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Nome | Título | Desde | Até |
---|---|---|---|
Wayne A. Hollister | Senior Portfolio Manager | 2020 | 2020 |
Biografia | Wayne Hollister is a senior portfolio manager for Russell. He is a member of Russell’s dedicated global portfolio transition team, which executes portfolio transition assignments for all Russell funds and separate client accounts. Mr. Hollister has been in the field of investment since 2001 and joined Russell in 2002. He is a former naval carrier aviator, having served in the U.S. Navy from 1990 to 1999. | ||
David Dineen | Portfolio Manager | 2018 | 2020 |
Biografia | David Dineen is a Senior Portfolio Manager at Copper Rock Capital Partners. He joined the firm in August of 2017 and is responsible for fundamental investment research, stock selection and portfolio construction across all of the firm's investment strategies with specific emphasis on the Global Small Cap and International Small Cap strategies. Prior to joining Copper Rock, David was a Portfolio Manager with Granahan Investment Management in Boston where he oversaw the firm's International and Global Small Cap strategies. Prior to Granahan Investment Management, David spent 9 years at Pinnacle Associates where he was exclusively responsible for the International Small Cap strategy. Prior to Pinnacle Associates, David was a Portfolio Manager at Morgan Stanley Investment Management where he was the primary Portfolio Manager of the Morgan Stanley Select Global Fund. He is a Chartered Financial Analyst® and is a member of the CFA Society New York and the CFA Society Boston. He graduated with a B.S. in Finance and Marketing from Binghamton University School of Management and an M.B.A. in Finance and International Business from New York University. He has over 25 years of investment industry experience. | ||
Stephen Dexter | managing director and CIO | 2011 | 2020 |
Biografia | Stephen Dexter is Chairman of the Board and Chief Investment Officer of Copper Rock Capital Partners. He is also the Lead Portfolio Manager for the International Small Cap and Global Small Cap strategies. He joined the firm in November of 2008 and leads a seven person investment team. Prior to Copper Rock, Stephen was Managing Director and Chief Investment Officer of the Global and International Growth Equity team at Putnam Investments. In addition, he served as Portfolio Leader for Putnam’s International New Opportunities Mutual Fund. Previously, he was a Senior Vice President and Senior Portfolio Manager with Scudder Kemper Investments and formerly, Kemper Financial Services. He started his career with Sears Investment Management as an Equity Investment Analyst. Stephen earned his B.A. and his M.B.A. at the University of Wisconsin where he is a graduate of the Applied Security Analysis Program. He has over 30 years of investment industry experience. Stephen Dexter is the Chief Investment Officer. He joined the firm in November of 2008 and leads a four person investment team. Prior to Copper Rock, Stephen was Managing Director and Chief Investment Officer of the Global and International Growth Equity team at Putnam Investments. In addition, he served as Portfolio Leader for Putnam's International New Opportunities Mutual Fund. Previously, he was a Senior Vice President and Senior Portfolio Manager with Scudder Kemper Investments and formerly, Kemper Financial Services. He started his career with Sears Investment Management as an Equity Investment Analyst. | ||
Denise D. Selden | Portfolio Manager | 2011 | 2018 |
Biografia | Denise Selden is Partner and Portfolio Manager for the Copper Rock Global Equities team. She joined the firm in November of 2008 and is responsible for managing the portfolio, along with original investment research and stock selection. Prior to Copper Rock, Denise was a Managing Director and Portfolio Manager on the Global and International Growth Equity team at Putnam Investments. In addition, she was a Portfolio Member for the International New Opportunities Fund at Putnam. Previously, she was a Managing Director with Lehman Brothers where in her last role, she managed the Global Healthcare Securities Team. She began her career with State Street Bank and Trust Company as a Securities Analyst. | ||
H. David Shea | Director | 2011 | 2018 |
Biografia | David Shea is a Portfolio Manager for the Copper Rock Global Equities team. He joined the firm in November of 2008 and is responsible for original investment research, stock selection and portfolio construction. Prior to Copper Rock, David was a Portfolio Manager on the Global Growth Equity team at Putnam Investments. Before that, he was a Director in the Quantitative Research Group at Citigroup Asset Management. In addition, David was a Senior Vice President at Independence Investment Associates, and a Vice President with Boston International Advisors Inc. He started his career with MFS in the investment systems division. | ||
Jeffrey A. Johnson | Associate Portfolio Manager, Analyst | 2009 | 2011 |
Biografia | Prior to joining BPM in January 2013. Johnson serves as Associate Portfolio Manager/Analyst for Ashfield Capital Partners, LLC. Prior to 2007, he served as Portfolio Manager/Analyst for Ashfield & Co., Inc. Before joining Ashfield & Co. in 2004, Johnson served as Life Agent for New York Life and worked in sales and product development at TradeSports.com. He is a member of the Small Cap Growth Equity, Mid Cap Growth Equity, and SMID Cap Growth Equity investment teams, and his role emphasizes quantitative analysis. | ||
Peter A. Johnson | Director of Private Wealth Management, Portfolio Manager/Analyst | 2009 | 2011 |
Biografia | Peter A. Johnson joined Ashfield in 1994 and is Director of Private Wealth Management, Portfolio Manager/Analyst. Peter is on Ashfield’s Board of Managers and is a member of the Management Committee. Peter previously served as Vice President and Portfolio Manager at Harris Bretall Sullivan & Smith, Inc. and held the position of Vice President and Portfolio Manager at Loomis, Sayles & Co., overseeing both institutional and taxable accounts. Prior to that, Peter worked for Webster Management, Inc. as Portfolio Manager. Peter began his career in 1970 at Wells Fargo Bank as Assistant Trust Officer. Peter earned his bachelor’s degree from the University of Oregon. He serves as a Board Member and Chairman of the Finance Committee at Laguna Honda Hospital Volunteers. He is also a founding member of the Board of Trustees of the San Francisco Day School. | ||
J. Stephen Thornborrow | portfolio manager/analyst | 2009 | 2011 |
Biografia | J. Stephen Thornborrow Senior Advisor J. Stephen Thornborrow joined Ashfield in 1984 and is Senior Advisor to the investment team. Steve previously served as Senior Vice President at BA Investment Management, where he headed the Individual Portfolio Division. Before joining BA Investment Management, he was Vice President and Investment Department Manager of California First Bank in San Diego. Steve’s investment career began in 1968 with a variety of investment positions, including Director of Research, at the Northern Trust Company in Chicago. Steve graduated with a bachelor’s degree with honors in economics from Northwestern University. He also holds a master’s degree in economics from Northwestern University and a L.L.B. from Yale Law School. | ||
Bradley J. Fretz | portfolio manager/analyst | 2009 | 2011 |
Biografia | Bradley J. Fretz serves as Portfolio Manager/Analyst for the firm. He transitioned to Ashfield Capital Partners, LLC in 2007 after joining Ashfield & Co., Inc. in 1989. Previously, he held the position of First Vice President and Director of Investment Manager Evaluation Services in the Consulting Services Division of Shearson Lehman Hutton. Prior to that, Mr. Fretz was responsible for institutional product development at The Vanguard Group and also served as a consultant at both Johnson & Higgins and Aetna Life & Casualty. Mr. Fretz earned a B.A. degree from Washington & Lee University and a M.B.A. from The Wharton School, University of Pennsylvania. | ||
David Cavanaugh | principal | 2008 | 2011 |
Biografia | David Cavanaugh is a partner and Assistant Portfolio Manager who joined the firm in July 2005. He became a principal of the firm in February 2006. He is responsible for fundamental research for small and mid cap stocks, focusing on the financial services, business services, transportation, and capital equipment sectors. Prior to Copper Rock, David was Vice President and Equity Research Analyst at MFS Investment Management where he covered the consumer/business services sectors as a member of Small/Mid Cap Growth Team and managed a portion of the Analyst Research fund. He also previously worked as an equity analyst on the Central Research team at State Street Research. He earned his Master of Business Administration in Finance and Accounting from the Wharton School of Business and his B.S. in Finance from Boston College. He has over 13 years of industry experience. |
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