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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Evie Paterson | - | 2024 | now |
背景介紹 | Evie Paterson is a Senior Vice President and Portfolio Manager/Analyst on the Lazard Global Sustainable Equity team. Previously, Evie was a member of the portfolio construction team for the sustainability-focused Global Opportunities Fund at Impax Asset Management. Evie was also a Senior Research Analyst with a focus on sustainable equities across a broad range of sectors. Prior to joining Impax in 2018, Evie was a Responsible Investment Analyst on the Global Emerging Markets team at Aberdeen Asset Management. She joined Aberdeen in 2013 as a summer intern. In 2021, Evie was Highly Commended in the Rising Star category at the Women in Investment Awards. Evie has a B.A. in History from Oxford University. Evie is a CFA Charterholder. | ||
Stephen Tong | Client Portfolio Manager | 2022 | now |
背景介紹 | Stephen Tong is a Director and Client Portfolio Manager supporting various global equity strategies. He began working in the investment field in 1998. Prior to joining Lazard in 2018, Stephen was a Senior Equity Product Specialist at HSBC Global Asset Management. Prior to this, he was Head of Emerging Markets Equity Portfolio Management at Vontobel Asset Management in Zürich. He also was at AllianceBernstein in roles including Associate Director of Global Growth Research, Portfolio Manager, and Research Analyst. He has a MS in Food Science from the University of California, Davis; an MBA from Stanford University; and a BS in Mechanical Engineering and Nuclear Engineering (High Honours) from the University of California, Berkeley. He is a CFA® charterholder. | ||
Jessica Kittay | Director, Client Portfolio Manager | 2020 | now |
背景介紹 | Jessica Kittay is a Director and Client Portfolio Manager for various US and global equity strategies. She began working in the investment field in 2001. Prior to joining Lazard in 2010, Jessica was a Vice President and Client Portfolio Manager on the US Fundamental Equity team at Goldman Sachs Asset Management. Jessica has an MBA from the Stern School of Business at New York University and a BA from Bucknell University. She is a member of The Chartered Alternative Investment Analyst (CAIA) Association. | ||
Louis Florentin-Lee | Portfolio Manager | 2019 | now |
背景介紹 | Louis Florentin-Lee is a Managing Director and Portfolio Manager/Analyst of Lazard Asset Management on various global equity teams, International Compounders and US Equity Select. He was formerly the co-Portfolio Manager/Analyst for the Lazard European Explorer Fund between 2004 and 2010. Louis began working in the investment industry in 1996. Prior to joining Lazard in 2004, he was an equity research analyst at Soros Funds Limited and Schroder Investment Management. He has a BSc (Hons) in Economics from the London School of Economics. | ||
Barney Wilson | - | 2019 | now |
背景介紹 | Barnaby Wilson is a Director and Portfolio Manager/Analyst on the Global Equity Select, Global Strategic Equity, and Global Equity Focus teams. He began working in the investment field in 1998. Prior to joining Lazard in 1999, he worked for Orbitex Investments as a Research Analyst. Barnaby has a BA (Hons) in Mathematics and Philosophy from Balliol College, Oxford University. | ||
Patrick Ryan | Managing Director | 2012 | 2020 |
背景介紹 | Patrick Ryan is a Managing Director and Portfolio Manager/Analyst on the Global Equity Income, Global Equity Select and US Small-Mid Cap Equity teams. He began working in the investment industry in 1989. Prior to joining Lazard in February 1994, Pat was an equity analyst with Hutson Management. Pat has a BS in Industrial Engineering from Columbia University School of Engineering and Applied Science. | ||
Kyle Waldhauer | Director | 2013 | 2019 |
背景介紹 | Kyle Waldhauer, a Director of the Investment Manager, is a portfolio manager/analyst on the Investment Manager’s Global Equity Select team. Mr. Waldhauer began working in the investment field in 1994 and joined the Investment Manager in 1998. Kyle was a financial representative at Fidelity Investments. He has a BS in Economics and Finance from Southern New Hampshire University. | ||
Martin Flood | Director, portfolio manager/analyst | 2013 | 2019 |
背景介紹 | Martin Flood is a Managing Director and Portfolio Manager/Analyst on various US and global equity strategies, focusing on client communications. In addition, Martin is a Portfolio Manager/Analyst for the US Equity Select Tax Aware strategy, which focuses on after-tax returns for private clients. He began working in the investment field in 1993. Prior to joining Lazard in 1996, Martin was a Senior Accountant with Arthur Andersen LLP. He has a BS in accounting from St. John's University. | ||
Ronald Temple | Managing Director | 2012 | 2019 |
背景介紹 | Ronald Temple is a Managing Director and Co-Head of Multi-Asset and Head of US Equity. In this role, Ron is responsible for overseeing the firm's multi-asset and US equity strategies as well as several global equity strategies. He is also a Portfolio Manager/Analyst on various US and global equity teams. He joined Lazard in 2001 with ten years of global experience including fixed-income derivative trading, risk management, corporate finance and corporate strategy. Ron has an MPP from Harvard University and graduated magna cum laude with a BA in Economics & Public Policy from Duke University. | ||
Andrew D. Lacey | Director | 2012 | 2019 |
背景介紹 | Andrew Lacey is a Managing Director and a Portfolio Manager/Analyst on various US equity strategies as well as Global Equity Select. He began working in the investment field upon joining the firm in 1995 as a Research Analyst covering the technology sector. Andrew has an MBA from Columbia University and a BA (Hons) from the College of Social Studies, Wesleyan University. Prior to joining Lazard, Andrew was a teacher at the Pingry School and Buckingham Browne & Nichols for five years. He continues to be involved in education as a board member for KIPP New Jersey and Link Education Partners. |
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