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Название | Заголовок | Год | До |
---|---|---|---|
Timothy Collard | Portfolio Manager | 2023 | Сейчас |
Gregory J. Garabedian | Portfolio Manager | 2018 | Сейчас |
Биография | Gregory J. Garabedian, Senior Managing Director and Equity Portfolio Manager. Greg is an equity portfolio manager on the Opportunistic Value Team. He manages equity assets on behalf of clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. He currently manages the Mid Cap Value and Select Mid Cap Value portfolios. Previously, Greg was an equity research analyst on the Opportunistic Value Team, responsible for conducting fundamental analysis on global equity investments in the insurance, industrials, capital goods, and agricultural industries. | ||
Steven L. Pollack | Senior Portfolio Manager | 2011 | Сейчас |
Биография | Mr. Pollack is a portfolio manager for Boston Partners Mid Cap Value Equity product. He has been with Boston Partners since 2000. He joined the firm from Hughes Investments where he spent twelve years as an equity portfolio manager, managing value equity across the market capitalization spectrum. He also oversaw the outside investment managers who manage assets for Hughes’ pension plan. He began his career at Hughes as an Investment Analyst where he spent four years covering a variety of industries and sectors. Prior to that, he was with Remington, Inc., and Arthur Anderson & Co. Mr. Pollack is a graduate from Georgia Institute of Technology and holds an M.B.A. from The Anderson School of Management at the University of California at Los Angeles. He holds the Chartered Financial Analyst® designation. He has thirty-six years of investment experience. | ||
Joseph F. Feeney | Chief Executive Officer, Chief Investment Officer, Portfolio Manager | 2011 | 2024 |
Биография | Mr. Feeney is Chief Executive Officer and Chief Investment Officer for Boston Partners. He is responsible for the firm’s strategic, financial and operating decisions, and all aspects of investment management including the firm’s fundamental and quantitative research groups. He was one of the original partners of Boston Partners Asset Management in 1995. Prior to assuming these roles, he was Director of Research. Mr. Feeney joined Boston Partners upon its inception in 1995 from Putnam Investments where he managed mortgage-backed securities portfolios. He began his career at the Bank of Boston where he was a loan officer specializing on highly leveraged loan portfolios. Mr. Feeney holds a B.S. degree in finance from the University of New Hampshire and an M.B.A. with High Honors from the University of Chicago. He holds the Chartered Financial Analyst® designation and is past President of the Fixed Income Management Society of Boston. He has thirty-five years of investment experience. | ||
James N. Mordy | Senior Managing Director | 2002 | 2018 |
Биография | Jim is a portfolio manager in Global Equity Portfolio Management on the Opportunistic Value Team. He manages equity assets on the behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. He currently manages the Windsor Fund for Vanguard, a mid-cap value strategy, and a concentrated mid-cap value strategy. He also co-manages the Capital Stewards approach. Jim is the managing director of our Radnor office. Prior to joining Wellington Management in 1985, Jim worked arranging bulk transportation for iron ore, coal, and other materials in the Marine Transportation division of Utah International (1980 – 1983). Jim earned his MBA from the University of Pennsylvania (Wharton, 1985) and his BA in economics from Stanford University (1980). | ||
J. Dennis Delafield | Managing Director | 2011 | 2015 |
Биография | J. Dennis Delafield, CFA, is a Senior Portfolio Manager at Tocqueville Asset Management L.P. Mr. Delafield joined Tocqueville in September 2009. Prior to joining Tocqueville, Mr. Delafield was a Managing Director of Reich & Tang Asset Management, LLC which had joined with Mr. Delafield’s Delafield Asset Management, Inc. in 1991. Mr. Delafield founded Delafield Asset Management, Inc. in 1980, after leaving David J. Greene as a Managing Partner, where he was for ten years. Mr. Delafield joined Sterling, Grace & Co. in New York in 1959 where he became the Partner in charge of research in their investment advisory services area. He started his career in 1957 at Security Associates, Inc. in Winter Park, Florida. Mr. Delafield received a BA from Princeton University in 1957 and achieved his Chartered Financial Analyst designation in 1968. | ||
Vincent Sellecchia | Senior Portfolio Manager | 2011 | 2015 |
Биография | Vincent Sellecchia, CFA, is a Senior Portfolio Manager at Tocqueville Asset Management L.P. Mr. Sellecchia, joined Tocqueville in 2009. Prior to joining Tocqueville in 2009, Mr. Sellecchia was a Managing Director at Reich & Tang Asset Management LLC. Mr. Sellecchia was associated with Reich & Tang Asset Management LLC in an investment advisory capacity since September 1991. Mr. Sellecchia received his BA from Boston College in 1974 and a MBA from New York University in 1976. He achieved his Chartered Financial Analyst designation in 1980. | ||
Donald Wang | Portfolio Manager | 2011 | 2015 |
Биография | Donald Wang, CFA, serves as a Portfolio Manager at Tocqueville Asset Management L.P. Mr. Wang joined the Advisor in September 2009. Prior to joining Tocqueville, Mr. Wang was a Portfolio Manager and Analyst of the Small Cap Equity Team at Reich & Tang Asset Management starting in 1999, which was merged into the Delafield Asset Management division of Reich & Tang in 2007. In 1996, he joined the Lindner Funds as a Portfolio Manager/Analyst and prior to joining the Lindner Funds, he worked at Spare, Kaplan, Bischel and Osterweis Capital Management as Portfolio Manager/Analyst. Mr. Wang started his investment career in 1989 as a bank analyst with Keefe, Bruyette, & Woods and Prudential Bache. Mr. Wang received his BS from New York University in 1989. He achieved his Chartered Financial Analyst designation in 1993. | ||
Kevin Earley | Portfolio Manager | 2005 | 2011 |
Биография | Kevin V. Earley joined Mairs & Power, Inc. in 2013 as Vice President, Equity Analyst and Investment Manager. Effective January 1, 2015, Mr. Earley was named co-manager of the Mairs & Power Balanced Fund. Mr. Earley began his investment career as an equity research analyst with FAF Advisors, later becoming a portfolio manager. In recent years, Mr. Earley had co-managed two mutual funds at Nuveen Asset Management. Mr. Earley earned a BS in Finance from Santa Clara University and then earned his MBA with a concentration in finance from the University of Minnesota, Carlson School of Management. Mr.Earley is a CFA charterholder and is a member of the CFA Institute and CFA Society of Minnesota, as well as a Chartered Investment Counselor. | ||
Brent D Mellum | Portfolio Manager (PM) | 2005 | 2011 |
Биография | Brent D. Mellum, CFA Portfolio Manager Brent Mellum joins Stonebridge with nearly 30 years of experience delivering client results through constructing and managing portfolios and security analysis. As a portfolio manager, Brent works directly with our clients to provide full-service portfolio management – from developing goals and investment objectives to day-to-day portfolio activities. He is a trusted advisor who values relationships and opportunities for partnership. As a Chartered Financial Analyst (CFA), Brent is an active member of CFA Society of Minnesota and CFA Institute. Brent’s hobbies outside the office include playing guitar and golf, managing home improvement projects, and maintaining an active lifestyle. He enjoys spending time with family, especially trips to their cabin in northern Wisconsin. He also volunteers to support his kids’ school and sports activities. |
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