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Naam | Titel | Sinds | Tot |
---|---|---|---|
Scott B. Davis | Managing director | 2022 | now |
Biografie | Scott B. Davis, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 2006, Scott was previously a media and internet analyst in the U.S. Equity Research Group. | ||
Shilpee Raina | - | 2022 | now |
Biografie | Shilpee Raina, executive director, is a research analyst on the Equity Income Strategy within the U.S. Equity Group. Shilpee is a generalist analyst whose research coverage spans various industries. An employee since 2005, Shilpee has been a dedicated research analyst on the Equity Income Strategy since 2008 and was previously focused on the Mid Cap Value portfolios where she conducted research within the media sector, while also responsible for daily implementation and portfolio analytics for the broader Value Team. Shilpee holds a B.S. in Commerce with concentrations in Finance and Accounting from University of Virginia’s McIntire School of Commerce. She is a member of both the New York Society of Security Analysts and the CFA Institute and is a CFA charterholder. | ||
David Small | Managing Director | 2022 | 2023 |
Biografie | David Small, managing director, is the Director of U.S. Equity Research. He was the Associate Director of U.S. Equity Research from July2015 to July 2016 and was an insurance analyst on the Fundamental Research Team from 2008 to 2016. | ||
Paul Larson | Portfolio Manager | 2014 | 2022 |
Biografie | Paul Larson has been a Vice President of OppenheimerFunds since January 2013. Prior to joining OppenheimerFunds, he was a portfolio manager and Chief Equity Strategist at Morningstar, during which time he was also an editor of Morningstar’s Stocklnvestor newsletter, which tracked Mr. Larson’s recommendations. He was previously an analyst at Morningstar covering the energy sector and oversaw the firm’s natural resources analysts. During his tenure at Morningstar, Mr. Larson also contributed to the ongoing development of Morningstar’s moat methodology and their initiation of the moat trend methodology. Prior to joining Morningstar in 2002, Mr. Larson was an analyst with The Motley Fool. Mr. Larson holds an M.B.A. from the Keller Graduate School of Management and a B.S. in bioengineering from the University of Illinois at Chicago. | ||
Benjamin E. Ram | Portfolio Manager | 2009 | 2022 |
Biografie | Benjamin Ram is a portfolio manager at Invesco Advisers. He has been associated with Invesco Advisers and/or its affiliates since 2019. Prior to 2019, he was a portfolio manager of OFI Global Institutional, Inc. (“OFI Global”) since May 2009. Prior to joining OFI Global, Mr. Ram was sector manager for financial investments and a co-portfolio manager for mid-cap portfolios with the RS Core Equity Team of RS Investment Management Co. LLC from October 2006 to May 2009. He served as Portfolio Manager Mid Cap Strategies, Sector Manager Financials at The Guardian Life Insurance Company of America from January 2006 to October 2006 when Guardian Life Insurance acquired an interest in RS Investment Management Co. LLC. Ben holds an M.B.A. from John Hopkins University and a B.A. in economics from the University of Maryland. | ||
Manind V. Govil | Portfolio Manager | 2009 | 2022 |
Biografie | Manind Govil, CFA , is a portfolio manager at Invesco Advisers. He has been associated with Invesco Advisers and/or its affiliates since 2019. Prior to 2019, he was the Main Street Team Leader and a portfolio manager of OFI Global Institutional, Inc. (“OFI Global”) since May 2009. Prior to joining OFI Global, Mr. Govil was a portfolio manager with RS Investment Management Co. LLC from October 2006 until March 2009. He served as the head of equity investments at The Guardian Life Insurance Company of America from August 2005 to October 2006 when Guardian Life Insurance acquired an interest in RS Investment Management Co. LLC. He holds an M.B.A from the University of Cincinnati and a B.Comm. degree from the University of Bombay, India. Mani is a CFA charterholder. | ||
Wentong Alex Zhou | Assistant Vice President | 2008 | 2009 |
Biografie | Zhou is an assistant vice president of OFI Institutional, which he joined in July 2008. He has been an assistant vice president of OFI since 2001 and a portfolio manager of OFI since January 2007. Previously, he was a senior quantitative analyst of OFI since June 1999. Zhou holds the Chartered Financial Analyst designation. | ||
Mark Zavanelli | vice president/portfolio Manager | 2008 | 2009 |
Biografie | Mark Zavanelli is a Chartered Financial Analyst with over 20 years of experience in the investment management industry. He joined ZPR Investment Management, Inc. as President in October 2011. Prior to that he was a Senior Portfolio Manager at OppenheimerFunds, where he managed over $16 billion in mutual fund assets as part of the Main Street team. | ||
Marc Reinganum | Senior Managing Director | 2003 | 2009 |
Biografie | Marc R. Reinganum, Ph.D., is a Senior Managing Director of State Street Global Advisors and the Global Head of Active Equities Developed Markets. In this role, he oversees all aspects of active portfolio management and research for global and regional developed market equity strategies including All Country World Index ones (ACWI). Marc manages investment professionals in teams located across four continents. He also assumed direct management of SSgA U.S. Dynamic Small Cap Mutual Fund (SVSCX) toward the end of 2010, propelling this fund to a Wall Street Journal category King designation for its 2011 performance. Prior to joining SSgA at the end of 2009, Marc was co-Head of the Main Street Team and Senior Portfolio Manager and Director of Quantitative Research at OppenheimerFunds, where his group managed $30+ billion in small-cap, large-cap and multi-cap strategies. Marc is recognized as a leader by peers in the industry, currently serving as Executive Vice President of the Institute for Quantitative Research in Finance (Q-Group), and a member of the Economic Club of New York and the Chicago Quantitative Alliance. He has served on the Investment Committee for the Endowment at SMU University and currently serves on the Investment Committee of Bryn Mawr College. Dr. Reinganum was the Mary Jo Vaughn Rauscher Chair in Financial Investments at SMU, where he also served as President of the Faculty of the Cox School of Business, Chairman of the Finance Department and Director of the Financial Markets Institute. Marc previous teaching experience includes the University of Iowa, the University of Southern California and the University of Chicago. Marc is known as a founding father of stock market anomalies, and particularly the so-called mall Firm Effect. For this pathbreaking research, the Financial Analysts Federation (forerunner to AIMR) honored him with a Graham and Dodd Scroll. Marc has served on the editorial boards and as an ad hoc reviewer for numerous academic and practitioner journals. Marc recent volunteer activities include the President Advisory Council at Oberlin College and the Parent Councils of Swarthmore, Bryn Mawr and Hampshire Colleges. He is currently a board member of the Founders Council at ArtsEmerson and a member of the Massachusetts Council on Economic Education Advisory Board. Dr. Reinganum earned his A.B. with High Honors from Oberlin College (Phi Beta Kappa), and an MBA (Beta Gamma Sigma) and Ph.D. from the University of Chicago. | ||
Nikolaos Monoyios | Senior Vice President | 2003 | 2008 |
Biografie | Monoyios is a senior vice president of Oppenheimer since 2003 and was formerly a vice president of Oppenheimer from 1998 to 2003. He joined the firm in 1998. Previously, Monoyios was a portfolio manager at Guardian Investor Services, the investment management subsidiary of The Guardian Life Insurance Company for over 17 years. Monoyios holds the Chartered Financial Analyst designation. |
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