INVESTMENT TEAM
Portfolio Manager
Analyst
EXPERIENCE
RUSSELL INVESTMENTS
2003-2017 – Emerging Markets
Portfolio Manager
Research Analyst
NEXXUS CAPITAL
2000-2001
Analyst
EDUCATION
Fordham University, PhD, 2018
Yale University, MBA, 2003
Universidad Panamericana, BA, 1999 Portfolio Manager
Analyst
INTERNATIONAL
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 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 |
COMPLIANCE & CLIENT SERVICE
Client Service Associate
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 Regional Director, Institutional Sales & Marketing
EXPERIENCE
ATLANTA WEALTH ADVISORS
President
BANK OF AMERICA
Investment Management Consultant
SMITH BARNEY
Investment Management Consultant
WACHOVIA BANK
Corporate-Banking Associate
EDUCATION
Florida A&M University, MBA, 1991
Florida A&M University, BS, 1990 Chief Legal-Governance Officer
Corporate Counsel/Chief Compliance Officer
EXPERIENCE
JN ASSET MANAGEMENT & FUNDS GROUP (CHICAGO)
Chief Compliance Officer, Chief Legal Officer & Risk Manager - Fund Sub-Advisors
MONY CAPITAL MANAGEMENT/1740 CAPITAL MANAGEMENT/MONY FUNDS
Chief Legal-Regulatory Officer, Chief Compliance Officer & Risk Manager - Funds
U.S. SECURITIES & EXCHANGE COMMISSION – NEW YORK OFFICE
Branch Chief & Managing Counsel
EDUCATION
Touro College – Fuchsberg Law School, JD, 1993
University of Rochester, BA, 1987 |
OPERATIONS
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 Operations Management Consultant
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 |
