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JHancock Balanced A
28.62
+0.03
+0.10%
SVBAX概述
本页面提供John Hancock Balanced Fund Class A的详细介绍，帮助您了解SVBAX的高管、总资产、投资策略和联系方式等信息。
联络信息
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Susan A. Curry | Portfolio Manager | 2019 | now |
| 背景介紹 | Susan is a managing director and portfolio manager at John Hancock Asset Management, where she's a member of the financial institutions team. She joined the company in 1998 as a senior product manager for institutional investments and services, responsible for marketing support of the firm’s equity strategies. She joined the financial institutions team in 2004 as an investment analyst. She began her career at Fidelity Investments in 1993, where she served as a research analyst. Susan earned a B.A. from the University of Massachusetts Amherst and an M.S. from Brandeis University. | ||
| Michael J. Scanlon | Lead Portfolio Manager | 2015 | now |
| 背景介紹 | Michael J. Scanlon, Jr., CFA, is a managing director and portfolio manager at Manulife Asset Management, as well as a member of the Capital Appreciation Team. Michael is the co-lead portfolio manager of the John Hancock Balanced Fund (USA), Manulife US Opportunities Fund (Canada) and the Large Cap Equity institutional equity strategy. Education: Nichols College, BS in Finance, 2000; Boston University, MBA, 2003 Joined Company: 2004 Began Career: 2000 | ||
| Jeffrey N. Given | Senior Managing Director | 2006 | now |
| 背景介紹 | Jeffrey N. Given, CFA. Senior Managing Director and Senior Portfolio Manager; joined Manulife IM (US) in 1993. Jeff co-head of the firm’s U.S. core and core-plus fixed-income team and is responsible for the firm’s securitized, core, core-plus, and government bond strategies. Prior to joining the portfolio management team, he was focused on research and trading in mortgage-backed securities within the Manulife fixed-income teams. Previously, he was an investment compliance analyst at the company. | ||
| Lisa A. Welch | Senior Portfolio Manager | 2016 | 2020 |
| 背景介紹 | Lisa A. Welch is a senior managing director and senior portfolio manager at Manulife Asset Management. She is the lead portfolio manager on the Financial Institutions team, which manages both the Regional Bank and Financial Industries strategies. Lisa specializes in US banking companies. Education: Boston College, BA, Summa Cum Laude, in Economics, 1986; Bentley College, MBA, 1994 Joined Company: 1998 Began Career: 1986 | ||
| Roger C. Hamilton | Vice President | 2003 | 2017 |
| 背景介紹 | Roger C. Hamilton ■Senior Portfolio Manager ■Managed the fund since 2003 ■Vice President, John Hancock Asset Management a division of Manulife Asset Management (US) LLC (2005–2007) ■Vice President and Portfolio Manager, John Hancock Advisers, LLC (2003–2005) ■Began business career in 1979 | ||
| Timothy M. Malloy | Vice President | 2007 | 2013 |
| 背景介紹 | Timothy M. Malloy is a senior managing director and senior portfolio manager at Manulife Asset Management. He is the lead portfolio manager for the Small Cap Opportunity strategy, and provides dedicated research on consumer, technology, media and telecom companies for all of the firm’s Intrinsic Value strategies. Prior to joining the firm, Tim was an investment analyst at Thomas Weisel Partners. Earlier in his career, he held analyst positions at Baring Asset Management, Heritage Investments, and Pioneer Investments. | ||
| Timothy Keefe | Managing Director | 2004 | 2008 |
| 背景介紹 | Keefe is Managing Director of BlackRock, Inc. since 2012 and Head of the Flexible Equity Portfolio Team; Portfolio Manager of Mayo Capital Partners from 2008 to 2012; Chief Equity Officer and Lead Portfolio Manager for Large-Cap Equity and Small-Cap Equity Strategies of John Hancock Funds, LLC from 2004 to 2008. Keefe holds the Chartered Financial Analyst designation and is a treasurer of the Pittsburgh Society of Financial Analysts. | ||
| Barry H. Evans | Head | 1992 | 2003 |
| 背景介紹 | Barry H. Evans, CFA, is President, North American Asset Management & Asset Allocation at Manulife Asset Management (US) LLC and is a member of Manulife Asset Management’s Executive Committee. Barry joined the firm in 1986 and is located in Boston, Massachusetts. Barry is responsible for all Fixed Income and Asset Allocation strategies managed by Manulife Asset Management across the globe. As President of Manulife Asset management (US ), LLC he is responsible for developing and executing Manulife Asset Management’s strategy in the US. Additionally, he is President of Manulife Asset Management Trust Company, LLC and President of Declaration Management and Research LLC. Barry brings 26 years of global investment experience managing investment organizations, investment teams and institutional clients’ assets. He is a graduate of the University of Georgia with a BBA in finance and of Northeastern University where he earned a Masters of Business Administration. Barry also holds the Chartered Financial Analyst designation. | ||
| Steve Paspal | - | 1996 | 2003 |
| John F. Snyder | executive VP, Lead Portfolio Manager | 1992 | 2003 |
| 背景介紹 | John F. Snyder, III is a Senior Managing Director at Manulife Asset Management and is a Senior Portfolio Manager for the Large Cap Dividend strategy. John played a key role in developing the strategy, and has been part of its management team since 1983. Earlier in his career, he was senior vice president of Hopper Soliday & Co., Inc. where he was a partner and money manager. | ||
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