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Nome | Título | Desde | Até |
---|---|---|---|
Timothy L. Miller | Portfolio Manager | 2018 | 2018 |
Biografia | Timothy L. Miller is a co-portfolio manager and portfolio manager . Previously, Mr. Miller served as a senior investment analyst for Scout’s domestic equity strategies since he joined theScout Investments, Inc. in September 2012. Prior to joining the Advisor, Mr. Miller served as a senior investment analyst for American Century Investments from 2007-2012. Mr. Miller’s investment experience also includes employment at Insight Capital Research & Management, C.E. Unterberg Towbin, and Banc of America Securities. Mr. Miller earned his MBA in Finance from Indiana University and his Bachelor of Arts in Economics from UCLA. He is a CFA® charterholder and a member of CFA Society Kansas City as well as the CFA Institute. | ||
James R. McBride | Lead Portfolio Manager | 2018 | 2018 |
Biografia | Mr. McBride is Lead Portfolio Manager of the Scout Small Cap Equity strategy, including the Scout Small Cap Fund. Prior to joining the firm through acquisition in 2009, he worked as vice president and portfolio manager of TrendStar, a firm he co-founded in 2003. Mr. McBride was previously employed by KCM as a vice president and research analyst from 2000 until he co-founded TrendStar in 2003. Prior to joining KCM, Mr. McBride served in a number of increasingly responsible positions with Hewlett-Packard and subsidiary companies of Hewlett-Packard from 1989 through 2000. He has 24 years of financial industry experience. Mr. McBride earned his MBA with a concentration in Finance from Indiana University and a Bachelor of Science degree, with honors, in Mechanical Engineering from Wichita State University. Mr. McBride is also a graduate of the General Electric Manufacturing Management Program for Manufacturing Engineers in 1986. He is a CFA® charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute. | ||
Matthew J. McGeary | Portfolio Manager | 2014 | 2018 |
Biografia | Matt is a portfolio co-manager for the Small Cap Strategy portfolio and also covers the Energy, Industrials, Materials, and Telecommunications Services sectors. Prior to joining Eagle, Matt was a portfolio co-manager at Sentinel Investments, where he worked on the subject strategy team from 2005-2012 and was a portfolio manager from 2010-2012. He earned his B.A. from Kenyon College in 1993 and an M.B.A. from Indiana University in 1999. Matt is a CFA charterholder. He began his investment career in 1999. | ||
Betsy Pecor | Portfolio Manager | 2014 | 2018 |
Biografia | Ms. Pecor served as Portfolio Manager at Sentinel Investments from 2005 to 2012 | ||
Charles C. Schwartz | Portfolio Manager | 2014 | 2018 |
Biografia | Previously, Mr. Schwartz served as Portfolio Manager and Senior Vice President at Sentinel Investments from 2004 to 2012. | ||
David M. Adams | Principal | 2008 | 2014 |
Biografia | Dave, Principal, CEO, acts as Managing Director & Portfolio Manager for the Aristotle Boston investment team. Prior to joining the firm, he spent 9 years at Eagle Boston and 14 years at Pioneer Investment Management, where his tenure included a role as lead portfolio manager for the Pioneer Small Cap Value Fund. Dave has been involved in the investment industry since 1990, almost exclusively focused on small cap investing. He graduated from Boston College, where he received a B.S. in Finance and Economics, cum laude, in 1985, and a M.S. in Finance in 1989 (top 5% of class). He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Boston Security Analysts Society, Inc. | ||
John(Jack) McPherson | Principal | 2008 | 2014 |
Biografia | John (Jack) McPherson, CFA, Principal, President and Portfolio Manager, has managed the portion of the Fund’s assets allocated to Aristotle Boston since 2015. Mr. McPherson has been with Aristotle Boston since 2014 and has over 25 years of industry experience. Prior to joining Aristotle Boston, Jack serves as a Managing Director and Portfolio Manager at Eagle Boston. Prior to joining Eagle Boston, he was a Vice President and Portfolio Manager of the Pioneer Small Cap Value Fund at Pioneer Investment Management. Jack also spent over 12 years in portfolio management and research roles at Middleton & Company, Evergreen Investment Management, and Atlantic Trust Private Wealth Management. He graduated from the F.W. Olin Graduate School of Business at Babson College with an M.B.A. in 2005 and earned his B.S. from Northeastern University in 1990. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Boston Security Analysts Society, Inc. |
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