Sentences with phrase «lead portfolio manager»

Earlier in her career, she served as lead portfolio manager for Evergreen Private Asset Management where she managed assets for high - net - worth clients and philanthropic organizations.

Additionally, he serves as lead portfolio manager of Eaton Vance's large - cap value strategy.

He also serves as lead portfolio manager for the Contingent Capital Securities products.

Jeff Feingold has been named lead portfolio manager on Fidelity Independence Fund (FDFFX).

Mr. Reddy is the founder of Zeo Capital Advisors and has been the Fund's lead portfolio manager since inception.

Karim joined lead portfolio manager Asher Anolic.

Robert Spector will become a lead manager of MFS Charter Income Trust along with current lead portfolio manager, Richard Hawkins.

Kip joined Lionel Harris, who remained lead portfolio manager on the funds.

Nicola Stafford has been appointed lead portfolio manager of Fidelity Select Retailing Portfolio, joining Deena Friedman.

Raymond was also the listed lead portfolio manager for many long - only developed, emerging, and combined portfolios for selected institutional investors, including foundation, corporate pension, municipality, soverign and sub advisory relationships.

My guest this week is Harvey Sawikin, a co-founder and lead portfolio manager at Firebird Management, which manages funds dedicated to investing in emerging market equities.

Simon is based in London and has been a portfolio manager on the team since 2007, with promotion to Lead Portfolio Manager in October 2013.

Charles Myers has returned from a leave of absence to resume his day - to - day responsibilities as lead portfolio manager role of Fidelity ® Small Cap Discovery Fund (FSCRX) and Fidelity Series Small Cap Discovery Fund.

Jennifer Fo Cardillo, has been named interim co-manager on Fidelity Stock Selector Small Cap Fund and Fidelity Series Small Cap Opportunities Fund, joining existing lead portfolio manager Richard Thompson along with co-managers Eirene Kontopoulos, Morgan Peck and Shadman Riaz.

Dan Sherwood will become lead portfolio manager of Fidelity Select IT Services Portfolio, which is currently co-managed by Dan and Kyle Weaver.

Nicky joined lead portfolio manager John Roth on the fund.

Chamovitz and Hart join Lead Portfolio Manager Joel Tillinghast and co-managers Justin Bennet, Kathy Buck, John Mirshekari, Morgen Peck, and Shadman Riaz.

The competitive advantages of international small company stocks with David Nadel, award - winning lead portfolio manager, Royce International Premier Fund.

Todd C. Ahlsten Parnassus Investments Chief Investment Officer Lead Portfolio Manager - Parnassus Core Equity Fund

He spent five years as an analyst focusing on a variety of sectors, and then served as lead portfolio manager for the Concentrated Small Cap Growth strategy as well as co-portfolio manager on the Small Cap Growth strategy from 2000 - 2005 responsible for managing $ 1.8 billion in assets.

Harlan Carere has been appointed co-manager on Fidelity Select Wireless Portfolio, joining Kyle Weaver who will remain as lead portfolio manager on the fund.

In addition, Steve acts as lead portfolio manager of Firebird U.S. Value Fund.

Sonu Kalra has been appointed lead portfolio manager and Chris Lin appointed co-manager of Fidelity OTC Portfolio (FOCPX).

Dan Sherwood has been appointed co-manager on the Fidelity Select IT Services Portfolio, joining lead portfolio manager, Kyle Weaver.

The lead Portfolio Manager of the archerETF portfolios is Wayne Wiggins, Vice President, with the active support of senior Bellwether professionals including President and CEO, Bob Sewell and Craig Ellis, Vice President.

Matthew Zabloski, City of Calgary, Project Lead; Founder, Lead Portfolio Manager, Delbrook Capital

David joined Leith Wheeler in September 2015 from Mackenzie Cundill where he worked for the previous eight years, most recently as Director of Research and Lead Portfolio Manager for several of Cundill's strategies.

As the lead portfolio manager of the country selection strategy Chuck is responsible for recommending all of the investment calls.

Prior to joining STMM at the beginning of 2011, Mr. Napier operated his own registered investment advisory firm, Cutlass Investment Consulting, LLC, where he acted as the firm's Chief Executive Manager and lead Portfolio Manager.

In addition to managing several of the group's separate accounts, Chuck is part of the team responsible for managing the Target Retirement series of portfolios as well as being the lead portfolio manager of the group's Country Selection strategy.

Mr. Rieder is the lead portfolio manager of BlackRock's Multi-sector funds including Strategic Income Opportunities Fund (BSIIX), Total Return Fund (MAHQX), Core Bond Fund (BFMCX) and also the Strategic Global Bond Fund (MAWIX).

She is also the Lead Portfolio Manager for the Canadian Money Market portfolios and is the Head of the North American Money Market complex.

ADVISOR - Kris is Lead Portfolio Manager and Chief Investment Strategist at TER Investments, a cryptocurrency and digital asset management fund.

He also works closely with the lead portfolio managers for Fidelity ® Personalized Portfolios and Fidelity ® Portfolio Advisory at Work to ensure asset allocation consistency.

He will be a lead portfolio manager of the Fund along with the current lead portfolio manager, Richard Hawkins.

Michael Fredericks is head of Income Investing for the BlackRock Multi-Asset Strategies (MAS) team and lead portfolio manager for a range of Blackrock multi-asset portfolios, including the BlackRock Diversified Income Portfolio.

He is the lead portfolio manager for the active emerging market large and small cap portfolios and assists in the management of the frontier markets product.

In 2016, SSGA Global Defensive Equity strategy a strategy that Chee launched in 2009 and has served as the lead portfolio manager since inception, was voted by the Institutional Investor magazine as the Global Core Equity strategy of the year.

In this role, he is the lead portfolio manager for the Global Defensive Equity and State Street Disciplined International Equity strategies.

Michael Fredericks, Managing Director, is head of Income Investing for the BlackRock Multi-Asset Strategies group and lead portfolio manager of the Multi-Asset Income, Managed Income, Global Multi-Asset Income and Dynamic High Income Funds.

Prior experience includes roles as managing director, global at Van Eck Glob al, where he ran the Hong Kong office and was lead portfolio manager for international equities, chief investment officer at Peregrine Asset Management in Hong Kong and principal of Wanger Asset Management in Chicago.

Kathleen Gaffney is a vice president of Eaton Vance Management, director of diversified fixed income and lead portfolio manager for Eaton Vance's multisector bond and core plus bond strategies.

Mr. Krishnan joined Wasatch Advisors in 1994 and is the Lead Portfolio Manager for Wasatch Emerging Markets Select and Emerging India portfolios.

Wesley Gray is the executive managing member of Alpha Architect and lead portfolio manager for QVAL.