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Nome | Título | Desde | Até |
---|---|---|---|
Tania Harsono | Portfolio Manager | 2024 | Agora |
William J. Monroe | Portfolio Manager | 2017 | Agora |
Biografia | Mr. Monroe is a Portfolio Manager in the Small Cap Equities group. He is responsible for the overall strategy and positioning of Putnam`s small-cap growth strategy. He joined Putnam in 2012 and has been in the investment industry since 1996. Previously at Putnam, Mr. Monroe was an Analyst in the Equity Research group. He was responsible for conducting fundamental analysis and valuation of small- and mid-cap companies in the industrials sector and making buy/sell recommendations. Prior to joining Putnam, Mr. Monroe was a Senior Investment Analyst at Federated Investors from 2008 to 2012, an Investment Analyst at American Century Investment Management from 2002 to 2008, an Interdepartmental Analyst at Ariel Capital Management from 1999 to 2000, an Investment Analyst at Mercer Investment Consulting from 1997 to 1999, and a Fund Accountant at Bisys Investment Services from 1996 to 1997. He earned an M.B.A. from The University of Chicago Booth School of Business and a B.S. in Finance from Miami University. | ||
Pam Gao | Portfolio Manager | 2010 | 2017 |
Biografia | "Ms. Gao is a Portfolio Manager of Putnam's U.S. small-cap growth and U.S. small-cap core equity strategies. She has been in the investment industry since she first joined Putnam in 2000. She rejoined the firm in 2002 after completing an M.S. degree in financial mathematics. Previously at Putnam, Ms. Gao was a Quantitative Analyst on the Large-Cap Growth team. Prior to joining Putnam, Ms. Gao was Vice Editor-in-Chief of China Financial Information Weekly Magazine from 1997 to 1998; an editor for Financial News Newspaper from 1995 to 1997; a reporter for Securities Market Weekly from 1994 to 1995; and a reporter for Modern Securities Markets Weekly from 1993 to 1994. Ms. Gao earned M.S. degrees in both Financial Mathematics and Applied Statistics from Worcester Polytechnic Institute, an M.B.A. from State University of New York, Binghamton, and a B.S. degree from Beijing Jiaotong University." | ||
Anthony E. Sutton | Portfolio Manager | 2004 | 2010 |
Biografia | Anthony E. Sutton is a Portfolio Manager and Analyst at Redwood Investments, LLC. He joined the firm in 2010 and serves as Portfolio Manager for SMID growth and Analyst for the large cap core and large cap growth strategies. Prior to joining Redwood, he was a Managing Director and Portfolio Manager at Putnam Investment Management, LLC. Mr. Sutton joined Putnam in 2001. Prior to joining Putnam, he worked as chief investment officer of McDonald-Sutton Asset Management from 1998 to 2001; and was previously a portfolio manager for Cabot Money Management and an associate analyst for Fidelity Management and Research. He holds an M.B.A from Sloan School of Management at MIT and a B.S degree from Monmouth University. | ||
Richard B. Weed | Senior Vice President | 2002 | 2008 |
Biografia | Richard Weed, Senior Vice President, Investment Management, is the Head of the Mackenzie Systematic Strategies Team. Focusing on systematic growth strategies, Rick is the lead portfolio manager on the Mackenzie Canadian Large Cap Growth Fund and the equity component of the Mackenzie Canadian Large Cap Balanced Fund. Rick’s experience in the investment industry started in 1992 and he joined Mackenzie in 2015. Rick began his career as a consultant at a leading economic advisory firm in Cambridge, MA. | ||
Daniel L. Miller | Partner | 2002 | 2004 |
Biografia | Dan is a partner of the firm and brings over four decades of investment management experience to GW&K. As director of our equity department, he is responsible for overseeing all aspects of our equity investment teams including portfolio management, research, and trading. He is a member of the firm’s Management, Investment, and ESG Committees. Dan has worked with various companies in the Boston area as an investment and financial consultant. Prior to joining GW&K, he spent 21 years at Putnam Investments in Boston, where he was chief investment officer for the specialty growth group and oversaw a team of twenty and up to $100 billion in assets under management. He was also a portfolio management team member of several small and mid-cap growth funds, the lead manager for the Putnam New Opportunities Fund, and a member of Putnam’s management committee and partners group. He began his career as an analyst at Morgan Stanley. Dan graduated from the University of California, Berkeley with highest honors, and received his MBA from Stanford University Graduate School of Business. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston. Dan serves on the board of trustees for The Rashi School in Dedham, Massachusetts, and on the Investment Committee of the Squam Lakes Association. Previously Dan served as a trustee of Hebrew College, where he remains the Chair of the Investment Committee and a member of the Finance Committee. | ||
Roland W. Gillis | Managing Director | 1997 | 2004 |
Biografia | Gillis is managing director and portfolio manager with Putnam Management, his employer since 1995. Previously, he served as a vice president and senior portfolio manager with Keystone Custodian Funds from 1982 to 1994. Prior to that, he was a research analyst with Loomis Sayles Company from 1980 to 1982. He has over 24 years of investment experience. Gillis holds the Chartered Financial Analyst designation and is a member of the Boston Society of Security Analysts | ||
Anthony R. Sellitto | - | 2002 | 2004 |
Craig S. Lewis | Portfolio Manager | 2000 | 2002 |
Biografia | Lewis is a portfolio manager at Essex Investment Management Company, LLC, his employer since 2002. Prior to joining Essex, he held a variety of positions including senior vice president, portfolio manager and senior analyst at Putnam Investments for four years. Previously, Lewis was a vice president and analyst at Keystone Investments for five years. | ||
Richard M. Frucci | Senior Vice President, Portfolio Manager | 1997 | 2002 |
Biografia | Frucci is a senior vice president and portfolio manager with Putnam Management, his employer since 1984. |
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