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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Julie Toran | Portfolio Manager | 2019 | now |
背景介紹 | Julie Toran is a Portfolio Manager/Analyst on the Global, International, and European Small Cap Equity teams. She began working in the investment field in 2005. Prior to joining Lazard in 2019, Julie was an Equity Research Analyst on a Global and non-US Small/Mid Cap team with Franklin Templeton Investments. She has an MBA (with Distinction) from New York University's Stern School of Business and a BSE (cum laude) in Operations Research and Financial Engineering from Princeton University. Julie is a CFA® charterholder. | ||
Robert A. Failla | Director, Portfolio Manager, Analyst, Member | 2016 | now |
背景介紹 | Robert Failla is a Director and Portfolio Manager on the International and Global Equity platforms. As well, he is a member of the Global, International, and European Small Cap Equity teams. He began working in the investment field in 1993. Prior to joining Lazard in 2003, Robert was a Portfolio Manager with AllianceBernstein. He has an MBA from NYU's Stern School of Business and a BA (Hons) from Harvard. Robert was previously on the Board of Trustees at Delbarton School in Morristown, NJ from 2007 to 2019. Robert is a CFA® charterholder. | ||
Alex Ingham | Director | 2012 | now |
背景介紹 | Alex Ingham is a Portfolio Manager/Analyst on the Emerging Markets, International and Global Small Cap Equity teams. He began working in the investment field in 1996. Prior to joining Lazard in 2011, Alex was Head of Emerging Market Equities at Aviva Investors (formerly Morley Fund Management) where he managed emerging markets small cap equity portfolios. Prior to that, he was a fund manager for North American equities with the same firm. Prior to Aviva, Alex was Head of North American Equities at Aberdeen Asset Management. He also worked at Hill Samuel Asset Management and City Financial Partners Limited. Alex has a BSc (Hons) in Psychology from the University of Bristol. Alex is an associate member of the IIMR (Institute of Investment Management and Research) and has a diploma from the European Federation of Financial Analysts Societies. As well, he has a CII (Chartered Insurance Institute) Financial Planning Certificate (Parts 1 & 2). | ||
Michael DeBernardis | Senior Vice President | 2007 | now |
背景介紹 | Michael DeBernardis is a Portfolio Manager/Analyst on the US Small-Mid Cap Equity and Global Small Cap Equity teams with responsibility for coverage of the Consumer Supply Chain and Defense sectors. He began working in the investment industry in 1996. Prior to joining Lazard in 2005, Michael was a Senior Equity Analyst at Systematic Financial Management L.P. and a Market Data Analyst at Salomon Smith Barney. Michael has an MBA from New York University’s Stern School of Business and a BS in Finance from the University of Rhode Island. | ||
Neal Doying | - | 2006 | now |
背景介紹 | Neal Doying is a Portfolio Manager/Analyst on the International and Global Small Cap Equity teams, with a focus on Japanese stocks. Prior to joining the Firm in 2006, Neal was with ING Investment Management where he worked as a research analyst covering all sectors across the Japanese market. Prior to ING, Neal held various equity analyst positions with Fiduciary Trust International, Forsyth Capital Partners and Barings Securities. He also worked at Morgan Stanley Dean Witter as manager of their Credit Risk Monitoring and Analysis Group. Neal began working in the investment field in 1989. Neal has an MA in Regional Studies -- East Asia, Business/Finance from Harvard University and a BA in Oriental Languages/Japanese from the University of California. | ||
Patricia Biggers | - | 2004 | now |
背景介紹 | Patricia Biggers is a Portfolio Manager/Analyst on the European, International, and Global Small Cap Equity teams. She began working in the investment field in 1992. Prior to joining Lazard in 2004, Patricia was with the Ford Foundation in New York City, Zurich Scudder Investments, and Deutsche Asset Management. She has an MBA from New York University and a BA (summa cum laude) from the University of Texas at Austin. She is currently on the board of trustees of the donor-advised fund of the Global Impact Funding Trust of Morgan Stanley and the London Community Foundation. | ||
Edward Rosenfeld | Managing Director | 2001 | now |
背景介紹 | Edward Rosenfeld is a Portfolio Manager/Analyst on the European, International and Global Small Cap Equity teams. He began working in the investment industry in 1996. Prior to joining Lazard in 2001, Edward was an analyst with J.P. Morgan. He has an MBA from the University of Chicago and a BA from Columbia College. | ||
Steven Fockens | - | 2012 | 2019 |
背景介紹 | Steven Fockens is a Portfolio Manager/Analyst on the Global, International and European Small Cap Equity teams. He began working in the investment field in 1991. Prior to joining Lazard in 2012, Steven was a Senior Vice President and Equity Analyst on a portfolio management team at Neuberger Berman, LLC, where he focused on covering small and mid-cap companies in the financial and consumer sectors. Prior to that, Steven held various positions at Lehman Brothers Equity Research, where most recently he served as a Vice President and Senior Analyst focusing on homebuilders and building product companies. Steven started his career at JP Morgan. He has an MBA in Finance/Accounting from New York University and a BA in History from Carleton College. |
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