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종목명 | 헤드라인 | 재직 시작연도 | 기간 |
---|---|---|---|
Michael Stein | - | 2023 | now |
Phillip D. Hart | Managing Director | 2023 | now |
전기 | Mr. Hart has worked as a portfolio manager for the U.S. Structured Equity Team at JPMIM since 2009 and has been employed by the firm since 2003. Prior to becoming a portfolio manager, he was a qualitative research analyst within this group. Phillip obtained a BA in economics from Cornell University and is a CFA charterholder. | ||
Alex Roik | - | 2023 | now |
전기 | Alex Roik is an associate portfolio manager of the Small-Cap Stock Strategy in the U.S. Equity Division. He is a vice president and Investment Advisory Committee member of the US Small-Cap Growth II Equity, US Small-Cap Core Equity, and US Diversified Small-Cap Value Equity Strategies. Alex is a vice president of T. Rowe Price Group, Inc. Alex has been with T. Rowe Price since 2013, beginning in the U.S. Equity Division as an investment analyst focusing on small- and mid-cap value components. Prior to this, Alex was a summer analyst at Goldman Sachs in New York. Alex earned a B.B.A. in finance from the University of Notre Dame. He also has earned the Chartered Financial Analyst® designation. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. | ||
Frank M. Alonso | Portfolio Manager | 2021 | now |
전기 | Francisco (Frank) M. Alonso joined T. Rowe Price Associates in 2000 and is currently a Vice President of T. Rowe Price Group and T. Rowe Price Associates. He is also the portfolio manager for the Small-Cap Stock Fund. From 2013 to September 2016 Frank ran the US Smaller Companies Equity Fund (SICAVS) and was the Associate PM for the Small-Cap Stock Fund. Prior to 2013 he worked as an investment analyst in TRP’s U.S. Equity Division covering discount stores, soft goods retailing and hard goods under the consumer industry. | ||
Matthew G. Cohen | Managing Director | 2016 | now |
전기 | Matthew G. Cohen, M.D., managing director, is a research analyst in the U.S. Equity Group. An employee since 2005, Dr. Cohen has been portfolio manager since 2015 and a research analyst in the firm’s U.S. Equity Group since 2005. Before joining the firm, Matthew was a senior healthcare analyst at Medici Healthcare and a senior analyst covering medical products at Narragansett Asset Management, a New York-based healthcare hedge fund. Prior to that, Dr. Cohen was a resident surgeon in the Department of General Surgery at the North Shore University Hospital NYU School of Medicine. Matthew holds an M.B.A. from New York University Stern School of Business and an M.D. from McGill University in Montreal. | ||
Eytan M. Shapiro | CIO (Chief Investment Officer) | 2007 | now |
전기 | Eytan Shapiro, managing director, is the CIO of the Growth &Small Cap U.S. Equity Team. Mr. Shapiro has worked as a portfolio manager for JPMIM or its affiliates (or their predecessors) since 1989 and has been employed by the firm since 1985. Eytan holds a B.Sc. in economics from City University, London, an M.Phil. in economics from Oxford University, and is Series 66 licensed. He is a member of both the New York Society of Security Analysts and The CFA Institute, and a CFA charterholder. He began his investment career in 1982. | ||
Felise Agranoff | - | 2016 | 2022 |
전기 | Felise L. Agranoff, managing director, is a portfolio manager and research analyst within the U.S. Equity Group. An employee since 2004, Felise is a co-portfolio manager of the Mid Cap Growth, Growth Advantage and Small Cap Growth Strategies. Additionally, she has research responsibility for the small and mid cap industrial sector as well as mid cap financials and business services. Prior to joining the growth team as a research analyst in 2006, Felise previously worked on the J.P. Morgan U.S. Equity Large Cap fundamental research team. Felise obtained a B.S. in Finance and Accounting from the McIntire School of Commerce at the University of Virginia. She is a member of the CFA Institute and a CFA charterholder. | ||
Greg Tuorto | Portfolio Manager | 2016 | 2020 |
전기 | Greg is a Co-Lead portfolio manager on the Goldman Sachs Asset Management (GSAM) Fundamental Equity team focused on the US Small and Small/Mid Cap Growth strategies, in which he has broad research responsibilities and oversees portfolio construction and investment research. Prior to joining Goldman Sachs, he spent over 11 years at J.P. Morgan Asset Management, where he was a portfolio manager focused on small cap growth as well as a technology-focused strategy, in addition to having responsibility for the technology sector across several additional funds. He was previously a senior technology analyst for the small and mid cap team at Jennison Associates and prior to that, he was a small cap portfolio manager and technology analyst at The Guardian Park Avenue Funds. He also was a technology analyst at the Dreyfus Corporation and Tocqueville Asset Management. Greg has 26 years of investment experience. He has an MBA from Monmouth University and a BA from Catholic University. | ||
Christopher Mark Jones | Managing Director | 2007 | 2014 |
전기 | Christopher M.V. Jones, managing director,is the CIO of the Growth and Small Cap U.S. Equity Team. An employee since 1982, Chris has had fund management and analytical responsibilities on the small cap team since 1986. He has served as the team's chief investment officer since 1993 and has headed all of our Growth investments since 2006. He holds an M.A. in history from Cambridge University and is a member of both the New York Society of Security Analysts and The CFA Institute. He is a CFA charterholder. | ||
Michael McCarthy | Portfolio Manager | 2006 | 2007 |
전기 | Michael McCarthy is executive vice president and portfolio manager for Franklin Equity Group (FEG). He is the lead portfolio manager for the Franklin Small Cap Growth strategy, and also assists with the management of the Franklin Small-Mid Cap Growth strategy, which he has helped manage since its inception in 1992. Mr. McCarthy is a Chartered Financial Analyst (CFA) charter holder and earned his B.A. in history from the University of California, Los Angeles. He is a member of the Security Analysts of San Francisco (SASF) and the CFA Institute |
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