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名前 | タイトル | 以来 | まで |
---|---|---|---|
Jason(Jay) Nogueira | Portfolio Manager | 2021 | now |
伝記 | Mr. Nogueira has been chairman of the committee since the fund’s inception. He joined the Firm in 2004 and has a total of 15 years of investment experience. Since joining the T. Rowe, he has served as a portfolio manager (beginning in 2016) and as an equity research analyst and assisted other portfolio managers in executing certain of the Firm’s equity strategies. Nogueira holds the Chartered Financial Analyst designation. | ||
Ann M. Holcomb | Vice President | 2015 | now |
伝記 | Ann Holcomb is a vice president of T. Rowe Price Group, Inc., T. Rowe Price Associates, Inc., and T. Rowe Price Trust Company. She is also a portfolio manager and quantitative analyst in the Quantitative Equity Group. Ann is a vice president and Investment Advisory Committee member of the Capital Opportunity Fund. She joined the firm in 1996, and her investment experience dates from 1995.Prior to her current position, she was an investment data analyst and database programmer in the Quantitative Equity Group. Ann earned a B.A. in mathematics from Goucher College and an M.S. in finance from Loyola University Maryland. She has also earned the Chartered Financial Analyst designation. | ||
Jason B. Polun | Portfolio Manager | 2015 | now |
伝記 | Jason Polun is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. He joined the T. Rowe Price Group in 2003. He is a director of equity research for North America, chair of the Equity Research Advisory Committee, and a member of the Equity Steering Committee. In addition, Jason is co-portfolio manager of the Capital Opportunity Fund and is a member of the portfolio oversight team. He is also cochair of the Capital Opportunity Fund's Investment Advisory Committee. Previously, Jason was a research analyst following money center banks and specialty finance companies and a member of the Investment Advisory Committee of the Equity Income Fund and Financial Services Fund. Prior to rejoining the firm in 2007, Jason was employed by Wellington Management Company, LLP, as a vice president and an equity research analyst, where his coverage included aerospace and defense, energy, packaged food, restaurant, and chemical companies. He earned a B.S. in business and finance from Mount St. Mary's College and an M.B.A. in finance and accounting from The Wharton School at the University of Pennsylvania, where he was a Palmer Scholar. He has also earned the Chartered Financial Analyst designation. | ||
Joshua Nelson | Director of Research | 2019 | 2021 |
伝記 | Josh Nelson is a director of research in the U.S. Equity Department of T. Rowe Price. Previously, he was an associate portfolio manager for the Global Focused Growth Equity Strategy. He is on the Investment Advisory Committee of the Global Stock Strategy. He also serves on the Equity Steering Committee. Mr. Nelson is a vice president of T. Rowe Price Group, Inc. He served as a summer intern with T. Rowe Price in 2006, covering agricultural commodities and ethanol companies. Prior to joining the firm in 2007, he was an investment banker for Citigroup Global Markets, Inc. Mr. Nelson earned a B.S., with honors, in industrial systems and engineering from the University of Florida. He also earned an M.B.A., with honors, in finance from The Wharton School, University of Pennsylvania. | ||
Thomas H. Watson | Portfolio Manager | 2017 | 2021 |
伝記 | Tom Watson is a vice president of T. Rowe Price Associates, Inc., and T. Rowe Price Group, Inc. He is a director of equity research, North America. Previously, Tom was an equity analyst covering the software sector. He joined T. Rowe Price in 2007 after serving as a summer intern with the firm in 2006, covering semiconductors. Prior to this, Tom was employed as a strategy analyst for Forrester Research. He earned a B.A. in economics and English literature from the University of Virginia and an M.B.A. from the Tuck School of Business at Dartmouth. Tom has also earned the Chartered Financial Analyst designation. During the past five years, he has served as an equity research analyst, a Director of Equity Research, North America (beginning in 2015), and a portfolio manager (beginning in 2017). | ||
Eric L. Veiel | Chairman | 2015 | 2017 |
伝記 | Eric Veiel is a vice president of T. Rowe Price Group, Inc., T. Rowe Price Associates, Inc., and T. Rowe Price International Funds. He is a director of equity research for North America, chair of the Equity Research Advisory Committee, and a member of the Equity Steering Committee. In addition, Eric is portfolio manager of the Capital Opportunity Fund and is a member of the portfolio oversight team. He was previously portfolio manager of the Financial Services Fund. Prior to joining the firm in 2005, Eric was employed by Wachovia Securities as a senior equity analyst covering health insurers and pharmacy benefit managers. He earned a B.B.A., magna cum laude, in finance from James Madison University. Eric also holds an M.B.A., with concentrations in finance and accounting, from the Washington University, John M. Olin School of Business, in St. Louis, where he was a Charles F. Knight Scholar. He also has earned the Chartered Financial Analyst designation. | ||
Anna M. Dopkin | Chairman | 2007 | 2015 |
伝記 | Ms. Dopkin is a Vice President of T. Rowe Price, the director of Equity Research-North America, and a member of the Equity Steering Committee. Ms. Dopkin is the lead portfolio manager on the Structured Research Strategy team, and chairman of the Capital Opportunity Fund's Investment Advisory Committee. Previously, she managed the Financial Services Fund as well as the Growth & Income Fund. Prior to joining T. Rowe Price as an Equity Research Analyst in 1996, Ms. Dopkin worked at Goldman Sachs for 7 years in the Mortgage Securities Department in New York and London. | ||
William J. Stromberg | Vice President | 2000 | 2007 |
伝記 | Stromberg is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price, director of Global Equity Research, and co-director of Equities for T. Rowe Price. Prior to joining the firm in 1987, he was employed as a systems engineer for the Westinghouse Defense and Electronics Center. Stromberg holds the Chartered Financial Analyst designation. | ||
Richard T. Whitney | Vice President | 2000 | 2002 |
伝記 | Whitney is a vice president of T. Rowe Price Group, Inc. and T. Rowe Price, director of the firm's Quantitative Equity Group and member of the Equity Steering Committee. Prior to joining the firm in 1985, Whitney was employed by the Chicago Board of Trade and IBM. Whitney holds the Chartered Financial Analyst designation. | ||
John F. Wakeman | Vice President, Chairman | 1994 | 2002 |
伝記 | John Wakeman is a Vice President of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. He is also a Portfolio Manager in the Equity Division. John serves as Executive Vice President of the Mid-Cap Growth Fund and serves on the fund's Investment Advisory Committee. In addition, he is a Vice President and Investment Advisory Committee member of the New Horizons Fund, and Diversified Mid-Cap Growth Fund and an Investment Advisory Committee member of the Tax-Efficient Multi-Cap Growth Fund. |
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