Sentences with phrase «serves as the investment manager»

State Street Global Advisors (SSGA) serves as Investment Manager for the plan except for the Savings Portfolio, which is manages by Sallie Mae Bank, and also provides and / or arranges for certain marketing services for the Plan.

Neither RJP nor HCA directly own any of the Reported Shares; however, (i) HCA may be deemed to beneficially own those Reported Shares directly owned by the Investment Funds because HCA serves as the investment manager to the Investment Funds; and (ii) RJP, as a managing member, officer, and / or trustee of HCA, the Trusts and the Foundation, may be deemed to beneficially own those Reported Shares directly owned by the Foundation, the Trusts, and the Investment Funds.

Brighthouse Life Insurance Company serves as the Investment Manager for the CollegeInvest Stable Value Plus Plan.

State Street Global Advisors («SSGA») serves as Investment Manager for the Plan except for the Savings Portfolio, which is managed by Sallie Mae Bank, and also provides or arranges for certain marketing services for the Plan.

The Vanguard Group, Inc., serves as the Investment Manager for The Vanguard 529 College Savings Plan and through its affiliate, Vanguard Marketing Corporation, markets and distributes the Plan.

Prior to joining DAM, John served as an Investment Manager for the Teacher Retirement System of Texas, covering a wide variety of international equities.

Registrant's investment adviser, Charles Schwab Investment Management, Inc., a Delaware corporation, organized in October 1989 to serve as investment manager to Registrant, also serves as the investment manager to The Charles Schwab Family of Funds, Schwab Investments, Schwab Annuity Portfolios, Schwab Strategic Trust, and Laudus Trust, each an open - end management investment company.

Not exact matches

From 2009 to 2016 Dan served as a broker to investment banks for large equity option block trades while also offering trade structure and fundamental trade ideas to investment managers.

The portfolio managers constantly butted heads with O'Brien, who also served as chief investment officer.

Prior to joining RGE, Ms. Sanchez spent four years as an institutional asset manager, serving at the California Endowment, a US$ 3 billion Los Angeles - based foundation, as managing director of public investments and at the Ford Foundation, a US$ 10 billion New York - based foundation, as director of public investments.

The fund was established in March, 2001, by Hymas Investment Management Inc. (HIMI), which served as Trustee and Portfolio Manager until November, 2004, but several changes have occurred since then.

Mr. Berg served as an Investment & Development Manager for a major pan-European property development company from 2007 to 2011.

We are grateful for the enthusiastic support we have received from the investor community and appreciate the opportunity to serve as one of their primary asset managers for clean energy investments.»

Mr. Aguilar also served as the head of quantitative research for Lehman Brothers» alternative investment management business, and as a director of quantitative research and portfolio manager with both Merrill Lynch Investment Management and Bankinvestment management business, and as a director of quantitative research and portfolio manager with both Merrill Lynch Investment Management and BankInvestment Management and Bankers Trust.

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.

Ms. Taylor is currently a Director of two separate real estate companies in Papua New Guinea and previously served as the General Manager of Nokondi Investments, the property development business arm of the Eastern Highlands Provincial Government.

Previously, Jeff served for six years as a US equity analyst / portfolio manager for Mulvihill Capital Management and for two years as a capital markets analyst and one year as a bond / money market trader for CT Investment Counsel (CTIC).

Before joining MFS, he served eight years as a portfolio manager at Franklin Templeton Investments, including two years at Bissett Investment Management before its acquisition by Franklin Templeton.

He also served as Chairman of the Australian Investment Manager's Association from 1995 - «98, when it was merged with two other institutional industry bodies to become the current Investment & Financial Services Association.

Previous to that, he held positions as a European portfolio manager and analyst for Brown Brothers Harriman, New York, and served for seven years as a UK portfolio manager and analyst for Natwest Investment Management in London.

Tony serves clients as a counselor, adviser, planner, and manager on a wide variety of financial and investment questions.

The Fund was sponsored by Highland Capital Management, L.P. (Highland), which also served as the Fund's investment manager.

Prior to joining Kayne Anderson in 2014, Ms. Kulvin was a portfolio manager and founding partner of Aqua Investment Management (subsequently portfolio manager at Exigent Capital Management, which acquired Aqua), where she served as President of two CMBS - related funds.

Chad Leat has served as a Senior Advisor for Apollo Global Management, one of the leading global alternative investment managers.

In this role, Mr. Rahman serves as a member of the investment management team, maintaining a deep knowledge of portfolio philosophy, process, and construction, assisting portfolio managers and their CIOs in ensuring portfolios are managed in accordance with client expectations, and contributing to investment thought leadership in support of the team.

Hartford Funds refers to Hartford Funds Management Group, Inc., and its subsidiaries, including the mutual funds» investment manager, Hartford Funds Management Company, LLC (HFMC), the mutual funds» distributor, Hartford Funds Distributors, LLC, Member FINRA, as well as Lattice Strategies LLC, a wholly owned subsidiary of HFMC, which serves as the adviser to exchange - traded funds (ETFs).

Bill Miller, CFA is the founder of Miller Value Partners, and currently serves as the Chairman and Chief Investment Officer1, and co-Portfolio Manager for Opportunity Equity and Income Strategy.

Floe Financial Partners serves clients as a fee - based asset manager, providing investment advice as an independent advisory practice.

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

Ajit served as a Deputy Chief Investment Officer at Hansberger Global Investors, Inc, USA, and as the Lead Manager for the Vanguard International Value Fund.

In addition to providing basic administrative services, the plan administrator also serves as the contact agent between plan participants and investment managers.

Hartford Funds refers to Hartford Funds Management Group, Inc., and its subsidiaries, including the mutual funds», ETMFs» and active ETFs» investment manager, Hartford Funds Management Company, LLC (HFMC), the mutual funds» distributor, Hartford Funds Distributors, LLC, Member FINRA, as well as Lattice Strategies LLC, a wholly owned subsidiary of HFMC, which serves as the investment adviser to strategic beta exchange - traded funds (ETFs).

Hartford Funds refers to Hartford Funds Management Group, Inc., and its subsidiaries, including the mutual funds» and active ETFs» investment manager, Hartford Funds Management Company, LLC (HFMC), the mutual funds» distributor, Hartford Funds Distributors, LLC (HFD), Member FINRA / SIPC as well as Lattice Strategies LLC (Lattice), a wholly owned subsidiary of HFMC, which serves as the investment adviser to strategic beta exchange - traded funds (ETFs).

Before joining Eaton Vance, he served as chief investment officer (international and emerging - market equity) as well as managing director / portfolio manager (Europe, EAFE and Global) at Go ldman Sachs Asset Management (GSAM) in London.

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.

Ira is a Portfolio Manager and Managing Member of Broad Run Investment Management, which was founded in 2012 and serves as the sub-advisor to the Hennessy Focus Fund.

He serves as investment strategist and portfolio manager for RCM clients and for The CoffeeTree...

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

He served as head of U.S. equities and portfolio manager at Credit Suisse Asset Management beginning in 2000 and head of emerging markets research at JPMorgan Investment Management in 1998.

Hartford Funds refers to Hartford Funds Management Group, Inc., and its subsidiaries, including the mutual funds» and active ETFs» investment manager, Hartford Funds Management Company, LLC (HFMC), the mutual funds» distributor, Hartford Funds Distributors, LLC, Member FINRA, as well as Lattice Strategies LLC, a wholly owned subsidiary of HFMC, which serves as the investment adviser to strategic beta exchange - traded funds (ETFs).

Offered by the New Jersey HESAA, with Franklin Templeton Distributors, Inc. serving as the program manager since 2003, the plans offer low minimum initial contributions of $ 25 for NJBEST and $ 50 for Franklin Templeton 529 College Savings Plan, and provide an affordable way for families in New Jersey and across the nation to save for college expenses through a variety of investment strategies that can be tailored to their specific needs.

Perry also served as the sole managed futures consultant on a $ 700 million alternative investment fund for Credit Suisse, where he played a key role in fund construction, manager selection, due diligence, risk management, and brokerage introduction.

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.

The Manager serves as investment adviser to the Allocation Fund.

The Manager serves as investment adviser to the Fairholme Fund.

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.

He also joined Rydex Investments in 2004 as an assistant portfolio manager, was promoted to portfolio manager in 2005 and has served in his current capacity since 2008.

The Vanguard Group, Inc. also serves as Plan Manager and Investment Manager for the CollegeInvest Direct Portfolio College Savings Plan and Vanguard Marketing Corporation, an affiliate of The Vanguard Group, Inc., assists CollegeInvest with marketing and distributing the Direct Portfolio College Savings Plan.

The founder of Royce & Associates, Charles M. Royce, enjoys one of the longest tenures of any active mutual fund manager, still serving as its president and chief investment officer.

Consulting assignments have ranged from helping investment managers design innovative retirement income solution programs for defined contribution plans, writing public policy and market landscape papers, serving as program manager for an industry - led coalition to increase American's savings, speaking engagements at client conferences, researching specific target - date fund market opportunities, and strategic initiative development.