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Nome | Título | Desde | Até |
---|---|---|---|
Jennifer Mihara | - | 2024 | Agora |
Biografia | Jennifer is responsible for portfolio management with the Private Client Direct Portfolio Management Team, and was previously a portfolio manager in the Centralized Portfolio Management Group. Prior to joining Parametric in 2005, Jennifer was an Investment Associate at Merrill Lynch for five years where she specialized in financial planning and portfolio construction. She earned a BA in economics and a minor in mathematics from Colgate University. | ||
Cory Furlong | Portfolio Manager | 2024 | Agora |
Biografia | Cory Furlong, CFA, serves as a Portfolio Manager/Analyst for the Small Cap, Small Cap Value, Small Cap Growth, Tax-Managed Small/Mid Cap, Mid-Cap and Real Estate Funds. Within SIMC's Investment Management Unit, Mr. Furlong is responsible for the management of U.S. small cap equity funds and the oversight of related subadvisor strategies. Previously, Mr. Furlong was a Portfolio Analyst on SEI's Sub-Advised Equity team where he conducted the due diligence of subadvisors within SEI's equity fund management and separate account business. Prior to joining the Investment Management Unit, he worked within SEI's Investor Manager Services division where he served as an Account Analyst. He earned his Artium Baccalaureus in Economics from Princeton University. Mr. Furlong is a CFA charterholder and a member of the CFA Institute and the CFA Society of Philadelphia. | ||
Whitney Young Crawford | Portfolio Manager | 2024 | Agora |
Biografia | Whitney Young Crawford, Portfolio Manager, Director of Research and Analyst, is co-Portfolio Manager for the U.S. Small Company Growth strategy and a member of the investment team at Polen Capital. She joined Polen Capital in 2019. Prior to joining Polen Capital, she was a Senior Analyst at Manulife Asset Management for four years. Before Manulife, she was an Analyst at Fidelity Investments, focusing primarily on small-cap companies. Ms. Crawford received a B.A. in Economics (magna cum laude) from the College of William & Mary and an M.B.A. from Duke University Fuqua School of Business | ||
Rayna Lesser Hannaway | Portfolio Manager | 2024 | Agora |
James Reber | Managing Director, Portfolio Management | 2022 | Agora |
Biografia | James Reber, Managing Director – Portfolio Management, is responsible for portfolio management of Parametric’s Private Client Direct Group — primarily serving Parametric’s wealth management and family office client base. The Private Client Direct Group manages US, non-US and global Custom Core® portfolios. Prior to joining Parametric in 2004, James was a Senior Associate with Standard and Poor’s Corporate Value Consulting Group providing financial valuation services to IT and technology industries. He earned an M.B.A. from the University of Washington and a B.S. in chemical engineering from Michigan State University | ||
John R. Riddle | CIO (Chief Investment Officer) | 2020 | Agora |
Biografia | John R. Riddle, CFA, is a Portfolio Manager and Chief Investment Officer of 361 Capital and is responsible for portfolio management, investment research and quantitative analysis. Mr. Riddle is an equity owner in 361 Capital. Previously, Mr. Riddle was a majority owner, one of the founding principals and a Managing Member of BRC Investment Management LLC, which was acquired by 361 Capital on October 31, 2016. At BRC Investment Management LLC, Mr. Riddle served as the Managing Principal and Chief Investment Officer from its inception in May of 2005 until its acquisition by 361 Capital. Mr. Riddle has over 36 years of investment management experience and previously held the positions of President and Chief Investment Officer at Duff & Phelps Investment Management Co.; Chief Executive Officer and Chief Investment Officer with Capital West Asset Management LLC; Director of Research and Portfolio Management with US West, Inc.; Portfolio Manager with GTE Investment Management, Inc.; and Senior Financial Analyst with GTE, Inc. Mr. Riddle received an MBA from the University of Connecticut and a Bachelor of Arts in Finance from the University of Hawaii. Mr. Riddle holds the designation of Chartered Financial Analyst and is a member of the Denver Society of Security Analysts and the CFA Institute. | ||
Travis Prentice | CIO, Portfolio Manager | 2018 | Agora |
Biografia | Travis is the chief investment officer, responsible for oversight of all of IMC’s strategies, as well as a portfolio manager for IMC’s US and Global strategies. Travis co-founded The Informed Momentum Company, formally EAM Investors, in 2007. Prior to that, Travis was a partner, managing director and portfolio manager with Nicholas-Applegate Capital Management where he had lead portfolio management responsibilities for their Micro and Ultra Micro Cap investment strategies and a senior role in the firm’s US Micro/Emerging Growth team. He has 27 years of institutional investment experience specializing in momentum-based strategies. He holds an MBA from San Diego State University and a BA in Economics and a BA in Psychology from the University of Arizona. | ||
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. | ||
Eugene Barbaneagra | Portfolio Manager | 2016 | Agora |
Biografia | Eugene Barbaneagra, CFA, serves as Portfolio Manager for the U.S. Equity Factor Allocation, U.S. Managed Volatility, Global Managed Volatility and World Select Equity Funds. Mr. Barbaneagra serves as a Portfolio Manager within the Investment Management Unit. Mr. Barbaneagra is responsible for the portfolio strategy of US and Global Managed Volatility Funds and a number of core Global Equity funds. | ||
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. |
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