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Naam | Titel | Sinds | Tot |
---|---|---|---|
D. J. Neiman | Portfolio Manager & Co-Director of Research | 2021 | now |
Biografie | D.J. Neiman, CFA, partner, is a portfolio manager for the International Small Cap Growth and Emerging Markets Small Cap Growth strategies, and co-director of research for the global equity team. Before becoming a portfolio manager, D.J. was a global research analyst covering small‐cap financial stocks. Before joining Investment Management in 2009, D.J. was an analyst in the firm’s sell‐side research group, covering the financials sector with a focus on the asset‐management and advisory investment‐banking industries. Previously, D.J. was a senior accountant with William Blair Funds and a fund analyst at Scudder Kemper Investments. He is a member of the CFA Institute and the CFA Society Chicago. He received a B.S. from Miami University and an M.B.A., with high distinction, from the University of Michigan’s Ross School of Business. | ||
Casey Preyss | Portfolio Mangeer | 2016 | now |
Biografie | Casey Preyss, CFA, partner, is a portfolio manager for William Blair’s Emerging Markets Growth and Emerging Markets Small Cap Growth strategies. Since joining William Blair in 2000, he has been a research analyst covering industrials, IT, and resources stocks. Before taking on fundamental research responsibilities for William Blair’s global equity team, Casey was a quantitative analyst. Before joining the firm, he was an international equity research sales associate with Thomas White International. He received a B.S.B.A. from The Ohio State University and an M.B.A. from the University of Chicago’s Booth School of Business. | ||
Todd McClone | Partner | 2011 | now |
Biografie | Todd McClone, CFA, partner, is a portfolio manager for William Blair’s emerging markets strategies, including Emerging Markets Growth, Emerging Markets Small Cap Growth, and Emerging Markets ex China Growth. Before joining the firm in 2000, he was a senior research analyst specializing in international equity for Strong Capital Management. Previously, he was a corporate finance research analyst with Piper Jaffray, where he worked with the corporate banking financials team on a variety of transactions, including initial public offerings, mergers and acquisitions, and subordinated debt offerings. He also issued fairness opinions and conducted private company valuations. Todd received a B.B.A. and B.A. from the University of Wisconsin–Madison. | ||
Jeffrey A. Urbina | Partner | 2011 | 2016 |
Biografie | Jeffrey A. Urbina, CFA, is a Partner of William Blair. Mr. Urbina joined William Blair's Investment Management Department in 1996 as an international portfolio manager. He is the lead portfolio manager for the international small cap growth and emerging markets growth strategies, and is a portfolio manager for the emerging leaders strategy. From 1991 to 1996, he was Senior Vice President/Director of Emerging Market Research and a Portfolio Manager at Van Kampen American Capital, Inc. During his five years at Van Kampen American Capital, Inc., he also served as Director of Fixed Income Research and was a member of the Investment Policy Committee. Before joining Van Kampen American Capital, Inc., he spent ten years at Citicorp, Inc. in various capacities, including as a Vice President in the commercial real estate group in Chicago and as commercial lending officer in the bank's Denver office. He began his banking career at Harris N.A. in Chicago, where he was an International Banking officer. He holds a BA from Northwestern University and an MBA from Northwestern University Kellogg Graduate School of Management. |
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