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- モーニングスターの評価:
- 総資産: 887.57M
Wells Fargo Index A
51.87
-0.08
-0.15%
WFILX 概要
このページではAllspring Index Fund - Class Aの基本的な企業情報をご覧になれます。 WFILX 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
1415 Vantage Park Drive, 3rd Floor
Charlotte,NC 28203
United States
Charlotte,NC 28203
United States
電話
1-833-568-4255
役員トップ
| 名前 | タイトル | 以来 | まで |
|---|---|---|---|
| Robert M. Wicentowski | Senior Portfolio Manager | 2017 | now |
| 伝記 | Robert Wicentowski is a senior portfolio manager for the Systematic Edge Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before WFAM, Robert was a portfolio research manager with the Equity Quantitative Portfolio Research team at WBI Investments. Earlier roles include serving as a senior global strategist for Wells Fargo Bank and as a director of portfolio analytics for the Risk, Performance, and Portfolio Analytics team. Robert began his investment industry career in 2005. He earned a bachelor’s degree in statistics and mathematics from Rutgers College and a master’s degree in finance from the Wharton School of the University of Pennsylvania. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society North Carolina. | ||
| John R. Campbell | Portfolio Manager | 2013 | now |
| 伝記 | John Campbell is a senior portfolio manager for the Systematic Edge Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before WFAM, John served as a portfolio manager at Placemark Investments, covering quantitative research and product development. Earlier, he served as a premium service representative at Fidelity Investments. John began his investment industry career in 1994. He earned a bachelor’s degree in nuclear engineering from Texas A&M University and a master’s degree in business administration from Southern Methodist University. John has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| David Neal | Portfolio Manager | 2013 | now |
| 伝記 | David Neal is a portfolio manager for the Systematic Edge - Equities team. David earned a bachelor's degree in finance from Wake Forest University and has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| Justin P. Carr | Portfolio Manager | 2013 | 2017 |
| 伝記 | Justin Carr is a senior portfolio manager for the Systematic Edge Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before WFAM, Justin served as an analyst for Evergreen Investments. He began his investment industry career in 2000. Justin earned a bachelor’s degree in business administration from the University of Vermont and a master’s degree in financial mathematics from Worcester Polytechnic Institute. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| Weidong Li | Analyst | 2011 | 2013 |
| 伝記 | Mr. Li is an analyst with the Global Strategic Products team at WellsCap. He joined WellsCap from Evergreen Investments, where he served in a similar role beginning in 2005. Previously, he served as senior manager with PanAgora Asset Management. He began his investment industry career in 1994 as a quantitative analyst with Invesco Management and Research. Earlier, he served as an assistant professor and researcher with the Shanghai Institute of Mechanical Engineering. Weidong earned a bachelor’s degree in mathematics from the Jiaxing Teachers College, a master’s degree in systems engineering from Shanghai Science & Technology, a master’s degree in computer science from the University of Massachusetts, and a master’s degree in finance from Bentley College. He has earned the right to use the Chartered Financial Analyst designation and the Chartered Market Technician designation and is a member of the Boston Security Analysts Society and the CFA Institute | ||
| Brad Ursillo | Analyst | 2011 | 2013 |
| 伝記 | Mr. Ursillo is an analyst with the Global Strategic Products team at WellsCap. He joined WellsCap from Evergreen Investments, where he served in a similar role beginning in 2000. He began his investment industry career in 1998 as a client service associate with Nvest Retirement Services. Mr. Ursillo earned a bachelor’s degree in psychology from Dartmouth College. He has earned the right to use the Chartered Financial Analyst designation. | ||
| Amit Chandra | Co-Chief Investment Officer | 2011 | 2011 |
| 伝記 | Amit Chandra. Mr. Chandra joined Crow Point Partners in 2012 and serves as the firm’s Co-Chief Investment Officer and a principal. Prior to joining Crow Point, Mr. Chandra was the Chief Investment Officer of Golden Capital Management, a majority-owned subsidiary of Wells Fargo. He has also worked at Wells Capital Management and one of its predecessor firms, Evergreen Investments, beginning in March 2000. At Wells Capital Management, Mr. Chandra served as a Senior Portfolio Manager and Head of the Global Strategic Products team. Prior to joining Evergreen, Mr. Chandra was the Director of Quantitative Research and Global Asset Allocation at Aeltus Investment Management. Prior to Aeltus Investments, Mr. Chandra was on the faculty of the W. Paul Stillman School of Business at Seton Hall University. He received a BS in electrical engineering and quantum physics from the Indian Institute of Technology, Kanpur and a Ph.D. in management science and finance from Pennsylvania State University. Mr. Chandra is a Chartered Financial Analyst, and a member of the Boston Securities Analysts Society, the American Finance Association, and the Chicago Quantitative Alliance. | ||
| William E. Zieff | Portfolio Manager | 2000 | 2011 |
| 伝記 | Zieff is managing director and senior portfolio manager with Evergreen Investment Management, his employer since 2000. Prior to that, he was managing director and chief investment officer of the global asset allocation group at Putnam Investments, between 1996 and 1998. Previously, he was portfolio manager and head of asset allocation with Grantham, Mayo, Van Otterloo & Co. | ||
| Eric M. Teal | Portfolio Manager | 1998 | 2000 |
| 伝記 | Eric is the Chief Investment Officer and Managing Partner of Queens Oak Advisors, a position he has held since August 2015. He has overall responsibility for the firm’s investment strategy and results. This includes overall responsibility for asset allocation and directing portfolio management, research, trading, planning, and risk management functions. Additionally, Eric helps oversee the strategic direction and growth of the firm. Previously, Eric was the Chief Investment Officer of a regional bank and led the organization’s Capital Management Group for over ten years. His responsibilities included the investment management and oversight of over $5.0 billion in assets under management. Eric was in charge of asset allocation, overall investment strategy and directly responsible for equity portfolio management. Formerly, Eric was Director of Equities for a Boston-based mutual fund company for nearly ten years and managed over $3.0 billion in institutional assets. Eric received his B.A. degree in Economics and International Studies from Rhodes College and MBA from the University of Memphis, where he was awarded a scholarship in Investments and Finance. He also studied at the London School of Economics. Eric holds the Series 65 license. He is frequently featured as an expert commentator on television and quoted in the local and national media on investing, the economy, and markets. Eric is President of the Alumni Executive Board for Rhodes College. He was also recently appointed by the UNC Board of Governors to serve on the UNC-TV Board of Trustees after serving as Chairman of the UNC-TV Foundation for six years. | ||
| Lary Aasheim | Vice President, Analyst | 1996 | 1998 |
| 伝記 | Aasheim is vice president and securities analyst with CoreStates Investment Advisers, his employer since 1990. Previously, he spent four years as an equity analyst with First Fidelity Bank, a year as an analyst with Bear Sterns, and three years as an analyst with First Pennsylvania. Aasheim earned his Chartered Financial Analyst designation in 1989. | ||
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