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Название | Заголовок | Год | До |
---|---|---|---|
David Ferriero | Portfolio Manager | 2024 | Сейчас |
Joshua Chastant | Portfolio Manager | 2024 | Сейчас |
James Reber | Managing Director, Portfolio Management | 2022 | Сейчас |
Биография | James Reber, Managing Director – Portfolio Management, is responsible for portfolio management of Parametric’s Private Client Direct Group — primarily serving Parametric’s wealth management and family office client base. The Private Client Direct Group manages US, non-US and global Custom Core® portfolios. Prior to joining Parametric in 2004, James was a Senior Associate with Standard and Poor’s Corporate Value Consulting Group providing financial valuation services to IT and technology industries. He earned an M.B.A. from the University of Washington and a B.S. in chemical engineering from Michigan State University | ||
Jeff John | Portfolio Manager | 2020 | Сейчас |
Биография | Jeff John is the portfolio manager of American Century Investments. He has been a member of the team that manages the fund since he joined American Century Investments in 2008 as an analyst. He became a portfolio manager in 2012. Before joining American Century, he was an equity research analyst at Kornitzer Capital Management-Buffalo Funds Group. He has a bachelor of science degree in business from the University of Colorado in Boulder and an MBA in finance and accounting from Vanderbilt University, Owen Graduate School of Management. He is a CFA charterholder | ||
Ryan Cope | - | 2020 | Сейчас |
Биография | Mr. Cope joined American Century in 2009, became a portfolio research analyst in 2010 and an investment analyst in 2012. He became a portfolio manager in April 2020. Mr. Cope has a bachelor’s degree in business administration from Truman State University and an MBA from Kansas State University. He is a CFA charterholder. | ||
Thomas C. Seto | Head of Investment Management | 2019 | Сейчас |
Биография | Thomas is responsible for all portfolio management and trading related to our equity strategies. Prior to joining Parametric in 1998, Thomas served as the head of US Equity Index investments at Barclays Global Investors. He earned an MBA in finance from the University of Chicago Booth School of Business and a BS in electrical engineering from the University of Washington. | ||
Brandon Pizzurro | Portfolio Manager | 2019 | Сейчас |
Биография | Brandon Pizzurro serves as Chief Investment Officer over all investment-related lines of business within GuideStone. In this capacity, he serves as President of both GuideStone Capital Management, LLC (“GSCM”), the investment adviser to GuideStone Funds, and GuideStone Investment Services (“GSIS”), which provides investment advisory services to nonprofit institutions. He is also an Interested Director of the Board of Directors of GuideStone Funds. Mr. Pizzurro is a member of the executive leadership team for the parent company, GuideStone, and chairs both the organization’s Committee on Faith-Based Investing, which directs GuideStone’s faith-based research efforts, as well as the Investment Committees of GSIS and GSCM, which approve all new investments for use on the GuideStone platform. Mr. Pizzurro joined GuideStone in 2017 and most recently served as Director of Public Investments, where he led the public markets complex in overseeing all aspects of the management of the GuideStone Funds lineup of registered mutual funds. Prior to assuming his responsibilities at GuideStone, Mr. Pizzurro spent 13 years in roles of increasing investment responsibility and scope at First Command Financial Services, 1st Global and Morgan Stanley. Mr. Pizzurro holds a Bachelor of Business Administration degree in Finance and Real Estate from Baylor University. He is a CERTIFIED FINANCIAL PLANNER™ certificant and a member of both the CFA Institute and the CFA Society of Dallas/Fort Worth. | ||
Christopher S. Adams | Senior Portfolio Manager | 2018 | Сейчас |
Биография | Christopher S. Adams, CFA Vice President, Senior Portfolio Manager Christopher S. Adams is a senior portfolio manager on the firm’s US Core Equity team and performs analysis and research to support the portfolio management function. He joined the team in 2000 and became a portfolio manager in November 2004. Prior to joining Macquarie Investment Management (MIM) in 1995 as assistant vice president of strategic planning, Adams had approximately 10 years of experience in the financial services industry in the United States and United Kingdom, including positions with Coopers & Lybrand, The Sumitomo Bank, Bank of America, and Lloyds Bank. Adams holds both bachelor’s and master’s degrees in history and economics from the University of Oxford, England, and received an MBA with dual concentrations in finance and insurance/risk management from The Wharton School of the University of Pennsylvania. He is a past president of the CFA Society of Philadelphia. | ||
Bruce I. Jacobs | Principal | 2018 | Сейчас |
Биография | Bruce I. Jacobs, Principal, co-founded Jacobs Levy Equity Management in 1986. He is co-chief investment officer, portfolio manager, and co-director of research. Dr. Jacobs’s articles on equity management have appeared in the Financial Analysts Journal, Journal of Portfolio Management, Journal of Investing, Journal of Financial Perspectives, Japanese Security Analysts Journal, Operations Research, and Journal of Impact and ESG Investing. He has received several Graham and Dodd Awards from Financial Analysts Journal, a Bernstein Fabozzi/Jacobs Levy Award from the Journal of Portfolio Management, and an Outstanding Article Award from the Journal of Investing. Dr. Jacobs has spoken at many forums, including the Jacobs Levy Equity Management Center for Quantitative Financial Research at the Wharton School, the Institute for Quantitative Research in Finance, Berkeley Program in Finance, CFA Institute, Rutgers University, Society of Quantitative Analysts, and New York Society of Security Analysts, and he has given a Financial Analysts Journal Media Seminar and presented at conferences for Goldman Sachs and Morgan Stanley. Formerly he was First Vice President of the Prudential Insurance Company of America, where he served as Senior Managing Director of a quantitative equity management affiliate of the Prudential Asset Management Company and Managing Director of the Pension Asset Management Group. Prior to that, he was on the finance faculty of the University of Pennsylvania’s Wharton School and consulted to the Rand Corporation. Dr. Jacobs has a B.A. from Columbia College, an M.S. in Operations Research and Computer Science from Columbia University’s School of Engineering and Applied Science, an M.S.I.A. from Carnegie Mellon University’s Graduate School of Industrial Administration, and an M.A. in Applied Economics and a Ph.D. in Finance from the Wharton School. He serves on the Ambassador Advisory Board of the Journal of Portfolio Management, the Advisory Board of the Journal of Financial Data Science, and is an Advisory Editor for the Journal of Impact and ESG Investing. He has also served on the Financial Analysts Journal Advisory Council, and was an Associate Editor of the Journal of Trading. Dr. Jacobs also served on the Committee to Establish the National Institute of Finance and was a member of its successor, the Office of Financial Research Discussion Forum. He is Chair of the Advisory Board of the Jacobs Levy Equity Management Center for Quantitative Financial Research at the Wharton School, and helped create the new Quantitative Finance major at the Wharton School by establishing the Dr. Bruce I. Jacobs Professorship in Quantitative Finance and the Dr. Bruce I. Jacobs Scholars in Quantitative Finance. | ||
Kenneth N. Levy | Co-Founder | 2018 | Сейчас |
Биография | Kenneth N. Levy, CFA, co-founded Jacobs Levy Equity Management in 1986. He is principal, co-chief investment officer, portfolio manager, and co-director of research of the firm. Previously, Mr. Jacobs was managing director of a quantitative equity management affiliate of the Prudential Asset Management Company. Prior to that, he was responsible for quantitative research at Prudential Equity Management Associates. |
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