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New Covenant Balanced Growth Fund (NCBGX)
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19/05 - Dados em Atraso. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 349,68M
New Covenant Balanced Growth
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NCBGX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de New Covenant Balanced Growth Fund. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de NCBGX, entre outras informações.
Informações de Contato
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| David L. Hintz | Portfolio Manager | 2017 | Agora |
| Biografia | David L. Hintz, CFA serves as a Portfolio Manager for the Large Cap, Large Cap Disciplined Equity, Large Cap Index, S&P 500 Index and Extended Market Index Funds. David L. Hintz is responsible for the management of the portfolios, capital market research, ongoing evaluation and allocation of equity managers and capital for the SEI funds. Prior to joining SEI, Mr. Hintz worked at Russell Investments as a Portfolio Manager and previously as the Head of US Equity Research and a Research Analyst. Mr. Hintz received his Bachelor of Science from Walla Walla University and his M.B.A. from Pacific Lutheran University. Mr. Hintz is a CFA charter holder from the CFA Institute. | ||
| Jason Collins | Vice President | 2016 | Agora |
| Biografia | Jason Collins is a co-portfolio manager of the Stable Value Intermediate strategies in the Fixed Income Division. He is a vice president and an Investment Advisory Committee member of the Short-Term Bond Fund, a vice president of the Fixed Income Series, Inc., and a member of the Investment Advisory Committee for the Limited-Term Bond Portfolio. Jason also chairs the Synthetic Investment Committee and cochairs the Low Duration Advisory Committee. He is a vice president of T. Rowe Price Group, Inc., T. Rowe Price Associates, Inc., and T. Rowe Price Trust Company. Jason’s investment experience began in 2001, and he has been with T. Rowe Price since 2005, beginning as a portfolio investment analyst on the Stable Value team, before transitioning to the U.S. Taxable Low Duration team. After that, he was an associate portfolio manager responsible for managing high-quality multi-sector portfolios for stable value mandates. Prior to joining the firm, Jason was employed by University Federal Credit Union as a financial analyst, where he managed a portfolio of investment-grade securities and was responsible for the credit union's asset liability management program. Before that, he was employed by Janus Capital as an investor service supervisor. Jason also was an airborne reconnaissance supervisor in the United States Navy. Jason earned a B.S., with honors, in liberal studies from Excelsior College and an M.B.A. from the University of Texas at Austin. Jason also has earned the Chartered Financial Analyst® designation. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. | ||
| Stephen C. Dolce | Portfolio Manager | 2016 | 2019 |
| Biografia | Steven C. Dolce, CFA, serves as Portfolio Manager at SEI Investments Management Corporation. Prior to joining SEI, Mr. Dolce was Partner, Portfolio Manager, Analyst and Investment Committee Member at Philadelphia International Advisors LP (PIA). Previously, Mr. Dolce was a Sector Portfolio Manager and Senior Analyst at DuPont Capital Management (DCM). Mr. Dolce also served as a Global Equity and Derivatives Trader at Grantham, Mayo & Van Otterloo & Co. LLC (GMO) in Boston. Mr. Dolce received his Bachelor of Science from Boston College, Carroll School of Management with a concentration in econo | ||
| Gregory L. McIntire | Portfolio Manager | 2014 | 2016 |
| Biografia | Gregory L. McIntire (MS, BA, Illinois) joined AJO in 2020 with over two decades of industry experience in a variety of intersecting roles — from portfolio and risk management to manager selection to quant equity modeling and programming. He spent about half of his Wall Street years at SEI (a long-time client of AJO), and came to us following a three-year stint at AQR. A CFA charterholder, Greg is involved with research, implementation, and trading. | ||
| Derek Papastrat | Trade Execution Analyst | 2012 | 2014 |
| Biografia | Mr. Papastrat has served as a Trade Execution Analyst for SEI Investments Management Corporation since 2006. | ||
| John J. McCue | Director | 2012 | 2012 |
| Biografia | McCue has served as director of portfolio implementations for SIMC since 1995 and became director of money market investments in 2003. He is responsible for the implementation of asset allocation strategies. | ||
| Paul H. Stropkay | Senior Vice President & Chief Investment Officer | 2008 | 2012 |
| Biografia | Paul H. Stropkay, Senior Vice President & Chief Investment Officer ; New Covenant Trust Company (2008 – present);Director, Citizens Bank (2006 – present); Vice President (Partner); Harvey Investment Company, LLC (2001 – 2008) | ||
| David J. Elliott | Senior Managing Director | 2006 | 2009 |
| Biografia | David J. Elliott, CFA, FRM, Senior Managing Director, Co-Director of Quantitative Investments, and Director of Quantitative Portfolio Management. As director of portfolio management for the Quantitative Investment Group (QIG), David is responsible for overseeing the investment processes for QIG's global suite of products. He oversees the development of the group's portfolio construction platform and related analytical tools. He also contributes to research, particularly in the areas of portfolio construction and risk management. He has done extensive work on the development of the firm's global managed volatility strategies. David also collaborates with investors outside of QIG to deliver quantitative risk management tools and insights. Additionally, David is the lead portfolio manager on the Total Return Intersection product. The approach combines fundamental and quantitative inputs globally with the objective of maximizing risk-adjusted returns on an absolute basis. Prior to joining Wellington Management in 1995, David served as an independent information technology consultant to health care and financial service firms, focusing on applying business intelligence techniques to large databases. David received dual BS degrees in mathematics and computer and information sciences, Phi Beta Kappa, from the University of Massachusetts at Amherst (1989). Subsequently, he was admitted to the doctoral program at the Massachusetts Institute of Technology and completed all but his dissertation in the field of computational neuroscience. He holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society. He is also certified by the Global Association of Risk Professionals as a Financial Risk Manager (FRM). | ||
| Ronald A. Sauer | CEO | 2006 | 2009 |
| Biografia | Ronald A. Sauer, CEO, Chief Investment Officer and Senior Portfolio Manager, is the founder of Mazama and has been its Chief Executive Officer and Senior Portfolio Manager since the founding of the firm in 1997. Prior to founding the firm, he was the President and Director of Research for Black and Company, Inc., which he joined in 1983. Mr. Sauer has overall responsibility for the management of the investment team, oversees the portfolio construction process, conducts research and participates in the security selection process. | ||
| Stephen C. Brink | Portfolio Manager | 2006 | 2009 |
| Biografia | Mr. Brink co-founded Bridge City Capital in October 2008. Mr. Brink was a co-founder of Mazama Capital Management where he worked from Nov. 1997 to Jan. 2008. Mr. Brink held roles of increasing responsibility, including Senior Analyst, Portfolio Manager and Director of Research. Prior to Mazama, Mr. Brink spent 13 years at Capital Trust Company managing portfolios, client relationships and staff. Mr. Brink was Chief Investment Officer of CTC and, prior to its acquisition by US Trust, was a Board Member. | ||
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