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Nome | Título | Desde | Até |
---|---|---|---|
Tim J. Sauermelch | Portfolio Manager | 2014 | Agora |
Biografia | Tim Sauermelch is a Portfolio Manager with the SEI Fixed Income Portfolio Management Team.In this capacity, he is responsible for the management of fixed income portfolios including evaluating current market opportunities and providing fundamental and relative value assessments across various fixed income asset class and sectors. Portfolios managed by Mr. Sauermelch consist of US government securities, inflation linkers, investment grade corporate debt and floating-rate instruments. Mr. Sauermelch is a CFA Charterholder and a member of the CFA Institute and The CFA Society of Philadelphia. He earned a Masters of Business Administration with a concentration in Finance from Villanova University and graduated summa cum laude from Kutztown University of Pennsylvania with a Bachelor of Science in Finance and a minor in Economics. Mr. Sauermelch also holds the FINRA Series 65 license. | ||
Sean P. Simko | Portfolio Manager | 2013 | Agora |
Biografia | Sean P. Simko has served as Vice President, Portfolio Manager and Managing Director of the SEI Fixed Income Portfolio Management team for SIMC since 2005. Mr. Simko is responsible for the oversight of the SEI Fixed Income Portfolio Management team's overall investment process and management of daily trading. Prior to joining SEI, Mr. Simko was Vice President and Portfolio Manager for Weiss, Peck & Greer Investments. Mr. Simko earned a Master of Business Administration from Pennsylvania State University and a Bachelor of Science in Business Management from Slippery Rock University and is a ChFC charterholder. | ||
Steven Treftz | Portfolio Manager | 2014 | 2023 |
Biografia | Steven Treftz, CFA, joined SIMC in 2012, and is responsible for the oversight, monitoring and manager selection for the Investment Management Unit's Multi Asset and Short Duration strategies. Prior to his employment at SEI, Mr. Treftz was employed by Citi Private Bank where he was responsible for maintaining the firm's research opinions on third party international, global and emerging market equity managers. Prior to his employment at Citi Private Bank Mr. Treftz was employed by Lockwood Advisors, Inc. where he was responsible for the management of one of the firm's mutual fund/ETF wrap portfolio programs. Mr. Treftz earned a Bachelor's degree in Finance and Risk Management from Temple University. Mr. Treftz is also a CFA Charterholder and member of the CFA Society of Philadelphia. | ||
Lindsay Thrift Politi | Vice President | 2009 | 2013 |
Biografia | Lindsay Politi, Vice President and Fixed Income Portfolio Manager, is the Portfolio Manager. Lindsay is a fixed income portfolio manager and a member of the US Interest Rate Investment Team, where she specializes in TIPS and inflation-linked bond investing. In addition to managing Wellington Management's dedicated US TIPS and global inflation-linked bond portfolios, she makes inflation-linked investment recommendations for portfolios across the Fixed Income Group. Lindsay joined Wellington Management in 2000 to work with the Global Bond Team and transferred to the Core Bond Strategy Group in 2002. Lindsay received her MS in finance from Boston College (Carroll, 2005) and her BA in economics from Wellesley College (2000). | ||
William J. Chepolis | Portfolio Manager | 2007 | 2009 |
Biografia | Chepolis joined Deutsche Asset & Wealth Management in 1998 after 13 years of experience as vice president for Norwest Bank where he managed the bank's fixed income and foreign exchange portfolios. Chepolis holds the Chartered Financial Analyst designation and BIS from University of Minnesota. | ||
Max R. Darnell | CIO | 2007 | 2009 |
Biografia | Max Darnell is the Chief Investment Officer and Director of Research. Mr. Darnell joined First Quadrant in 1991. At First Quadrant, he oversaw derivatives research until 2000 when he assumed the role of Director of Research a role he continues to hold today. The active strategies involved include Domestic and Global Tactical Asset Allocation, Tactical Currency Allocation, US Equity Style Management, and Pan European Market Neutral. In January 2003, he was promoted to Chief Investment Officer. | ||
Dori Levanoni | Analyst | 2007 | 2009 |
Biografia | Dori Levanoni is a senior member of First Quadrant’s Investments team. In his more than two decades with First Quadrant, Dori has been involved in nearly every aspect of the firm’s investment process, contributing to research, risk measurement, risk allocation, portfolio optimization, trading, and portfolio management. Dori has played an integral role as portfolio manager for a number of strategies across the firm’s global macro and global equity platforms, and has also contributed his insights to various research projects, journals, publications and speaking engagements. Dori began his career at First Quadrant in 1991, spending a brief period in the mid-1990s researching in the Department of Anatomy and Neurobiology at Washington University in St. Louis, before returning to the firm for the remainder of his tenure. | ||
Kenneth John Ferguson | Partner | 2007 | 2009 |
Biografia | Ferguson, partner and co-director of Global Derivatives, joined First Quadrant in 1994. He was director of Research from February 2000 until January 2005, when he became co-director of Global Derivatives with Levanoni. Ferguson holds primary responsibility for research and development of the firm's global derivatives products. Prior to joining First Quadrant, Ken was an assistant professor of mathematics at the University of California, Irvine, and at the University of Southern California. He received his Ph.D. in mathematics from the University of Utah in 1991. | ||
Matthew F. MacDonald | Director | 2007 | 2009 |
Biografia | MacDonald joined Deutsche Asset Management in 2006 after 14 years of fixed income experience at Bank of America Global Structured Products and PPM America, Inc. He worked originally at Duff & Phelps Credit Rating Company. MacDonald holds Chartered Financial Analyst designation | ||
Thomas Picciochi | Head of Multi-Asset Portfolio Management | 2007 | 2009 |
Biografia | Tom Picciochi, CAIA Head of Multi-Asset Portfolio Management • Responsible for Multi-Asset portfolio management. • Formerly senior portfolio manager for Deutsche Asset Management’s Quantitative Strategies group, and member of the Global Tactical Asset Allocation Investment Oversight Committee and portfolio manager for Absolute Return Strategies from 1999 to 2010. Prior to joining Deutsche Asset Management, he held various research and analysis positions at State Street Global Advisors, FPL Energy, Barnett Bank, Trade Finance Corporation and Reserve Financial Management over a 13 year period. • Education: BA from University of Miami; MBA from University of Miami. |
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