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Nome | Título | Desde | Até |
---|---|---|---|
Bryant VanCronkhite | Senior Portfolio Manager | 2025 | 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. | ||
Shane Zweck | Portfolio Manager | 2025 | Agora |
Biografia | Shane Zweck 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). Prior to joining WFAM, he was an investment analyst for Opportunity Capital Advisors. Before that, Shane served as an investment intern for Citigroup. Shane earned a bachelor's degree in business administration from the University of Wisconsin, Madison. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
James M. Tringas | Portfolio Manager | 2025 | 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. | ||
Harindra de Silva | Portfolio Manager | 2017 | 2025 |
Biografia | Harindra (Harin) de Silva is senior portfolio manager and co-head of Systematic Research for the Systematic Edge team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before WFAM, Harin was a principal at Analysis Group, Inc., where he was responsible for providing economic research services to institutional investors, including investment managers, large pension funds, and endowments. He focuses on the ongoing research effort for equity and factor-based asset allocation strategies. Harin earned a bachelor’s degree in mechanical engineering from the University of Manchester Institute of Science and Technology, a master’s degree in business administration with an emphasis in finance, a master’s degree in econometrics from the University of Rochester, and a Ph.D. in finance from the University of California, Irvine. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
Ryan Brown | Senior Portfolio Manager | 2017 | 2025 |
Biografia | Ryan Brown is a senior portfolio manager for the Systematic Edge Equity team at Allspring Global Investments. In this capacity, he is responsible for the day-to-day portfolio management and trading for U.S. equity-based investment strategies and contributes to the ongoing research efforts of these strategies. Ryan joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before WFAM, Ryan worked for Beekman Capital Management. He began his investment industry career in 2005. Ryan earned a bachelor’s degree in economics from Brigham Young University and a master’s degree in finance from the University of Utah. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
Dennis M. Bein | CIO (Chief Investment Officer) | 2017 | 2022 |
Biografia | Dennis Bein is a portfolio manager for the Systematic Edge team at Allspring Global Investments. In this role, he focuses on the day-to-day portfolio management and research related to equity-based investment strategies. Dennis joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to joining Systematic Edge, Dennis was a senior consultant for Analysis Group, Inc., where he provided investment consulting services for institutional investors and plan sponsors. He earned a bachelor’s degree in business administration and a master’s degree in business administration with an emphasis in finance from the University of California, Riverside. Dennis has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
Stephen L. Block | Senior Portfolio Manager | 2008 | 2017 |
Biografia | Steve Block, CFA – Portfolio Manager Mr. Block has been a co-portfolio manager of the Phocas U.S. Small Cap Value product since its inception. From 1996 to 2006, he worked at Bay Isle. Prior to joining Bay Isle, Mr. Block served as Senior Financial Analyst for two years in M&T Bank’s corporate finance department. He also spent three years as an employee benefit plan Actuarial Consultant for Howard Johnson & Company. Mr. Block received his M.B.A. from the University of Michigan’s Ross School of Business in accounting and finance. He received his B.A. in Quantitative Economic Decision Science from University of California, San Diego. Mr. Block also holds the Chartered Financial Analyst designation and is a member of the Security Analysts of San Francisco. | ||
William F. K. Schaff | Founder | 2008 | 2017 |
Biografia | William Schaff, Chief Executive Officer and President, founded Phocas Financial Corp. in 2005. Prior to founding Phocas, Mr. Schaff was President of Bay Isle, Portfolio Manager at Janus Capital Management and Lead Portfolio Manager at the Undiscovered Managers organization. He earned an M.S. in Engineering from the University of California, Davis. He also holds the Chartered Financial Analyst designation, and is a member of the Security Analysts of San Francisco. | ||
Jennifer C. Newell | President, Portfolio Manager | 2005 | 2008 |
Biografia | Newell is president and a portfolio manager with Newell Associates. She joined the firm in 1992 and its investment team in 1993 and was appointed president in 1997. Previously, she served as assistant vice president and manager of product support with Putnam Investments, her employer from 1987 to 1992. Prior to that, she was a marketing assistant with Massachusetts Financial Services from 1986 to 1987. Newell holds the Chartered Financial Analyst designation. | ||
Roger D. Newell | Chairman, Portfolio Manager | 2005 | 2007 |
Biografia | Newell has been chairman and portfolio manager at Newell Associates since 1986. From 1958 until 1986, he worked for the Bank of California, serving as associate chief investment officer. Newell is a member of the Association for Investment Management and Research. |
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