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שם | כותרת | משנת | עד שנת |
---|---|---|---|
Calvin W. Bohman | Portfolio Manager | 2024 | עכשיו |
ביוגרפיה | Calvin Bohman is a Portfolio Manager on the U.S. Large Cap Growth ESG Strategy and oversees the Investment Team’s quantitative analytics program. He builds and deploys an array of quantitative tools including risk analytics and other scoring tools that are proprietary to Winslow Capital. Calvin is also a member of the Investment Team for the U.S. Large Cap Growth Strategy. Calvin joined Winslow Capital in 2015 on the equity trading desk. Prior to joining Winslow Capital, Calvin worked on the institutional trading desk for Piper Jaffray & Company from 2007 to 2015. | ||
Steve M. Hamill | Portfolio Manager | 2023 | עכשיו |
ביוגרפיה | Steve Hamill is a Portfolio Manager for the suite of U.S. Large Cap Growth Strategies, with responsibilities in portfolio construction and stock selection. He also serves as a senior Healthcare sector specialist analyzing new medical discoveries, consumption trends and political shifts to help identify investment opportunities. Further, Steve analyzes U.S. government policy changes that may impact the broader economy or markets for the entire Investment Team. Steve joined Winslow Capital in 2006 as Managing Director/ Analyst responsible for the Healthcare sector. Prior to that, he was a Senior Analyst at Piper Jaffray and RBC Capital Markets providing research on the medical device industry. He also served as a Manager at Arthur Andersen. | ||
Stephan C. Petersen | Managing Director, Portfolio Manager | 2020 | עכשיו |
ביוגרפיה | Stephan Petersen focuses his expertise in the Financials and Energy sectors. Both sectors require a deep understanding of the global macroeconomic and regulatory environments impacting the ability of companies within the sectors to achieve strong earnings growth. Stephan joined Winslow Capital in 2013 as a Managing Director/Analyst responsible for the Financials sector. Prior to that, he was a Senior Equity Research Analyst at Thrivent Asset Management in Minneapolis. Stephan also served as a Research Consultant at Cagney Research Group and a financial analyst at Citadel Investment Group. | ||
Patrick M. Burton | Managing Director | 2013 | עכשיו |
ביוגרפיה | Pat Burton is a Portfolio Manager for the suite of U.S. Large Cap Growth Strategies with responsibilities in portfolio construction and stock selection. He also serves as a senior Information Technology sector specialist and leverages his expertise in analyzing both potential technology investments and trends within the ever-changing technology landscape. Pat is a member of Winslow Capital’s Executive Committee and Management Committee. Pat joined Winslow Capital in 2010 as a Managing Director/ Analyst responsible for the Technology sector. Prior to that, he was Senior Equity Research Analyst for Thrivent Asset Management in Minneapolis. He also served as a Managing Director for Citigroup Investments. | ||
Justin H. Kelly | CEO | 2009 | עכשיו |
ביוגרפיה | As Chief Investment Officer, Justin Kelly ensures the Winslow Capital growth equity process is fully executed by all Portfolio Managers and Analysts. Further, he sets the macroeconomic framework and investment roadmaps for all of Winslow Capital’s products. On the U.S. Large Cap Growth Strategies, he is responsible for portfolio construction and operates as a Portfolio Manager. Justin is a member of Winslow Capital’s Executive Committee and Management Committee. Justin joined Winslow Capital in 1999 as Managing Director responsible for research and portfolio management. Prior to that, he was co-head of the technology research team at Investment Advisers, Inc. in Minneapolis. He also served as an Investment Banker in New York City for Prudential Securities and Salomon Brothers. | ||
Clark Winslow | Founder | 2009 | 2016 |
ביוגרפיה | Mr. Winslow founded Winslow Capital Management in 1992. As founder, Mr. Winslow has presided over the growth of the Firm and has rooted a profound commitment to placing clients first. The overriding goal to provide consistent outperformance over time for our clients, supported by value-adding client service and outstanding administration, remains a core value of the Firm. | ||
R. Bartlett Wear | Senior Managing Director | 2009 | 2013 |
ביוגרפיה | R. Bart Wear CFA Senior Managing Director; Portfolio Manager/Analyst – Consumer, Financials Started with Winslow Capital Management in 1997 as Managing Director with responsibility for research and portfolio management. For 13 years Bart worked at Firstar Investment Research and Management Company serving as a Senior Vice President/Senior Portfolio Manager and Director of Research. Arizona State University, B.S.- 1982 - Finance |
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