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Nome | Título | Desde | Até |
---|---|---|---|
Lowell J. Bennett | Director | 2011 | Agora |
Biografia | Bennett is a director, fixed income strategist at Mellon Capital. Bennett provides fixed income knowledge and expertise to management of fixed income portfolios and enhanced strategies. Prior to joining Mellon Capital in 1997, he was a fixed income strategist at Merrill Lynch. Bennett holds the Chartered Financial Analyst designation. | ||
Thomas J. Durante | Managing Director | 2009 | Agora |
Biografia | Mr. Thomas J. Durante, CFA, a Managing Director and Senior Portfolio Manager, Equity Portfolio Management, has been with Mellon Capital since January 2000. Mr. Durante heads a team of portfolio managers covering domestic and international index portfolios. Prior to joining Mellon Capital, Mr. Durante worked in the fund accounting department for The Dreyfus Corporation. Mr. Durante attained the Chartered Financial Analyst designation. Mr. Durante graduated with a B.A. in Accounting from Fairfield University and is a member of the CFA Institute and the CFA Society of Pittsburgh. | ||
Richard A. Brown | Managing Director | 2009 | Agora |
Biografia | Richard A. Brown, CFA Managing Director, Co-Head of Equity Index - Portfolio Management Richard is co-head of equity index portfolio management. He leads a team of portfolio managers covering domestic and international equity indexing portfolios and is responsible for the refinement and implementation of the equity index portfolio management process. Richard earned an MBA from California State University at Hayward. He holds the CFA® designation and is a member of the CFA Institute and the CFA Society of San Francisco. | ||
Karen Q. Wong | Managing Director | 2009 | Agora |
Biografia | Karen Wong, CFA Managing Director, Head of Index - Portfolio Management Karen is the head of index portfolio management. She is responsible for overseeing equity and fixed income indexing and beta strategies, including exchange-traded funds (ETFs). Karen developed and launched the Carbon Efficiency strategy in 2014, the firm’s first green beta product. Prior to the merger, Karen was the head of equity portfolio management at Mellon Capital, responsible for equity index portfolio management. | ||
Anjun Zhou | investment management capacity | 2011 | 2019 |
Biografia | Responsible for enhancing investment strategies, improving risk controls, developing new strategies and providing leadership to the central research team across all asset classes Prior to joining Mellon Capital, was an executive director of global macro and asset allocation at Morgan Stanley, responsible for research and product development for GTAA institutional accounts and retail funds Prior to Morgan Stanley, was vice president at Deutsche Asset Management, responsible for developing quantitative strategies in the multi-asset class framework for Quantitative Strategies Group and a proprietary trading and hedge fund group Previously, principal at State Street Global Advisors, responsible for quantitative research and product development for global active strategies in multiple asset classes Author of a number of publications on volatility modeling, innovative approach on stock selection and studies on market economy | ||
Brett A Thunstorm | - | 2009 | 2018 |
Biografia | B.S., University of California at Berkeley, Business 18 years of investment experience 18 years at Mellon Capital Previously Head of OTC Trading at Mellon Capital. Responsible for management of trading of OTC securities, including currency, interest rate and total return swaps, treasuries, governments, and TBA mortgages. Previously head trader for currency spot and forwards at Mellon Capital Experience trading currency spots and forwards, equities, fixed income, swaps, options, and futures Prior experience includes fixed income portfolio management and trading. Responsibility included the management and trading of 7 funds totaling $2.2 Billion in assets Chair of Trade Management Oversight Committee Member of Senior Management Committee, Fiduciary Committee, Sovereign Risk Committee, Investment Management Committee, and Securities Pricing Committee | ||
Alexander C. Huberts | President | 2011 | 2015 |
Biografia | Provides global strategic leadership and oversight Counsels on investment research and strategy matters across the firm Ambassador for the firm, speaks around the globe and publishes in various mediaPreviously chief investment officer and founder of Coefficient Global®, a business unit of Standish Mellon Asset Management, specializing in quantitative investment strategies From 2003-2006, chief investment officer of Standish, responsible for over $150 billion in fixed income assets From 1992 to 2003, head of asset allocation and director of research at Mellon Capital where he co-developed GTAA; responsible for portfolio management in domestic, international and global asset allocation strategies From 1985-1992, worked at the Ministry of Finance in the Netherlands, at AMRO bank and Concord Capital Management |
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