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Название | Заголовок | Год | До |
---|---|---|---|
Ryan McKeon | Portfolio Manager | 2024 | Сейчас |
Биография | Ryan McKeon, CFA, McKeon serves as a Portfolio Manager/Analyst for the Large Cap, Large Cap Value, Large Cap Growth and Tax-Managed Large Cap Funds. Within SIMC's Investment Management Unit, Mr. McKeon is responsible for leading the US Large Cap Equity manager due diligence and selection process for SEI's fund management and separate account business, as well as for assisting in the management of US Large Cap Equity funds. Previously, Mr. McKeon was an analyst on SEI's Manager Research team, where he was responsible for manager due diligence and selection across both US and non-US equity sub-asset classes. He earned his Bachelor of Science in Finance from Pennsylvania State University. Mr. McKeon is a CFA charterholder and a member of the CFA Institute and the CFA Society of Philadelphia. | ||
Nicholas Tham | Vice President | 2023 | Сейчас |
Биография | Nicholas is a Portfolio Manager on the Global Quantitative Equity Team. Nicholas joined Mackenzie in September 2017 as part of the Boston-based Global Quantitative Equity Team. He started his career as a Quantitative Analyst and Trader at Weiss Asset Management, a Boston-based hedge fund. In 2012, he joined Arup as a Portfolio Manager at Agriya Investors which eventually became the global/international team of AJO, a Philadelphia-based institutional quantitative equity firm. Nicholas earned his MA in Statistics from Harvard University. He is a CFA charter holder. | ||
Arup Datta | Portfolio Manager | 2023 | Сейчас |
Биография | Arup Datta,heads the Mackenzie Global Quantitative Equity Team which provides quantitative investment capabilities in Global and Emerging Markets equities. Arup has over 25 years of experience in quantitative equity investing. Between 1992 and 2012 he was a Quantitative Analyst, Portfolio Manager, Director of US and Director of Portfolio Management with Man Numeric, where he managed capacity-constrained equity strategies in all capitalization strata and regions of the world. Arup joined Mackenzie in September 2017 to head the Global Quantitative Equity Team. | ||
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 | ||
Ankur Crawford | Executive Vice President, Portfolio Manager | 2019 | Сейчас |
Биография | Dr. Ankur Crawford is Executive Vice President and Portfolio Manager of the Alger Capital Appreciation, Alger Focus Equity, and Alger Spectra Strategies and launched the Alger Concentrated Equity Strategy in 2024. She joined Alger in September 2004 and has 20 years of investment experience. Ankur began her career at Alger as a Research Associate and successfully completed Alger’s in-house analyst training program. Over the next several years, Ankur was promoted to Associate Analyst, Analyst, and, ultimately, Senior Analyst. She was named portfolio manager of the Alger Mid Cap Growth strategies in 2010 and promoted to Head of the Technology sector team in January 2013 (until April 2016). In 2015, Ankur was added as a portfolio manager of the Alger Capital Appreciation, Alger Focus Equity and Alger Spectra strategies and is a member of The Alger Partners Plan. During her tenure at Alger, she has been featured and quoted in InvestmentNews, Investor’s Business Daily, Fortune, CNBC, Bloomberg, and Fox News. In 2022, Ankur was named a “See It, Be It Role Model” by InvestmentNews as part of their Excellence in Diversity, Equity & Inclusion Awards. In 2020, Ankur was recognized as a “Top Women in Asset Management” honoree by Money Management Executive. Ankur was elected to the board of The Knowledge House, a Bronx-based charity with the mission of teaching underprivileged communities a skill set in technology that enables them to enter the “gig” economy. Ankur was awarded a fellowship from the prestigious Intel PhD Fellowship Program and worked as an engineer with Intel. She holds several U.S. patents and was also awarded a fellowship from the National Academy of Sciences, Engineering and Medicine. Ankur earned a B.S. in both Mechanical Engineering and Materials Science and Engineering from the University of California, Berkeley and also received an M.S. and a Ph.D. in Materials Science and Engineering from Stanford University. | ||
Patrick Kelly | EVP, Portfolio Manager, Head of Capital Appreciation & Spectra Strategies | 2019 | Сейчас |
Биография | Patrick Kelly is Executive Vice President, Portfolio Manager and Head of Alger Capital Appreciation, and Spectra Strategies, which includes Alger Focus Equity. He joined Alger in 1999 and has 27 years of investment experience. He began his career at Alger as a Research Associate and completed Alger’s in-house analyst training program. In early 2001, Patrick was promoted to Associate Analyst and Assistant Vice President, and then ultimately Senior Analyst, responsible for the Technology sector. Patrick was named Portfolio Manager of the Alger Capital Appreciation and Alger Spectra Strategies in 2004, was named Head of Alger Capital Appreciation and Alger Spectra Strategies in 2015 and in 2024 launched the Alger AI Enablers & Adopters Strategy. Additionally, Patrick is a member of The Alger Partners Plan. During his tenure at Alger, he has been featured and quoted in a number of publications such as: Barron’s, Investor’s Business Daily, Citywire, Bloomberg, and Fortune. Prior to joining Alger, Patrick was an investment banking analyst with SG Cowen. He earned his B.S from Georgetown University where he graduated with honors. Patrick is a CFA charterholder and a member of the CFA Institute. | ||
David L. Hintz | Portfolio Manager | 2017 | Сейчас |
Биография | David L. Hintz, CFA serves as a Portfolio Manager for the Large Cap, Large Cap Disciplined Equity, Large Cap Index, S&P 500 Index and Extended Market Index Funds. David L. Hintz is responsible for the management of the portfolios, capital market research, ongoing evaluation and allocation of equity managers and capital for the SEI funds. Prior to joining SEI, Mr. Hintz worked at Russell Investments as a Portfolio Manager and previously as the Head of US Equity Research and a Research Analyst. Mr. Hintz received his Bachelor of Science from Walla Walla University and his M.B.A. from Pacific Lutheran University. Mr. Hintz is a CFA charter holder from the CFA Institute. | ||
Jason Collins | Head | 2016 | Сейчас |
Биография | Jason Collins serves as the head of the UK Investment Management Unit and Portfolio Manager with the UK Equity team. Prior to his employment with SEI, Mr. Collins was a Founding Partner of Maia Capital Partners, where he was responsible for all aspects of portfolio management for the firm, including manager research and fund selection across all asset classes, asset allocation, portfolio construction and implementation. Prior to founding Maia Capital, Mr. Collins was a Portfolio Manager at Fidelity International where he was responsible for a range of multi-manager funds and played a key role in the development of the investment process. Before joining Fidelity, Mr. Collins spent over nine years at Skandia as Head of Investment Research, where he was responsible for the manager research, selection and monitoring process and was a key member of the Group Investment Committee. Mr. Collins earned his Bachelor of Arts in Financial Services with honors from Bournemouth University. | ||
Eugene Barbaneagra | Portfolio Manager | 2016 | Сейчас |
Биография | Eugene Barbaneagra, CFA, serves as Portfolio Manager for the U.S. Equity Factor Allocation, U.S. Managed Volatility, Global Managed Volatility and World Select Equity Funds. Mr. Barbaneagra serves as a Portfolio Manager within the Investment Management Unit. Mr. Barbaneagra is responsible for the portfolio strategy of US and Global Managed Volatility Funds and a number of core Global Equity funds. | ||
Andrew Chan | Portfolio Manager | 2016 | Сейчас |
Биография | Andrew Chan, MSc, Vice President and Portfolio Manager, joined Fiera Capital in 2009. Andrew Chan is a member of the Global Equity team and is assistant portfolio manager for the U.S., International and Global Equity strategies. Prior experiences include Senior analyst positions for U.S. and global equities at leading investment management firms. |
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