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Transamerica WMC US Growth VP Initial Class (0P00003C4G)
ポートフォリオに追加/削除する
ポートフォリオに加える
42.990
+0.400
+0.94%
- モーニングスターの評価:
- 総資産: 4.95B
Transamerica WMC US Growth VP Initial Class
42.990
+0.400
+0.94%
0P00003C4G 概要
このページではTransamerica WMC US Growth VP Initial Classの基本的な企業情報をご覧になれます。 0P00003C4G の主要な経営陣、総資産、投資戦略、連絡先情報など。
連絡先
住所
1801 California Street, Suite 5200
Denver,CO 80202
United States
Denver,CO 80202
United States
電話
+1 8882334339
役員トップ
| 名前 | タイトル | 以来 | まで |
|---|---|---|---|
| David A. Siegle | Investment Professional | 2017 | now |
| 伝記 | David Siegle has been involved in portfolio management of the model since its inception and has been involved in securities analysis for similarly managed strategies since 2008. Mr. Siegle joined Wellington Management as an investment professional in 2001. David received a BA from Amherst College in 2001. He holds the Chartered Financial Analyst designation. | ||
| Douglas W. McLane | - | 2017 | now |
| 伝記 | Doug is an equity portfolio manager on the Disciplined Equity Team. He manages equity assets on behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. He currently manages the Brand Power and Disciplined Total Return Growth approaches. Additionally, he conducts fundamental analysis on equity investments, focusing on the consumer, industrials, and materials sectors. His research supports the investment decision making for a range of portfolios managed for clients of the firm. He works in our Boston office. Prior to joining Wellington Management in 2011, Doug worked as a portfolio manager at Samlyn Capital (2009 – 2011) and as an analyst at Sirios Capital Management (2003 – 2009). Before earning his MBA, he held a variety of positions at Kozmo.com (1999 – 2001) and The Carson Group (1996 – 1999). Doug earned his MBA from the Kellogg School of Management at Northwestern University (2003) and his BA in history from Princeton University (1996). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA institute. | ||
| Mammen Chally | Portfolio Manager | 2014 | 2022 |
| 伝記 | Mammen Chally, CFA, Senior Managing Director and Equity Portfolio Manager of Wellington Management, has served as portfolio manager since 2010 and has been involved in portfolio management and securities analysis since 1998. Mr. Chally joined Wellington Management as an investment professional in 1994. Prior to joining Wellington Management in 1994, Mammen worked for the Gas Authority of India Limited, New Delhi, India (1989 — 1992). | ||
| Paul E. Marrkand | Senior Managing Director | 2010 | 2015 |
| 伝記 | Paul E. Marrkand, CFA, Senior Managing Director and Equity Portfolio Manager at Wellington Management. Mr. Marrkand joined Wellington Management as an investment professional in 2005. He has worked in investment management since 1987, has managed equity portfolios since 1999, and has been with Wellington Management and managed a portion of the Fund since 2005. Education: B.S., Bentley College; M.B.A., Babson College | ||
| Kirk J. Kim | Principal | 2010 | 2010 |
| 伝記 | Kirk J. Kim is Principal, Deputy Chief Investment Officer and Portfolio Manager at TIM. He manages sub-advised funds and institutional separate accounts in TIM’s Large Growth Equity, Concentrated All Cap Growth Equity, Convertible Securities and Flexible Income investment disciplines. Prior to joining TIM in 1997, Mr. Kim worked as a securities analyst for The Franklin Templeton Group. He holds a B.S. in Finance from the University of Southern California. Mr. Kim has 14 years of investment experience. | ||
| John J. Huber | Senior Vice President | 2008 | 2010 |
| 伝記 | Mr. Huber is responsible for research and portfolio management of WSA’s Global Environmental Efficiency Portfolio as well as WSA’s Large Cap Growth strategy. He has researched energy efficiency in transportation and power for most of the last 10 years. Mr. Huber joined WSA in 2011 and has 11 years of investment experience, including five years with Transamerica Investment Management (TIM) as a Principal, Portfolio Manager for Mid and Large Cap Growth strategies. He joined TIM in 2005 when the firm purchased Westcap Investors LLC. Prior to his time at Westcap, Mr. Huber was with Wilshire Associates as a Senior Associate and with Arthur Andersen as an Information Technology Consultant. Education: B.A. – Columbia University; M.B.A. - University of California at Los Angeles. Mr. Huber is a member of the CFA Institute. | ||
| Gary U. Rolle | CIO (Chief Investment Officer) | 1999 | 2010 |
| 伝記 | Gary U. Rollé, CFA is Principal and Portfolio Manager at Granite Investment Partners, LLC. He is a Co-Portfolio Manager on the Large Cap Equity strategy and previously served as the Lead Portfolio Manager on the strategy dating back to its inception. In addition, he manages equity portfolios for private clients. Mr. Rollé follows the Energy, Financial Services and Industrials sectors as an analyst. Mr. Rollé is also a member of the Management Committee. Prior to joining Granite in 2011, Mr. Rollé was a Principal, Chief Executive Officer, Chief Investment Officer and Portfolio Manager of Transamerica Investment Management, LLC (TIM), which he rejoined in 1983 when he was named Chief Investment Officer. While at TIM, he managed and serviced institutional accounts as well as mutual funds, in the Large Cap, Core and All Cap Equity strategies. Prior to rejoining Transamerica in 1983, Mr. Rollé was Chief Investment Officer and Portfolio Manager at Sun America from 1981 to 1983. Mr. Rollé started his career at Occidental Life as an Investment Analyst and then became a Portfolio Manager in All Cap Growth Equities, Convertible Securities, and High Yield Bonds. He earned the right to use the Chartered Financial Analyst designation in 1974. Mr. Rollé is a Trustee Emeritus of The John Tracy Clinic, a Trustee of The Santa Barbara Botanical Gardens, and a Senior Fellow of the American Institute of Aeronautics and Astronautics. Mr. Rollé has over 50 years of investment industry experience. | ||
| Geoff Edelstein | Co-Founder, Principal, Portfolio Manager | 2008 | 2010 |
| 伝記 | Geoffrey I. Edelstein, CFA is a Co-Founder, Principal and Portfolio Manager of Granite Investment Partners, LLC. He is a Co-Portfolio Manager on the Large Cap Equity strategy and manages equity and balanced portfolios for private clients. Mr. Edelstein follows the Consumer Staples sector as an analyst.. Mr. Edelstein is also a member of the Management Committee and the Operating Committee overseeing the firm’s legal and financial operations. Prior to founding Granite in 2009, Mr. Edelstein was a Principal, Managing Director and Portfolio Manager of Transamerica Investment Management, LLC (TIM), which he joined in 2005 when it acquired Westcap Investors, LLC, a firm he Co-Founded in 1992. While at TIM, he managed and serviced institutional and private client accounts, as well as mutual funds, in the Large Growth Equity and Large Value Equity strategies. At Westcap, he managed and serviced portfolios in Westcap’s Large Growth and Convertible Securities strategies. In addition to his investment responsibilities at Westcap, Mr. Edelstein served as in-house legal counsel, Chief Compliance Officer and architect of the firm’s business infrastructure. Prior to Westcap, he was an Associate at Rudnick & Wolfe specializing in Corporate and Real Estate Law from 1988-1991. Mr. Edelstein earned the right to use the Chartered Financial Analyst designation in 1997. Mr. Edelstein is a member of the Board of Directors of Uplift Children and Family Services, having previously served as Chairman of its predecessor for three years. Additionally, he is a member of the Board of Directors of the Tahoe Truckee Community Foundation. He is also a former member of the Board of Governors of the Investment Adviser Association. | ||
| Erik U. Rolle | Principal, Portfolio Manager | 2008 | 2010 |
| 伝記 | Erik U. Rollé is a Principal and Portfolio Manager at Granite Investment Partners, LLC. Mr. Rollé is the Lead Portfolio Manager of the Large Cap Equity strategy, Co-Lead Portfolio Manager on the All Cap Equity strategy, and an analyst following the Technology and Industrial sectors. Prior to joining Granite in 2011, Mr. Rollé was a Principal and Co-Portfolio Manager at Transamerica Investment Management, LLC (TIM). While at TIM, he managed and serviced institutional accounts as well as mutual funds, in the Mid and Large Cap Equity strategies and served as a Research Analyst. Prior to joining TIM in 2005, he worked as a Research Associate at Bradford & Marzec, Inc., where his primary responsibilities were within trading and credit research. | ||
| Peter O. Lopez | Managing Director | 2008 | 2010 |
| 伝記 | Peter O. Lopez is Principal and Portfolio Manager at Granite Investment Partners, LLC. Mr. Lopez is a Co-Portfolio Manager on the Small Core, Small Core Select and Small Growth Equity strategies and a Co-Lead Portfolio Manager on the All Cap Equity strategy. He follows the Industrials, Consumer and Materials sectors as an analyst. Mr. Lopez is also a member of the Management Committee and the Operating Committee overseeing the firm’s research responsibilities. Prior to joining Granite in 2011, Mr. Lopez was a Principal, Chief Executive Officer, Director of Research and Portfolio Manager for Transamerica Investment Management, LLC (TIM). While at TIM, he managed and serviced institutional accounts as well as mutual funds, in the Large Cap Growth, Large Cap Core, and Small Cap Equity strategies. Earlier in his career at TIM, he served as an analyst and portfolio manager for High Yield bonds. Prior to joining TIM in 2003, Mr. Lopez was managing director at Centre Pacific, LLC. He previously served as senior fixed income analyst for Transamerica Investment Services, Inc. from 1997-2000. Mr. Lopez also served as an assistant vice president at Alliance Capital and an associate at TIAA-CREF. | ||
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