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Northwestern Mutual Series Domestic Equity Portfolio (0P00003DMT)
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- モーニングスターの評価:
- 総資産: 1.09B
Northwestern Mutual Series Domestic Equity Portfol
1.705
-0.020
-0.87%
0P00003DMT 概要
このページではNorthwestern Mutual Series Domestic Equity Portfolioの基本的な企業情報をご覧になれます。 0P00003DMT の主要な経営陣、総資産、投資戦略、連絡先情報など。
連絡先
役員トップ
| 名前 | タイトル | 以来 | まで |
|---|---|---|---|
| Erin Ksenak | Senior Vice President | 2020 | now |
| 伝記 | Erin Ksenak is a Senior Vice President and Portfolio Manager. She is a portfolio manager on the firm’s U.S. Large Cap Value Equity team. Prior to joining Macquarie Investment Management (MIM) in May 2017 as an equity analyst for the US Large Cap Value Equity team, she worked at Affinity Investment Advisors from 2014 to April 2017 as a portfolio manager for the domestic and international equity investment team. Ms. Ksenak graduated summa cum laude from Fordham University with a bachelor’s degree in finance. | ||
| Nikhil G. Lalvani | Senior Portfolio Manager | 2012 | now |
| 伝記 | Nikhil G. Lalvani, CFA Vice President, Senior Portfolio Manager, Team Leader — Large-Cap Value Equity Nikhil G. Lalvani is a senior portfolio manager for the firm’s Large-Cap Value team and assumed the role of Team Leader in October 2018. At Macquarie Investment Management (MIM) Lalvani has worked as both a fundamental and quantitative analyst. Prior to joining the firm in 1997 as an account analyst, he was a research associate with Bloomberg. Lalvani holds a bachelor’s degree in finance from The Pennsylvania State University. He is a member of the CFA Institute and the CFA Society of Philadelphia. | ||
| Kristen E. Bartholdson | Senior Portfolio Manager | 2012 | now |
| 伝記 | Kristen E. Bartholdson is a senior portfolio manager for the firm’s US Large Cap Value Equity team. Prior to joining Macquarie Investment Management (MIM) in 2006 as an associate portfolio manager, she worked at Susquehanna International Group from 2004 to 2006, where she was an equity research salesperson. From 2000 to 2004, she worked in equity research at Credit Suisse, most recently as an associate analyst in investment strategy. Bartholdson earned her bachelor’s degree in economics from Princeton University. | ||
| Robert A. Vogel | Managing Director | 2012 | 2023 |
| 伝記 | Robert A. Vogel Jr., CFA, is Managing Director and Senior Portfolio Manager. He is a senior portfolio manager for the firm’s U.S. Large Cap Value Equity team. Mr. Vogel joined the firm in 2004. He graduated from Loyola University Maryland, earning both bachelor’s and master’s degrees in finance. He also earned an MBA with a concentration in finance from The Wharton School of the University of Pennsylvania. Mr. Vogel is a member of the CFA Society New York, the CFA Institute, and the CFA Society of Philadelphia. | ||
| D. Tysen Nutt | Senior Vice President | 2012 | 2019 |
| 伝記 | D. Tysen Nutt Jr. Senior Vice President, Senior Portfolio Manager Ty Nutt is a senior portfolio manager for the firm’s Large-Cap Value team. Before joining Macquarie Investment Management (MIM) in 2004 as senior vice president and senior portfolio manager, Nutt led the US Active Large-Cap Value team within Merrill Lynch Investment Managers, where he managed mutual funds and separate accounts for institutions and private clients. Nutt earned his bachelor’s degree from Dartmouth College, and he is a member of the CFA Society New York and the CFA Institute. | ||
| Anthony A. Lombardi | Senior Portfolio Manager | 2012 | 2016 |
| 伝記 | Anthony A. Lombardi, CFA Vice President, Senior Portfolio Manager Anthony A. Lombardi is a senior portfolio manager for the firm’s Large-Cap Value Focus strategy. Prior to joining the firm in 2004, Lombardi was a director at Merrill Lynch Investment Managers. He joined Merrill Lynch Investment Managers’ Capital Management Group in 1998 and last served as a portfolio manager for the U.S. Active Large-Cap Value team, managing mutual funds and separate accounts for institutions and private clients. From 1990 to 1997, he worked at Dean Witter Reynolds as a sell-side equity research analyst. He began his career as an investment analyst with Crossland Savings. Lombardi graduated from Hofstra University, receiving a bachelor’s degree in finance and an MBA with a concentration in finance. He is a member of the New York Society of Security Analysts and the CFA Institute. | ||
| Darcy B. Kopcho | Portfolio Manager | 2009 | 2012 |
| 伝記 | Darcy Kopcho is an equity portfolio manager at Capital Group. She also serves on the Capital Group Companies Management Committee. Darcy has 33 years of investment experience and has been with Capital Group for 24 years. Earlier in her career at Capital, as an equity investment analyst, Darcy covered contract drilling, oil services, energy equipment and global auto industries. Before joining Capital, she was manager of market research for Baker International. She holds a master’s degree in business administration from the University of California, Irvine, and a bachelor’s degree in religious studies from the University of California, Santa Barbara. Darcy is based in Los Angeles. | ||
| Todd S. James | Senior Vice President | 2008 | 2012 |
| 伝記 | Todd S. James is an equity portfolio manager at Capital Group. He serves on the Capital Group Private Client Services Management Committee. He has 27 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, Todd covered U.S. convertible securities, as well as merchandising, leisure products and electric utilities. He was also a statistician for Capital Group Research. Todd holds a master’s degree from the University of Southern California and a bachelor’s degree from California State University, Sacramento. | ||
| Theodore R. Samuels | Portfolio Manager | 2001 | 2012 |
| 伝記 | Theodore R. Samuels is an equity portfolio manager at Capital Group. He is president of Capital Guardian Trust Company and serves on the Capital Group Private Client Services Management Committee. Ted has 33 years of investment experience and has been with Capital Group for 31 years. Earlier in his career, as an equity investment analyst at Capital, Ted covered electrical equipment, transportation and commercial aerospace companies. He holds a master’s degree from Harvard Business School and a bachelor’s degree from Harvard College. Ted is based in Los Angeles. | ||
| Gene D. Barron | Senior Vice President, Investment Analyst | 2008 | 2009 |
| 伝記 | Barron is senior vice president and investment analyst for Capital International Research, Inc. He has been employed by CGTC or an affiliate for 15 years and has served as a research analyst selecting equity securities during the past five years. | ||
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