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종목명 | 헤드라인 | 재직 시작연도 | 기간 |
---|---|---|---|
David R. Powers | Portfolio Manager | 2013 | now |
전기 | David Powers, CFA, joined Wasatch Advisors in July, 2013, has many years of investment experience. Mr. Powers most recently serving as a portfolio manager with Eagle Asset Management. Prior to joining Eagle, he worked as a portfolio manager with ING Investment Management. While at ING, Mr. Powers also worked as a senior sector analyst covering telecommunication services, utilities, energy and materials. His experience includes several senior investment positions with Federated Investors from 2001 through 2007. Mr. Powers began his investment career at the State Teachers Retirement System of Ohio. He holds a Bachelor of Science in Accounting from Fairleigh Dickinson University and a Master’s degree in Accounting and earned a Master of Business Administration from Kent State University. | ||
Ralph C. Shive | Lead Portfolio Manager | 1996 | 2013 |
전기 | Ralph C. Shive, CFA, has joined Wasatch Advisors Inc. in 2008. Mr. Shive was the portfolio manager of the 1st Source Monogram Income Equity Fund (the predecessor fund to the Wasatch Large Cap Value Fund) from September 1996 until December 2008. Mr. Shive served as Vice President and Chief Investment Officer of 1st Source from April 1998 through December 2008 and served as Investment Officer of 1st Source Bank from September 1989 through December 2008. Mr. Shive has worked as an analyst and portfolio manager for over 30 years after receiving his Bachelor of Arts from Southern Methodist University. | ||
Michael Shinnick | Lead Portfolio Manager | 2008 | 2013 |
전기 | Mr. Shinnick joined Wasatch Advisors in 2008 when the 1st Source Funds were acquired by Wasatch Advisors. Mr. Shinnick was a portfolio manager of the 1st Source Monogram Long/Short Fund (the Predecessor Fund to the Long/Short Fund). Mr. Shinnick served as a Portfolio Manager of 1st Source Corporation Investment Advisors, Inc. from May 2003 through December 2008. From 1994 to 2000, Mr. Shinnick was a principal and then a partner with Diamond Technology Partners, Inc., Chicago, Illinois, a global management consulting firm. From 2000 to 2001, Mr. Shinnick was an officer of Zurich Financial Services, Inc., New York, New York, in its Z-COSM venture group. From 2002 to May 2003, Mr. Shinnick was a private investor. Mr. Shinnick received a Bachelor of Arts from the University of Notre Dame. |
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