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Nome | Título | Desde | Até |
---|---|---|---|
Daniel McDonagh | Head | 2019 | Agora |
Biografia | Daniel McDonagh is Head of Portfolio Management, Europe/UK of Pyrford and a member of the Investment Strategy Committee. Daniel joined Pyrford in October 1997 after graduating from Oxford University with a degree in Politics and Economics. He became a CFA® charterholder in 2000. Daniel worked as a research analyst within the European portfolio management team before being promoted to Portfolio Manager in 2003. He was appointed to the position of Head of Europe & U.K. in November 2009. | ||
Tony Cousins | Manager | 2019 | Agora |
Biografia | After graduating from Cambridge University in 1985 with a Bachelor of Arts, Tony joined Daiwa International Capital Management in London as an Equity Portfolio Manager. He joined Pyrford in 1989 and obtained his Master of Arts and became a CFA charter-holder in 1990. Tony headed Pyrford’s European investment management activities for Pyrford for almost 20 years and was promoted to the position of Joint Chief Investment Officer in November 2009. On 01 January 2011 Tony was further promoted to the roles of Chief Executive and Chief Investment Officer. | ||
George Cipolloni | Portfolio Manager | 2015 | 2018 |
Biografia | Mr. Cipolloni joined Penn Mutual Asset Management, LLC in March 2020 and co-leads the management of balanced income fund strategies. Mr. Cipolloni joined Chartwell Investment Partners in 2016 as a Senior Portfolio Manager. From 2002 to 2016, Cipolloni worked at The Killen Group (“Killen”, the predecessor advisor) where he was a Vice President, Portfolio Manager, and minority shareholder. At Killen, Cipolloni primarily managed the Berwyn Income Fund, and was on the Investment Management Committee. His primary responsibilities within the Investment Management Committee included research, trading and portfolio analysis. Cipolloni holds the Chartered Financial Analyst designation. | ||
Mark J. Saylor | Portfolio Manager | 2015 | 2018 |
Biografia | Mr. Saylor joined Penn Mutual Asset Management, LLC in March 2020 and co-leads the management of balanced income fund strategies.Mr. Saylor joined Chartwell Investment Partners in 2016 as a Senior Portfolio Manager. From 2007 to 2016, Saylor worked at The Killen Group (“Killen”, the predecessor advisor) where he was a Portfolio Manager, and minority shareholder. At Killen, Saylor primarily managed the Berwyn Income Fund, and was on the Investment Management Committee. His primary responsibilities within the Investment Management Committee included research, trading and portfolio analysis. Saylor holds the Chartered Financial Analyst designation. | ||
Talib Sheikh | Lead Portfolio Manager | 2014 | 2015 |
Biografia | Talib Sheikh joined Fidelity in October 2023 and took on the Lead Portfolio Manager responsibilities for Fidelity’s Multi Asset Income strategies from January 2024. He works closely with Co-Portfolio Managers George Efstathopoulos and Becky Qin, using the well-established team-based approach. Talib’s career in the finance industry spans almost three decades with extensive experience in asset allocation and portfolio construction in multi asset income investing. Talib’s career includes a twenty-year tenure at JP Morgan Asset Management where he was a portfolio manager for core strategies including the company’s flagship multi asset income strategy. More recently Talib was the Head of Multi Asset Strategies at Jupiter Asset Management where he also managed multi asset income strategies. He received his Master of Science in International Agricultural Marketing from University of Newcastle Upon Tyne. He is a CFA Charterholder. |
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