
Por favor, tente outra busca
Nome | Título | Desde | Até |
---|---|---|---|
Daniel L. Miller | Partner | 2020 | Agora |
Biografia | Dan is a partner of the firm and brings over four decades of investment management experience to GW&K. As director of our equity department, he is responsible for overseeing all aspects of our equity investment teams including portfolio management, research, and trading. He is a member of the firm’s Management, Investment, and ESG Committees. Dan has worked with various companies in the Boston area as an investment and financial consultant. Prior to joining GW&K, he spent 21 years at Putnam Investments in Boston, where he was chief investment officer for the specialty growth group and oversaw a team of twenty and up to $100 billion in assets under management. He was also a portfolio management team member of several small and mid-cap growth funds, the lead manager for the Putnam New Opportunities Fund, and a member of Putnam’s management committee and partners group. He began his career as an analyst at Morgan Stanley. Dan graduated from the University of California, Berkeley with highest honors, and received his MBA from Stanford University Graduate School of Business. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston. Dan serves on the board of trustees for The Rashi School in Dedham, Massachusetts, and on the Investment Committee of the Squam Lakes Association. Previously Dan served as a trustee of Hebrew College, where he remains the Chair of the Investment Committee and a member of the Finance Committee. | ||
Reid T. Galas | Portfolio Manager | 2020 | Agora |
Biografia | Reid is a partner of the firm and joined GW&K in 2014 to lead the development of our international small cap investment capability, building upon GW&K’s established track record in domestic small cap equity management. Reid is a member of our global equity investment team and manages our International Small Cap and Global Small Cap Strategies. He is also a member of our Investment Committee. Prior to joining GW&K, Reid was a portfolio manager for the small cap sleeve of the Deutsche Global Growth Fund and also served as a senior analyst for Deutsche Global Small Cap Fund. Before transitioning to the investment industry, Reid managed consulting projects at Deloitte that included developing and implementing business solutions for forecasting, new product introductions, manufacturing and distribution processes for domestic and international companies across industries. Reid spent his early career working as a supply chain consultant for two different technology companies. Reid received a BS in Engineering from Cornell University and an MBA from the University of Michigan. He is a CFA® charterholder and a member of the CFA Institute. | ||
Karl M. Kyriss | Principal | 2020 | Agora |
Biografia | Karl is a partner of the firm as well as a portfolio manager on GW&K’s International and Global Small Cap Strategies. He is a sector generalist primarily covering companies across Europe. He is a member of the firm's Investment Committee. Prior to joining GW&K, Karl spent six years as an equity research analyst at GTP LLC and Deutsche Asset Management. There he performed company research across several industries to identify investment ideas for global equity funds. As a senior member of the team he held substantial responsibility for management, research and client service. Karl began his career in financial services at Morgan Stanley, followed by Merrill Lynch, and held various roles in fixed income sales and trading. Karl received an MBA from the University of Michigan and a BS in Neuroscience from the University of Scranton. He is a CFA® charterholder and a member of the CFA Institute and the CFA Society Boston. Karl also holds the CFA Institute Certificate in ESG Investing. | ||
Robert E. Ginsberg | Portfolio Manager | 2011 | 2020 |
Biografia | Robert E. Ginsberg, CFA: Mr. Ginsberg joined Cadence Capital Management in 2011 and serves as a Senior Portfolio Manager, Managing Director. Mr. Ginsberg is co-leader of Cadence’s Factor Focus portfolio management team. Prior to joining Cadence, he was a Senior Analyst and Portfolio Manager at Invesco and Putnam Investments. At Putnam, Mr. Ginsberg also served as a Managing Director. Mr. Ginsberg started his investment career at Delaware Investments in Philadelphia where he worked as an Equity Analyst before being promoted to Portfolio Manager. Mr. Ginsberg holds a BS in Economics and an MBA, both from The Wharton School. He earned his CFA designation in 2000. Rob has been with Cadence for 8 years and has spent 22 years involved with the asset class. | ||
Michael J. Skillman | Managing Director, CEO, Member | 2006 | 2020 |
Biografia | Mike Skillman has over 25 years of experience overseeing assets for institutional and mutual fund investors, giving him a deep understanding of investment management across market environments. After beginning his career at Pacific Life nearly 30 years ago, Mike rose to become CEO and managing director of Cadence Capital Management, an offshoot of the firm. Mike has three daughters, and wants to create an environment where the next generation can thrive. | ||
Robert L Fitzpatrick | Portfolio Manager, Managing Director | 2004 | 2020 |
Biografia | Bob Fitzpatrick, CFA, has 18 years of investment experience. Mr. Fitzpatrick joined Bernzott Capital Advisors in December 2022. Prior to joining the Advisor, Mr. Fitzpatrick was a Portfolio Manager and Managing Director at Cadence Capital Management. Mr. Fitzpatrick earned a BA in Psychology and Government from Dartmouth College, and an MBA from The Wharton School. | ||
Stephen C. Demirjian | Senior Portfolio Manager | 2012 | 2017 |
Biografia | Mr. Demirjian is a Senior Portfolio Manager and a Managing Director at Cadence. He has been a portfolio manager at Cadence since May 2012. Mr. Demirjian joined Cadence Integrity Partners LLC “CIP,” a subsidiary of Cadence Capital Management, in October 2010 as Senior Portfolio Manager, Director of Alternative Investments. Prior to joining CIP, Mr. Demirjian was Vice President, Portfolio Manager at Columbia Management, Founder & Chief Executive Officer of Integrity Capital Management, LLC and Senior Vice President & Director of Research at Essex Investment Management based in Boston. Earlier in his career, Mr. Demirjian worked as an Analyst in London, England for Forex Advisory Group. Mr. Demirjian has a B.A. in Economics and a M.B.A. from Babson College. | ||
William B. Bannick | Managing Director, Chief Compliance Officer, Chief Investment Officer and V | 1993 | 2017 |
Biografia | Mr. Bannick is a Managing Director, Chief Compliance Officer, Chief Investment Officer and Executive Vice President at Cadence. Prior to joining the company in October 1992, he spent two years as executive vice president with George D. Bjorman & Associates. Before that, he managed portfolios for Trinity Investment Management from 1984 to 1990. Bannick holds the Chartered Financial Analyst designation. | ||
Peter B. McManus | Director, Account Manager | 1994 | 2004 |
Biografia | McManus is a director and account manager with Cadence Capital Management, his employer since October 1994. Prior to joining the firm, he was vice president and a private banker with Bank of Boston from 1991 to 1994. From 1985 to 1990, he served as vice president and portfolio manager with The Boston Company. From 1983 to 1985, he was an assistant vice president and senior money market salesperson with Bank of New England. He also worked as a treasury analyst for Computer vision Corporation | ||
David B. Breed | Managing Director, founding Partner, CIO, Portfolio Manager | 1993 | 2004 |
Biografia | Breed is managing director, founding partner, chief investment officer and portfolio manager with Cadence Capital Management, his employer since 1988. Previously, he was a portfolio manager with Frontier Capital Management from 1987 to 1988 and with Endowment Management & Research from 1975 to 1986. Breed holds the Chartered Financial Analyst designation. |
Tem certeza de que deseja bloquear %USER_NAME%?
Ao confirmar o bloqueio, você e %USER_NAME% não poderão ver o que cada um de vocês posta no Investing.com.
%USER_NAME% foi adicionado com êxito à sua Lista de bloqueios
Já que acabou de desbloquear esta pessoa, você deve aguardar 48 horas antes de bloqueá-la novamente.
Diga-nos o que achou desse comentário
Obrigado!
Seu comentário foi enviado aos moderadores para revisão