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28.10.2021
Nome | Título | Desde | Até |
---|---|---|---|
Joseph R. Elegante | Senior Portfolio Manager | 2021 | Agora |
Biografia | Joe is Deputy head of Global and Sustainable Equities and a Senior Portfolio Manager on a range of Global strategies including Sustainable, Impact and Long Term Themes. Joe has over 20 years of portfolio management experience and is based in London. Before joining UBS-AM, Joe worked as a portfolio manager at RMB Capital Management where he managed several equity strategies including a multi-cap core, dividend growth and a small cap-focused special situations strategy for institutional and private clients. Prior to joining RMB Capital, Joe worked for 12 years as a senior portfolio manager at Alliance Bernstein where he was a member of the Large Cap Growth Team. In this position he managed a $15 billion growth strategy, which included individual institutional accounts, a mutual fund, Luxembourg fund and assets on behalf of the private client division for Sanford Bernstein. His responsibilities included portfolio construction, fund governance, security selection and risk management. Joe is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago. | ||
Adam Jokich | - | 2021 | Agora |
Biografia | Adam Jokich is a senior portfolio manager (PM) within the Global Equity team. Adam is the lead PM on select sustainability-focused equity strategies including Active Climate Aware, US Sustainable, Engage for Impact Equity, and International Sustainable Equity; he is also the co-PM on Long Term Themes. Additionally, Adam remains deputy PM on several other strategies managed by the Global Equity Team. Prior to his role as a senior portfolio manager on the team, Adam held the role as deputy portfolio manager on our SI-focused portfolios, including Global Sustainable Equity, International Sustainable Equity, US Sustainable Equity, and Long Term Themes Equity, among other portfolios run by the Global Equity team. Adam started his career as a quantitative analyst in Chicago, where he was responsible for providing quantitative research and analysis used in the investment decision making process within the US Intrinsic Value team, and worked extensively on the Global Equity Valuation System. Adam also spearheaded the development of the proprietary UBS ESG model. He has fulfilled several portfolio manager roles, where he has leveraged his quantitative skillset to provide value add in the portfolio construction and risk management process. He was the deputy portfolio manager on the US and Global Multi-Strategy portfolios and was responsible for the research and development initiatives of various risk premia capabilities for the Systematic Investing team. Adam is a CFA Charterholder, a member of the CFA Institute | ||
Chloe Hickey-Jones | - | 2021 | Agora |
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