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Название | Заголовок | Год | До |
---|---|---|---|
Ruth A. Nagle | Portfolio Manager | 2022 | Сейчас |
Биография | Ruth Nagle is portfolio manager of Fidelity Investments in 2019, Ms. Nagle has worked as a research analyst and portfolio manager. Prior to joining the firm, Ms. Nagle served as a Managing Director at Blackrock from 2013 to 2019. Perviously, Ms. Nagle is an investment analyst of Federated Investors, her employer since July 1998. Prior to that, she served as an equity research associate with Bartlett & Co., her employer from 1989 through 1995. | ||
Chuck Culp | - | 2018 | 2022 |
Биография | Since joining Fidelity Investments in 2012, Mr. Culp has worked as a research analyst and portfolio manager. | ||
Shilpa Mehra | Portfolio Manager | 2012 | 2019 |
Биография | Shilpa Mehra is portfolio manager of Consumer Finance Portfolio, which she has managed since April 2012. Prior to joining Fidelity Investments in 2009 as a research analyst, Ms. Mehra interned at Gabelli Asset Management after receiving her MBA at Columbia University. | ||
Christopher Lee | Portfolio Manager | 2009 | 2012 |
Биография | Chris Lee is a managing director of research and portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Lee is responsible for overseeing the Health Care and Cyclicals teams. He also co-manages the Fidelity Enduring Opportunities Fund, Fidelity Disruptive Automation Fund, Fidelity Disruptive Communications Fund, Fidelity Disruptive Finance Fund, Fidelity Disruptive Medicine Fund, Fidelity Disruptive Technology Fund, and Fidelity Disruptors Fund. Effective August 1, 2022, Mr. Lee will assume co-lead of the Stock Selector Large Cap team and the FIAM Global Sector team. He will also co-manage Fidelity and Fidelity Advisor Balanced Fund, Fidelity Series All Sector Equity Fund, Fidelity and Fidelity Advisor Stock Selector Mid Cap Fund, Fidelity VIP Balanced Portfolio, and the FIAM Global Sector Strategies: Small/Mid Cap Core; and Global Core. Prior to assuming his current responsibilities, Mr. Lee managed Fidelity Advisor Financial Services Fund, Fidelity VIP Financial Services Portfolio, Fidelity Select Financial Services Portfolio, Fidelity Financial Services Central Fund, the Fidelity and Fidelity Advisor Stock Selector All Cap Funds, Fidelity Select Brokerage and Investment Management Portfolio, Fidelity VIP Growth Strategies Portfolio, Fidelity Growth Strategies Fund, and Fidelity Select Consumer Finance Portfolio. Previously, he managed Fidelity Select Electronics Portfolio and Fidelity Advisor Electronics Fund. He joined Fidelity as an equity analyst covering the semiconductor industry in 2004. Before joining Fidelity, Mr. Lee was an associate in the Technology group at TA Associates, a private equity firm in Boston. Previously, he worked as a financial analyst in the Technology group at Robertson Stephens. He has been in the financial industry since 1997. Mr. Lee earned his bachelor of arts degree in East Asian studies from Yale University and his master of business administration degree from the Massachusetts Institute of Technology (MIT) Sloan School of Management. | ||
Richard Manuel | Portfolio Manager | 2006 | 2009 |
Биография | Manuel is a portfolio manager with Fidelity Investments. He has been with the company since 2006. Prior to joining the company, Manuel was a research analyst for RiverSource Investments, formerly a division of American Express. From 1995 to 2002, he worked for Putnam Investments as a research analyst. | ||
Valerie Friedholm | Research Analyst | 2004 | 2006 |
Биография | Friedholm is manager of Home Finance Portfolio, which she has managed since May 2004. Friedholm joined Fidelity Investments as a research analyst in 2000. Previously, she was with General Electric Company from 1994 to 1998, most recently as an account manager. | ||
Jeffrey S. Feingold | Portfolio Manager | 2001 | 2004 |
Биография | Mr. Feingold joined Fidelity Investments in 1997 and he has worked as a research analyst and manager. | ||
Victor Y. Thay | Vice President, Manager | 1999 | 2001 |
Биография | Thay is vice president and manager of Export and Multinational Fund, which he has managed since October 2005. Since joining Fidelity Investments in 1995, Thay has worked as a research analyst and portfolio manager. | ||
Bill Rubin | Associate Portfolio Manager | 1996 | 1999 |
Биография | Bill Rubin joined Calamos Advisors in 2017 and has served as SVP, Co-Head of U.S. Equity Research and U.S. Financials Sector Head since September 2019 and Associate Portfolio Manager since February 2020. From December 2017 to August 2019 he was a VP, Sector Head - U.S. Financial Services. Previously, he was a Senior Investment Analyst - Financial Services Sector at BlackRock, Inc. from 2011 to 2017. Previously, Rubin joined Fidelity Investments in 1994 as a research analyst covering the aerospace and defense, connectors, and defense-electronics industries. He became a portfolio manager in December 1994. | ||
David H. Ellison | Portfolio Manager | 1985 | 1996 |
Биография | David H. Ellison serves as a portfolio manager with Hennessy Advisors, Inc. He has been employed by the Investment Manager since 2012. Prior to that, Mr. Ellison was employed by FBR Fund Advisers, Inc. |
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