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Russell Investments Tax-managed U.s. Large Cap Fund Class E (RTLEX)
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09/07 - Fechado. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 953,01K
Russell Investments Tax-Managed U.S. Large Cap Fun
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RTLEX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Russell Investments Tax-managed U.s. Large Cap Fund Class E. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de RTLEX, entre outras informações.
Informações de Contato
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Megan Roach | Portfolio Manager | 2019 | Agora |
| Biografia | Megan Roach, Portfolio Manager since March 2015. Ms. Roach was Head of Research from May 2013 to March 2015. From 2004 to 2013, Ms. Roach was a Senior Research Analyst. | ||
| Kevin M. Divney | Senior Portfolio Manager | 2017 | Agora |
| Biografia | Mr. Divney is a senior portfolio manager on the US Equity Team and joined the Russell Investments in 2017. Mr. Divney is responsible for managing the Large Cap Equity Funds for private clients and institutional investors. Prior to this role, Mr. Divney was Chief Investment Officer of Beaconcrest Capital managing US long-short equity strategies. Before that, Mr. Divney was CIO of Mid Cap Growth at Putnam Investments. Mr. Divney has researched and invested in US equities using both quantitative and fundamental approaches since 1993. Mr. Divney graduated from Northeastern University with and MBA, and holds a B.A in Economics from Boston University. Mr. Divney is also a CFA Charter holder and a member of the CFA Institute and Boston Security Analysts Society. | ||
| James Barber | CIO (Chief Investment Officer) | 2017 | 2019 |
| Biografia | James Barber is Chief Investment Officer of Equities since September 2012 for Russell Investments where he is accountable for the performance of the equity funds, the quality of the investment content and investment manager recommendations within his asset class globally. Mr. Barber was a Portfolio Manager from March 2009 to August 2012. James is located in Russell’s head office in Seattle. He is a member of Russell’s investment strategy committee. James was named to this role in September 2012. | ||
| David L. Hintz | Senior Portfolio Manager | 2013 | 2017 |
| Biografia | Mr. 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. | ||
| Robert Kuharic | Portfolio Manager | 2010 | 2014 |
| Biografia | Robert Kuharic is an Associate Portfolio Manager for Russell Investments, focusing primarily on taxable investments, separately managed account mixes, and developing managers. Robert participates in the decision making for all aspects of portfolio construction and manager selection in the U.S. tax managed funds, developing managers fund, a socially screened faith-based separate account, and the separately managed accounts' products. | ||
| Tereasa Gandhi | Head | 2006 | 2010 |
| Biografia | Tereasa Gandhi has over 15 years investment experience researching and evaluating managers globally with Russell Investments. She joined Russell in 1987 and was promoted to senior research analyst in 1995. Over the course of her Russell career, Tereasa's research experience has included U.S., non-U.S., Pacific Basin and emerging markets equity managers. She is currently responsible for overseeing all aspects of Russell’s developing managers funds, tax-managed funds, and separate account products. | ||
| Stephen W. Skatrud | Portfolio Manager | 2001 | 2007 |
| Biografia | Skatrud has been a portfolio manager with Russell Investment Management Company since December 2001. From 1999 to December, 2001, he was a senior research analyst. From 1995 to 1999, Skatrud was director of Benefits Finance and Investment for Harnischfeger Industries, Inc. | ||
| Ronald C. Dugan | Vice President | 2002 | 2006 |
| Biografia | Ron Dugan ,CFA Vice President and Global Investment Strategist,joined GuideStone Capital Managementjoined GuideStone in August 2010. Prior to joining GuideStone, Mr. Dugan spent 10 years at Russell Investments in Tacoma, Washington as Managing Director, Equities. Mr. Dugan was responsible for portfolio managers and research analysts. Previously, he was at the Baptist Foundation of Texas where he was Chief Investment Officer, specializing in the management of endowment and planned giving assets. He also served as an investment officer and financial accountant at the Meadows Foundation. He began his career as a staff auditor at Price Waterhouse (now part of PricewaterhouseCoopers) in Dallas. Mr. Dugan earned a Bachelor of Business Administration in Accounting from Texas A&M University and a Master of Science in Finance from University of Texas at Dallas. He is a CFA charterholder and holds the Series 7 and 66 securities registrations. His professional affiliations include the CFA Institute, CFA Society of Seattle, American Institute of CPAs and the Texas Society of CPAs. | ||
| Eric W. Ogard | Portfolio Manager | 2000 | 2006 |
| Biografia | Education Background: • Pacific Lutheran University, Tacoma, WA, Bachelors (1988) • Willamette University, Salem, OR, MBA (1991) Business Experience: • Monea Investments, LLC, Tacoma, WA, Managing Principal, June 2013 – Present • Madison Park Capital, Investment Adviser Representative, December 2012 - April 2013 • Russell Investments, Seattle, WA, Director of Investments, September 1995 - July 2012 Examinations: • NFA National Commodity Futures Examination - Series 3 (8/2012) • NASD Registered Representative Examination - Series 7 (3/1993) • NASAA Uniform Securities Agent State Law Examination - Series 63 exam (3/1993) Designations: • Chartered Financial Analyst designation in 1999 | ||
| Dennis J. Trittin | Lead Cap Manager | 1999 | 2006 |
| Biografia | Dennis J. Trittin is Portfolio Manager and Lead Cap Manager for Frank Russell Company. Trittin has been a portfolio manager with Frank Russell Investment Management Company since 1996. From 1988 to 1996 he was director of the U.S. equity manager research department of the same company. | ||
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