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Nome | Título | Desde | Até |
---|---|---|---|
David S. Park | PM | 2019 | Agora |
Biografia | David Park joined Santa Barbara Asset Management in 2011. Prior to joining the firm, Mr. Park was an Equity Analyst at HighMark Capital Management, focusing on consumer, technology, telecom and industrials. Preceding this, he held several positions in finance and transactions as a Manager for M&A Transaction Support at Ernst & Young, Senior Analyst at Move, Inc. and as a Senior Associate at PricewaterhouseCoopers. Mr. Park received a B.A. from the University of California, Los Angeles and an MBA from New York University, Leonard N. Stern School of Business. Mr. Park holds the Chartered Financial Analyst designation and is a Certified Public Accountant. | ||
David A Chalupnik | Portfolio Manager | 2019 | Agora |
Biografia | David oversees all portfolio management activities for Nuveen’s actively managed U.S. equities strategies. He is the lead portfolio manager for several core and value-focused equities strategies and related institutional portfolios. David also manages several Santa Barbara Asset Management Dividend Growth strategies. Prior to joining the firm in 2002, David served as chief investment officer for Duff & Phelps Investment Management Company. David was also head of the equity investment division of Allstate Insurance Company. He began working in the investment industry in 1984. David graduated with a B.S. in Commerce and an M.B.A. from DePaul University. He holds the CFA® designation and is a member of the CFA® Institute. | ||
James R. Boothe | Analyst | 2011 | 2019 |
Biografia | Mr. Boothe joined Brentview Investment Management as Chief Investment Officer and Portfolio Manager. Previously, Mr. Boothe was at Santa Barbara Asset Management where he was the Chief Investment Officer and creator of the flagship Dividend Growth strategy which began in 2004. Mr. Boothe also served as the sole portfolio manager across the suite of Dividend Growth strategies. Prior to joining Santa Barbara, Mr. Boothe was a Portfolio Manager and an Industrials Analyst at USAA. Preceding this, he worked at San Juan Asset Management as a Portfolio Manager and Analyst. He has also published a series of institutional research papers on dividend stocks. Mr. Boothe received a B.B.A. from Kent State University and an M.B.A. in Finance from Loyola Marymount University. Mr. Boothe holds the Chartered Financial Analyst designation. |
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