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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Alexander C. Huberts | President | 2011 | now |
背景介紹 | Provides global strategic leadership and oversight Counsels on investment research and strategy matters across the firm Ambassador for the firm, speaks around the globe and publishes in various mediaPreviously chief investment officer and founder of Coefficient Global®, a business unit of Standish Mellon Asset Management, specializing in quantitative investment strategies From 2003-2006, chief investment officer of Standish, responsible for over $150 billion in fixed income assets From 1992 to 2003, head of asset allocation and director of research at Mellon Capital where he co-developed GTAA; responsible for portfolio management in domestic, international and global asset allocation strategies From 1985-1992, worked at the Ministry of Finance in the Netherlands, at AMRO bank and Concord Capital Management | ||
Vassilis Dagioglu | Managing Director | 2011 | now |
背景介紹 | Vassilis is the head of the asset allocation portfolio management team. In his current role, he is responsible for managing global tactical asset allocation, strategic asset allocation and multi-asset portfolios including total return, absolute return, multi-asset income, global macro as well as active commodities strategies. Since he joined the company, he has managed several asset allocation portfolios such as mutual funds, hedge funds, and separately managed portfolios and helped develop custom portfolio solutions. Vassilis joined the firm in 1999, shortly after beginning his career in the investment industry. Prior to that, he designed and implemented financial information systems and consulted on enterprise information application development at IBM Global Services and Sybase. He earned an MBA in finance from the University of California at Berkeley. | ||
Anjun Zhou | investment management capacity | 2011 | now |
背景介紹 | Responsible for enhancing investment strategies, improving risk controls, developing new strategies and providing leadership to the central research team across all asset classes Prior to joining Mellon Capital, was an executive director of global macro and asset allocation at Morgan Stanley, responsible for research and product development for GTAA institutional accounts and retail funds Prior to Morgan Stanley, was vice president at Deutsche Asset Management, responsible for developing quantitative strategies in the multi-asset class framework for Quantitative Strategies Group and a proprietary trading and hedge fund group Previously, principal at State Street Global Advisors, responsible for quantitative research and product development for global active strategies in multiple asset classes Author of a number of publications on volatility modeling, innovative approach on stock selection and studies on market economy | ||
David C. Kwan | Managing Director | 2011 | now |
背景介紹 | David C. Kwan, CFA, is a Managing Director of Mellon Capital’s Fixed Income Team and has been a Managing Director of Mellon Capital since 2000. He has also been the Head of the Fixed Income Management Group since 1994. He received his M.B.A. from the University of California at Berkeley in 1990. Mr. Kwan has 23 years of investment experience. | ||
Karen Q. Wong | Managing Director | 2011 | 2020 |
背景介紹 | Karen Wong, CFA Managing Director, Head of Index - Portfolio Management Karen is the head of index portfolio management. She is responsible for overseeing equity and fixed income indexing and beta strategies, including exchange-traded funds (ETFs). Karen developed and launched the Carbon Efficiency strategy in 2014, the firm’s first green beta product. Prior to the merger, Karen was the head of equity portfolio management at Mellon Capital, responsible for equity index portfolio management. |
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