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Название | Заголовок | Год | До |
---|---|---|---|
Daniel L. Miller | Partner | 2020 | Сейчас |
Биография | Dan is responsible for overseeing all aspects of our Equity teams, including portfolio management, research, and trading. He also is a member of the firm’s Management, Investment and ESG Committees. Dan brings more than three decades of industry experience to GW&K. Prior to joining the firm, Dan worked with various companies in the Boston area as an Investment and Financial Consultant. Previously he spent 21 years at Putnam Investments in Boston, where he was Chief Investment Officer for the Specialty Growth Group overseeing a team of twenty and up to $100 billion in assets under management. He was a portfolio management team member of several small and mid cap growth funds, and the lead manager for the Putnam New Opportunities Fund since its inception in 1990. Dan was also a member of Putnam’s Management Committee and Partners Group. He began his career as an Analyst at Morgan Stanley. Dan graduated from the University of California, Berkeley and received his MBA from Stanford University Graduate School of Business. He earned the CFA designation and is a member of the CFA Institute and the CFA Society Boston. | ||
Jeffrey O. Whitney | Partner | 2020 | Сейчас |
Биография | Jeff is a Portfolio Manager for the GW&K Small Cap Value Strategy and is a member of the firm’s Investment Committee. Jeff also provides research support for our other equity strategies. As a seasoned analyst with extensive experience covering the Financial Services sector he identifies investment opportunities and analyzes companies within this sector, with a greater focus on the small and mid cap market segments. Jeff also serves as the lead analyst on our Equity Dividend Plus Strategy given its typically large weighting in Financial stocks. Prior to joining the firm he was an Assistant Portfolio Manager at ING Investment Management and a Vice President and Equity Analyst at J.P. Morgan Fleming Asset Management. He started his investment career in 1992 working for Dean Witter Intercapital as an Investment Management Associate. Jeff earned a BS in Finance from Central Connecticut State University and an MBA from Vanderbilt University. He also earned the CFA designation and is a member of the CFA Institute. | ||
William F. Fiedler | Securities Analyst | 2001 | 2020 |
Биография | Mr. Fiedler is currently responsible for business services, consumer discretionary, consumer staples, and health care. He has been a limited partner of Skyline since 1999 and currently serves as a member of the executive committee. Mr. Fiedler has been a portfolio manager since the implementation of Skyline’s team managed approach in March 2001 and was a securities analyst from Skyline’s founding in September 1995 until March 2001. Prior to the establishment of Skyline, Mr. Fiedler was employed as a securities analyst at Mesirow Financial. | ||
Mark N. Odegard | Portfolio Manager | 2001 | 2020 |
Биография | Mark Odegard is currently responsible for autos and transportation, energy, producer durables, and technology. He has been a limited partner of Skyline since 1999 and currently serves on the executive committee. Mr. Odegard has been a portfolio manager since the implementation of Skyline’s team managed approach in March 2001 and was a securities analyst from October 1995 until March 2001. Mr. Odegard was previously employed by First Chicago Investment Management as an equity research analyst. He was also previously employed as a business analyst by Scott Foresman & Company and as a senior financial analyst at Arthur Andersen. Mr. Odegard holds a B.S. in Accounting and a M.B.A. with a concentration in Finance from DePaul University. He is a Certified Public Accountant and a CFA charterholder. | ||
Michael N. Maloney | Portfolio Manager | 2001 | 2020 |
Биография | Michael Maloney is currently responsible for financial services, materials and processing, REITs, and utilities. He has been a limited partner of Skyline since 1995 and has served on the executive committee since 2005. Mr. Maloney has been a portfolio manager since the implementation of Skyline’s team managed approach in March 2001 and was a securities analyst from Skyline’s founding in September 1995 until March 2001. Prior to the establishment of Skyline, Mr. Maloney was employed at Mesirow Financial as a securities analyst and was previously a vice president and investment analyst at Baker, Fentress and Co. Mr. Maloney holds a B.A. in Economics from DePaul University and an M.B.A. with a concentration in Finance from the University of Wisconsin-Madison. | ||
William M. Dutton | Partner | 1987 | 2004 |
Биография | Mr. Dutton is a limited partner of Skyline and serves as a senior advisor to the firm. Prior to the establishment of Skyline in 1995, Mr. Dutton worked for 15 years at Mesirow Financial. He was a portfolio manager at Mesirow from 1985 to 1995. At Skyline, Mr. Dutton managed the firm’s small cap value portfolios from 1995 until 2001 and was a member of the investment team managing those portfolios from 2001 until 2004. He was the Managing Partner of the firm from 1995 through 2004 and served on its executive committee from 2005 through 2007. |
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