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종목명 | 헤드라인 | 재직 시작연도 | 기간 |
---|---|---|---|
Scott M. Tonneson | Vice President | 2015 | now |
전기 | Scott M. Tonneson, CFA, began working in the financial industry in 1994 and joined FAF in 2007. Prior to that, he worked at Ameriprise Financial as a quantitative equity analyst, business analyst, and account analyst. He joined Nuveen Asset Management on January 1, 2011, in connection with its acquisition of a portion of FAF’s asset management business. | ||
Robert C. Doll | Chief Equities Strategist and Senior Portfolio Manager | 2012 | now |
전기 | Mr. Doll, CFA, serves as a leading member of Nuveen Asset Management's Equities investing team. Prior to join Nuveen, served as senior advisor to BlackRock. Previous to that role, he served as Chief Equity Strategist for Fundamental Equities. He received a BS in Accounting and a BA in Economics from Lehigh Uni and MBA from Wharton School of Uni of Pennsyllvania. He is CPA and holds the CFA designation from the CFA institute. Robert appears regularly in the national financial press discussing economic developments and markets. | ||
Nancy Matchett Crouse | CIO (Chief Investment Officer) | 2010 | 2014 |
전기 | Nancy M. Crouse, CFA, is Senior Vice President and Portfolio Manager for Nuveen Asset Management. Ms. Crouse joined Nuveen Asset Management on March 1, 2013, in connection with an internal reorganization of certain investment personnel and fund management responsibilities between Nuveen Asset Management and its affiliate, Santa Barbara Asset Management, LLC (“SBAM”) (the “Reorganization”). Prior thereto, she had been a Managing Director and Portfolio Manager of SBAM since January 2009. Prior to joining SBAM, she served as the Chief Investment Officer of Rittenhouse Asset Management, a Portfolio Manager and Senior Vice President at Delaware Investment Advisers, and a Portfolio Manager, Analyst and Vice President at CoreStates Investment Advisers. | ||
Michael G. Mayfield | President | 2006 | 2013 |
전기 | Michael G. Mayfield Mr. Mayfield joined SBAM from NatWest Markets in New York, where he led the structuring and initial funding for The Scudder Latin American Trust for Independent Power, now known as Latin Power. Mr. Mayfield also was with Drexel Burnham Lambert where he founded and managed Drexel’s Special Equity Transaction Department. He earned a BS in Business Administration/Finance & Business Economics from the University of Southern California in 1984. | ||
James R. Boothe | CIO (Chief Investment Officer) | 2006 | 2012 |
전기 | James R. Boothe, CFA, is Chief Investment Officer and Portfolio Manager for Santa Barbara Asset Management, LLC. He joined the firm in 2002. Prior to joining Santa Barbara, Mr. Boothe was a Portfolio Manager and an Industrials Analyst at USAA. Preceding this, he worked at San Juan Asset Management as a Portfolio Manager and Analyst. He has also published a series of institutional research papers on dividend stocks. Mr. Boothe received a B.B.A. from Kent State University and an MBA in Finance from Loyola Marymount University. Mr. Boothe holds the Chartered Financial Analyst designation. | ||
Britton C. Smith | Senior Research Analyst | 2006 | 2011 |
전기 | Mr. Smith joined Santa Barbara Asset Management from Peritus Asset Management where he was a Senior Research Analyst. Prior to that he was employed as a Project Scientist for Larry Walker Associates and as a Research Assistant at the UC Toxic Substances Research & Teaching Program. Britton has a BA from Amherst College and a MESM in Biogeochemistry from the University of California Santa Barbara. Britton is currently enrolled in the Chartered Financial Analyst program and is a CFA level III candidate. | ||
George Tharakan | Director | 2006 | 2009 |
전기 | Mr. Tharakan joined Santa Barbara Asset Management in 2003. Previously, George was Senior Vice President at Vantas Capital, Senior Vice President at Roxbury Capital Management, and Senior Design Engineer for Intel Corporation. George is an Honors graduate of the Indian Institute of Technology, has an MS in Computer Engineering from the University of Illinois, and received an MBA in Finance with Honors from the Anderson School of Business (UCLA). |
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