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Название | Заголовок | Год | До |
---|---|---|---|
David Weismiller | Managing Director | 2016 | Сейчас |
Биография | Senior Managing Director and Portfolio Manager of Aristotle Pacific Capital, LLC since 2023. Mr. Weismiller is the Lead Portfolio Manager for the Short Duration, Core Plus and Investment Grade Strategies. As the Lead Portfolio Manager, he has final authority over all aspects of the Fund’s portfolio, including security selection sector allocation and risk positioning. In addition, Mr. Weismiller covers the utilities sector. Prior to Aristotle Pacific, Mr. Weismiller was Managing Director and Portfolio Manager of Pacific Asset Management since 2007. He began his investment career in 1997 and has a BA from the University of California, Santa Barbara and an MBA from the University of California, Irvine. He is a CFA® charterholder. | ||
Michael Marzouk | Director | 2016 | Сейчас |
Биография | Michael is a senior managing director for Aristotle Pacific Capital and also a portfolio manager for the Corporate (Bank) Loan and CLO Strategies, along with those that incorporate bank-loan instruments. Prior to joining Pacific Asset Management (now Aristotle Pacific Capital) in 2007, Michael worked in investment banking, including as vice president in the Leveraged Finance Group at Royal Bank of Scotland. Michael has over 26 years of investment experience. He earned a bachelor’s degree (summa cum laude) in business-economics from UCLA and an MBA from the Anderson School of Management at UCLA. Michael is a CFA charterholder and member of the CFA Society of Orange County. | ||
Brian Robertson | Senior Managing Director, Portfolio Manager | 2011 | Сейчас |
Биография | Brian is a senior managing director for Aristotle Pacific Capital and also a portfolio manager for the Strategic Credit, High Yield, and Core Plus Strategies. In addition, Brian has credit research responsibilities across select sectors. Prior to being a founding member of Pacific Asset Management (now Aristotle Pacific Capital) in 2007, Brian was a member of Pacific Life’s securities division, overseeing investments in corporate bonds, high-yield, and bank-loan securities from 2003 to 2006. Brian has over 20 years of investment experience. He holds a bachelor’s degree from the University of Michigan. Brian is a CFA charterholder and member of the CFA Society of Orange County. | ||
Jason R. Rosiak | Senior Managing Director, Portfolio Manager | 2011 | 2016 |
Биография | Rosiak is a senior managing director and portfolio manager of Pacific Asset Management since 2007. He has responsibility for overseeing Pacific Asset Management’s portfolio management activities. Prior to Pacific, he was an executive director of UBS Investment Bank from 2006 to 2007 and senior vice president of PIMCO serving as a leveraged loan portfolio manager and head of high yield trading from 1996 to 2005. He has a BA from the University of California, Los Angeles and an MBA from the University of Southern California. | ||
Alap Shah | Member | 2011 | 2012 |
Биография | Mr. Shah is a managing director and co-portfolio manager for Oaktree’s U.S. High Yield Bond strategy. Mr. Shah joined Oaktree in 2012 after working at Pacific Life, where he served as a director and senior credit analyst for high yield bonds and senior loans. Prior to Pacific Life, Mr. Shah received his M.B.A. from the Kellogg School of Management. Before completing his M.B.A., he served as a manager in KPMG’s Financial Advisory Services group, senior consultant at Huron Consulting and consultant at Arthur Andersen. Mr. Shah received a B.A. degree in economics from the University of California, Irvine. |
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