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Allspring Disciplined U.s. Core Fund - Class Inst (EVSIX)
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03/06 - Dados em Atraso. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 316,31M
Wells Fargo Disciplined US Core Inst
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EVSIX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Allspring Disciplined U.s. Core Fund - Class Inst. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de EVSIX, entre outras informações.
Informações de Contato
Endereço
1415 Vantage Park Drive, 3rd Floor
Charlotte,NC 28203
United States
Charlotte,NC 28203
United States
Telefone
1-833-568-4255
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Robert M. Wicentowski | Senior Portfolio Manager | 2019 | Agora |
| Biografia | Robert Wicentowski is a senior portfolio manager for the Systematic Edge Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before WFAM, Robert was a portfolio research manager with the Equity Quantitative Portfolio Research team at WBI Investments. Earlier roles include serving as a senior global strategist for Wells Fargo Bank and as a director of portfolio analytics for the Risk, Performance, and Portfolio Analytics team. Robert began his investment industry career in 2005. He earned a bachelor’s degree in statistics and mathematics from Rutgers College and a master’s degree in finance from the Wharton School of the University of Pennsylvania. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society North Carolina. | ||
| Justin P. Carr | Portfolio Manager | 2017 | Agora |
| Biografia | Justin Carr is a senior portfolio manager for the Systematic Edge Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before WFAM, Justin served as an analyst for Evergreen Investments. He began his investment industry career in 2000. Justin earned a bachelor’s degree in business administration from the University of Vermont and a master’s degree in financial mathematics from Worcester Polytechnic Institute. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| Greg W. Golden | President | 2011 | 2019 |
| Biografia | Senior Portfolio Manager, Golden Capital Equity Greg Golden is a senior portfolio manager for Golden Capital Equity at Wells Fargo Asset Management (WFAM). He joined WFAM in 2017 from Golden Capital Management, LLC., where he served as a founding partner and president since 1999. Prior to joining the firm, Greg served as senior vice president of structured products at NationsBank and data communications analyst for Sovran Bank, where he began his investment industry career in 1990. Greg holds a bachelor’s degree in business finance from Belmont University and has earned the right to use the CFA designation. | ||
| Amit Chandra | Co-Chief Investment Officer | 2011 | 2011 |
| Biografia | Amit Chandra. Mr. Chandra joined Crow Point Partners in 2012 and serves as the firm’s Co-Chief Investment Officer and a principal. Prior to joining Crow Point, Mr. Chandra was the Chief Investment Officer of Golden Capital Management, a majority-owned subsidiary of Wells Fargo. He has also worked at Wells Capital Management and one of its predecessor firms, Evergreen Investments, beginning in March 2000. At Wells Capital Management, Mr. Chandra served as a Senior Portfolio Manager and Head of the Global Strategic Products team. Prior to joining Evergreen, Mr. Chandra was the Director of Quantitative Research and Global Asset Allocation at Aeltus Investment Management. Prior to Aeltus Investments, Mr. Chandra was on the faculty of the W. Paul Stillman School of Business at Seton Hall University. He received a BS in electrical engineering and quantum physics from the Indian Institute of Technology, Kanpur and a Ph.D. in management science and finance from Pennsylvania State University. Mr. Chandra is a Chartered Financial Analyst, and a member of the Boston Securities Analysts Society, the American Finance Association, and the Chicago Quantitative Alliance. | ||
| William E. Zieff | Portfolio Manager | 2000 | 2011 |
| Biografia | Zieff is managing director and senior portfolio manager with Evergreen Investment Management, his employer since 2000. Prior to that, he was managing director and chief investment officer of the global asset allocation group at Putnam Investments, between 1996 and 1998. Previously, he was portfolio manager and head of asset allocation with Grantham, Mayo, Van Otterloo & Co. | ||
| Timothy M. Stevenson | Director, Portfolio Manager | 1999 | 2000 |
| Biografia | Stevenson joined First Union National Bank in November 1994 as a senior vice president and portfolio manager. He has been affiliated with Meridian Investment Advisors as Chief Investment Officer since October 1999. Previously, he served as a research director and portfolio manager with Cedar Hill Associates. | ||
| Eric M. Teal | Portfolio Manager | 1999 | 2000 |
| Biografia | Eric is the Chief Investment Officer and Managing Partner of Queens Oak Advisors, a position he has held since August 2015. He has overall responsibility for the firm’s investment strategy and results. This includes overall responsibility for asset allocation and directing portfolio management, research, trading, planning, and risk management functions. Additionally, Eric helps oversee the strategic direction and growth of the firm. Previously, Eric was the Chief Investment Officer of a regional bank and led the organization’s Capital Management Group for over ten years. His responsibilities included the investment management and oversight of over $5.0 billion in assets under management. Eric was in charge of asset allocation, overall investment strategy and directly responsible for equity portfolio management. Formerly, Eric was Director of Equities for a Boston-based mutual fund company for nearly ten years and managed over $3.0 billion in institutional assets. Eric received his B.A. degree in Economics and International Studies from Rhodes College and MBA from the University of Memphis, where he was awarded a scholarship in Investments and Finance. He also studied at the London School of Economics. Eric holds the Series 65 license. He is frequently featured as an expert commentator on television and quoted in the local and national media on investing, the economy, and markets. Eric is President of the Alumni Executive Board for Rhodes College. He was also recently appointed by the UNC Board of Governors to serve on the UNC-TV Board of Trustees after serving as Chairman of the UNC-TV Foundation for six years. | ||
| Jay Zelko | Managing Director | 1999 | 2000 |
| Biografia | Jay Zelko is a managing director and portfolio manager for the US Large Cap Growth team. He joined Manulife Asset Management from WellsCap via Evergreen Investments, where he began his investment industry career in 1987. Education: Cleveland State University, BA in Finance, University of North Carolina at Greensboro, MBA Joined Company: 2011 Began Career: 1987 | ||
| Joseph Stocke | Co-CIO | 1990 | 1999 |
| Biografia | Mr. Stocke has over 40 years of investment experience. He is a founder and partner of StoneRidge Investment Partners, LLC (SRIP). His responsibilities include equity portfolio management, and, as a sector specialist, he is responsible for research and stock selection for the Consumer Discretionary, Consumer Staples, Real Estate, Health Care, Financials and Utilities sectors. Prior to forming SRIP, Mr. Stocke was a founding member, Senior Investment Manager and the Chief Equity Strategist at Meridian Investment Company. While there, Mr. Stocke maintained sector analytical and portfolio management responsibilities. Prior to joining Meridian in 1984, Mr. Stocke worked for Dean Witter Reynolds. Mr. Stocke received his B.S. from the Wharton School, University of Pennsylvania. He is a member of the Institute of Chartered Financial Analysts and the Financial Analysts Federation of Philadelphia | ||
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