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Nome | Título | Desde | Até |
---|---|---|---|
Lisa M Sampson | Portfolio Manager | 2023 | 2024 |
Biografia | Lisa M. Sampson is the fund's primary portfolio manager responsible for investment allocation decisions. Ms. Sampson has managed the fund since January 2023. Ms. Sampson is an Investment Solutions Manager for BNY Mellon Wealth Management and has been employed by BNY Mellon since 2010. Ms. Sampson has been employed by BNYM Investment Adviser since June 2022 and manages the fund in her capacity as an employee of BNYM Investment Adviser. | ||
Elena Goncharova | Head of Intermediary Solutions | 2022 | 2023 |
Biografia | Elena Goncharova, CFA Senior Vice President, Head of Intermediary Solutions, BNY Mellon Advisors Elena is the Head of Intermediary Solutions for BNY Mellon Advisors. In her role, she leads a team of investment professionals, who work on designing and managing model-based solutions tailored to clients’ objectives by utilizing a multi-manager approach across multiple asset classes. Prior to joining BNY Mellon, Elena was a quantitative equity analyst and investment officer at MFS Investment Management, where she was responsible for building, improving and maintaining stock selection models, designing and analyzing portfolio management process, developing and maintaining quantitative infrastructure as well as managing and assisting in managing equity portfolios. Prior to joining MFS, she held a similar a quantitative equity analyst position at Evergreen Investments. Previously Elena was a risk manager at American Express. Earlier in her career she was a research analyst at Paradigm Global Advisors, a fund of hedge funds. Elena holds a bachelor’s degree in applied mathematics from Belarussian State University, a master’s degree in Economics from University of Illinois at Urbana/Champaign and a master’s degree in Statistics from Yale University. She is a CFA Charterholder and member of Boston Security Analysts Society. | ||
Jeffrey M. Mortimer | Director | 2015 | 2022 |
Biografia | Jeffrey M. Mortimer, CFA, has been the primary portfolio manager in March 2014. Jeffrey is Director of Investment Strategy for BNY Mellon Wealth Management and has been employed by The Bank of New York Mellon since June 2012. He has been employed by Dreyfus since March 2013. Prior to joining The Bank of New York Mellon, he was a partner at Bainco International Investors from September 2010 to May 2012. He also held various positions in financial management with Charles Schwab Investment Management from October 1997 to July 2010. Jeffrey holds an MBA from the University of Chicago Graduate School of Business, and a BS degree from Babson College. He became a CFA charterholder in 1997. | ||
Caroline Lee-Tsao | Portfolio Manager | 2018 | 2021 |
Biografia | Ms. Lee-Tsao is the Senior Investment Strategist for BNY Mellon Wealth Management and has been employed by The Bank of New York Mellon since August 2013. Ms. Lee-Tsao has been employed by Dreyfus since March 2013. Prior to joining The Bank of New York Mellon, Ms. Lee-Tsao managed multi-manager funds at Progress Investment Management Company from July 2011 to July 2013 and at Charles Schwab Investment Management from October 2005 until May 2011. | ||
Keith L. Stransky | CIO (Chief Investment Officer) | 2009 | 2018 |
Biografia | Mr. Stransky is the chief investment officer and a senior portfolio manager for EACM Advisors LLC, an affiliate of Dreyfus, where he has been employed since 1983. He also has been employed by Dreyfus since 2007. Mr. Stransky provides allocation decisions for the funds in his capacity as an employee of Dreyfus. Previously, he was a technical director with Hamilton & Johnston & Company. Mr. Stransky holds the Chartered Financial Analyst designation. | ||
Richard B. Hoey | Chief Economist | 2007 | 2015 |
Biografia | Mr. Hoey is Chief Economist of Dreyfus and Chief Economist and Senior Vice President of BNY Mellon. He joined Dreyfus in 1991 as chief economist. Mr. Stransky is the chief investment officer (traditional) and a senior portfolio manager for EACM Advisors LLC, an affiliate of Dreyfus, where he has been employed since 1983. He also is employed by Dreyfus. | ||
Paul A Disdier | Senior Strategist | 2009 | 2013 |
Biografia | Mr. Disdier has wide-ranging investment experience including managing open-end and closed-end mutual funds and separately managed accounts, providing global investment strategy, and conducting investment manager due diligence. Prior to joining SMC FIM in 2014, Mr. Disdier spent 25 years at the Dreyfus Corporation, the mutual fund subsidiary of BNY Mellon Investment Management. He served in a number of capacities including the Director of Municipal Securities ($24 billion AUM), Chairman of the Dreyfus Investment Committee, Co-Portfolio Manager of the Dreyfus asset allocation fund-of-funds, Director of Fixed Income Strategies, and Senior Global Markets Strategist. Previously, Mr. Disdier was a Vice-President and Portfolio Manager at Smith Barney Mutual Management Corporation where he established and managed a series of open-end tax-exempt mutual funds. Earlier in his investment career he was employed by Mellon Bank (East) and served in a variety of investment roles including Vice President and manager of the Trust Department’s Philadelphia fixed income division. Mr. Disdier received an MBA from Drexel University and a B.S. in Finance from Villanova University. | ||
Christopher E. Sheldon | Director | 2009 | 2012 |
Biografia | Mr. Sheldon is director of Investment Strategy for BNY Mellon Wealth Management and has been employed by The Bank of New York Mellon (and its predecessor) since 1995. He also is employed by Dreyfus. | ||
Phillip Maisano | chief investment Strategist | 2007 | 2010 |
Biografia | Maisano is chief investment strategist of BNY Mellon Asset Management and Chief investment officer, vice chair and a director of Dreyfus, where he has been employed since November 2006. Prior to joining Dreyfus, Maisano served as chairman and chief executive officer of EACM Advisors, an affiliate of Dreyfus, since August 2004, and served as chief executive officer of Evaluation Associates, a leading institutional investment consulting firm, from 1988 until 2004. | ||
William J. Reilly | Director | 2007 | 2010 |
Biografia | Reilly is director of Investment Oversight at Dreyfus and has managed the Dreyfus Investment Oversight team since 2005. He has been employed by Dreyfus or its affiliates since 1990. Reilly holds the Chartered Financial Analyst designation. |
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