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Название | Заголовок | Год | До |
---|---|---|---|
Stephen C. Dolce | Portfolio Manager | 2005 | Сейчас |
Биография | Steven C. Dolce, CFA, serves as Portfolio Manager at SEI Investments Management Corporation. Prior to joining SEI, Mr. Dolce was Partner, Portfolio Manager, Analyst and Investment Committee Member at Philadelphia International Advisors LP (PIA). Previously, Mr. Dolce was a Sector Portfolio Manager and Senior Analyst at DuPont Capital Management (DCM). Mr. Dolce also served as a Global Equity and Derivatives Trader at Grantham, Mayo & Van Otterloo & Co. LLC (GMO) in Boston. Mr. Dolce received his Bachelor of Science from Boston College, Carroll School of Management with a concentration in econo | ||
Jacques A. Friedman | Portfolio Manager | 2016 | 2021 |
Биография | Jacques is the head of AQR’s Global Stock Selection team and is involved in all aspects of research, portfolio management and strategy development for the firm’s equity products and strategies. Prior to AQR, he developed quantitative stock-selection strategies for the Asset Management Division of Goldman, Sachs & Co. Jacques earned a B.S. in applied mathematics from Brown University and an M.S. in applied mathematics from the University of Washington. Before joining Goldman, he was pursuing a Ph.D. in applied mathematics at Washington. | ||
Clifford S. Asness | CEO | 2016 | 2021 |
Биография | Dr. Asness is a Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. He is an research notable for its relevance and enduring value to investment professionals. Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman, Sachs & Co. Dr. Asness is on the editorial board of The Journal of Portfolio Management, the governing board of the Courant Institute of Mathematical Finance at NYU, the Board of Directors of the Q-Group. | ||
Robert B. Kirkpatrick | Managing Director | 2016 | 2021 |
Биография | Robert B. Kirkpatrick, CFA is a managing partner of Cardinal Capital. He is responsible for investment research and portfolio management. He has been in the investment industry since 1985. Prior to joining Cardinal in 2000, Robert was a partner at Breeco Management, a $125 million equity hedge fund for three years. Previously, he held senior equity portfolio management positions with Unifund S.A., a Swiss-based global private investment company with over $1 billion in capital. Robert also served for six years as a managing director at Bigler/Crossroads, a $700 million venture capital and small | ||
Eugene Fox | Managing Director | 2016 | 2021 |
Биография | Eugene Fox, III is a managing partner of Cardinal Capital. He is responsible for investment research and portfolio management. He has been in the investment industry since 1987. Before leaving for Cardinal in 1995, Eugene was a managing director of Deltec Asset Management where he and Amy Minella, a retired partner, built the value equity investment management business. Eugene joined Deltec from D.S. Kennedy & Co., a small cap value equity firm, where he was an investment analyst and previously held financial positions at FMC Corporation from 1984 to 1991. These included five years as the dire | ||
Gregory Baxter | Portfolio Manager | 2015 | 2021 |
Биография | Joined CastleArk in 2007 Investment Experience since 2002 University of Wisconsin-Oshkosh, BBA: 1994 University of Wisconsin-Oshkosh, MBA, Real Estate & Finance: 2000 University of Wisconsin, MS, Finance Investments & Banking: 2004 Greg began his investment career as a portfolio manager and analyst in the University of Wisconsin’s Applied Security Analysis program while earning his graduate degree. Upon graduation, he joined Strong Capital Management as an analyst on the small cap growth team. In 2005, he joined Jim Stark at M&I Investment Management as an analyst on the small cap g | ||
James A. Stark | Co-Portfolio Manager | 2015 | 2021 |
Биография | Joined CastleArk in 2007 Investment Experience since 1987 University of Wisconsin, BBA, Finance: 1983 Northwestern University, MBA, Finance & Marketing: 1987 Jim began his career as an equity analyst at Investment & Capital Management in 1987. He then joined Kemper Financial Services as a research analyst supporting the portfolio managers, two of whom were Jerry Castellini and Bob Takazawa. In 1993, Jim joined American Century as a small cap growth portfolio manager. After 12 years managing small cap growth portfolios, Jim teamed with Greg Baxter at M&I Investment Management. | ||
Rachel Volynsky | Portfolio Manager | 1999 | 2021 |
Биография | Volynsky joined SEI in 2016. Prior to that, Volynsky is the Senior Portfolio Manager of Calvert’s large cap value team. She has been in the industry since 1997, previously working for Invesco, Canada and TD Asset Management. She holds an MBA in International Finance from York University Schulich School of Business, a BA (Criminology) from the University of Toronto and is a CFA charter holder. | ||
Scott Gives | Portfolio Manager | 1999 | 2021 |
Биография | Mr. Gives (BA, CFA) is responsible for quantitative research, performance modeling, risk analysis and product development for Fixed Income. He brings over 6 years of experience in related industries. |
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