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Nome | Título | Desde | Até |
---|---|---|---|
Marlene Walker-Smith | - | 2020 | 2021 |
Biografia | Ms. Marlene Walker-Smith, a Director, Co-Head of Equity Index Portfolio Management, has been with Mellon Investments Corporation since 1995. Ms. Walker-Smith leads a team of portfolio managers covering domestic and international index portfolios, as well as corporate actions. Previously, she served as an equity index portfolio manager and equity trader forMellon Investments Corporation. Prior to joining the firm, Ms. Walker Smith was a trader for Banc One Investment Advisors Corporation and a brokerage services manager for Mid Atlantic Capital Corporation. She has been in the investment industry since 1990. Ms. Walker-Smith earned an MBA in finance from the University of Pittsburgh and a BA in history and Russian from Washington & Jefferson College. | ||
David France | - | 2020 | 2021 |
Biografia | Mr. France is a vice president and senior portfolio manager at Mellon. He has been employed by Mellon or a predecessor company since 2009. | ||
Todd Frysinger | - | 2020 | 2021 |
Biografia | Mr. Frysinger is a vice president and senior portfolio manager at Mellon. He has been employed by Mellon or a predecessor company since 2007. | ||
Vlasta Sheremeta | - | 2020 | 2021 |
Biografia | Ms. Sheremeta is a vice president and senior portfolio manager at Mellon. She has been employed by Mellon or a predecessor company since 2011. | ||
Michael Stoll | - | 2020 | 2021 |
Biografia | Mr. Stoll is a vice president and senior portfolio manager at Mellon. He has been employed by Mellon or a predecessor company since 2005. | ||
Nicholas Chan | Portfolio Manager | 2019 | 2021 |
Biografia | Mr. Chan joined Goldman Sachs Asset Management, L.P. as a member of the QIS team in 2000. He is a member of the Client Portfolio Management team and is also a Portfolio Manager for the Asset Allocation Portfolios. | ||
Marcus Ng | Portfolio Manager | 2019 | 2021 |
Biografia | Marcus Ng is a portfolio manager on the Quantitative Investment Strategies (QIS) team within GSAM. He joined GSAM in 2019 as a vice president. Prior to joining GSAM, Mr. Ng was at S&P Investment Advisory Services (“SPIAS”), having joined in 2006. Marcus was responsible for quantitative portfolio research to enhance existing models and develop new strategies. He also managed advisory equity portfolios, including UITs, and helped to develop the equity business. Marcus has over 10 years of industry experience. Marcus was a voting member of the Portfolio Strategy Committee, the group responsible for SPIAS’ asset allocation recommendations. Prior to joining SPIAS, Marcus worked for the ClariFI® group at S&P Global Market Intelligence (formerly S&P Capital IQ) advising clients on how to use the full suite of technologies in the development of quantitative equity strategies. He has been with S&P Global since 2006. Marcus holds a Bachelor of Science degree in Physics from California Institute of Technology and a Master of Science in Investment Management from Boston University. He is also a CFA charterholder. | ||
Thomas J. Durante | Managing Director | 2010 | 2021 |
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 | 2007 | 2020 |
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 | 2007 | 2020 |
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. |
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