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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Ben Shuleva | Portfolio Manager | 2020 | now |
背景介紹 | Ben Shuleva joined Fidelity Investments in 2008, since then Mr. Shuleva has worked as a research analyst and portfolio manager. | ||
Nicola Stafford | Member | 2019 | 2020 |
背景介紹 | Nicola Stafford is a portfolio manager in the Equity division at Fidelity Investments. She has been in the financial industry since 2001. Ms. Stafford earned her bachelor of science degree in mechanical engineering and economics from the Massachusetts Institute of Technology (MIT). | ||
James McElligott | Portfolio Manager | 2017 | 2019 |
背景介紹 | James McElligott joined Fidelity Investments in 2003, Mr. McElligott has worked as a research analyst, co-sector leader, and portfolio manager. | ||
Robert Lee | Portfolio Manager | 2004 | 2017 |
背景介紹 | Robert Lee is a portfolio manager at Fidelity Management & Research Company (FMRCo), the investment advisor for Fidelity's family of mutual funds. Mr. Lee joined Fidelity in 2001 as a research analyst following the business services and supply chain technology industries. In 2003, he began following the restaurant industry, and added the food and beverage industries in 2004. Before joining Fidelity, Mr. Lee worked as a summer equities associate with Goldman, Sachs & Co. He also worked as a financial analyst for Adshel Inc. from 1998 to 2000, where he was responsible for evaluating potential acquisitions and new business development opportunities within a high-growth segment of the outdoor media industry. Mr. Lee has been in the investments industry since joining Chase Securities Inc. in 1995 as a financial analyst in the Global Investment Banking Division. Mr. Lee earned his BS in management from Babson College in 1995 and his MBA from the Wharton School at the University of Pennsylvania in 2001. He is a Chartered Financial Analyst (CFA) charterholder. | ||
Valerie Friedholm | Research Analyst | 2003 | 2004 |
背景介紹 | Friedholm is manager of Home Finance Portfolio, which she has managed since May 2004. Friedholm joined Fidelity Investments as a research analyst in 2000. Previously, she was with General Electric Company from 1994 to 1998, most recently as an account manager. | ||
Gail Lese | Portfolio Manager | 2001 | 2003 |
背景介紹 | Lese is a portfolio manager for Fidelity Investments. She joined Fidelity in 1998 as a research analyst. | ||
Matthew W. Fruhan | Portfolio Manager | 1999 | 2001 |
背景介紹 | Fruhan is a portfolio manager with Fidelity Investments. He joined the firm in 1995 as an equity research associate following the specialty retail, automotive supply and transportation industries. | ||
Scott Offen | Vice President | 1996 | 1999 |
背景介紹 | Scott Offen is portfolio manager of the fund, which he has managed since October 2011. He also manages other Fidelity funds. Since joining Fidelity Investments in 1985, Mr. Offen has worked as a research analyst and portfolio manager. | ||
Dan Pickering | Portfolio Manager | 1996 | 1996 |
背景介紹 | Dan Pickering is the Co-President of Tudor, Pickering, Holt & Co., Head of Asset Management (TPHAM) and Chief Investment Officer. Pickering also serves as Chairman of the TPH Asset Management Risk Committee and is a registered representative of Tudor, Pickering, Holt & Co. Securities, Inc. Pickering has previously served as Director of Research and Head of Securities for Tudor, Pickering, Holt & Co. Securities, Inc. Prior to founding TPH in 2003 (as predecessor firm Pickering Energy Partners), Pickering was an Engineer and Financial Analyst with ARCO Alaska, a Portfolio Manager for Fidelity Investments, managing $1 billion of energy sector funds, and Head of Research at Simmons & Company. Pickering holds an MBA from the University of Chicago and a BS in Petroleum Engineering from the University of Missouri-Rolla. | ||
William P. Mankivsky | Equity Analyst, Portfolio Manager | 1993 | 1996 |
背景介紹 | Mankivsky has been a portfolio manager at Fidelity Investments since September 1991. He joined the company in 1991 as an equity analyst following the energy-service and medical-devices industries. Previously, he was an analyst at the Prudential Property Company. |
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