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Nome | Título | Desde | Até |
---|---|---|---|
Martha E. Ortiz | Portfolio Manager | 2010 | Agora |
Biografia | Martha E. Ortiz (MBA, Wharton; BA, Harvard) joined our firm in 1987 after stints at Wilshire Associates and Continental Grain. While at Continental, she traded cash grain commodities; while at Wilshire, she supported the Equity Management System (now Atlas). Martha served on the board of the CFA Society of Philadelphia and is both a CFA charterholder and a Chartered Investment Counselor. Martha is involved with portfolio management, research, and trading. | ||
Gina Marie Moore | Founder, Clients & New Business | 2010 | Agora |
Biografia | From 1998 until 2021, Gina Moore's investment leadership focus was the quantitative equity firm, AJO — at its peak, managing $30 billion in US, International, and Emerging Markets equities for public, private, and philanthropic institutional clients. Today, she is part of the leadership team of AJO Vista — marrying the track record of AJO with the systematic team of High Vista Strategies to offer clients partnership in systematic equity strategies that go beyond the numbers to deliver alpha. Her roles have included portfolio manager, quantitative equity researcher, marketer and client advisor, co-CEO, and most recently, founder. Since 2017, Gina serves as the executive chair of Revolution School (www.Revolutionschool.org), an accredited independent high school based in center city Philadelphia. Revolution School empowers students to create their own journey by "breaking down the walls between learning and life." | ||
Stefani Cranston | Portfolio Manager | 2010 | Agora |
Biografia | Stefani Cranston, CFA, CPA, was a senior accountant at Deloitte & Touche before joining AJO in 1991. At Deloitte, she audited a number of financial institutions, including our firm. A CFA charterholder and a licensed CPA, Stefani is involved with financial accounting, performance measurement, portfolio management, and research. | ||
R. Brian Wenzinger | Principal | 2010 | Agora |
Biografia | R. Brian Wenzinger (MBA, Delaware; BS, Northeastern) joined our firm in 2000. A CFA charterholder, Brian spent 11 years at DuPont, primarily researching and implementing quantitative investment strategies in its internal pension group. Brian is involved with portfolio management and research. | ||
Christopher J. W. Whitehead | Portfolio Manager | 2010 | Agora |
Biografia | Christopher J. W. Whitehead, CFA, Principal, has been a Portfolio Manager and Research Analyst with AJO since 2004. | ||
Theodore Aronson | Founder, Clients & New Business | 2010 | Agora |
Biografia | In 1984, Ted Aronson founded AJO, an institutional investment manager which reached $30 billion under management. Ted joined Drexel Burnham Lambert in 1974 while still a graduate student. He was a founding member of the Quantitative Equities Group, which provided innovative practical applications of Modern Portfolio Theory and quantitative portfolio management. This group managed the Revere Fund, the first actively managed fund registered with the SEC to employ Modern Portfolio Theory. Prior to forming AJO, Ted founded Addison Capital Management. Ted was past chairman of the CFA Institute (formerly the Association for Investment Management & Research) and prior chairman and current trustee of its Research Foundation. He chaired AIMR’s Trade Management Guidelines Task Force, and is both a CFA charterholder and a Chartered Investment Counselor. Ted serves on the New Jersey State Investment Council at the appointment of Governor Phil Murphy, and is also a trustee of Spelman College and chair of its investment committee. He was a Lecturer in Finance at The Wharton School and is a frequent speaker on Wall Street issues, especially innovations in methods to minimize transaction costs and align fees with performance. |
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