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Nome | Título | Desde | Até |
---|---|---|---|
Joshua Chastant | Portfolio Manager | 2024 | Agora |
Robert Maloney | - | 2022 | Agora |
Biografia | Robert Maloney, executive director, is a research analyst within the U.S. Equity Group. An employee since 2013, Robert is responsible for the industrials and energy sectors for the J.P. Morgan Large Cap Growth Strategy. Prior to joining the firm, Robert spent ten years as a sell side analyst at Morgan Stanley and Credit Suisse. At Morgan Stanley Robert served as the lead associate on their Large Cap Industrials team and later as the senior analyst covering Small/Mid Cap Industrials. Robert also worked as the industrials trading desk analyst at Morgan Stanley and Credit Suisse covering a broad-range of industrial verticals. Prior to that Robert worked as a consultant to the US Department of Defense and the United Nations. Robert holds a B.A. in International Politics from the Georgetown University School of Foreign Service. He is a member of the CFA Institute and a CFA charterholder. | ||
David P. Ricci | Partner | 2022 | Agora |
Biografia | David Ricci, CFA, partner, is a portfolio manager on William Blair’s Large Cap Growth strategy, which he joined in 2011. From 2005 to 2018, he was also a portfolio manager on the Mid Cap Growth strategy. Previously, he was the group head for the consumer sector, focusing on specialty retail and e-commerce companies, in William Blair’s sell-side research group. Before joining William Blair in 1994, David gained extensive experience at Procter & Gamble, Melville, and Bain & Company. He is a member of the CFA Institute and the CFA Society Chicago. David received a Sc.B., magna cum laude, from Brown University and an M.B.A. from Harvard Business School. | ||
James Reber | Managing Director, Portfolio Management | 2022 | Agora |
Biografia | James Reber, Managing Director – Portfolio Management, is responsible for portfolio management of Parametric’s Private Client Direct Group — primarily serving Parametric’s wealth management and family office client base. The Private Client Direct Group manages US, non-US and global Custom Core® portfolios. Prior to joining Parametric in 2004, James was a Senior Associate with Standard and Poor’s Corporate Value Consulting Group providing financial valuation services to IT and technology industries. He earned an M.B.A. from the University of Washington and a B.S. in chemical engineering from Michigan State University | ||
Joseph Wilson | Portfolio Manager | 2022 | Agora |
Biografia | Joseph Wilson, executive director, is a research analyst and portfolio manager within the U.S. Equity group. An employee since 2014, Joe is responsible for the technology sector for JPMorgan’s large cap growth portfolios.He is also a co-portfolio manager on the J.P. Morgan U.S. Technology Strategy. Prior to joining the firm, Joe spent six years as a buy side analyst for UBS Global Asset Management, wherehe covered the technology sector for the Large Cap Growth team from 2010 to 2014, and the Mid Cap Growth team in 2009. Prior to that, Joe worked at RBC Capital Markets as a sell side research associate covering enterprise, infrastructure, and security software. Joe holds a B.A. in Finance from the University of St. Thomas and an M.B.A. from the University of St. Thomas Opus College of Business. | ||
Holly Morris | - | 2022 | Agora |
Biografia | Ms. Fleiss is a Managing Director at JPMIM and a co-portfolio manager in the JPMorgan U.S. Equity Group. She has been with the firm since 2012. | ||
Larry H. Lee | Managing Director | 2022 | Agora |
Biografia | Larry H. Lee, managing director, is a research analyst and portfolio manager within the U.S. Equity Group. Mr. Lee joined JPMorgan in 2006 and covers the financials and business services sector; he is also a co-portfolio manager of the JPMorgan Large Cap Growth Strategy. He holds a B.A. in Economics from Stanford University and an M.B.A. from University of Chicago. | ||
Giri K Devulapally | Managing Director | 2022 | Agora |
Biografia | Mr. Devulapally is a Managing Director at J.P. MORGAN INVESTMENT MANAGEMENT INC and a portfolio manager in the JPMorgan U.S. Equity Group. He has been with the firm since 2003. Prior to joining the firm, he worked for T. Rowe Price for six years, where he was an analyst specializing in technology and telecommunications. Giri received a B.S. in electrical engineering from the University of Illinois and an M.B.A. with a concentration in finance from the University of Chicago. He is a CFA charterholder. | ||
James S. Golan | Partner | 2022 | Agora |
Biografia | Jim Golan, CFA, partner, is a portfolio manager on William Blair’s Large Cap Growth strategy and a research analyst covering U.S. large-cap technology stocks. From 2000 until 2005, when he assumed his current role, Jim was a research analyst focusing on financial, technology, industrial, and resource stocks. Before joining William Blair in 2000, he worked at Citigroup Global Asset Management, where he was a global research team leader for the telecommunications sector and a key member of the team that devised valuation metrics for standardizing the analysis of U.S. and international companies. Jim began his career at Kemper Financial as a research analyst covering telecommunications, technology, energy, industrial, food, and beverage companies. He is a member of the CFA Institute and the CFA Society Chicago. Jim received a B.A. in economics from DePauw University and an M.B.A. in finance from Northwestern University’s Kellogg Graduate School of Management. | ||
Thomas C. Seto | Head of Investment Management | 2019 | Agora |
Biografia | Thomas is responsible for all portfolio management and trading related to our equity strategies. Prior to joining Parametric in 1998, Thomas served as the head of US Equity Index investments at Barclays Global Investors. He earned an MBA in finance from the University of Chicago Booth School of Business and a BS in electrical engineering from the University of Washington. |
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