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Название | Заголовок | Год | До |
---|---|---|---|
Peter D. Goslin | Senior Portfolio Manager | 2015 | Сейчас |
Биография | Peter is a member of Newton’s equity income team. Peter oversees multi-factor equity portfolio management and is responsible for the portfolio management and implementation of systematic equity investment strategies. Peter collaborates with quantitative and fundamental equity researchers to evolve the systematic investment processes and set the research agenda. Peter joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Peter was a senior portfolio manager and trader at Mellon Investments Corporation, Mellon Capital and Mellon Equity Associates (all BNY Mellon group companies). Prior to joining BNY Mellon, Peter worked as a proprietary derivatives trader and NASDAQ market maker for Merrill Lynch in New York. Previously, he ran Merrill’s equity index option desk at the Chicago Mercantile Exchange. Peter has a BS in Finance and Computer Science from St. Vincent College and an MBA in Finance from the University of Notre Dame. He received his CFA designation in 2000 and is a member of the CFA Institute and the CFA Society Pittsburgh. | ||
Syed A. Zamil | co-Portfolio Manager | 2017 | 2021 |
Биография | Mr. Zamil is a managing director and global investment strategist at Mellon Capital, where he has been employed since October 2015. Prior to joining Mellon Capital, Mr. Zamil was employed from October 2012 until October 2015 by American Century Investments as a portfolio manager and from April 2011 until September 2012 by BlackRock as an investment strategist. | ||
Chris Yao | - | 2019 | 2021 |
William S. Cazalet | Portfolio Manager | 2014 | 2019 |
Биография | Mr. Cazalet has been employed by Dreyfus since 2014. He is a managing director and head of active equity strategies at Mellon Capital, where he has been employed since July 2013. Prior to joining Mellon Capital, Mr. Cazalet was employed from November 2011 until June 2013 by Commonfund, Inc. where he was responsible for U.S. west coast and international clients. From October 2005 until December 2010, he served as global co-head of long short equity strategies at AXA Rosenberg, where he was responsible for strategy and portfolio design, product development and marketing. | ||
C. Wesley Boggs | Senior Portfolio Manager | 2011 | 2019 |
Биография | Mr. Boggs is a vice president and senior portfolio manager at Mellon Capital. Boggs has been with Mellon Capital since 1993, and has been an assistant vice president and senior portfolio manager at Mellon Capital since January 2001. In September 2007, he became dual employees of Dreyfus and Mellon Capital. | ||
Ronald P. Gala | Managing Director | 2011 | 2018 |
Биография | Team leader and senior portfolio manager for the active equity portfolios Former Principal Officer of Mellon Equity Associates, LLP Member and past president of the CFA Society of Pittsburgh and a member of the CFA Institute | ||
Warren Chiang | Research Associate | 2011 | 2015 |
Биография | Mr. Chiang oversees portfolio management for GMO’s Systematic Equity team and is the head of the Emerging Markets Select Equity team. He is a partner of the firm. Prior to joining GMO in 2015, he worked at Mellon Capital Management as a Managing Director of Active Equity Strategies. Previously, he worked at the Federal Reserve Bank of San Francisco as a research associate. Mr. Chiang earned his bachelor's degree in Economics and his MBA from the University of California Berkeley. He is a CFA charterholder. | ||
Jocelin Reed | Senior Equity Portfolio Manager | 2006 | 2013 |
Биография | Ms. Reed brings over 25 years of equity investment experience to The Swarthmore Group. Most recently she was a Portfolio Manager and Principal at AJO Partners following the majority of her career as a Portfolio Manager at Mellon Capital and Mellon Equity. She has led and learned with investment teams overseeing equity strategies across the globe, style, and capitalization continuum primarily focused on the institutional asset owner base. A CFA charterholder since 1998, Jocelin received her MBA with a focus on Finance and Strategic Planning from the University of Pittsburgh and her BS in Finance and Economics from The Pennsylvania State University. | ||
Patrick Slattery | Senior Portfolio Manager | 2011 | 2012 |
Биография | Mr. Slattery has been a senior portfolio manager of Mellon Capital. From 2005 through December 2008, Slattery was a vice president and portfolio manager of Franklin Portfolio Associates. Before joining the firm, Slattery was an quantitative analyst and portfolio manager at Independence Investment LLC from 1995 to 2003. He also has software development and application expertise from his time with Edgewater Technology, Inc. and Bachman Information Systems, Inc. He is currently a member of the Boston Security Analysts Society. Slattery holds the Chartered Financial Analyst designation. | ||
Langton C. Garvin | Senior Vice President | 2011 | 2012 |
Биография | Tony holds his BS in Business Administration form Skidmore College and an MS in physics from the University of Massachusetts. He also completed postgraduate coursework at the Massachusetts Institute of Technology. Tony joined Franklin Portfolio Associates in 2004. Prior to joining FPA, Tony was a portfolio manager at Batterymarch Financial Management. He previously served as portfolio manager and quantitative analyst at Grantham, Mayo, Van Otterloo and Company and was a consultant at Independence Inves. |
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