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Champlain Mid Cap Fund Institutional Class (CIPIX)
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- Classificação da Morningstar:
- Total do Ativo: 5,22B
Champlain Mid Cap Institutional
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CIPIX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Champlain Mid Cap Fund Institutional Class. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de CIPIX, entre outras informações.
Informações de Contato
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Ethan C. Ellison | Principal - Analyst | 2020 | Agora |
| Biografia | Ethan brings more than six years of equity research experience to his role as an industrials and materials analyst on the small and mid cap investment team. Prior to joining Champlain in 2020, he was a Vice President in the Equity Research Department at Morgan Stanley where he focused on power, utilities, and clean technology stocks. Before his time on Wall Street, Ethan served for six years in the United States Air Force, most notably as a Space Operations Analyst. Ethan graduated from the University of Vermont with a Bachelor of Science degree in Business Administration, earned his Master of Science degree in Financial Analysis from the University of San Francisco, and earned his Master of Business Administration degree, with distinction, from New York University’s Stern School of Business. Ethan earned his Chartered Financial Analyst® (CFA) designation in 2020 and is a member of the CFA Institute and the CFA Society Vermont. | ||
| Jacqueline Williams | Partner - Analyst | 2019 | Agora |
| Biografia | Jackie brings more than 26 years of experience, including over 15 years of buy-side equity research experience, to her role as a health care sector analyst on the small and mid cap investment team. Prior to joining Champlain in 2019, she held the role of Vice President, Equity Analyst at GW&K Investment Management – where she focused on small and smid cap health care equities – and with AlphaOne Capital Partners, where she focused on small and micro cap health care and industrial equities. Jackie graduated from Colgate University with a Bachelor of Arts degree in Economics and German Literature and earned her Master of Business Administration degree from NYU’s Leonard Stern School of Business. Jackie earned her Chartered Financial Analyst® (CFA) designation in 2004 and is a member of the CFA Institute and the CFA Society Vermont. | ||
| Courtney A Willson | Principal - Analyst | 2018 | Agora |
| Biografia | Courtney brings more than 12 years of equity research experience to her role as a consumer sector analyst on the small and mid cap investment team. Prior to joining Champlain in 2018, she held Equity Research Associate roles with both Cowen & Company – where she focused on retailing/specialty stores, luxury, broadlines, and department stores – and with RBC Capital Markets, where she focused on apparel retail. Courtney graduated from Boston College with a Bachelor of Arts degree in Economics and Sociology. Courtney earned her Chartered Financial Analyst® (CFA) designation in 2022 and is a member of the CFA Institute and the CFA Society Vermont. | ||
| Robert D. Hallisey | Partner - Analyst | 2016 | Agora |
| Biografia | Rob brings more than 28 years of financial services experience to his role as a health care sector analyst on the small and mid cap investment team. Prior to joining Champlain in 2016, Rob worked on Fidelity’s fund manager due diligence team for the company’s Workplace Investing clients. Rob’s previous experience includes coverage of the small and mid cap health care sector at BlackRock, Sirios Capital, and John Hancock Funds. Rob graduated from Saint Michael’s College with a Bachelor of Science degree in Business Administration and earned his Master of Business Administration degree from Babson College. Rob currently serves on the Board of Directors of the Flynn Center for the Performing Arts. | ||
| Joseph J. Farley | Partner - Analyst | 2014 | Agora |
| Biografia | Joe brings more than 30 years of experience as a securities analyst to his role as a technology sector analyst on the small and mid cap investment team. Prior to joining Champlain in 2014, Joe was a Founder and Portfolio Manager of Kelvingrove Partners, LLC, an investment management firm focused on technology, media, and telecommunications. His investment management career began at Private Capital Management in Naples, FL where he was the Managing Director of Investment Research and a Portfolio Manager. Joe spent over 10 years as a securities analyst on Wall Street, and held senior investment research and management roles at Morgan Stanley, Donaldson Lufkin & Jenrette, and UBS. Joe began his career as a market analyst with AT&T. Joe earned Master and Bachelor of Arts degrees in Economics from the University at Albany, State University of New York. | ||
| Corey N. Bronner | Partner - Deputy Chief Investment Officer | 2010 | Agora |
| Biografia | Corey brings more than 15 years of financial services experience to his role as a consumer and financials sector analyst on the small and mid cap investment team. Prior to joining Champlain in 2010, Corey was an Analyst focusing primarily on the financial services industry at Duff & Phelps Corporation. He also spent time as a Credit Analyst with the commercial lending group at Merchants Bank, a subsidiary of Merchant Bancshares, Inc. (now Community Bank Systems), before joining Duff & Phelps Corporation. Corey graduated magna cum laude from the University of Vermont with a Bachelor of Science degree in Business Administration. Corey was inducted into the University of Vermont Athletic Hall of Fame in 2017 for his athletic achievements in soccer during his undergraduate career. Corey earned his Chartered Financial Analyst® (CFA) designation in 2011 and is a member of the CFA Institute and the CFA Society Vermont. | ||
| Joseph M. Caligiuri | Partner - Deputy Chief Investment Officer | 2010 | Agora |
| Biografia | Joe brings more than 14 years of financial services experience to his role on the small and mid cap investment team. Joe joined Champlain in 2008 and spent two years on the Operations team before moving to the investment team where he covers the industrials and materials sectors. Joe graduated from Saint Michael’s College with a Bachelor of Arts degree in Philosophy. Joe earned his Chartered Financial Analyst® (CFA) designation in 2015 and is a member of the CFA Institute and the CFA Society Vermont. Joe currently serves on the Board of Directors for the Boys & Girls Club of Burlington, VT. | ||
| Andrew J. Hanson | Partner - Analyst | 2010 | Agora |
| Biografia | Andrew brings more than 15 years of research experience to his role as a technology sector analyst on the small and mid cap investment team. Prior to joining Champlain in 2010, Andrew managed IDC’s U.S. PC Tracker, covered network and endpoint security, and supported the network, telecom, communications, and channels research teams. Andrew graduated from Connecticut College with a Bachelor of Arts degree in International Relations. He earned his Chartered Financial Analyst® (CFA) designation in 2015 and is a member of the CFA Institute and the CFA Society Vermont. Andrew currently serves on the Board of Directors’ Finance Committee of the Committee On Temporary Shelter, as well as the Board of Directors of ECHO. | ||
| Finn R. McCoy | Partner | 2008 | Agora |
| Biografia | Mr. Finn R. McCoy, Partner of Champlain Investment Partners, LLC, joined Champlain as an Operations Analyst in 2006 and moved to the trading desk in 2008. Prior to joining the Adviser, Mr. McCoy held internships with the offices of United States Senators Patrick Leahy and James Jeffords and also spent a semester studying abroad in Buenos Aires, Argentina. Mr. McCoy graduated with honors with a Bachelor of Arts in Economics from the University of Vermont in May 2006. He has more than 15 years of investment experience. | ||
| Scott Brayman | Managing Partner - Chief Investment Officer | 2008 | Agora |
| Biografia | Scott has more than 38 years of investment management experience. He is a founding partner of the firm and leads the small and mid cap investment team. Prior to founding Champlain in 2004, Scott was a Senior Vice President at NL Capital Management, Inc. and served as a Portfolio Manager with Sentinel Advisors, Inc. where he was responsible for managing small cap and mid cap core strategies. He also spent time as a Portfolio Manager and Director of Marketing for Argyle Capital Management in Allentown, Pennsylvania, before joining NL Capital Management, Inc. Scott began his career as a Credit Analyst with the First National Bank of Maryland. Scott graduated cum laude from the University of Delaware with a Bachelor of Arts degree in Business Administration. He earned his Chartered Financial Analyst® (CFA) designation in 1995 and is a member of the CFA Institute and the CFA Society Vermont. | ||
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