注册以创建品种、
财经事件和所关注作者内容的提醒
免费注册 已有账户？ 登录
💼 投资避雷好工具，InvestingPro旗下AI智能选股为你的投资保驾护航！现在购买立减50% 手慢无
Seasons Series Trust SA Columbia Focused Value Portfolio Class 1 Shares (0P0000ULAR)
从投资组合添加/删除
添加至投资组合
- 晨星评级:
- 总资产: 305.36M
Seasons Series Trust SA Columbia Focused Value Por
21.210
-0.020
-0.09%
0P0000ULAR概述
本页面提供Seasons Series Trust SA Columbia Focused Value Portfolio Class 1 Shares的详细介绍，帮助您了解0P0000ULAR的高管、总资产、投资策略和联系方式等信息。
联络信息
地址
Harborside Financial Center, 3200 Plaza 5
Jersey City,NJ 07311
United States
Jersey City,NJ 07311
United States
电话
+1 8008588850
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Jeffrey Wimmer | - | 2024 | now |
| 背景介紹 | Jeffrey Wimmer is a portfolio manager for Columbia Threadneedle Investments. Mr. Wimmer’s analytical focus is on small and mid-cap value strategies. He joined one of the Columbia Threadneedle Investments firms in 2014. Previously, Mr. Wimmer was an associate at Samson Capital where he worked on alternative investment strategies investing across the capital structure. Prior to that, he worked at J.P. Morgan in sell-side research as a member of an Institutional Investor ranked team. Mr. Wimmer received a bachelor’s degree in finance from Indiana University and an MBA from Cornell University. In addition, he holds the Chartered Financial Analyst® designation. | ||
| Richard Taft | Portfolio Manager | 2016 | now |
| 背景介紹 | Mr. Taft joined Columbia in 2011. Mr. Taft began his investment career in 1997 and earned a B.A. and an M.B.A. from the University at Buffalo. | ||
| Richard S. Rosen | Senior Portfolio Manager | 2015 | 2024 |
| 背景介紹 | Mr. Rosen joined one of the Columbia Management legacy firms or acquired business lines in 2008. Mr. Rosen began his investment career in 1982. | ||
| Kari L. Montanus | Senior Portfolio Manager | 2015 | 2018 |
| 背景介紹 | Kari Montanus is a portfolio manager on the Columbia Focused Value Team at Columbia Threadneedle Investments. Ms. Montanus joined one of the Columbia Threadneedle Investments legacy firms in 2003. Previously, she worked for Goldman Sachs & Co. as a vice president of investment research. Prior to that, she was an associate analyst of equity research for Morgan Stanley Dean Witter & Co. and for Morgan Stanley & Company in their Tokyo, Japan office. Ms. Montanus received a B.A. in international relations from Stanford University and an MBA in finance from The Wharton School, University of Pennsylvania. | ||
| Alec R. Harrell | Analyst | 2013 | 2015 |
| 背景介紹 | Alec joined RHJ in December 2017 and has 15 years of investment experience. Prior to joining the firm he was a Senior Portfolio Manager/Analyst at Northern Trust Asset Management. Prior to that, Alec worked as a Portfolio Manager/Analyst for Convergent Fund Management and an Analyst for Needelman Asset Management. His experience includes fundamental research on U.S. and international securities as well as the development of quantitative equity strategies. He received a B.A. in politics, philosophy and economics from Claremont McKenna College and a J.D. and M.B.A. from the University of Southern California [USC]. Alec is a CFA® charterholder. He is a member of CFA Society Los Angeles. | ||
| Donna L. Renaud | Managing Director | 2012 | 2015 |
| 背景介紹 | "Donna has worked in the investment industry since 1986, concentrating on equity and fixed income analysis and portfolio management for both institutional and high net worth clients. Donna is experienced in managing portfolios focused in the large-cap, small-cap, and micro-cap sectors of the market, as well as diversified and concentrated portfolio structures. Prior to joining Northern Trust in 2004, Donna founded Renaud Asset Management Advisors Inc. Prior to that, Donna served as Managing Director of Fundamental Management Corporation. She also worked as an equity research analyst for Zacks Investment Research and a high yield bond analyst for Harch Capital Management. Donna earned her Bachelor of Arts with High Distinction from Pennsylvania State University, and her MBA from Arizona State University. " | ||
| Jonathan K.L. Simon | Managing Director | 2003 | 2015 |
| 背景介紹 | Jonathan K.L. Simon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 1980, and a member of U.S. Equity Value Group. In addition, he joined the firm as an analyst in the London office, transferred to New York in 1983 and became a portfolio manager in 1987. Jonathan has held numerous key positions in the firm, including president of Robert Fleming's U.S. asset management. | ||
| Victor Cunningham | Lead Portfolio Manager | 2013 | 2013 |
| 背景介紹 | Mr. Cunningham is a Portfolio Manager of the Third Avenue . Prior to rejoining Third Avenue in 2017, Mr. Cunningham was a portfolio manager with Third Avenue from 2013 to 2016. He initially joined Third Avenue in 2012. From 2005 to 2011, Mr. Cunningham was founder and owner of Lucid Asset Management, where he spent six years running his own long-only value fund catering to high net worth individuals and institutions. Prior to forming Lucid, Mr. Cunningham spent five years as the Research Director at Olstein Funds. | ||
| Michael R. Lehmann | Portfolio Manager | 2013 | 2013 |
| 背景介紹 | Mr. Lehmann is a Portfolio Manager for the Third Avenue Value Fund. He helped to introduce and develop Third Avenue's Value Equity Separate Accounts when he joined the firm in 1998. He manages concentrated portfolios made up of the highest conviction stocks from Third Avenue's value equity, small cap, real estate and international strategies. Mr. Lehmann is also a Portfolio Manager for the Third Avenue Value Fund UCITS, Third Avenue Variable Series Trust and Third Avenue’s private, institutional and sub-advised portfolios. | ||
| Ian Lapey | equity analyst | 2004 | 2013 |
| 背景介紹 | Mr. Ian Lapey was most recently a Research Analyst and Partner at Moerus Capital Management LLC. Prior to joining Moerus, he was a Partner, Research Analyst, and Portfolio Manager at Third Avenue Management. Prior to joining Third Avenue in 2001, Mr. Lapey held equity research analyst positions at Credit Suisse First Boston and Salomon Brothers. Mr. Lapey holds a B.A. in Economics from Williams College, a Masters in Accounting from Northeastern University, and an M.B.A. in Finance and Statistics from the Stern School of Business at New York University. | ||
写出您对于 Seasons Series Trust SA Columbia Focused Value Portfolio Class 1 Shares 的看法
确定删除此图表？
删除 取消
用新图表更换现在所附的图表？
更换 取消
评论指南
在评论中添加图表
确认屏蔽
确定屏蔽%USER_NAME%？
如果屏蔽，您和%USER_NAME%都无法看到相互在Investing.com上发布的信息。
%USER_NAME%已成功添加至屏蔽列表
由于您刚刚取消屏蔽此人，因此必须等待48小时才能重新屏蔽。
举报该评论
您举报该评论的原因为：
该评论已被标注
谢谢您!
您的举报将会被发送到管理员进行审核