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Название | Заголовок | Год | До |
---|---|---|---|
Mary L. Pryshlak | Senior Managing Director | 2018 | Сейчас |
Биография | Mary L. Pryshlak, CFA, Senior Managing Director, Partner and Head of Investment Research of Wellington Management. Ms. Pryshlak is the head of Investment Research, an investment group comprised of Wellington Management's core fundamental investment research teams spanning equity; credit; macro; technical; sustainable; and environmental, social, and corporate governance (ESG). Ms. Pryshlak supervises a team of global industry analysts that manage the equity portion of the Global Atlantic Wellington Research Managed Risk Portfolio and has served in this capacity for the Portfolio since 2018. Ms. Pryshlak joined Wellington Management as an investment professional in 2004. | ||
Jonathan G. White | Managing Director and Director, Research Portfolios | 2017 | Сейчас |
Биография | Jonathan G. White is Managing Director and Director, Research Portfolios of Wellington Management, and joined the firm in 1999. In his role, he is responsible for broad oversight of the firm’s suite of diversified and sector analyst-managed investment approaches, including risk management and implementation, and acts as a representative for these products with clients and prospects. He also manages our customized research approaches, including Global Islamic Research Equity and Global Research Equity High Dividend Yield, and is a member of the Global Perspectives investment team. Prior to his current position, Jon was manager of equity portfolio coordination for the firm. Before joining Wellington Management in 1999, he spent several years at Putnam Investments, serving as portfolio coordinator for the Emerging Markets Equity Department, manager for Pricing Operations, and supervisor, senior fund accountant, and fund accountant for Mutual Fund Accounting Operations (1994 – 1999). Jon received his MBA, magna cum laude, from Babson College (Olin, 2002) and his BBA in finance, cum laude, from the University of Massachusetts (1994). Additionally, he holds the Chartered Financial Analyst designation. | ||
Mark D. Mandel | Senior Vice President | 2017 | 2019 |
Биография | Mark is the director of Global Industry Research, an investment group comprising senior equity analysts and the various functions that support bottom-up research, stock picking, and investment across global capital markets. In this role, he focuses on ensuring that we attract, retain, and motivate world-class securities analysts and investment talent; provide them with the resources, support, and ongoing feedback needed to excel; and undertake our work with a fiduciary mindset and a collaborative spirit in order to make informed investment decisions on behalf of our clients. Mark leads a management team responsible for more than 100 professionals who formally follow over 4,500 stocks and directly manage over US$100 billion of client assets. He also chairs the firm’s Compensation Committee and is a member of the Incentive Compensation Committee, Hedge Fund Review Group, and Research Equity Review Group (ERG2). Mark was named to his current role in 2002 after eight years as a global industry analyst covering non-bank financial services. Before joining Wellington Management in 1994, he worked in the corporate finance group at Advest, Inc., a Hartford-based brokerage firm. He earned his MBA from Dartmouth College (Tuck), where he was named an Amos Tuck scholar. He received his BA in economics from Bates College. Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
Cheryl M. Duckworth | Portfolio Manager | 2017 | 2018 |
Биография | Cheryl is the associate director of Global Industry Research, an investment group comprising senior fundamental research analysts and the various functions that support bottom-up analyses, stock picking, and investment across a universe of publicly traded equity securities. In this capacity, she helps lead a management team responsible for nearly 100 professionals who track more than 4,500 stocks and directly manage more than $100 billion of client assets. She also oversees the firm’s suite of diversified and sector analyst-managed investment approaches and acts as a representative for these products with clients and prospects. In 2013, Cheryl moved to Asia to oversee the firm’s equity investment resources across the region. In addition, she oversees the operation of the Singapore office in her capacity as head of Wellington Management Singapore Pte Ltd, the Singapore-based affiliate of Wellington Management Company LLP. Prior to joining Global Industry Research in 2003, Cheryl was the director of International/Global Equity Product Management, working with investment groups to design and develop international and global equity products. Before joining Wellington Management in 1994, she gained experience in the investment industry at Massachusetts Financial Services (1988 – 1992). Cheryl received her MS from the Massachusetts Institute of Technology (Sloan, 1994) and her BA in economics and art history, cum laude, from Duke University (1988). Additionally, she holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
Yanping Li | Vice President | 2016 | 2017 |
Биография | Yanping joined HighMark in 2011. As a Quantitative Analyst, he is responsible for performing quantitative analysis to enhance the investment process for several equity strategies. Yanping began his career in the investment industry in 2008, with companies that include Deutsche Bank, BNP and Applied Materials. Prior to joining HighMark, Yanping was a Senior Quantitative Researcher at Revere Data where he performed quantitative research for global equity markets and developed high frequency algorithmic trading strategies for foreign currency exchange. Yanping earned a Master of Arts from Brandeis University, a Master of Financial Engineering from University of California at Berkeley and a Ph.D. in Applied Physics from Cornell University. | ||
Derek Izuel | Director | 2013 | 2017 |
Биография | Mr. Izuel is Managing Director and Chief Equity Officer of HighMark and has been associated with HighMark since 2008. Prior to joining HighMark, Mr. Izuel was a senior portfolio manager for Invesco from 1997 to 2008. Mr. Izuel earned a BS in computer science from the University of California at Berkley and an MBA from the Ross School of Business at the University of Michigan. Mr. Izuel is a CFA charterholder and belongs to the CFA Society of San Francisco and the Chicago Quantitative Alliance . | ||
Edward Herbert | - | 2013 | 2014 |
Биография | "Ed joined HighMark in August of 2006. Ed is responsible for performing research into quantitative models to enhance the investment process of several underlying equity strategies. Dr. Herbert has more than 13 years experience in the investment industry in the US and Europe. Prior to joining Highmark, he was a member of the research group at MSCI-Barra and its predecessor firms Barra Inc and Barra International where he performed research in areas ranging from equity valuation modeling to European and global equity risk modeling. Ed received both a Bachelor of Science degree in Management Science and a PhD in Operational Research from from the University of Wales, Swansea." | ||
Chuck S. Bath | Managing Director | 2010 | 2013 |
Биография | Chuck serves as Assistant Portfolio Manager for Diamond Hill Capital Management and joined the firm in 2002. Prior to joining Diamond Hill, Chuck was a Portfolio Manager and an Analyst with Nationwide Insurance and affiliates from 1982 to 2002, where he managed the Nationwide Fund. From 1979 to 1980, Chuck was an Internal Auditor at USAA. He also was an Auditor at Ernst & Whinney from 1977 to 1979. Chuck has a Bachelor of Science in Accounting from Miami University and a Master of Business Administration from The Ohio State University. | ||
William Dierker | Senior Vice President | 2010 | 2013 |
Биография | Mr. Dierker has a Bachelor of Science degree in Accounting from Xavier University, completed The Executive Program at the University of Michigan, and holds the CFA designation. Mr. Dierker currently serves as a Portfolio Manager and Sector Leader for Diamond Hill Capital Management, Inc. From 2004 to 2006, Mr. Dierker was a Senior Portfolio Manager for Federated Investors. From 2003 to 2004, Mr. Dierker served as Portfolio Manager and Value Team Leader for Banc One Investment Advisors Corporation. From 1997 to 2003, Mr. Dierker was a Portfolio Manager for Nationwide Insurance. From 1984 to 1997, Mr. Dierker was the Chief Investment Officer for Ohio Casualty Group. | ||
Chris A. Welch | Portfolio Manager | 2010 | 2013 |
Биография | Chris serves as Portfolio Manager for Diamond Hill Capital Management and joined the firm in 2005. Prior to joining Diamond Hill, Chris was a Portfolio Manager with Fiduciary Trust Company International from 2004 to 2005. From 2002 to 2004, he was a private investor. From 1995 to 2002, Chris was a Portfolio Manager and Senior Equity Analyst for Nationwide Insurance. Chris has a Bachelor of Arts in Economics from Yale University (summa cum laude). |
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