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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Edward Yoon | Sector Leader/Portfolio Manager | 2008 | now |
背景介紹 | Edward (Eddie) Yoon is a sector leader and portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Yoon is responsible for the coverage of health care equipment and supplies stocks, and serves as the health care sector leader. Additionally, he manages several funds including Fidelity Advisor Health Care Fund, Fidelity and Fidelity Advisor Stock Selector Mid Cap Fund, Fidelity and Fidelity Advisor All Cap Fund, Fidelity Select Health Care Portfolio, and Fidelity Select Medical Technology and Devices Portfolio. Prior to joining Fidelity in 2006, Mr. Yoon worked on the health care team at JPMorgan Asset Management. He has been in the financial industry since 2002. Mr. Yoon earned his bachelor of arts degree in business economics from Brown University. | ||
Matthew D. Sabel | Investment Officer | 2007 | 2009 |
背景介紹 | Matthew Sabel is an investment officer and portfolio manager at MFS Investment Management® (MFS®) since September 2018. Matt joined MFS in 2009 and was named portfolio manager in 2011. Previously, he spent nine years at Fidelity Management and Research Company. He also served as an associate consultant at Putnam Associates for two years. He began his career in financial services as a mutual fund accountant at Investors Bank and Trust in 1997. Matt earned a Bachelor of Arts degree cum laude from Tufts University. | ||
Aaron M. Cooper | Chief Investment Officer, Equities | 2006 | 2007 |
背景介紹 | Mr. Cooper is Chief Investment Officer, Equities. He is responsible for leading Putnam’s Equity group, including the portfolio management, research, and trading areas. In addition, he is a portfolio manager with institutional responsibilities, including directing Putnam's research and global sector investment strategies. Mr. Cooper is also a member of Putnam's Operating Committee. He joined Putnam in 2011 and has been in the investment industry since 1999. Prior to joining Putnam, Mr. Cooper held several roles at Fidelity Investments including Managing Director of Research from 2007 to 2011, Analyst and Portfolio Manager from 2003 to 2007, Associate from 2000 to 2003, and Intern in 1999. Mr. Cooper earned an A.B. in Economics from Harvard University. | ||
Harlan P. Carere | Portfolio Manager | 2005 | 2006 |
背景介紹 | Carere is a portfolio manager of Fidelity Investments. He joined Fidelity International Limited in London in 2000 as an equity research analyst following the technology sector. He subsequently served as technology sector leader in the London office. Prior to joining the firm, he was an equity analyst for Berman Capital. | ||
Sam Peters | Managing Director, Portfolio Manager | 2004 | 2005 |
背景介紹 | • Member of the CFA Institute • Industry since 1993 • Firm since 2005 • University of Chicago — MBA • College of William & Mary — BA in Economics • Fidelity Management & Research - Portfolio Manager, Health Care Sector Team Leader • Samuel M. Peters Investment Advisors - Founder • Eppler, Guerin & Turner - Financial Consultant - See more at: https://www.clearbridge.com/about/team/portfolio-management/peters-sam.html?team=portfolio_management#sthash.9Ysk0KIZ.dpuf | ||
Steven Calhoun | Portfolio Manager | 2002 | 2004 |
背景介紹 | Calhoun is a portfolio manager with Fidelity Investments. He joined Fidelity's equity research department in 1994 as a research analyst and manager, following a variety of industries. Calhoun served as director of associate research from 1997 to 1999. | ||
Yolanda S. Strock | equity analyst/portfolio Manager | 2000 | 2002 |
背景介紹 | Yolanda Strock joined Fidelity in 1997 where she is the sector leader of the Health Care Equity Resesarch group. She began managing Fidelity Select Biotechnology Portfolio in February 2000, and assumed her other fund management responsibilities and role of sector leader in June 2000. Yolanda has an MBA in Finance from the Fuqua School of Business at Duke University, a BSc in Marketing from the Wharton School of Business and a BA in economics from the University of Pennsylvania. | ||
Ramin Arani | Portfolio Manager | 1999 | 2000 |
背景介紹 | Mr. Arani has worked as a research analyst and portfolio manager since joining Fidelity Investments in 1992. | ||
Beso Sikharulidze | Portfolio Manager | 1997 | 1999 |
背景介紹 | Sikharulidze joined Fidelity Investments in June 1992 as an analyst for the trucking, truck-manufacturing, and shipping industries. He also served as a portfolio manager for the company from 1993 to 1994. He was cofounder and chief operating officer of Science & Engineering Development Center, an engineering-consulting firm in Soviet Georgia from 1988 to 1990. | ||
Karen Firestone | - | 1996 | 1997 |
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