University and is a CFA charterholder. | ||
Jonathan L. Tse | Executive Director | 2019 | 2023 |
Tiểu sử | Mr. Tse is a Executive Director of J.P. Morgan Investment Management and a CFA charterholder. He has been an employee of J.P. Morgan Investment Management since 2004. | ||
Lindsey J. Houghton | Executive Director | 2019 | 2021 |
Tiểu sử | Lindsey Houghton, executive director, is a portfolio manager in the U.S. Structured Equity Small and Mid-Cap Group. An employee since 2006, Lindsey was previously a senior analyst on the Bear Stearns quantitative equity team. Lindsey has previous experience as a quantitative analyst at BKF Asset Management, Inc. and as a portfolio manager assistant at ING Investment Management. Lindsey graduated from the University of Delaware with a B.S. in business administration with a concentration in finance. | ||
Dennis S. Ruhl | CIO (Chief Investment Officer) | 2004 | 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. | ||
Christopher Mark Jones | Managing Director | 2013 | 2014 |
Tiểu sử | Christopher M.V. Jones, managing director,is the CIO of the Growth and Small Cap U.S. Equity Team. An employee since 1982, Chris has had fund management and analytical responsibilities on the small cap team since 1986. He has served as the team's chief investment officer since 1993 and has headed all of our Growth investments since 2006. He holds an M.A. in history from Cambridge University and is a member of both the New York Society of Security Analysts and The CFA Institute. He is a CFA charterholder. |
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