Money managers

GIM Leadership Appointments: Kent Weaver, Jr., CFA®, and Stacey Gilbert

Retrieved on: 
Monday, June 28, 2021
Foundation, Professional services, Philanthropy, Finance, Money managers, Portfolio manager, Portfolio management, Derivative

Glenmede Investment Management LP (GIM), an independent asset management firm, today announced the promotion of two leaders: Kent Weaver, Jr., CFA, as President, and Stacey Gilbert as Chief Investment Officer (CIO), a newly appointed position.

Key Points: 
  • Glenmede Investment Management LP (GIM), an independent asset management firm, today announced the promotion of two leaders: Kent Weaver, Jr., CFA, as President, and Stacey Gilbert as Chief Investment Officer (CIO), a newly appointed position.
  • Ms. Gilbert will report to Mr. Weaver, and Mr. Weaver will continue to report to Peter J. Zuleba, Director of Investment Management.
  • Ms. Gilbert, in her newly appointed role as CIO of GIM, will be responsible for portfolio management, research trading and growing GIMs investment presence in addition to continuing her role as Co-Portfolio Manager of Derivatives.
  • Ms. Gilbert joined GIMs derivatives team in 2019 after more than two decades at Susquehanna Financial Group, most recently as Head of Derivative Strategy.

AllianzGI Dividend, Interest & Premium Strategy Fund Announce Portfolio Manager Changes

Retrieved on: 
Thursday, January 21, 2021
Professional services, Finance, Finance, Money, Investment, Investment funds, Money managers, Investment management, Closed-end fund, Portfolio manager, Institutional investors, Professional certification in finance, Invesco PowerShares, Hedge fund

Allianz Global Investors U.S. LLC (AllianzGI U.S.), investment manager to AllianzGI Dividend, Interest & Premium Strategy Fund (NYSE: NFJ) (the Fund), announced today that effective February 1, 2021, Justin Kass, CFA, will become the lead portfolio manager of the Fund and will assume overall responsibility for coordination of the Funds portfolio between equities, options and convertible securities in addition to serving as a day-to-day portfolio manager of the Funds convertible securities sleeve.

Key Points: 
  • Allianz Global Investors U.S. LLC (AllianzGI U.S.), investment manager to AllianzGI Dividend, Interest & Premium Strategy Fund (NYSE: NFJ) (the Fund), announced today that effective February 1, 2021, Justin Kass, CFA, will become the lead portfolio manager of the Fund and will assume overall responsibility for coordination of the Funds portfolio between equities, options and convertible securities in addition to serving as a day-to-day portfolio manager of the Funds convertible securities sleeve.
  • Jeffrey Parker, CFA, who has served as the lead portfolio manager of the Fund will no longer be a listed portfolio manager of the Fund.
  • Mr. Kass is a portfolio manager and managing director with AllianzGI U.S., which he joined in 2000, and is a listed portfolio manager on a number of AllianzGI U.S. closed-end funds.
  • There will be no changes to the Funds investment objectives, investment strategies or to the other portfolio managers of the Fund.

ACM Research to Participate in Upcoming Virtual Investor Conferences

Retrieved on: 
Tuesday, December 29, 2020
Economy, Institutional investors, Money managers, Brands, Intellectual property law, Product management, Trademark, Portfolio manager, Magazines, Marketing

A replay of the webcast will be archived and available from the Investors section of ACMs website through January 18, 2021.

Key Points: 
  • A replay of the webcast will be archived and available from the Investors section of ACMs website through January 18, 2021.
  • Management will be available for one-on-one meetings with institutional investors at each of these events.
  • Portfolio managers and analysts who wish to request a meeting should contact their institutional sales representative at each sponsoring bank.
  • The ACM Research logo is a trademark of ACM Research, Inc. For convenience, this trademark appears in this press release without a symbol, but that practice does not mean that ACM Research will not assert, to the fullest extent under applicable law, its rights to such trademark.

Troy Dayton, CFA Joins Capital Insight Partners

Retrieved on: 
Tuesday, December 29, 2020
Money managers, Insight Partners, Portfolio manager, Dayton, Ohio, Finance, Ohio

SCOTTSDALE, Ariz., Dec. 29, 2020 /PRNewswire/ -- Capital Insight Partners, LLC announced today that Troy Dayton, CFA has joined the firm as a Senior Portfolio Manager.

Key Points: 
  • SCOTTSDALE, Ariz., Dec. 29, 2020 /PRNewswire/ -- Capital Insight Partners, LLC announced today that Troy Dayton, CFA has joined the firm as a Senior Portfolio Manager.
  • "Troy's rigor in analyzing company financials and his ability to construct portfolios brings additional depth to our investment team," said Capital Insight Partners Chief Executive Officer Steve Nelson, CFA.
  • "It is exciting to join the highly capable team at Capital Insight Partners.
  • Capital Insight Partners is a global multi-asset class portfolio manager working with high net worth families (minimum account $2 million), corporate retirement plans and institutions.

Franklin Universal Trust Declares Monthly Distribution and Announces Addition to Portfolio Management Team

Retrieved on: 
Tuesday, July 21, 2020
Professional services, Finance, Finance, Money, Financial services, Money managers, Portfolio manager, Franklin Templeton Investments, Investment management, Portfolio management, UBS

In addition, effective August 1, 2020, Jon Belk, CFA, will join the Funds portfolio management team as co-lead portfolio manager.

Key Points: 
  • In addition, effective August 1, 2020, Jon Belk, CFA, will join the Funds portfolio management team as co-lead portfolio manager.
  • The Funds current lead portfolio manager Glenn Voyles, CFA, will continue as co-lead portfolio manager.
  • Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization operating, together with its subsidiaries, as Franklin Templeton.
  • The companys more than 600 investment professionals are supported by its integrated, worldwide team of risk management professionals and global trading desk network.

Eventide bolsters leadership of investment team with key promotions

Retrieved on: 
Friday, July 10, 2020
Economy, Finance, Money, Money managers, Financial services, Investment funds, Occupations, Securities research, Eventide, Bond fund, Portfolio manager

BOSTON, July 10, 2020 /PRNewswire/ -- Eventide Asset Management announced that it is bolstering the leadership of its investment team with the promotion of Dolores Bamford, CFA, as Director of Investment Research and Andrew Singer, CFA, as Associate Portfolio Manager.

Key Points: 
  • BOSTON, July 10, 2020 /PRNewswire/ -- Eventide Asset Management announced that it is bolstering the leadership of its investment team with the promotion of Dolores Bamford, CFA, as Director of Investment Research and Andrew Singer, CFA, as Associate Portfolio Manager.
  • All of Eventide's investment research team, including the team dedicated to researching Business 360Eventide's proprietary approach to values-based investingwill report directly to Ms. Bamford.
  • Ms. Bamford will continue in her role as Lead Portfolio Manager for the Eventide Multi-Asset Income Fund, the Eventide Limited-Term Bond Fund, and the Eventide Dividend Opportunities Fund.
  • Eventide Mutual Funds are distributed by Northern Lights Distributors, LLC, Member FINRA, which is not affiliated with Eventide Asset Management, LLC.

ClariVest Asset Management Promotes Gashi Zengeni, CFA, to Assistant Portfolio Manager

Retrieved on: 
Tuesday, June 2, 2020
Economy, Finance, Money, Investment management, Financial risk management, Money managers, Investment, Portfolio manager, Portfolio management, Asset classes

San Diego, June 02, 2020 (GLOBE NEWSWIRE) -- ClariVest Asset Management, an investment management firm and affiliate of Carillon Tower Advisers, is pleased to announce thatGashi Zengeni,CFA, has been promoted to Assistant Portfolio Manager.

Key Points: 
  • San Diego, June 02, 2020 (GLOBE NEWSWIRE) -- ClariVest Asset Management, an investment management firm and affiliate of Carillon Tower Advisers, is pleased to announce thatGashi Zengeni,CFA, has been promoted to Assistant Portfolio Manager.
  • She previously worked as a portfolio analyst assisting the Emerging Markets Portfolio Management Team in London.
  • Gashis rare combination of quantitative and qualitative strengths make her a great resource for the ClariVest investment team, added ClariVest PresidentTiffany Ayres.
  • Together with our partner affiliates ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management (a division of Scout Investments) and Scout Investments we offer a range of investment strategies and asset classes through multiple vehicles.

Financial Modeling Provider Daloopa Chooses Analyst Hub for Compliance and Sales Infrastructure

Retrieved on: 
Friday, April 3, 2020
Economy, Finance, Money, Money managers, Portfolio manager, Buy-side analyst, Financial modeling

Founded in 2019, Daloopa uses artificial intelligence (AI) to build financial models that inform the investment decisions of buy-side analysts and investors.

Key Points: 
  • Founded in 2019, Daloopa uses artificial intelligence (AI) to build financial models that inform the investment decisions of buy-side analysts and investors.
  • Portfolio managers often switch firms, but their financial models dont move with them, commented Mike Kronenberg, founder and CEO of Analyst Hub.
  • The companys turn-key solution offers essential institutional infrastructure tools, compliance, experienced institutional sales, corporate access support and marketing.
  • A Daloopa model contains all KPI and financial information for a public company and every data-point is auditable back to the source.

Vertex One Asset Management Inc. announces leadership change and proposed appointment of portfolio advisor to the Vertex Value Fund and Vertex Enhanced Income Fund

Retrieved on: 
Thursday, June 20, 2019
Money managers, Portfolio manager

Prior to his resignation, Mr. Wood acted as portfolio manager to the Vertex Value Fund and the Vertex Enhanced Income Fund.

Key Points: 
  • Prior to his resignation, Mr. Wood acted as portfolio manager to the Vertex Value Fund and the Vertex Enhanced Income Fund.
  • Primary portfolio management responsibilities of the Vertex Value Fund will be performed by David Barr, CFA and Felix Narhi, CFA.
  • Primary portfolio management responsibilities of the Vertex Enhanced Income Fund will be performed by Geoff Castle and David Barr, CFA.
  • Vertex One is excited for the future of the Vertex Enhanced Income Fund under Geoff Castle and David Barr's leadership.

AdCap Management Inc. Names Chaya Slain Chief Investment Officer

Retrieved on: 
Friday, May 17, 2019
Economy, Finance, Money, Investment, Professional certification in finance, Money managers, Alternative investment, Chartered Alternative Investment Analyst, Chartered Financial Analyst

CLEVELAND, May 17, 2019 /PRNewswire/ -- AdCap Management Inc., a Cleveland-based family office founded by father and son entrepreneurs, Shelly and Joel Adelman, has named Chaya Slain as Chief Investment Officer.

Key Points: 
  • CLEVELAND, May 17, 2019 /PRNewswire/ -- AdCap Management Inc., a Cleveland-based family office founded by father and son entrepreneurs, Shelly and Joel Adelman, has named Chaya Slain as Chief Investment Officer.
  • Slain will oversee the firm's investment portfolio with a special focus on alternative investments and lending strategies.
  • Slain holds both a Chartered Financial Analyst and a Chartered Alternative Investment Analyst designation, and brings a strong background in ultra high net-worth investing and alternative asset classes to AdCap.
  • "Chaya brings a wealth of experience and access to AdCap, and I'm especially excited about her entrepreneurial spirit.