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118.03
+0.24
+0.20%
- דירוג Morningstar:
- סה"כ נכסים: 7.61B
State Farm Growth
118.03
+0.24
+0.20%
- כללי
- גרף
- ניתוח טכני
- פורום
- סקירה
- פרופיל
- נתונים היסטוריים
- החזקות
STFGX - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת State Farm Growth Fund. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של STFGX – וכן מידע נוסף.
פרטי התקשרות
מנהלים בכירים
| שם | כותרת | משנת | עד שנת |
|---|---|---|---|
| Mark C. Sodergren | Vice President, Senior Portfolio Manager, Researcher | 2021 | עכשיו |
| ביוגרפיה | Mark Sodergren is the Head of Quantitative Strategies, responsible for research and implementation of several quantitative equity strategies. Prior to joining Northern, Mark was a Portfolio Manager at Barclays Global Investors focused on active US large cap strategies. Mark spent 6 years at Citigroup Asset Management as a portfolio manager and researcher focused on both active international and domestic portfolios. Mark received his B.A. degree in Quantitative Economic and Decision Sciences from University of California, San Diego and an M.B.A from the University of Chicago. Mark is a CFA Charterholder. | ||
| Mary Lukic | second vice president/portfolio Manager | 2021 | עכשיו |
| ביוגרפיה | Mary Lukic, CFP® is a Senior Vice President at the Northern Trust Company, Chicago. Mary is a Team Leader on the Global Equity team where she is responsible for the Tax Advantaged Equity team and various Engineered Equity portfolio management strategies. She is also a Senior Portfolio Manager responsible for implementation of Tax Advantaged Equity strategies, Quality Dividend Focus and Quality ESG strategies. Mary has extensive experience working with high net worth families, nuclear decommissioning trusts, settlement trusts, insurance companies, VEBAs, foundations and other taxable and tax exempt clients. Prior to joining Global Equity in 2006, Mary worked as a relationship manager in the Wealth Management Fiduciary department responsible for trust administration and working with families to provide comprehensive and flexible investment management, fiduciary and tax solutions to families and individuals. Mary received her B.S. degree in Finance from Illinois State University and an M.B.A. degree in finance and accounting from the University of Chicago Booth School of Business. She is a Certified Financial Planner™ and a member of the Financial Planning Association. | ||
| Christine Tinker | Portfolio Manager | 2021 | עכשיו |
| ביוגרפיה | Christine Tinker is a Portfolio Manager on the Global Equity team within Northern Trust Asset Management. She is responsible for the implementation of several quantitative equity strategies specializing in Tax Advantaged Equity strategies for high net worth and institutional investors. Prior to joining Northern’s Global Equity team in 2015, Christine was a Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management where she managed investment portfolios for high net worth individuals. Christine received a B.S. degree in Finance from the University of Illinois at Urbana-Champaign. Christine is a CFA Charterholder. Christine is a member of the CFA Institute, a member of the CFA Society of Chicago and Co-Chairof the CFA Society Chicago Women’s Network. | ||
| Robert Stephan | Assistant Vice President | 2020 | 2021 |
| Jon Wilson | Assistant Vice President | 2020 | 2021 |
| Paul Eckley | Senior Vice President | 1991 | 2020 |
| ביוגרפיה | Eckley is a senior vice president--Investments at State Farm Mutual Automobile Insurance Company. Mr. Eckley has been involved in all aspects of managing equity portfolios for State Farm Mutual Automobile Insurance Company and its affiliated entities. | ||
| Duncan Funk | Assistant Vice President | 1998 | 2011 |
| ביוגרפיה | Mr. Funk, Senior Investment Officer—Fixed Income at State Farm Mutual Automobile Insurance Company. Mr. Funk has been involved in all aspects of managing fixed income portfolios for State Farm Mutual Automobile Insurance Company and its affiliated entities. | ||
| John Concklin | Vice President | 1996 | 2011 |
| ביוגרפיה | Concklin is a vice president--Common Stocks at State Farm Mutual Automobile Insurance Company and has been associated with the Growth Fund since 1996. | ||
| James Freytag | - | 1994 | 2004 |
| Stephen M Miller | President and Chief Executive Officer | 1991 | 2004 |
| ביוגרפיה | As president and chief executive officer, Steve sets the strategic direction of C.H. Dean and leads the firm’s associates to fulfill the company mission of delivering an exceptional client experience. Steve has more than 35 years of experience providing investment, tax, and business advice to clients. He believes that the most effective wealth managers genuinely care about their clients. They invest the time to understand a combination of the client’s complete financial picture and personal values in order to deliver impactful advice and solutions that help clients live the life they envision. This philosophy of becoming a life partner for clients is the foundation of Dean’s culture. He joined Dean in 1992 as the firm’s corporate controller. Over the years he has held positions as chief financial officer and chief operating officer. In 2001 he assumed the role of president and was named CEO of the firm in 2017. He spent more than 10 years in public accounting before joining Dean. Steve earned a Bachelor of Arts degree from Franklin College and a Masters in Business Administration from Indiana University. He is a Certified Public Accountant (inactive status) and a member of the American Institute of Certified Public Accountants and Ohio Society of Certified Public Accountants. | ||
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