Yritä tehdä uusi haku
Nimi | Otsikko | Vuodesta | Saakka |
---|---|---|---|
Ranjit Ramachandran | Managing Director | 2022 | now |
Elämäkerta | Ranjit Ramachandran, Managing Director and Equity Research Analyst of Wellington Management. Mr. Ramachandran joined Wellington Management as an investment professional in 2014. | ||
Ash B. Shah | Portfolio Manager | 2015 | now |
Elämäkerta | Ash Shah, CFA, Portfolio Manager, who has been responsible for the Fund since 2020 and has been associated with Invesco and/or its affiliates since 2019. He was a Senior Portfolio Manager of OppenheimerFunds since January 2014 and a Vice President since February 2006. Mr. Shah was a Senior Research Analyst from February 2006 to January 2014. Prior to joining the OppenheimerFunds, Mr. Shah was a Vice President and Senior Analyst with Merrill Lynch Investment Managers. Prior to that, he was a Vice President and Senior Analyst with BlackRock Financial Management. | ||
Ronald J. Zibelli | Senior Vice President | 2015 | now |
Elämäkerta | Mr. Zibelli has been a Senior Vice President of OppenheimerFunds, Inc since January 2014 and a Senior Portfolio Manager since May 2006. He was a Vice President of OppenheimerFunds from May 2006 to January 2014. Prior to joining OppenheimerFunds, he spent six years at Merrill Lynch Investment Managers, during which time he was a Managing Director and Small Cap Growth Team Leader. Prior to joining Merrill Lynch Investment Managers, Mr. Zibelli spent 12 years with Chase Manhattan Bank, including two years as Senior Portfolio Manager at Chase Asset Management. | ||
Daniel J. Fitzpatrick | Senior Managing Director | 2001 | now |
Elämäkerta | Daniel J. Fitzpatrick, CFA, Senior Managing Director and Equity Portfolio Manager at Wellington Management Company LLP. He has worked in investment management since 1997, has been with Wellington Management since 1998. Education: B.S., Boston College. | ||
John V. Schneider | Vice President | 2018 | 2023 |
Elämäkerta | John V. Schneider, CFA, is a Vice President and Equity Research Analyst of Wellington Management Company LLP. Prior to joining Wellington Management Company LLP in 2016 as an investment professional, Mr. Schneider worked at Granahan Investment Management (2006-2016) as a portfolio manager and equity research analyst specializing in the consumer discretionary and consumer staples sectors. Prior to joining GIMI in 2006, Mr. Schneider was a Vice President and equities analyst for MFS Investment Management (2000-2006) in Boston, Massachusetts. Education: AB, Dartmouth College. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute. | ||
Steven C. Angeli | Senior Managing Director | 2004 | 2023 |
Elämäkerta | Steven C. Angeli, CFA, is a Senior Managing Director and Equity Portfolio Manager of Wellington Management. Steve serves as a portfolio manager and co-leader of the Growth Opportunities Team. He is also a member of both the Growth and Capital Appreciation Investment Groups. His investment focus has been on small- and mid-cap growth companies globally. Prior to joining Wellington Management in 1994, Steve was an associate analyst focusing on fixed income securities, including debt/equity private placements at Fidelity Management and Research (1990 — 1992). Steve earned his MBA from the University of Virginia (Darden, 1994) and his BS in finance from Boston College (1990). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society. | ||
Stephen C. Mortimer | Senior Vice President | 2006 | 2022 |
Elämäkerta | Stephen Mortimer, Senior Managing Director and Equity Portfolio Manager, is involved in portfolio management and securities analysis. Steve is an equity portfolio manager and a member of the Capital Appreciation and Growth Opportunities teams at Wellington Management. His primary responsibility is managing equity multi-cap and mid-cap growth portfolios. He draws on research provided by the firm's regional and global industry analysts as well as his own fundamental analysis. Steve also utilizes his expertise in consumer and technology stocks to support other portfolios managed by the Growth Opportunities Team. Prior to joining the firm in 2001, Steve previously worked at Vinik Asset Management in Boston, where he was an equity analyst responsible for the software and retail sectors (1998 — 2000). Prior to that, he worked as a research analyst at Colonial Management (1997 —1998) and at Standish, Ayer, and Wood (1996). Steve received his MBA from the University of Rochester (Simon, 1997). He also received his BA, cum laude, in economics from the University of Rochester (1995). | ||
Mario E. Abularach | Senior Vice President | 2006 | 2022 |
Elämäkerta | Mario E. Abularach, CFA, CMT, Senior Vice President, Partner, and Equity Research Analyst, is involved in portfolio management and securities analysis. Mario is an equity research analyst and a member of the Growth Opportunities Team at Wellington Management. He helps manage several of the firm's growth portfolios, and also conducts fundamental analysis and makes buy/sell recommendations to portfolio managers based on his findings and market conditions. Prior to joining Wellington Management in 2001, Mario was a research analyst at JLF Asset Management(2000). Before that, he worked as an investment analyst for GTCR Golder Rauner (1997 — 1999). From 1996 to 1997, he worked in the Investment Banking Group at Alex. Brown & Sons in Baltimore, and previously, at Smith Barney in New York (1994 — 1995). Mario received his MBA from Harvard Business School (2001) and his BS in mechanical engineering from Yale University (1994). He holds the Chartered Financial Analyst and the Chartered Market Technician designations and is a member of the Boston Security Analysts Society, the CFA Institute, and the Market Technicians Association. | ||
Kenneth L. Abrams | Business Analyst | 2001 | 2020 |
Elämäkerta | Kenneth L. Abrams, Senior Managing Director and Equity Portfolio Manager at Wellington Management Company LLP. He has worked in investment management with Wellington Management since 1986. Education: B.A. and M.B.A., Stanford University. | ||
Gilbert C. Scott | Senior Vice President | 2010 | 2015 |
Elämäkerta | Gilbert C. Scott, A Senior Vice President and Portfolio Manager for Waddell & Reed, Mr. Scott is responsible for the day-to-day management of a portion of the Small Cap Growth Equity Fund. Mr. Scott is lead portfolio manager of small cap growth institutional accounts for Waddell & Reed. He joined Waddell & Reed in 1997 as an investment analyst. Prior to joining Waddell & Reed, Mr. Scott was affiliated with Hallmark Cards as a project manager in Strategy/Marketing Finance. Gil earned a BBA, Finance from the University of Massachusetts and an MBA from the University of Texas. |
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