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Nome | Título | Desde | Até |
---|---|---|---|
Greg Chory | Portfolio Manager | 2019 | 2021 |
Biografia | Gregory L. Chory joined Jackson Square in September 2014. Prior to joining Jackson Square, he was an associate from July 2011 to August 2014 at Technology Crossover Ventures, a venture capital firm, focusing on the software and services industries. Before that, Mr. Chory spent three years as an investment banking analyst for BMO Capital Markets in the business services and media group. He received a bachelor’s degree from Emory University. | ||
Jeffrey S. Van Harte | Portfolio Manager | 2000 | 2021 |
Biografia | Jeffrey S. Van Harte, chairman and the chief investment officer, joined Jackson Square Partners in April 2014. Previously, he was a senior vice president and the chief investment officer at Delaware, and was the chief investment officer for its Focus Growth Equity team (2005 to 2014). Prior to that, he was a principal and executive vice president at Transamerica Investment Management (1980 to 2005). | ||
Daniel J. Prislin | Portfolio Manager | 2000 | 2021 |
Biografia | Daniel J. Prislin, portfolio manager and analyst, joined Jackson Square Partners in April 2014. Previously, he was a vice president, senior portfolio manager and analyst at Delaware, and was a senior portfolio manager on its Focus Growth Equity team (2005 to 2014). Prior to that, he was a principal and portfolio manager at Transamerica Investment Management (1998 to 2005). | ||
Kenneth F. Broad | Portfolio Manager | 2000 | 2021 |
Biografia | Kenneth F. Broad, CFA, MBA Portfolio Manager, Research Analyst Kenneth F. Broad became a member of Jackson Square, at its inception in May 2014, as a portfolio manager and research analyst. Prior to joining Jackson Square, he was a portfolio manager and equity analyst on the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. The Focus Growth Equity team managed large-cap growth, smid-cap growth, all-cap growth and global growth portfolios. Prior to joining Delaware Investments, he was a principal and portfolio manager at Transamerica Investment Management, where he managed sub-advised funds and institutional separate accounts. Before joining Transamerica in 2000, he was a portfolio manager with The Franklin Templeton Group and was a consultant in the business valuation and merger and acquisition group at KPMG Peat Marwick. He received an MBA from the University of California at Los Angeles and his bachelor’s degree in economics from Colgate University. | ||
Christopher J. Bonavico | Portfolio Manager | 2000 | 2020 |
Biografia | Christopher J. Bonavico, portfolio manager and analyst, joined JSP in April 2014. Previously, he was a vice president, senior portfolio manager and analyst at Delaware, and was a senior portfolio manager on its Focus Growth Equity team (2005 to 2014). Prior to that, he was a principal and portfolio manager at Transamerica Investment Management (1993 to 2005). | ||
Christopher M. Ericksen | Portfolio Manager | 2007 | 2010 |
Biografia | Christopher M. Ericksen, portfolio manager and analyst, joined Jackson Square Partners in April 2014. Previously, he was a vice president, portfolio manager and analyst at Delaware, and was a portfolio manager on its Focus Growth Equity team (2005 to 2014). Prior to that, he was a portfolio manager at Transamerica Investment Management. Before joining Transamerica in 2004, he was a vice president at Goldman Sachs in investment banking and investment management (1994 to 2004). | ||
Gregory M. Heywood | Portfolio Manager | 2006 | 2010 |
Biografia | Gregory M. Heywood, CFA, MBA Portfolio Manager, Research Analyst Gregory M. Heywood became a member of Jackson Square, at its inception in May 2014, as a portfolio manager and research analyst. Prior to joining Jackson Square, he was a portfolio manager and equity analyst on the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. The Focus Growth Equity team managed large-cap growth, smid-cap growth, all-cap growth and global growth portfolios. Prior to joining Delaware Investments, he was a portfolio manager at Transamerica Investment Management. Before joining Transamerica in 2004, he worked as a senior analyst for Wells Capital Management from 2003 to 2004 and Montgomery Asset Management from 1996 to 2003, where he was responsible for emerging market equity research. From 1993 to 1995, he was an analyst at Globalvest Management and Valuevest Management, where he researched emerging market and developed international market companies. Heywood received a bachelor’s degree in economics and an MBA in finance from the University of California at Berkeley. | ||
Patrick G. Fortier | Portfolio Manager | 2005 | 2010 |
Biografia | Patrick G. Fortier, CFA Portfolio Manager, Research Analyst Patrick G. Fortier became a member of Jackson Square, at its inception in May 2014, as a portfolio manager and research analyst. Prior to joining Jackson Square, he was a portfolio manager and equity analyst on the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. The Focus Growth Equity team managed large-cap growth, smid-cap growth, all-cap growth and global growth portfolios. Prior to joining Delaware Investments, he was a portfolio manager at Transamerica Investment Management. Before joining Transamerica in 2000, he worked for OLDE Equity Research as an equity analyst. Fortier received his bachelor’s degree in finance from the University of Kentucky. | ||
Lori P. Wachs | Vice President | 2004 | 2005 |
Biografia | Lori P. Wachs, CFA Vice President, Portfolio Manager Lori P. Wachs is a portfolio manager and analyst for the consumer sector in the firm’s Emerging Growth Equity group. She joined Delaware Investments in 1992 after serving in the equity-risk arbitrage department of Goldman Sachs from 1990 to 1992. She holds a bachelor’s degree in Finance & Oriental Studies from The Wharton School of the University of Pennsylvania, where she graduated Phi Beta Kappa. | ||
Stephen T. Lampe | Vice President | 2004 | 2005 |
Biografia | Lampe is a vice president and portfolio manager with Delaware Management Company, his employer since 1995. Prior to joining the firm, he served as a manager at Price Waterhouse. Lampe holds the Certified Public Accountant designation. |
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