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Nome | Título | Desde | Até |
---|---|---|---|
Shawna Aufman | - | 2021 | Agora |
Biografia | Since joining C.S. McKee in 2003, Ms. Aufman has served successively as a portfolio accountant, performance analyst and investment analyst before adding her current portfolio management responsibilities. Her experience has given her a solid background in investment management, research, account management and cash flow management. | ||
Brad A. Thompson | CIO (Chief Investment Officer) | 2021 | Agora |
Biografia | Prior to joining NSI Retail in 2021, Mr. Thompson served as Chief Investment Officer of the Stadion and has been a Portfolio Manager and an officer of the Stadion, serving in a supervisory role for portfolio management operations since 2006. Brad Thompson joined Stadion in 2006, bringing 20+ years of financial analysis, investment management, and fund management experience with him to Stadion, where he manages the Stadion Portfolio Management team. Prior to joining Stadion, Brad served as the Chief Investment Officer and Chief Financial Analyst for Global Capital Advisors. Brad has a Bachelor of Business Administration Degree in Finance from the University of Georgia, and also holds the Chartered Financial Analyst designation. Brad is a member of the CFA Institute and the Bermuda Society of Financial Analysts and also holds the Chartered Retirement Plan Specialist Designation. Brad has served on the board of the Executive Leadership Council for the American Cancer Society and on the Board of Trustees for the University of Georgia Terry College of Business Student Managed Investment Fund | ||
Clayton Wilkin | Portfolio Manager | 2021 | Agora |
Biografia | Clayton Wilkin, CFA. Prior to joining NSI Retail in 2021, Mr. Wilkin was a Portfolio Manager for Stadion Money Management and has served as a Portfolio Management Analyst, among other duties, since 2013. He has a Bachelor of Business Administration Degree in Finance from the University of Georgia and also holds the Chartered Financial Analyst designation. | ||
Michael P. Donnelly | Senior Vice President, Senior Portfolio Manager | 2021 | Agora |
Biografia | Prior to joining C.S. McKee in 2012, Mr. Donnelly was president and chief investment officer of Donnelly Asset Management, LLC, a registered investment adviser specializing in large-capitalization value equity management. Before founding his own firm in 2003, Mr. Donnelly spent 13 years at Federated Investors, where he was Senior Vice President and Senior Equity Portfolio Manager. He headed the value equity team that managed more than $5 billion of large-capitalization value mutual funds and other assets. | ||
Paul Michael Frank | Senior Portfolio Manager | 2021 | Agora |
Biografia | Paul M. Frank has served as a Senior Portfolio Manager of Stadion Money Management, LLC since joining Stadion Money Management, LLC in 2013. Mr. Frank founded Aviemore Asset Management, LLC in 1993 and served as its President until 2013. He also served as President, Treasurer, Trustee and Chief Compliance Officer of Aviemore Funds from 2004 until 2013. Mr. Frank has a Bachelor of Arts in History and Economics from Drew University. Mr. Frank also completed a Masters of Business Administration in Finance from Fordham University’s Graduate School of Business Administration in 1992, earning the Dean’s award for academic excellence and named class valedictorian. | ||
Michael J. Donnelly | Vice President | 2013 | 2021 |
Biografia | Mr. Donnelly is Vice President of Equities and portfolio manager of C.S. McKee, L.P.. He joined C.S. McKee, L.P. in 2013. Before joining C.S. McKee, L.P., he was President of Blue Devil Capital, an investment adviser specializing in long/short Emerging Market equity investments. Prior to that, Mr. Donnelly spent 10 years at American Century, where he served as Vice President as well as Senior Equity Portfolio Manager. He was based in New York and led the team that managed $1 billion of Emerging Market long-only mutual fund investments. Prior to American Century, he was an analyst and Portfolio Manager at Federated Investors at their offices in Pittsburgh and New York where he managed Federated's first global equity portfolio. Mr. Donnelly is a graduate of J.L. Kellogg Graduate School of Management at Northwestern University and holds a bachelor's degree from Yale University. Donnelly holds the Chartered Financial Analyst designation and is a member of the International Society of Financial Analysts. | ||
Gregory M. Melvin | CIO (Chief Investment Officer) | 2000 | 2019 |
Biografia | Greg Melvin joined C.S. McKee as Chief Investment Officer in 2000. He is the Chairman of the Investment Policy Committee and has overall responsibility for client portfolios and the investment process. Prior to joining C. S. McKee, Mr. Melvin was President and Chief Investment Officer of Dartmouth Capital Advisors, Inc., an institutional investment management firm he founded in 1995. Prior to 1995, he served as a Vice President, Senior Portfolio Manager and member of the Investment Policy Committee at Federated Investors from 1980 to 1995. A Chartered Financial Analyst, Mr. Melvin holds an MBA degree in Finance from Harvard Business School and a Bachelor's degree from Dartmouth College.. | ||
William J. Andrews | Portfolio Manager | 2000 | 2014 |
Biografia | William J. Andrews, Senior Vice President, Portfolio Manager, Equity William J. Andrews is responsible for research and investment decisions in particular market sectors in addition to his portfolio management duties. He joined C.S. McKee in 1983 as a Portfolio Manager – Equity and continues to serve in that capacity. He holds an M.B.A. degree in finance and accounting and a bachelor’s degree in mathematics from the University of Pittsburgh. He is a Chartered Financial Analyst (CFA) charterholder and a graduate of the Pennsylvania Bankers Association Trust School. | ||
Walter C. Bean | Senior Portfolio Manager | 1994 | 2000 |
Biografia | Mr. Bean is a Senior Vice President, Senior Portfolio Manager and the Head of the Strategic Value Team of Federated Equity Management Company of Pennsylvania. Mr. Bean joined Federated in 2000. His previous associations included: various investment management and research positions with C.S. McKee & Company, First Chicago Investment Advisors, CIGNA Investment Advisors and Mellon Bank. Mr. Bean earned a Bachelor's Degree in Business Administration from Ohio University and an M.B.A. from the Pennsylvania State University. |
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