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Nome | Título | Desde | Até |
---|---|---|---|
Brian Martin | Co-Portfolio Manager | 2020 | Agora |
Biografia | Brian Martin is a co-portfolio manager for the Special Global Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Brian has been with Allspring or one of its predecessor firms since 2004, which includes serving as a senior trade settlement specialist and as an investment systems analyst with the Service Company. He earned a bachelor’s degree in finance from Bentley University, where he graduated magna cum laude, and a master’s degree in business administration with an emphasis in finance from the McCallum Graduate School of Business at Bentley University. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society Boston and the Beta Gamma Sigma Honorary Society. | ||
Stephen Giggie | Co-Portfolio Manager | 2020 | Agora |
Biografia | Stephen Giggie is a co-portfolio manager for the Special Global Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He joined WFAM from Evergreen Investments, where he was a product manager. He began his investment industry career as a portfolio verification analyst for MFS Investment Management. Stephen earned a bachelor’s degree in business administration with an emphasis in finance from Suffolk University, graduating magna cum laude. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society Boston. | ||
Bryant VanCronkhite | Senior Portfolio Manager | 2013 | Agora |
Biografia | Bryant VanCronkhite is a senior portfolio manager and co-head of the Special Global Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to this, Bryant was a senior research analyst on the team, which he joined in 2004 before the acquisition of Strong Capital Management. Earlier, Bryant was a mutual fund accountant for Strong. He began his investment industry career in 2003. Bryant earned a bachelor’s degree and a master’s degree in professional accountancy from the University of Wisconsin, Whitewater, and is a certified public accountant. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society Milwaukee and the AICPA. | ||
Oleg A. Makhorine | Portfolio Manager | 2012 | Agora |
Biografia | Oleg Makhorine is a co-portfolio manager for the Special Global Equity and Precious Metals teams at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to his current role, he served as a senior research analyst for the Berkeley Street International Equity team, having joined WFAM from the Evergreen merger. Before that, Oleg served as partner and portfolio manager with Sphynx Funds and as an international equities analyst with Mackenzie Investment Management. Earlier, he was a financial analyst and emerging markets analyst with L.E. Holdings. Oleg earned a bachelor’s degree in finance from the International Business Academy and a master’s degree in finance from Florida International University. He is a member of CFA Society Miami. | ||
James M. Tringas | Portfolio Manager | 2008 | Agora |
Biografia | Jim Tringas is a senior portfolio manager and co-head of the Special Global Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He joined WFAM from Evergreen Investments, where he began his investment industry career in 1994, which includes serving as a portfolio manager with Wachovia Asset Management Group. Prior to this, he served as a senior consultant in the Personal Financial Group of Ernst & Young. Jim earned a bachelor’s degree and a master’s degree in accounting from the University of Florida. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society Boston. | ||
Robert Rifkin | Portfolio Manager | 2014 | 2020 |
Biografia | Bob Rifkin is a co-portfolio manager for the Special Global Equity team at Wells Fargo Asset Management (WFAM). He serves as co-portfolio manager for the Special U.S. Small Cap Value and Special Global Small Cap portfolios. Bob also serves as a senior analyst for the Special U.S. Mid Cap Value portfolio. He joined WFAM from Evergreen Investments, where, since 1997, he also served as a fixed income analyst and an equity analyst. Earlier Bob served as a municipal bond analyst with Standard & Poor’s. He began his investment industry career in 1985 as an analyst with Prudential-Bache Securities. Bob earned a bachelor’s degree in economics from the University of Pennsylvania’s Wharton School and a master’s degree in business administration from the Yale School of Management. He has earned the right to use the CFA designation and is a member of the Boston Security Analysts Society. | ||
Francis X. Claró | Senior Portfolio Manager | 1999 | 2012 |
Biografia | Francis is a senior portfolio manager and managing director who heads Evergreen’s International Small Cap Equity team. He joined Evergreen in 1994. Prior to joining Evergreen, he served as an investment officer with Inter-American Investment Corporation from 1992 to 1994, where he was responsible for making private equity and debt investments. Francis holds the Chartered Financial Analyst designation. | ||
Donald Maurice Bisson | Assistant Portfolio Manager | 2004 | 2008 |
Biografia | Don has over 20 years of investment experience including 12 years at Evergreen Investments in Boston where he was most recently Senior Portfolio Manager for Small-Mid Cap institutional separate accounts. He also managed the Evergreen Small Mid Cap Growth mutual fund and the domestic sleeve of the Evergreen Global Opportunities mutual fund. Prior to Evergreen, he was an Assistant Portfolio Manager at Phoenix Duff & Phelps in Hartford. | ||
Thomas L. Holman | Portfolio Manager | 2003 | 2004 |
Biografia | Thomas L. Holman is a Managing Director and Senior Portfolio Manager at Manulife Asset Management, providing both portfolio management and investment analysis on the firm’s Mid Cap and Small Cap Growth Equity strategies. Prior to joining the firm, Tom was a portfolio manager at Lee Munder Group, where he managed small- mid cap growth equity portfolios. Previously, he was a portfolio manager at Evergreen Investment Management, coordinating asset allocation decisions with the international equity managers while managing the US allocation within the Evergreen Global Opportunities Fund. Tom began his investment career at Invista Capital Management. | ||
J. Gary Craven | Senior Vice President, Portfolio Manager | 1997 | 2003 |
Biografia | Craven is senior vice president and portfolio manager with Evergreen Investment Management Company, his employer since November 1996. Previously, he spent nine years at Invista Capital Management as a vice president, two years with A.G. Edwards & Sons, nine years with Dr. J. Crave Dentist P.C., and two years with Arthur Anderson Inc. as a portfolio manager. Craven holds the Chartered Financial Analyst designation in 1990. He also holds the Certified Public Accountant designation. |
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