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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Raymond F. Cunha | Director, Senior Portfolio Manager | 2020 | now |
背景介紹 | Mr. Cunha is a senior portfolio manager and a director with Allianz Global Investors, which he joined in 2009. He has portfolio-management and research responsibilities for the US Small & Mid Cap team. Mr. Cunha is also lead portfolio manager on the AllianzGI Global Space Strategy. Previously, he was a senior industrials research analyst. Mr. Cunha has more than 25 years of investment industry experience. He was previously a vice president and senior analyst at State Street Global Advisors. Before that, he was an analyst and portfolio manager in the US active quantitative strategies group at State Street. He has a B.A. in business from the University of Massachusetts and an M.B.A. from Boston University. Mr. Cunha is a CFA charterholder and a member of The Boston Security Analysts Society. | ||
Jeffrey D. Parker | Managing Director | 2020 | now |
背景介紹 | Mr. Parker is a senior portfolio manager, a managing director and CIO Equity US with Allianz Global Investors, which he joined in 1999. He oversees the Small Cap and Systematic Equity teams. Mr. Parker was previously head of the Growth team, and had portfolio-management responsibilities for the Large and Mid Cap Growth products. Mr. Parker has 30 years of investment industry experience. Before joining the firm, he was an assistant portfolio manager at Eagle Asset Management and a senior consultant at Andersen Consulting. Mr. Parker has a B.B.A. from University of Miami and an M.B.A. from Vanderbilt University. He is a CFA charterholder. | ||
Philip Cody Wheaton | Research Analyst | 2016 | now |
背景介紹 | Cody Wheaton is a mid-cap growth Portfolio Manager on the US Small/Mid-Cap Growth Team at Janus Henderson Investors. He also serves as a Research Analyst focusing on small- and mid-cap stocks within the financials and consumer sectors. He joined Janus as a research analyst in 2001. Cody received his bachelor of arts degree in economics and government from Dartmouth College. He holds the Chartered Financial Analyst designation and has 23 years of financial industry experience. | ||
Brian Demain | Research Analyst | 2015 | now |
背景介紹 | Brian Demain is a mid-cap growth Portfolio Manager on the US Small/Mid-Cap Growth Team at Janus Henderson Investors, a position he has held since 2007. Brian joined Janus in 1999 as a research analyst focused on companies in the media and communications sectors. From 2004 to 2007, he led the Communications Sector Research Team. Brian received his bachelor of arts degree in economics from Princeton University, graduating summa cum laude and Phi Beta Kappa. His academic achievements culminated with winning a Senior Thesis Prize. Brian holds the Chartered Financial Analyst designation and has 25 years of financial industry experience. | ||
Timothy M. McCarthy | Director | 2014 | 2021 |
背景介紹 | Mr. McCarthy is a portfolio manager and a director with Allianz Global Investors since 2003. He is a member of the US Mid Cap team. Mr. McCarthy was previously a portfolio manager and analyst on the Small Cap team, and a member of the Quantitative Analytics & Risk Strategy group. He was previously a portfolio product specialist at FactSet Research Systems, where he had responsibilities for portfolio construction, risk analysis and performance. Mr. McCarthy has a B.S. in business administration with a concentration in finance from the University of Vermont. He is a CFA charterholder and a member of the CFA Society of San Francisco. | ||
Steven Klopukh | Portfolio Manager and Managing Director | 2011 | 2021 |
背景介紹 | Steven Klopukh is portfolio manager at Thornburg Investment Management. He joined the firm in 2020 to lead Thornburg’s small- and mid-cap investment strategies. Prior to Thornburg, Steven worked at Allianz Global Investors, where he spent 18 years, most recently as a director and lead portfolio manager U.S. Small- & Mid-Cap Growth team. While at Allianz Global Investors, Steven managed the top-performing AllianzGI Mid-Cap Fund as lead portfolio manager since 2014. With over 20 years of investment industry experience, Steven was also vice president and fundamental equity analyst at CDC Investment Management Corp., where he collaborated on quantitatively enhanced, risk targeted large-cap core and market-neutral equity strategies. Before that, he was in the investment banking associate program at Morgan Stanley Dean Witter, where he was involved in M&A, debt and equity capital raising, and consumer products corporate finance. Steven has a BS, magna cum laude, from Fairleigh Dickinson University and an MBA with honors from the University of Chicago Booth School of Business. He is also a CFA charterholder. | ||
Jason C. Yeung | Managing Director | 2005 | 2015 |
背景介紹 | Jason Yeung is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2002 and has been with financial industry since 1997. Jason joined the team in 2004 as an investor. Previously, he was a member of the U.S. Research Group, working closely with the Counterpoint Global team. Prior to joining the firm, Jason was a senior research analyst at Ramius Capital Group. Previously, he was an equity research associate at Deutsche Bank. Jason received a B.A., Phi Beta Kappa, in international relations from Johns Hopkins University and an M. Phil. in international relations from the University of Cambridge. He holds the Chartered Financial Analyst designation. | ||
Armistead B. Nash | Executive Director | 2005 | 2015 |
背景介紹 | Armistead Nash is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2002 and has has been with financial industry since 2000. Armistead joined the team in 2004 as an investor. Previously, he was a member of the U.S. Research Group, working closely with the Counterpoint Global team. Prior to joining the firm, Armistead was an associate in investment product development at BlackRock Financial Management. Previously, he was a research analyst in high-yield research at KEA Capital. Armistead received a B.A. in history from the University of Virginia and an M.B.A. from the University of Virginia's Darden School of Business Administration. | ||
Alexander T. Norton | Senior Investor | 2005 | 2015 |
背景介紹 | Alexander Norton is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2000 and has been with financial industry since 1995. Prior to joining the firm, Alex was an associate in equity derivative sales and later an associate in equity research at Donaldson, Lufkin & Jenrette. Previously, he was a bond broker with Cantor Fitzgerald. Alex received a B.A. in history from the University of Pennsylvania and an M.B.A. in finance from Columbia Business School. | ||
Dennis P. Lynch | Team Leader | 2005 | 2015 |
背景介紹 | Dennis is the Head of the Counterpoint Global team at Morgan Stanley Investment Management. He joined Morgan Stanley in 1998 and has been with financial industry since 1994. Prior to joining the firm, he worked as a sell-side analyst for J.P. Morgan Securities. Dennis received a B.A. in political science from Hamilton College and an M.B.A. with honors in finance from Columbia University. |
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