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종목명 | 헤드라인 | 재직 시작연도 | 기간 |
---|---|---|---|
Benjamin E. Ram | Portfolio Manager | 2009 | now |
전기 | Benjamin Ram is a portfolio manager at Invesco Advisers. He has been associated with Invesco Advisers and/or its affiliates since 2019. Prior to 2019, he was a portfolio manager of OFI Global Institutional, Inc. (“OFI Global”) since May 2009. Prior to joining OFI Global, Mr. Ram was sector manager for financial investments and a co-portfolio manager for mid-cap portfolios with the RS Core Equity Team of RS Investment Management Co. LLC from October 2006 to May 2009. He served as Portfolio Manager Mid Cap Strategies, Sector Manager Financials at The Guardian Life Insurance Company of America from January 2006 to October 2006 when Guardian Life Insurance acquired an interest in RS Investment Management Co. LLC. Ben holds an M.B.A. from John Hopkins University and a B.A. in economics from the University of Maryland. | ||
Manind V. Govil | Portfolio Manager | 2009 | now |
전기 | Manind Govil, CFA , is a portfolio manager at Invesco Advisers. He has been associated with Invesco Advisers and/or its affiliates since 2019. Prior to 2019, he was the Main Street Team Leader and a portfolio manager of OFI Global Institutional, Inc. (“OFI Global”) since May 2009. Prior to joining OFI Global, Mr. Govil was a portfolio manager with RS Investment Management Co. LLC from October 2006 until March 2009. He served as the head of equity investments at The Guardian Life Insurance Company of America from August 2005 to October 2006 when Guardian Life Insurance acquired an interest in RS Investment Management Co. LLC. He holds an M.B.A from the University of Cincinnati and a B.Comm. degree from the University of Bombay, India. Mani is a CFA charterholder. | ||
Paul Larson | Portfolio Manager | 2014 | 2022 |
전기 | Paul Larson has been a Vice President of OppenheimerFunds since January 2013. Prior to joining OppenheimerFunds, he was a portfolio manager and Chief Equity Strategist at Morningstar, during which time he was also an editor of Morningstar’s Stocklnvestor newsletter, which tracked Mr. Larson’s recommendations. He was previously an analyst at Morningstar covering the energy sector and oversaw the firm’s natural resources analysts. During his tenure at Morningstar, Mr. Larson also contributed to the ongoing development of Morningstar’s moat methodology and their initiation of the moat trend methodology. Prior to joining Morningstar in 2002, Mr. Larson was an analyst with The Motley Fool. Mr. Larson holds an M.B.A. from the Keller Graduate School of Management and a B.S. in bioengineering from the University of Illinois at Chicago. | ||
Wentong Alex Zhou | Assistant Vice President | 2008 | 2009 |
전기 | Zhou is an assistant vice president of OFI Institutional, which he joined in July 2008. He has been an assistant vice president of OFI since 2001 and a portfolio manager of OFI since January 2007. Previously, he was a senior quantitative analyst of OFI since June 1999. Zhou holds the Chartered Financial Analyst designation. | ||
Mark Zavanelli | vice president/portfolio Manager | 2008 | 2009 |
전기 | Mark Zavanelli is a Chartered Financial Analyst with over 20 years of experience in the investment management industry. He joined ZPR Investment Management, Inc. as President in October 2011. Prior to that he was a Senior Portfolio Manager at OppenheimerFunds, where he managed over $16 billion in mutual fund assets as part of the Main Street team. | ||
Marc Reinganum | Senior Managing Director | 2003 | 2009 |
전기 | Marc R. Reinganum, Ph.D., is a Senior Managing Director of State Street Global Advisors and the Global Head of Active Equities Developed Markets. In this role, he oversees all aspects of active portfolio management and research for global and regional developed market equity strategies including All Country World Index ones (ACWI). Marc manages investment professionals in teams located across four continents. He also assumed direct management of SSgA U.S. Dynamic Small Cap Mutual Fund (SVSCX) toward the end of 2010, propelling this fund to a Wall Street Journal category King designation for its 2011 performance. Prior to joining SSgA at the end of 2009, Marc was co-Head of the Main Street Team and Senior Portfolio Manager and Director of Quantitative Research at OppenheimerFunds, where his group managed $30+ billion in small-cap, large-cap and multi-cap strategies. Marc is recognized as a leader by peers in the industry, currently serving as Executive Vice President of the Institute for Quantitative Research in Finance (Q-Group), and a member of the Economic Club of New York and the Chicago Quantitative Alliance. He has served on the Investment Committee for the Endowment at SMU University and currently serves on the Investment Committee of Bryn Mawr College. Dr. Reinganum was the Mary Jo Vaughn Rauscher Chair in Financial Investments at SMU, where he also served as President of the Faculty of the Cox School of Business, Chairman of the Finance Department and Director of the Financial Markets Institute. Marc previous teaching experience includes the University of Iowa, the University of Southern California and the University of Chicago. Marc is known as a founding father of stock market anomalies, and particularly the so-called mall Firm Effect. For this pathbreaking research, the Financial Analysts Federation (forerunner to AIMR) honored him with a Graham and Dodd Scroll. Marc has served on the editorial boards and as an ad hoc reviewer for numerous academic and practitioner journals. Marc recent volunteer activities include the President Advisory Council at Oberlin College and the Parent Councils of Swarthmore, Bryn Mawr and Hampshire Colleges. He is currently a board member of the Founders Council at ArtsEmerson and a member of the Massachusetts Council on Economic Education Advisory Board. Dr. Reinganum earned his A.B. with High Honors from Oberlin College (Phi Beta Kappa), and an MBA (Beta Gamma Sigma) and Ph.D. from the University of Chicago. | ||
Nikolaos Monoyios | Senior Vice President | 1999 | 2008 |
전기 | Monoyios is a senior vice president of Oppenheimer since 2003 and was formerly a vice president of Oppenheimer from 1998 to 2003. He joined the firm in 1998. Previously, Monoyios was a portfolio manager at Guardian Investor Services, the investment management subsidiary of The Guardian Life Insurance Company for over 17 years. Monoyios holds the Chartered Financial Analyst designation. | ||
Charles E. Albers | Portfolio Manager, Senior Vice President | 1998 | 2003 |
전기 | Albers is senior vice president of equity securities and portfolio manager with OppenheimerFunds, his employer since 1998. Prior to joining the firm, he was with Guardian Investor Services since 1970. He has gained investment experience through positions with American Standard Company, Wertheim & Company, Baker Industries, and Value Line Publications. Albers holds the Chartered Financial Analyst designation. | ||
Robert J. Milnamow | President | 1995 | 1998 |
전기 | Mr. Milnamow holds a B.A. from Pennsylvania State University and an M.B.A. from New York University. Mr. Milnamow is the President and Chief Investment Officer of Barrett Asset Management. Mr. Milnamow joined Barrett Associates, Barrett Asset Management’s predecessor firm, in 2003, and, in addition to his research and portfolio management responsibilities, he assists in the generation of new business. Prior to joining Barrett, Mr. Milnamow was Managing Member at Thayer Pond Capital, LLC from 2001 to 2003. Mr. Milnamow was a research analyst and portfolio manager for Rockefeller & Co., where he was responsible for managing individual high net worth, foundation and endowment accounts from 1998 to 2001. Previously, he was a research analyst and portfolio manager for Phoenix Securities Group from 1989 to 1995. | ||
Robert C. Doll | CIO (Chief Investment Officer) | 1995 | 1998 |
전기 | Bob joined Crossmark in May 2021 as Chief Investment Officer (CIO), bringing his 41 years of industry experience to guide the investment process and serve as portfolio manager for multiple Crossmark largecap strategies. He also utilizes his investment expertise to provide weekly and quarterly investment commentaries, as well as annual market predictions. Bob is a regular guest and contributor to multiple media outlets such as CNBC, Bloomberg TV, Moneywise, and Fox Business News. Prior to arriving at Crossmark, he held the roles of Senior Portfolio Manager and Chief Equity Strategist at Nuveen |
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