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למימוש המבצע
18.52
-0.10
-0.54%
17/09 - סגור. מטבע USD
- דירוג Morningstar:
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Delaware Pooled Large-Cap Value Equity
18.52
-0.10
-0.54%
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DPDEX - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת Macquarie Pooled Trust Large Cap Value Portfolio. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של DPDEX – וכן מידע נוסף.
פרטי התקשרות
כתובת
100 Independence, 610 Market Street
Philadelphia,PA 19106
United States
Philadelphia,PA 19106
United States
טלפון
215-255-2300
פקס
215-255-1196
מנהלים בכירים
| שם | כותרת | משנת | עד שנת |
|---|---|---|---|
| Erin Ksenak | Research Analyst | 2020 | 2021 |
| ביוגרפיה | Erin is a Portfolio Manager for Affinity Investment Advisors, LLC. Erin has 7 years of investment experience and in her capacity is responsible for making investment decisions for clients. Erin will be assisting in the development and management of Affinity’s International product. Erin’s previous work experience includes Research Analyst at Morgan Stanley Investment Management, Van Kampen, and Invesco Ltd. She was also a Senior Research Analyst at Echo Point Investment Management, and a Research Associate at Miller Investment Management. Erin graduated summa cum laude from Fordham University with a B.S. in Finance, and also graduated as valedictorian. She is a William G. McGowan Fellow, a member of The National Congress of American Indians, 100 Women in Hedge Funds, and the Women in Investment Network of Philadelphia. | ||
| Kristen E. Bartholdson | Senior Portfolio Manager | 2008 | 2021 |
| ביוגרפיה | Kristen E. Bartholdson is a senior portfolio manager for the firm’s US Large Cap Value Equity team. Prior to joining Macquarie Investment Management (MIM) in 2006 as an associate portfolio manager, she worked at Susquehanna International Group from 2004 to 2006, where she was an equity research salesperson. From 2000 to 2004, she worked in equity research at Credit Suisse, most recently as an associate analyst in investment strategy. Bartholdson earned her bachelor’s degree in economics from Princeton University. | ||
| Nikhil G. Lalvani | Senior Portfolio Manager | 2006 | 2021 |
| ביוגרפיה | Nikhil G. Lalvani, CFA Vice President, Senior Portfolio Manager, Team Leader — Large-Cap Value Equity Nikhil G. Lalvani is a senior portfolio manager for the firm’s Large-Cap Value team and assumed the role of Team Leader in October 2018. At Macquarie Investment Management (MIM) Lalvani has worked as both a fundamental and quantitative analyst. Prior to joining the firm in 1997 as an account analyst, he was a research associate with Bloomberg. Lalvani holds a bachelor’s degree in finance from The Pennsylvania State University. He is a member of the CFA Institute and the CFA Society of Philadelphia. | ||
| Robert A. Vogel | Vice President | 2006 | 2021 |
| ביוגרפיה | Robert A. Vogel Jr. is a senior portfolio manager for the firm's Large-Cap Value team. Prior to joining Delaware Investments in 2004 as vice president and senior portfolio manager, he worked at Merrill Lynch Investment Managers for more than seven years, where he rose to the position of director and portfolio manager within the U.S. Active Large-Cap Value team. He began his career in 1992 as a financial consultant at Merrill Lynch. Vogel graduated from Loyola University Maryland, earning both bachelor's and master's degrees in finance. He also earned an MBA with a concentration in finance from The Wharton School of the University of Pennsylvania. Vogel is a member of the New York Society of Security Analysts, the CFA Institute, and the CFA Society of Philadelphia. | ||
| D. Tysen Nutt | Senior Vice President | 2006 | 2019 |
| ביוגרפיה | D. Tysen Nutt Jr. Senior Vice President, Senior Portfolio Manager Ty Nutt is a senior portfolio manager for the firm’s Large-Cap Value team. Before joining Macquarie Investment Management (MIM) in 2004 as senior vice president and senior portfolio manager, Nutt led the US Active Large-Cap Value team within Merrill Lynch Investment Managers, where he managed mutual funds and separate accounts for institutions and private clients. Nutt earned his bachelor’s degree from Dartmouth College, and he is a member of the CFA Society New York and the CFA Institute. | ||
| Anthony A. Lombardi | Senior Portfolio Manager | 2006 | 2016 |
| ביוגרפיה | Anthony A. Lombardi, CFA Vice President, Senior Portfolio Manager Anthony A. Lombardi is a senior portfolio manager for the firm’s Large-Cap Value Focus strategy. Prior to joining the firm in 2004, Lombardi was a director at Merrill Lynch Investment Managers. He joined Merrill Lynch Investment Managers’ Capital Management Group in 1998 and last served as a portfolio manager for the U.S. Active Large-Cap Value team, managing mutual funds and separate accounts for institutions and private clients. From 1990 to 1997, he worked at Dean Witter Reynolds as a sell-side equity research analyst. He began his career as an investment analyst with Crossland Savings. Lombardi graduated from Hofstra University, receiving a bachelor’s degree in finance and an MBA with a concentration in finance. He is a member of the New York Society of Security Analysts and the CFA Institute. | ||
| Nashira S. Wynn | Vice President | 2006 | 2011 |
| ביוגרפיה | Nashira S. Wynn Vice President, Portfolio Manager Nashira S. Wynn is a portfolio manager with the firm’s Large-Cap Value Focus team. Prior to joining Delaware Investments in 2004, she was an equity research analyst for Merrill Lynch Investment Managers, starting there in July 2001. Wynn earned a bachelor’s degree in finance, with a minor in economics, from The College of New Jersey, and she attended England’s Oxford University as a Presidential Scholar. | ||
| Jordan L. Irving | - | 2006 | 2007 |
| ביוגרפיה | Jordan L. Irving is a Portfolio Manager for Glenmede Investment Management LP, an affiliate of The Glenmede Trust Company, N.A. His primary responsibility is managing the Small Cap Equity and Mid Cap Equity portfolios. Mr. Irving joins Glenmede with 20 years of investment management experience. He most recently served as a founding partner and portfolio manager at Irving Magee Investment Management LLC. Previously, Mr. Irving worked as a Senior Portfolio Manager for both large and small capitalization value equity strategies at Macquarie Investment Management (formerly Delaware Investments). He began his career in 1998 with the U.S. Active Large-Cap Value team within Merrill Lynch Investment Managers where he worked for six years. Mr. Irving holds a B.A. in American Studies from Yale University and received a special diploma in social studies from Oxford University in England. Mr. Irving was a member of the United States Senior National Rowing Team for several years and won a World Championship title in 1997. | ||
| George E. Deming | Vice President, Senior Portfolio Manager | 1992 | 2006 |
| ביוגרפיה | Deming is a vice president and senior portfolio manager at Delaware Group, his employer since 1978. Deming is a member of the Financial Analysts of Philadelphia. | ||
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