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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Aaron S. Anderson | Assistant Vice President | 2019 | now |
背景介紹 | Aaron Anderson is a Senior Vice President of Research and a member of the Investment Policy Committee (IPC). In those roles, Aaron oversees the firm’s global macroeconomic and capital markets research. Aaron joined Fisher Investments in 2005 and has served on the firm’s five-member IPC since 2011. His previous roles at the firm include Capital Markets Research Team Leader, Capital Markets Research Analyst and Innovation Manager. Prior to joining Fisher Investments, Aaron worked at Deutsche Bank Alex Brown as an Assistant Vice President. Aaron regularly meets with clients globally, sharing the firm’s market outlook, current portfolio positioning and answering questions. Aaron’s views on global market conditions and geopolitical events have been featured in media globally, including The Wall Street Journal,Financial Times, Reuters, MarketWatch, CNN.com, The Telegraph,Forbes and Investing.com—among many others. He is also a regular guest on major financial TV networks, like CNBC and Reuters. Aaron has written two books, including ‘Own the World: How Smart Investors Create Global Portfolios’. He holds undergraduate degrees in Geophysics from the University of California, Santa Barbara and Applied Economics from the University of San Francisco. | ||
David Small | Managing Director | 2016 | 2019 |
背景介紹 | David Small, managing director, is the Director of U.S. Equity Research. He was the Associate Director of U.S. Equity Research from July2015 to July 2016 and was an insurance analyst on the Fundamental Research Team from 2008 to 2016. | ||
Helge Skibeli | Managing Director | 2012 | 2016 |
背景介紹 | Helge Skibeli is managing director of J.P. Morgan Investment Management and has been an employee of JPMIM or its affiliates (or one of their predecessors) since 1990. Helge became head of research in March 2002. Prior to his current role, he was head of J.P. Morgan Investment Management (Singapore) and head of Investment for Asia Pacific ex-Japan. Before this, he was head of Pacific Rim ex-Japan research. Previously, Helge was an analyst in the Equity Research department in London where he followed the automobile and steel sectors. Prior to that, he worked in security analysis and equity sales in the Norwegian market. Helge obtained an M.A. in general business from the Norwegian School of Management and earned an M.B.A. from the University of Wisconsin. He is a CFA charterholder. | ||
R. Andrew Beck | President | 2002 | 2012 |
背景介紹 | Mr. Beck serves as Chief Executive Officer for River Road. Additionally, he is a portfolio manager for River Road’s Small Cap Value, Small-Mid Cap Value, and Mid Cap Value portfolios and a supervising portfolio manager for the firm’s Focused Absolute Value® portfolios. Mr. Beck is the largest individual shareholder in the firm and serves as Chair of the Executive Committee, River Road’s governing body. Prior to co-founding River Road in 2005, Mr. Beck served as Senior Research Analyst and, later, Senior Vice President and Portfolio Manager for SMC Capital Inc. (Commonwealth SMC). | ||
David L. Watson | Principal; Portfolio Manager | 2002 | 2012 |
背景介紹 | Mr. Watson joined Montag & Caldwell in 1999 and serves as portfolio manager and is a member of the Large Cap Growth and Mid Cap Growth Investment Policy Groups. Prior to joining Montag & Caldwell, he served as a senior portfolio manager with Merrill Lynch Investment Management, managing private and institutional portfolios, and he was a portfolio manager for SunTrust Banks, Inc., and the company’s Trusco Capital Management subsidiary for twelve years. Past affiliations include membership on the Educational Content Committee of the New York Stock Exchange (NYSE); the Professional Qualifications Committee of the Municipal Securities Rulemaking Board (MSRB); and past member of the Mississippi State University Foundation Board of Directors. His current professional affiliations include the CFA Institute and the CFA Society Atlanta. | ||
Anders Evander | - | 2000 | 2002 |
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