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MainStay MAP Inv
29.61
+0.23
+0.78%
MSMIX概述
本页面提供NYLI WMC Value Investor Class的详细介绍，帮助您了解MSMIX的高管、总资产、投资策略和联系方式等信息。
联络信息
地址
51 Madison Avenue
New York,NY 10036
United States
New York,NY 10036
United States
电话
+1 212 9386500
传真
212-938-8181
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Betsy M. George | Equity Research Analyst | 2024 | now |
| 背景介紹 | Ms. George has managed MainStay WMC Value Fund since February 2024. She is Managing Director and Equity Research Analyst and joined Wellington in 2017. Ms. George has been in the investment management industry since 2004. She earned an MBA from Harvard Business School and a BS in economics, with honors, from the Wharton School at the University of Pennsylvania. | ||
| Ravi Gill | Equity Research Analyst | 2024 | now |
| 背景介紹 | Mr. Gill has managed the MainStay WMC Value Fund since February 2024. He joined Wellington in 2019 and is currently a Managing Director and Equity Research Analyst. Prior to joining Wellington, he worked as a research analyst at Capital Group from 2013 to 2018. Mr. Gill earned his MSc in accounting and BBA in finance and investments, summa cum laude, from Baruch College of the City University of New York. Additionally, Mr. Gill holds the Chartered Financial Analyst designation and is a member of the CFA® Institute. | ||
| Adam H. Illfelder | - | 2021 | now |
| 背景介紹 | Adam H. Illfelder, CFA, is Senior Managing Director and Portfolio Manager and joined Wellington in 2005. He has been involved in portfolio management for the equity portion of the Fund since 2017 and has been involved in securities analysis for the Fund since 2008. He has 23 years of investment management experience. Mr. Illfelder earned his MBA from Northwestern University (Kellogg, 2001) and his BS in economics from the University of Pennsylvania (1997). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
| Justin Howell | Managing Director | 2019 | 2021 |
| 背景介紹 | Justin is a portfolio manager for TD Epoch's U.S. equity investment strategies. He joined the firm as a research analyst in 2012 and has been a portfolio manager since 2017. Before joining TD Epoch, Justin was a research analyst at JPMorgan Chase. Justin holds a BA in Business Administration from the University of Michigan. | ||
| Michael A. Welhoelter | Director | 2017 | 2021 |
| 背景介紹 | Mike is the Chief Administrative Officer, Co-Chief Investment Officer and Head of Risk Management for TD Epoch. Mike is responsible for integrating risk management into the investment process. Prior to joining the company in 2005, he was a director and portfolio manager in the Quantitative Strategies Group at Columbia Management Group, Inc. Before that, Mike was at Credit Suisse Asset Management Group (“CSAM”), where he was a portfolio manager in the Structured Equity group. Before joining CSAM, he was a portfolio manager and quantitative research analyst at Chancellor/LGT Asset Management. | ||
| William W. Priest | CEO and Portfolio Manager | 2017 | 2021 |
| 背景介紹 | Bill is Vice-Chair of Wealth, responsible for chairing TD's Wealth Strategy Committee created to develop TD Wealth's long-term corporate strategy. Bill is also the Chairman of the Board of Directors of TD Epoch and a portfolio manager for the company's high net worth clients. Prior to co-founding Epoch in 2004, Bill was a Co-Managing Partner and portfolio manager at Steinberg Priest & Sloane Capital Management, LLC for three years. | ||
| David N. Pearl | Executive Vice President, Co–Chief Investment Officer and Portfolio Manager | 2017 | 2021 |
| 背景介紹 | Mr. David Pearl is a Co-Founder and serves as Executive Vice President, Co-Chief Investment Officer & Portfolio Manager at Epoch Investment Partners. Prior to co-founding Epoch in 2004 with Bill Priest, Tim Taussig and Phil Clark, David was a Managing Director and portfolio manager at Steinberg Priest & Sloane Capital Management, LLC where he was responsible for both institutional and private client assets. | ||
| James Mulvey | Portfolio Manager | 2013 | 2021 |
| 背景介紹 | James Mulvey is a Member of Markston International. Prior to joining Markston in 2012, Mr. Mulvey managed over $2 billion in large cap and all cap strategies for Endurance Capital from 1996 to 2011. Mr. Mulvey received his BS from New York University. | ||
| Christopher Mullarkey | Member, Portfolio Manager | 2002 | 2021 |
| 背景介紹 | Christopher is the Managing Member of Markston International LLC. Prior to joining Markston in 2001, he worked for Instinet from 1992 to 2001 as a Senior Account Executive. He holds an MBA degree from New York University (NYU) Stern School of Business (2002). He co-manages the All Cap, the S&P 500 Active and the SMID Cap product platforms. In addition to creating an alpha as a portfolio manager, his detailed knowledge of the rapidly evolving electronic trading platforms enables Markston International to acquire and dispose of thinly traded investment positions at what we believe are low explicit and implicit costs. | ||
| J. Christian Kirtley | Portfolio Manager | 2015 | 2018 |
| 背景介紹 | Chris is a Portfolio Manager for the non-U.S., Global and European strategies and is a member of ICAP’s Portfolio Management Group. Chris was previously a member of ICAP’s Investment Team from 2003-2010, and held the position of Senior Research Analyst. He returned to ICAP in 2015 after nearly 5 years with Perkins Investment Management, LLC where he served as a Senior Research Analyst and ultimately held the position of Portfolio Manager, co-managing global value and international value products. Chris earned a BS from the University of North Carolina at Chapel Hill. He is a CFA charterholder. Chris’s tenure with ICAP covers 8 years, and he has 13 years of industry experience. | ||
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