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解锁高级数据：最高 立减50%InvestingPro 手慢无
- 晨星评级:
- 总资产: 537.48M
EQ/Capital Guardian Research Portfolio Class IB
34.473
-0.100
-0.30%
0P00003D8E概述
本页面提供EQ/Capital Group Research Portfolio Class IB的详细介绍，帮助您了解0P00003D8E的高管、总资产、投资策略和联系方式等信息。
联络信息
地址
1290 Avenue of the Americas
New York,NY 10104
United States
New York,NY 10104
United States
电话
877-222-2144
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Todd Saligman | Vice President | 2018 | now |
| 背景介紹 | Todd Saligman is co-research portfolio coordinator and Vice President of the Capital International Investors division of Capital Research and Management Company (an affiliate of Capital Guardian). Todd Saligmanis co-research portfolio coordinator and Vice President of the Capital International Investors division of Capital Research and Management Company (an affiliate of Capital International). Todd has 12 years of investment experience and has been with Capital for 8 years. | ||
| Carlos Schonfeld | Portfolio Manager | 2013 | now |
| 背景介紹 | Carlos A. Schonfeld is an equity portfolio manager and research director at Capital Group. He has 23 years of investment experience and has been with Capital Group for 22 years. Earlier in his career at Capital, as an equity investment analyst, he covered the business services, chemicals and retail sectors. Prior to joining Capital, Carlos was an analyst with NorAndina Ingenieria Financiera in Lima, Peru, and an international strategy consultant with William Kent International in Washington, D.C. He holds an MBA from Stanford Graduate School of Business and a bachelor’s degree in economics from the Wharton School of the University of Pennsylvania graduating cum laude. Carlos is based in London. | ||
| Kenneth T. Kozlowski | Executive Vice President | 2011 | now |
| 背景介紹 | Kenneth T. Kozlowski, CFP, CLU, ChFC, is the lead portfolio manager and Chief Investment Officer for EIMG LLC. Mr. Kozlowski is a Managing Director of Equitable Life Insurance Company (“Equitable”) and has served as Executive Vice President and Chief Investment Officer of EIMG LLC since June 2012. He has had primary responsibility for the asset allocation, fund selection and rebalancing of Equitable’s funds-of-funds since 2003. | ||
| Alwi Chan | Portfolio Manager | 2009 | now |
| 背景介紹 | Alwi Chan, CFA is a Vice President of the Trusts and member of each Trust’s Valuation Committee. He has served as a Lead Director of AXA Equitable and Senior Vice President and Deputy Chief Investment Officer of FMG LLC since June 2012. Mr. Chan assists in portfolio analysis, rebalancing and fund selection. Mr. Chan earned a Bachelor’s degree in Economics from Trisakti University (Indonesia) and an MBA from Tulane University. Mr. Chan holds the Chartered Financial Analyst (CFA) designation. | ||
| Cheryl E. Frank | Vice President /portfolio manager | 2009 | 2018 |
| 背景介紹 | Cheryl E. Frank is an equity portfolio manager at Capital Group. She has 24 years of investment experience and has been with Capital Group for 21 years. Earlier in her career at Capital, as an equity investment analyst, she covered health care services and software companies in both the U.S. and Europe. Prior to joining Capital, she was a fixed income derivatives marketing associate at J.P. Morgan. She holds an MBA and a certificate in global management and public management from Stanford Graduate School of Business, and a bachelor's degree in environmental science and public policy from Harvard College graduating cum laude. Cheryl is based in San Francisco. | ||
| Xavier Poutas | Portfolio Manager | 2011 | 2014 |
| 背景介紹 | Xavier Poutas, CFA has been a Lead Director of Equitable since October 2018 and a co-portfolio manager of EIM LLC since May 2011. Mr. Poutas assists in portfolio analysis, rebalancing and portfolio performance evaluation with respect to the Fund-of-Funds Portfolios and ETF Sleeves. Mr. Poutas received his MS in Accounting and Finance from the University of Nantes (France) in 2000 and his B.B.A. in Accounting and Finance in 1999 from Ecole Superieure des Sciences Commerciales d'Angers (France). Mr. Poutas holds the Chartered Financial Analyst (CFA) designation. | ||
| Irfan M. Furniturewala | Portfolio Manager, Investment Analyst | 2009 | 2013 |
| 背景介紹 | Irfan M. Furniturewala is an equity portfolio manager at Capital Group. He has 24 years of investment industry experience and has been with Capital Group for 23 years. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. hardware and semiconductor companies. Prior to joining Capital, Irfan was a senior design engineer at Motorola, Inc., and he is a co-inventor of two patents approved by the U.S. Patent and Trademark Office. He holds an MBA from the Wharton School of the University of Pennsylvania, a master’s degree in electrical engineering from Iowa State University, and a bachelor’s degree in electronics engineering from the University of Mumbai. Irfan is based in Los Angeles. | ||
| Alan J. Wilson | Portfolio Manager | 2002 | 2009 |
| 背景介紹 | Alan J. Wilson is a portfolio manager at Capital Group. He has 39 years of investment industry experience and has been with Capital Group for 33 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. construction & housing, machinery & engineering, environmental services, energy equipment, trucks, personal care, household products and energy (oil & gas drilling) companies. Before joining Capital, Alan was a consultant with The Boston Consulting Group and an engineer with Texas Eastern Corp. | ||
| Theodore R. Samuels | Portfolio Manager | 2002 | 2005 |
| 背景介紹 | Theodore R. Samuels is an equity portfolio manager at Capital Group. He is president of Capital Guardian Trust Company and serves on the Capital Group Private Client Services Management Committee. Ted has 33 years of investment experience and has been with Capital Group for 31 years. Earlier in his career, as an equity investment analyst at Capital, Ted covered electrical equipment, transportation and commercial aerospace companies. He holds a master’s degree from Harvard Business School and a bachelor’s degree from Harvard College. Ted is based in Los Angeles. | ||
| Michael R. Ericksen | Director | 2002 | 2005 |
| 背景介紹 | Michael R. Ericksen is chairman and a director of Capital International Limited, as well as a senior vice president, director, and portfolio manager of Capital Guardian Trust Company and a director of The Capital Group Companies, Inc. He joined Capital International in 1987 after four years as manager of The Boston Consulting Group. Mr. Ericksen graduated magna cum laude from Harvard College with an AB degree in economics, and then earned an MBA (Baker Scholar) in finance from Harvard University Graduate School of Business Administration. He is based in London. | ||
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