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שם | כותרת | משנת | עד שנת |
---|---|---|---|
Edward Yoon | Sector Leader/Portfolio Manager | 2007 | עכשיו |
ביוגרפיה | Edward (Eddie) Yoon is a sector leader and portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Yoon is responsible for the coverage of health care equipment and supplies stocks, and serves as the health care sector leader. Additionally, he manages several funds including Fidelity Advisor Health Care Fund, Fidelity and Fidelity Advisor Stock Selector Mid Cap Fund, Fidelity and Fidelity Advisor All Cap Fund, Fidelity Select Health Care Portfolio, and Fidelity Select Medical Technology and Devices Portfolio. Prior to joining Fidelity in 2006, Mr. Yoon worked on the health care team at JPMorgan Asset Management. He has been in the financial industry since 2002. Mr. Yoon earned his bachelor of arts degree in business economics from Brown University. | ||
Aaron M. Cooper | Chief Investment Officer, Equities | 2005 | 2007 |
ביוגרפיה | Mr. Cooper is Chief Investment Officer, Equities. He is responsible for leading Putnam’s Equity group, including the portfolio management, research, and trading areas. In addition, he is a portfolio manager with institutional responsibilities, including directing Putnam's research and global sector investment strategies. Mr. Cooper is also a member of Putnam's Operating Committee. He joined Putnam in 2011 and has been in the investment industry since 1999. Prior to joining Putnam, Mr. Cooper held several roles at Fidelity Investments including Managing Director of Research from 2007 to 2011, Analyst and Portfolio Manager from 2003 to 2007, Associate from 2000 to 2003, and Intern in 1999. Mr. Cooper earned an A.B. in Economics from Harvard University. | ||
Sam Peters | Managing Director, Portfolio Manager | 2004 | 2005 |
ביוגרפיה | • Member of the CFA Institute • Industry since 1993 • Firm since 2005 • University of Chicago — MBA • College of William & Mary — BA in Economics • Fidelity Management & Research - Portfolio Manager, Health Care Sector Team Leader • Samuel M. Peters Investment Advisors - Founder • Eppler, Guerin & Turner - Financial Consultant - See more at: https://www.clearbridge.com/about/team/portfolio-management/peters-sam.html?team=portfolio_management#sthash.9Ysk0KIZ.dpuf | ||
Steven Calhoun | Portfolio Manager | 2002 | 2004 |
ביוגרפיה | Calhoun is a portfolio manager with Fidelity Investments. He joined Fidelity's equity research department in 1994 as a research analyst and manager, following a variety of industries. Calhoun served as director of associate research from 1997 to 1999. | ||
Christine Schaulat | Research Analyst, Portfolio Manager | 2000 | 2002 |
ביוגרפיה | Schaulat is a research analyst and portfolio manager for Fidelity Investments, her employer since 1997. Previously, she was an investment manager with Indosuez Asset Management Asia, Limited, in Hong Kong from 1993-1995. Prior to that, she was with Morgan Stanley & Company as a financial analyst in their investment banking division. | ||
Kerry L. Nelson | Analyst, Portfolio Manager | 1998 | 2000 |
ביוגרפיה | Nelson is an analyst and portfolio manager with Fidelity Investments, her employer since 1995. Prior to joining the company, she was analyst with Grandview Partners from 1991 to 1994. |
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