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Nome | Título | Desde | Até |
---|---|---|---|
Daniel L. Miller | Partner | 2020 | Agora |
Biografia | Dan is responsible for overseeing all aspects of our Equity teams, including portfolio management, research, and trading. He also is a member of the firm’s Management, Investment and ESG Committees. Dan brings more than three decades of industry experience to GW&K. Prior to joining the firm, Dan worked with various companies in the Boston area as an Investment and Financial Consultant. Previously he spent 21 years at Putnam Investments in Boston, where he was Chief Investment Officer for the Specialty Growth Group overseeing a team of twenty and up to $100 billion in assets under management. He was a portfolio management team member of several small and mid cap growth funds, and the lead manager for the Putnam New Opportunities Fund since its inception in 1990. Dan was also 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 and received his MBA from Stanford University Graduate School of Business. He earned the CFA designation and is a member of the CFA Institute and the CFA Society Boston. | ||
Jeffrey W. Thibault | Associate analyst, Analyst | 2020 | Agora |
Biografia | Jeff is the Portfolio Manager for our Small Cap Core and Small/Mid Cap Core Strategies. He also directs GW&K’s research effort for small and mid cap stocks and is a member of the firm’s Investment Committee. He started his investment career in 1998 working for BNY Asset Management first as an associate analyst and then as an analyst on their successful Small Cap Growth investment team. Jeff joined GW&K’s Equity team in 2004. He earned a BS from the University of Vermont and an MBA from the University of North Carolina, Chapel Hill. Jeff earned the CFA designation and is a member of the CFA Institute and the CFA Society Boston. | ||
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 | Managing Director, Portfolio Manager, Member | 2004 | 2020 |
Biografia | Robert L. Fitzpatrick, CFA: Mr. Fitzpatrick joined Cadence Capital Management in 1999 and currently serves as Senior Portfolio Manager, Managing Director and member of the portfolio management team.Prior to joining Cadence, Mr. Fitzpatrick was a Research Analyst at Husic Capital Management in San Francisco. Earlier in his career, he worked at Morgan Stanley in equity research. Mr. Fitzpatrick holds a BA in Psychology and Government from Dartmouth College and an MBA from The Wharton School, and added Chartered Financial Analyst (CFA) designation in 2000. | ||
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 | 1992 | 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. | ||
David B. Breed | Managing Director, founding Partner, CIO, Portfolio Manager | 1997 | 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. | ||
Katherine Burdon | Portfolio Manager, Analyst | 1997 | 2004 |
Biografia | Burdon joined Cadence Capital Management as a portfolio manager and analyst in January 1993, following five years as a vice president with The Boston Company. She began her investment career in 1983 with Peat Marwick & Company. She has over 10 years of investment experience. Burdon holds the Chartered Financial Analyst designation. She is an Associate of the Institute of Certified Public Accountants and also a member of the Association of Investment Management & Research. | ||
Peter B. McManus | Director, Account Manager | 1997 | 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 |
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