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Nome | Título | Desde | Até |
---|---|---|---|
Pankaj Nevatia | Portfolio Manager | 2018 | Agora |
Biografia | Pankaj Nevatia is a vice president, portfolio manager and research analyst for Franklin Equity Group. He participates in the management of the Franklin International Small Cap and Global Small Mid Cap strategies and has research responsibilities for global small and mid-cap stocks. Mr. Nevatia joined Franklin Templeton in 2010. He entered the financial services industry in 2004. Mr. Nevatia holds an M.B.A. from Fordham University, and a postgraduate diploma in computer applications and a B.Com from Bharathiar University in India. He is a Chartered Financial Analyst (CFA) charterholder. | ||
Edwin Lugo | Portfolio Manager/Leader | 2006 | Agora |
Biografia | Edwin Lugo, portfolio manager, is leader of the non-U.S. Small & Mid Cap Growth Equity team. Mr. Lugo joined the firm in June 2006. Previously, he was with Brown Capital where he was an equity owner and vice president, leading the Brown Capital international division focusing on growth investing. His responsibilities included managing the Brown Capital international mutual fund and separate institutional accounts. This is in addition to generalist analyst responsibilities. He was also a vice president, research analyst, and portfolio manager with Templeton from 1996-2002. He earned an M.B.A. | ||
David Glazer | Portfolio Manager | 2008 | 2012 |
Biografia | Mr. Glazer, Vice President of Pioneer, has served as portfolio manager since December 2012. Mr. Glazer served as Vice President, Senior Analyst and Co-Portfolio Manager at Franklin Templeton Global Advisers from 2005 until 2012, specializing in global and international small/mid-capitalization strategies. Prior to joining FT Institutional in 2005, He was an analyst/portfolio manager at Boston Common Asset Management and Glickenhaus and Co., as well as analyst at Harbor Capital/Fortis Investments and Boston Partners Asset Management. Glazer holds the charted financial analyst designation. | ||
Alison J. Schatz | Portfolio Manager, Senior Vice President | 2005 | 2008 |
Biografia | Schatz is portfolio manager of Fiduciary and senior vice president of Fiduciary Trust. She joined Fiduciary Trust in 1985. Schatz holds the Chartered Financial Analyst designation. | ||
Margaret S. Lindsay | CIO (Chief Investment Officer) | 2002 | 2006 |
Biografia | Lindsay is Chief Investment Officer of International Equity Strategies, lead portfolio manager and head of the international team at Victory Capital Management. She leads the research coverage on France, Switzerland and consumer-related sectors. Prior to joining Victory Capital in 2006, Lindsay was Director of Global Small Cap Equity and head of international small/mid cap team at Fiduciary Trust International, a subsidiary of Franklin Templeton Investments. Prior to that she had 10 years experience in international equity strategy, analysis and sales with a focus on Europe and Japan. She was with S.G. Warburg Securities and Drexel Burnham Lambert. Prior to that, she was a consultant for Gellman Research Associates, advising clients on economic policy and international trade. She is fluent in German. | ||
John P. Callaghan | Managing Director and portfolio manager | 2002 | 2005 |
Biografia | Callaghan is senior vice president with Fiduciary Trust International, his employer since 2001. Prior to joining Fiduciary, he was managing director and portfolio manager with Deutsche Asset Management. Mr. Callaghan has over 17 years' experience researching and managing U.S. small cap equities with previous experience at Odyssey Partners, Weiss Peck & Greer and Equitable Capital Management. |
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