Sentences with phrase «served as a portfolio»

Before joining Blue Wolf, Mr. Ranson served as a Portfolio Manager at GoldenTree Asset Management, L.P., an alternative asset management firm with $ 12 billion of assets under management at the time.

He serves as a Portfolio Manager and Fixed Income Analyst for Cumberland Advisors» Fixed Income Department.

Previously within GEBS, he served as a portfolio manager and product specialist for US equity strategies and synthetic beta strategies, including commodities, buy / write, and hedge fund replication.

They will serve as the portfolio strategist for your account and develop a model portfolio4 to help meet your goals.

Prior to joining ROBO, he was with Apex Capital from 2002 through 2015 where he served as the portfolio manager covering industrials.

He also served as a portfolio consultant with HOLT Value Associates prior to their acquisition by Credit Suisse in 2002.

Previously he was chief investment strategist with the firm's active management business and has also led BlackRock's global equity team, serving as a portfolio manager.

Between 2004 and 2013, Alessio was a member of the Global Debt team where he served as Portfolio Manager and Quantitative FX Strategist.

Philipp Brugger serves as a Portfolio Manager and member of the Multi Asset Strategies (MAS) team.

Prior to joining Allianz Global Investors in 2013, he served as a Portfolio manager and currency specialist at PIMCO from 2005.

Before that, Fernando spent 8 years at Bestinver AM where he served as portfolio manager together with Francisco García Paramés (CIO) and his current partner Alvaro Guzmán.

Chung joined the VRS in 2013 after serving as a Portfolio Manager at AllianceBernstein, where he managed G10 and emerging market FX strategies for both equity overlay and stand - alone mandates.

He also serves as a portfolio manager of the firm's utilities portfolios.

Prior to joining MFS, he co-founded and served as a portfolio manager at Zedd Capital for three years.

Larger banks may still perform strongly in a reflationary environment and may serve as a portfolio diversifier.

She has served as the Portfolio Manager for the Dublin - based Opportunity Fund since its 2009 launch.

Mr. Mills maintains a small number of client relationships, serving as a portfolio manager for $ 300 million in assets.

Samantha McLemore, CFA currently serves as a Portfolio Manager for Opportunity Equity.

She has served as a portfolio manager and Co-Chief Investment Officer of the Value Strategy at Hansberger Global Investors (HGI).

Since January 2016, Bookman has served as the Portfolio and Program Director of the Owner / President Management Program (OPM) at HBS's Executive Education program.

She serves as the Portfolio Director for the Foundation's Postsecondary Success grantmaking and oversees Linked Learning, the Foundation's culminating effort to transform high schools by integrating academic and career - technical education, and is now expanding across the state under the leadership of our Linked Learning partners.

Having family roots in New Orleans, he is delighted to now serve as Portfolio Manager where he will contribute key insights to support NSNO in delivering on the promise of excellent public schools for all children in New Orleans.

Steve serves as a portfolio manager and co-leader of the Growth Opportunities Team.

They will serve as the portfolio strategist for your account and develop a model portfolio4 to help meet your goals.

Romick is the Managing Partner at FPA Funds, he serves as Portfolio Manager for the FPA Crescent Fund, Source Capital, Inc. and the FPA Multi-Advisor -LSB-...]

Wellington Management's Eric Rice, managing director and portfolio manager, and R. Patrick Kent, managing director and portfolio manager, will serve as the portfolio managers of the Hartford Global Impact Master Portfolio.

Most recently serving as a portfolio manager at Redwood Investments, Gregory also held senior investment positions at Ashfield Capital Partners, Omega Advisors, Clay Finlay, and Northern Trust.

Prior to joining Chautauqua Capital in 2013, Daniel served as a portfolio manager and head of international equity for Ensign Peak Advisors.

Previously at Putnam, Mr. Scanlon served as a Portfolio Manager of non-cyclical credit sector strategies and as an Analyst covering the health care, consumer, and retail sectors.

He serves as a portfolio manager on the firm's core equity team.

He started his career as a broker in 1981, and today he serves as Portfolio Manager to six Funds and as CIO he oversees the entire family of Hennessy Funds.

Eric joined Matisse Funds in 2006 and serves as the Portfolio Manager and Chief Investment Analyst.

Motley Fool Wealth Management's International strategy is led by Bill Mann and Nate Weisshaar who both serve as its portfolio managers.

Prior to joining WRIMCO, he served as a portfolio manager for Kornitzer Capital Management, Inc. since 2007.

Andrew B.J. Chorlton, Edward H. Jewett, Richard A. Rezek Jr., Neil G. Sutherland, and Julio C. Bonilla, will serve as portfolio managers of the Hartford Schroders Tax - Aware Bond ETF.

Wellington Management's Brad W. Libby, Managing Director and Fixed Income Portfolio Manager / Credit Analyst, and Timothy D. Haney, CFA, Senior Managing Director and Fixed Income Portfolio Manager, and, will serve as the portfolio managers of the Hartford Municipal Opportunities ETF.

Tobias Carlisle is a founder and managing partner of Carbon Beach Asset Management LLC, and serves as portfolio manager of the deep value strategy.

He also serves as a Portfolio Manager working with equity and fixed income portfolios.

Colin is a founder and managing partner of Carbon Beach Asset Management LLC, and serves as portfolio manager of the special situations strategy.

Tobias Carlisle, the Managing Director of Eyquem Investment Management LLC, also serves as a portfolio manager for Eyquem Fund LP and other accounts that are managed separately.

Previously within GEBS, he served as a portfolio manager and product specialist for US equity strategies and synthetic beta strategies, including commodities, buy / write, and hedge fund replication.

Previously he was chief investment strategist with the firm's active management business and has also led BlackRock's global equity team, serving as a portfolio manager.

Cash can serve as portfolio stabilizer just like bonds, and because cash is so stable, you can use less cash as ballast and achieve the same outcome as more bond ballast in a mixed portfolio.

Garrett Waters and Eric Leake serve as the portfolio managers of the Funds.

Prior to joining Franklin Templeton, Mr. Baughman served as a portfolio manager with L.F. Rothschild, and began his mutual fund career with the Pilgrim Group.

As of the date of this SAI, Eric Leake and Garrett Waters, who each serve as portfolio managers to the Fund, control the Adviser because each owns more than 25 % of the membership interests in the Adviser.

Previously at Putnam, Mr. Sodhi served as a Portfolio Manager and Analyst from 2000 to 2007.

Prior to joining Sonian in 2011, Joshua acted as Director of Research at Liberty Square Asset Management in Boston and also served as the Portfolio Manager for a global, deep - value, small - cap fund.

Dierdorf joined Fidelity in 2004 and currently serves as portfolio manager.

Mr. Luchsinger has served as a portfolio manager for the Fund since 2010.