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종목명 | 헤드라인 | 재직 시작연도 | 기간 |
---|---|---|---|
James T. Stephenson | Managing Director | 2018 | now |
전기 | Prior to joining NWQ in 2006, Jim spent seven years at Bel Air Investment Advisors, LLC, formerly a State Street Global Advisors Company, where he was a managing director and partner. Most recently, Jim was chairman of the firm’s Equity Policy Committee and the portfolio manager for Bel Air’s Large Cap Core and Select Strategies. Previous to this, he spent five years as an analyst and portfolio manager at ARCO Investment Management Company. Prior to that, he was an equity analyst at Trust Company of the West. Jim received his BBA and MS in business from the University of Wisconsin-Madison, where he participated in the Applied Security Analysis Program. In addition, he holds the Chartered Financial Analyst® designation and is a member of the CFA® Institute and the Los Angeles Society of Financial Analysts. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. | ||
Peter L. Boardman | Managing Director | 2009 | now |
전기 | Peter Boardman, Managing Director, Portfolio Manager and Equity Analyst. Prior to rejoining NWQ in 2016, Mr. Boardman was a Portfolio Manager and a consumer durables Analyst at Nuveen affiliate Tradewinds Global Investors, LLC. Before that time, Mr. Boardman was a Senior Analyst with USAA Investment Management covering global automobiles, pharmaceuticals and semiconductors. | ||
Alberto Jimenez Crespo | Principal | 2009 | 2012 |
전기 | Alberto Jimenez Crespo is a member of the Aristotle Capital research team and a veteran of the investment industry. Prior to joining Aristotle Capital, Alberto was Equity Analyst and Portfolio Manager at Vinik Asset Management, LP; Managing Director at Tradewinds Global Investors, LLC; Equity Analyst at Merrill Lynch; and sell-side Equity Analyst at Salomon Smith Barney. Alberto earned his Bachelor of Science and Master of Science degrees in Mining Engineering from Universidad Politécnica de Madrid, and his Master of Science degree in Mineral Economics from Colorado School of Mines. He is a CFA® charterholder and fluent in Spanish. | ||
Paul J. Hechmer | CIO (Chief Investment Officer) | 2002 | 2009 |
전기 | Paul J. Hechmer is the Founder and Chief Investment Officer of del Rey Global Investors, LLC. With more than 18 years of investing experience, Mr. Hechmer is a recognized thought leader in the investment management community having compiled an exemplary track record guiding international and global equity strategies. Before launching del Rey, Mr. Hechmer was a Founding Partner, Executive Managing Director and Portfolio Manager at Tradewinds Global Investors. | ||
Clifford G. Fox | Portfolio Manager | 1999 | 2002 |
전기 | Mr. Fox joined Columbus Circle Investors in October, 1992. Prior to this, he was Vice President of Equity Investments at General Reinsurance Corporation. He received his M.B.A. from the Stern School of Business, New York University and his B.S. from the Wharton School, University of Pennsylvania. Mr. Fox has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society New York (formerly known as the New York Society of Security Analysts). |
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