INVESTMENT TEAM
Chief Investment Officer
Portfolio Manager
Analyst
EMERGING MARKETS
Founded Channing Global Advisors, LLC in September 2017 along with Channing Capital Management, LLC
EXPERIENCE
VICTORIA 1522 INVESTMENTS
2007-2014
Founder, CEO, CIO, Portfolio Manager
VICTORIA EMERGING MARKETS
2006-2017
Managing Member
ROCKCREEK
2015-2016
Consultant
2016-2017
Portfolio Manager
WELLS CAPITAL MANAGEMENT
2003-2006
Portfolio Manager
MONTGOMERY ASSET MANAGEMENT
1991-2003
Managing Director, Portfolio Manager
EMERGING MARKETS MANAGEMENT, Inc.
1988-1991
Analyst/Portfolio Manager
1982-1987
Analyst of U.S. equities, initially at MASSMUTUAL and later, at SHAWMUT BANK'S investment division
EDUCATION
Massachusetts Institute of Technology, MSc, 1981
New York University, BSc, 1979 Portfolio Manager
Analyst
INTERNATIONAL DEVELOPED & GLOBAL MARKETS
EXPERIENCE
PREMIS CAPITAL
2014-2017
Founder, CEO, CIO, Portfolio Manager
HANSBERGER GLOBAL INVESTORS
1997-2014
President, CEO, Co-CIO, Portfolio Manager
MERRILL LYNCH
1991-1997
Vice President, International Equities, Analyst
EDUCATION
New York University, MBA, 1996
Columbia University, BA, 1991 Research Analyst
EMERGING MARKETS
EXPERIENCE
INDEPENDENT RESEARCH CONSULTANT
Channing Global Advisors (2018-2022)
THRIVE Consulting (2017-2022)
BNP PARIBAS INVESTMENT PARTNERS
2012-2016
Analyst, Emerging & Frontier Markets
VICTORIA 1522
2010-2012
Analyst, Latin America, Emerging Europe, Middle East & Africa
NINTH WAVE CAPITAL
2007-2009
Emerging Markets Generalist
GREENWOOD INVESTMENTS
2006-2007
U.S. Small-Cap Equity Specialist
DATABASE PUBLISHING GROUP
2001-2004
Multimedia Production Group Manager
EDUCATION
Boston University, MBA, 2007
Colgate University, BA, 1995 Research Analyst
EMERGING MARKETS
EXPERIENCE
INDEPENDENT RESEARCH CONSULTANT
Channing Global Advisors
(2018-2023)
WINUNIT INC. (Consulting Firm)
(2017-2023)
ASHMORE EQUITY INVESTMENT MANAGEMENT
(2011-2016)
Co-Portfolio Manager of Investments in China & Taiwan
Analyst, China, South Korea, Taiwan, Malaysia, and Vietnam
EMERGING MARKETS MANAGEMENT
(2001-2011)
Quantitative Analyst
CALVERT INVESTMENT
(1999-2001)
Performance Analyst
EDGAR LOMAX COMPANY
(1995-1999)
Portfolio Administration, Trading, Performance Measurement, and Research
EDUCATION
The George Washington University, MBA, 1995
Fu-Jen Catholic University (Taiwan), BBA, 1993 Research Associate
UNITED STATES
EXPERIENCE
CHANNING GLOBAL ADVISORS
Summer 2021
Research Intern
EDUCATION
University of Miami, BBA, 2021 |
COMPLIANCE & CLIENT SERVICE
Manager of Client Service
EXPERIENCE
1998-2017
Freelance Financial Writer
MONTGOMERY ASSET MANAGEMENT
1996-1998
Financial Writer
MORNINGSTAR
1993-1996
Associate Editor & Analyst
EDUCATION
University of Chicago, BA, 1992 |
OPERATIONS
Operations Manager
EXPERIENCE
EVEREST CAPITAL
2014-2015
Director of Operations
HANSBERGER GLOBAL INVESTORS
2005-2014
Chief Administrative Officer
1996-2005
Vice President of Operations
1995-1996
Operations Manager
EDUCATION
Florida State University, BS, 1992 Equity Trader
EXPERIENCE
GRANDEUR PEAK GLOBAL ADVISORS
2015-2018
Global Equity Trader
PIMCO
2012-2015
Associate
GEOMATRIX (HONG KONG) LTD.
2011
Trader
EDUCATION
Chaminade University, MBA, 2008
Chaminade University, BS, 2006 |
