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🎉 抢跑618，快人一步解锁六月AI精选股 年中特惠
- 晨星评级:
- 总资产: 859.24M
Sentinel Common Stock I
63.79
+0.58
+0.92%
SICWX概述
本页面提供Touchstone Large Cap Focused Fund Class Y的详细介绍，帮助您了解SICWX的高管、总资产、投资策略和联系方式等信息。
联络信息
地址
303 Broadway, Suite 1100, PO Box 5354
Cincinnati,OH 45201-5354
United States
Cincinnati,OH 45201-5354
United States
电话
+1 8005430407
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| James E. Wilhelm | Head | 2017 | now |
| 背景介紹 | Managing Director and Senior Portfolio Manager, joined Fort Washington Investment Advisors, Inc. ("Fort Washington”) in 2002. Prior to Fort Washington, he served as an equity research analyst for Riggs Investment Management Corp. and First Union Securities. Previously he worked for Evergreen Funds and Salomon Smith Barney. Wilhelm earned a bachelor’s degree in business administration from Wingate University and an MBA in finance from Johns Hopkins University. He has investment experience dating back to 1993. | ||
| Hilary T. Roper | Co-Portfolio Manager | 2010 | 2017 |
| 背景介紹 | Hilary joined Sentinel in 1998 and is a portfolio manager for the Sentinel Common Stock Fund . Along with her portfolio management responsibilities, she is an equity analyst on the large cap team and covers the consumer discretionary, consumer staples, health care, and IT services sectors. Since the start of her investment industry career in 1992, she has held positions with Schroder Capital Management International and Smith Barney, Inc. Hilary is a graduate of Cornell University and holds the designation of Chartered Financial Analyst. | ||
| Daniel J. Manion | Vice President | 1994 | 2017 |
| 背景介紹 | Dan joined Sentinel in 1993 and is director of equity research as well as a portfolio manager for the large core team. He is a portfolio manager for the Sentinel Common Stock Fund and the Sentinel Balanced Fund. He began his career in the investment industry in 1987 as an analyst with Wright Investors’ Service. Dan received his undergraduate degree from the University of Oklahoma and his MBA from the University of Bridgeport. He holds the Chartered Financial Analyst designation. | ||
| Van Harissis | - | 1999 | 2004 |
| 背景介紹 | Van has more than 31 years of investment management experience. He is a founding partner and a member of the firm’s investment team and serves as a portfolio manager for the focused large cap value strategy and general support for the small and mid cap portfolios. Prior to joining Champlain, Van was a senior vice president at NL Capital Management, Inc. and served as a portfolio manager with Sentinel Advisors, Inc. He was responsible for managing large cap core equity and balanced strategies. Van served as managing director and portfolio manager at Phoenix Investment Partners, Ltd., before joining NL Capital Management, Inc. Van graduated cum laude from the University of Rochester with a Bachelor of Arts in Economics. He received his MBA degree, graduating cum laude, at Johnson Graduate School of Management, Cornell University. Van earned his Chartered Financial Analyst (CFA) designation in 1989 and is a member of the CFA Institute and the Vermont CFA Society. | ||
| Richard A. Pender | CIO | 1994 | 1999 |
| 背景介紹 | Pender is chief investment officer with American Guaranty & Trust, his employer since 1993. He also currently serves as a senior vice president with Sentinel Advisors, his employer since 1986. Previously, Pender spent three years as an assistant director for stock market research with the American Stock Exchange. Pender holds the Chartered Financial Analyst designation and he is a member of the New York Society of Analysts. | ||
| Keniston P. Merrill | CEO | 1994 | 1997 |
| 背景介紹 | Merrill is chief executive officer and portfolio manager with Sentinel Advisors, his employer since 1982. Previously, he was managing director with Rothschild Inc. Merrill was born August 14, 1936. | ||
| Robert L. Lee | Portfolio Manager | 1994 | 1996 |
| 背景介紹 | Lee is a portfolio manager and director of equity research with Sentinel Advisors, his employer since 1993. Previously, he was a vice president and director of a portfolio-management group at Shawmut. Lee holds the Chartered Financial Analyst designation. He is a member of the Association for Investment Management and Research, and the Boston Security Analysts Society. | ||
| Christopher E. Martin | Senior Vice President | 1985 | 1994 |
| 背景介紹 | Martin joined National Life in 1969 as a security analyst and was named senior security analyst in 1971. He became vice president of Sentinel Advisors Company in 1978, senior vice president in 1986, and president and chief executive officer in 1991. Martin also serves as senior vice president of National Life Investment Management Company. Prior to joining National Life, Martin was a security analyst with Connecticut Bank and Trust Company in Hartford for three years. | ||
| Keniston P. Merrill | CEO | 1982 | 1985 |
| 背景介紹 | Merrill is chief executive officer and portfolio manager with Sentinel Advisors, his employer since 1982. Previously, he was managing director with Rothschild Inc. Merrill was born August 14, 1936. | ||
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