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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Geoffrey D. Stein | Director | 2014 | now |
背景介紹 | Geoff Stein joined Fidelity Investments in 1994, since then he has worked as director of the Portfolio Analysis Group, director of Portfolio Strategy for Strategic Advisers LLC, and portfolio manager. | ||
Robert J. Haber | CEO | 2006 | 2014 |
背景介紹 | Haber is the CEO (Chief Executive Officer) and CIO (Chief Investment Officer) of Haber Trilix Advisors LP, a sub-advisor to Canoe Financial LP. Bob was the CIO of Fidelity Investments Canada for 12 years and Head of Equities for Pyramis Global Advisors, a Fidelity Investments company. Haber was also portfolio manager of the Fidelity Canadian Disciplined Equity Fund and the Fidelity Canadian Balanced Fund from their inception in Sep 1998 to Mar 2009. These funds each earned the 2009 Canada Lipper Fund Award as the top-performing fund of the decade in each of their respective categories. | ||
Robert Swanson | Portfolio Manager | 2006 | 2014 |
背景介紹 | Robert Swanson, Principal and Chief Market Strategist, provides guidance on macro-economic trends and asset allocation strategies for the Cambridge Global Asset Management team. Prior to his current role, he was lead manager of several mutual funds at Fidelity Investments. Mr. Swanson holds a B.Sc. in finance from Northern Illinois University, an MBA from Northwestern University, and the Chartered Financial Analyst designation. Mr. Swanson is associated with CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc. | ||
Alan R. Radlo | CIO (Chief Investment Officer) | 1997 | 2009 |
背景介紹 | Alan Radlo, Chief Investment Officer of Cambridge Advisors. Mr. Radlo joined CI Investments in 2008 to found Cambridge Advisors. Prior to that, he was a portfolio manager at Fidelity Investments. In his 21-year career at the company, Mr. Radlo analyzed and selected stocks for Canadian, American and global equity portfolios. Prior to that, he worked as an analyst and a portfolio manager of a small-cap growth fund at Bank of Boston. He holds an economics degree from Brandeis University and a MBA from the University of Massachusetts in Amherst, Massachusetts. | ||
Ford E. O'Neil | Portfolio Manager | 1997 | 2007 |
背景介紹 | Ford O’Neil, Portfolio Manager, manages retail and institutional assets. Mr. O’Neil joined Fidelity as an analyst in 1989 and has been a portfolio manager since 1992. Prior to joining Fidelity, he worked for Advest, Inc. as an associate in investment banking from 1985 to 1989. Mr. O’Neil received a Bachelor of Arts degree in government from Harvard College and a Master of Business Administration from The Wharton School at the University of Pennsylvania. | ||
Richard Habermann | Portfolio Manager | 1997 | 2006 |
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