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Nome | Título | Desde | Até |
---|---|---|---|
Kasey L. Wopperer | Analyst | 2017 | Agora |
Biografia | Kasey L. Wopperer, Analyst, joined Manning & Napier Advisors, LLC. in 2009. She is Analyst since 2017. Her previous positions held in the last five years are: Junior Analyst, 2015 – 2017; Senior Research Associate, 2013 – 2015; Research Associate, 2012 – 2013. Member of the following Portfolio Management Team: International Series (since 2017). | ||
Jeffrey W. Donlon | Senior Analyst | 2015 | Agora |
Biografia | Jeff Donlon is the Managing Director of Manning & Napier’s Global Strategies Group and a member of the Firm’s Non-U.S. Equity Core Team. As Managing Director of the Global Strategies Group, Jeff is responsible for leading a group of analysts that perform top-down research on countries outside of the U.S. Research generated by the Global Strategies Group provides input to the Firm’s global overview and is shared with bottom-up equity analysts to inform investment opportunities in specific countries, sectors, and industries across the globe. Jeff is part of the portfolio management team responsible for voting on stock recommendations made for our bottom-up, non-U.S. equity investment strategies. Jeff has been with Manning & Napier since 1998, learning the Firm’s research philosophies and strategies through his progression from research assistant and associate positions, to research analyst and, ultimately, managing director and portfolio management team positions. His experience with the Firm’s research disciplines is vast, having spent time in a variety of sector groups, including Capital Goods and Materials, Consumer, and Technology Groups, as well as an initial assignment with what is now known as the Global Strategies Group. Prior to his current roles, Jeff was Managing Director of the Technology Group, a leadership position he held for more than ten years during which he managed a team of research analysts, associates, and assistants focused on bottom-up equity research in the Technology sector. He also has more than ten years experience voting on stocks for Manning & Napier’s bottom-up equity and multi-asset class portfolios. Jeff earned his BS in Finance from Canisius College and his MBA from Duke University. He is also a CFA charterholder. | ||
Scott T. Shattuck | Junior Analyst | 2015 | Agora |
Biografia | Scott T. Shattuck, Junior Analyst, Joined the Manning & Napier Advisors, LLC in 2007. Junior Analyst since 2015. Member of the International Series’ Portfolio Management Team since 2015. Previous positions held in last five years: Senior Research Associate, 2013 – 2014; Research Associate, 2010 – 2012. | ||
Ben V. Rozin | Executive Director | 2009 | 2016 |
Biografia | Mr. Rozin has been associated with Morgan Stanley Investment Management in an investment management capacity since January 2017. Prior to January 2017, Mr. Rozin was the co-lead portfolio manager at Manning & Napier and a senior investment strategist and international economist from March 2005 to December 2016. Mr. Madni has been associated with MSIM Company in an investment management capacity since 2005. Ms. Kandhari has been associated with the Adviser in an investment management capacity since 2006. | ||
Robert Crawford | - | 2015 | 2016 |
Biografia | Joined the Manning & Napier Advisors, LLC in 2010. Junior Analyst since 2015. Member of the following Portfolio Management Team: International Series (since 2015). Previous positions held in last five years: Senior Research Associate, 2013 – 2014; Junior Research Associate, 2012 – 2013; Research Assistant, 2010 – 2011. | ||
Marc D. Tommasi | Chief Investment Strategist | 1992 | 2015 |
Biografia | Marc Tommasi is the Head of Global Investment Strategy and the Managing Director of the Global Strategies Group at Manning & Napier. In this capacity, Marc is responsible for macroeconomic overviews by country on a global basis. In addition, Marc is a member of the Senior Research Group and has over 25 years of experience at Manning & Napier. Marc earned his BA in Economics and Political Science from the University of Rochester. | ||
Sidharth Abrol | - | 2010 | 2015 |
Biografia | Mr Abrol joined the Manning & Napier Advisors, Inc. in 2002. Junior Analyst since 2007. Member of the International Series Research Team since 2010. Previous position held in last five years: Research Associate, 2005 – 2007. | ||
Ebrahim Busheri | Portfolio Manager | 2012 | 2013 |
Biografia | Ebrahim Busheri is the Director of Investments at Manning & Napier. Over his firm tenure, spanning from 1988 to 2001 and again from 2011 through present day, Ebrahim has held positions as Head of Emerging Growth Group; Head of Technology Group; Head of Consumer Group; and Director of Research. During his hiatus from Manning & Napier he worked as the Director of Investments at W.P. Stewart and as a Consultant for Heritage Capital. Ebrahim earned his BA in Accounting and Economics from Muskingum College and his MBA in Finance from the University of Rochester. He is a CFA charterholder. | ||
Christopher F. Petrosino | Senior Analyst | 2012 | 2013 |
Biografia | Christopher Petrosino is the Managing Director of the Quantitative Strategies Group at Manning & Napier and has been with the Firm since 2001. He is a member of the management teams responsible for portfolios developed by the Quantitative Strategies Group. Christopher also contributes to the development of market and economic overviews for the Firm. This includes constructing indicators to assess risks and opportunities in various asset classes, as well as providing statistical analysis to support the investment research efforts of the Firm. Christopher earned his BA in Economics and Statistics from the University of Rochester and his MS in Statistics from the Rochester Institute of Technology. He is also a CFA charterholder. | ||
Brian P. Gambill | Senior Analyst | 2010 | 2013 |
Biografia | Brian Gambill is a member of the Senior Research Group and the Managing Director of the Capital Goods & Materials Group at Manning & Napier. In this capacity, he is responsible for analyzing investment opportunities within the Capital Goods & Materials market sectors, with a special emphasis on the Energy sector. Prior to joining Manning & Napier in 1997, he worked as an Analyst for the Montana Board of Investments. Mr. Gambill earned his BS in Finance and Economics from Montana State University and is a CFA® charterholder. (Chartered Financial Analyst® is a trademark owned by CFA Institute.) |
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