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למימוש המבצע
(0P00003EA0) Touchstone Variable Series Trust Aggressive ETF Fund Class SC
הוסף ל/הסר מתיק ההשקעות
הוסף לרשימת מעקב
18.980
+0.070
+0.37%
16/04 - מידע המוצג בעיכוב. מטבע USD
- דירוג Morningstar:
- סך נכסים: 21.27M
Touchstone Variable Series Trust Aggressive ETF Fu
18.980
+0.070
+0.37%
- כללי
- גרף
- ניתוח טכני
- פורום
- סקירה
- פרופיל
- נתונים היסטוריים
- החזקות
0P00003EA0 - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת Touchstone Variable Series Trust Aggressive ETF Fund Class SC. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של 0P00003EA0 – וכן מידע נוסף.
פרטי התקשרות
כתובת
303 Broadway, Suite 1100, PO Box 5354
Cincinnati,OH 45201-5354
United States
Cincinnati,OH 45201-5354
United States
טלפון
+1 8005430407
אינטרנט
www.touchstoneinvestments.com
מנהלים בכירים
| שם | כותרת | משנת | עד שנת |
|---|---|---|---|
| Anthony Wicklund | Portfolio Manager | 2017 | 2021 |
| ביוגרפיה | Tony Wicklund is a managing director of Wilshire Associates and a portfolio manager with Wilshire Funds Management. Mr. Wicklund has over 17 years of industry experience and is a portfolio manager for multi-manager portfolios, including target-risk, target-date, and alternative portfolios for a range of financial intermediary clients. Prior to joining Wilshire Associates in 2013, Mr. Wicklund was the director of risk management at Convergent Wealth Advisors, where he led the firm’s investment risk management and operational due diligence efforts. Additionally, he served as chairman of the firm’s Risk Management Oversight Committee and was a voting member of the Investment Committee. Previously, Mr. Wicklund was a senior analyst at Pacific Seafood where he evaluated acquisition targets, coordinated the integration of acquired companies, and performed internal operational audits and capital expenditure analyses. Mr. Wicklund earned his BS in business administration, with a concentration in finance from the University of Oregon. He also holds an MBA from the Marshall School of Business, University of Southern California, with a concentration in investments and financial markets. Mr. Wicklund holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations, and is a member of CFA Society Los Angeles, CFA Institute, and the CAIA Association. | ||
| Nathan R. Palmer | Vice President | 2016 | 2021 |
| ביוגרפיה | Nathan Palmer is a managing director of Wilshire Associates and heads Wilshire Funds Management’s Portfolio Management Group. Mr. Palmer has more than 20 years of industry experience and is responsible for creating multi-asset class, multi-manager investment solutions for financial intermediary clients. He is the Chair of Wilshire Funds Management’s Investment Committee and Retirement Oversight Committee. Prior to joining Wilshire Associates, Mr. Palmer provided investment advice to endowment, foundation, and family office clients at Convergent Wealth Advisors. Previously, he managed the public market investment portfolios for the endowment at the California Institute of Technology and for the defined benefit and defined contribution retirement assets at Intel Corporation. Mr. Palmer began his career as a securities analyst, where he published equity research on the technology, media, and telecom industries. Mr. Palmer graduated phi beta kappa and cum laude from the University of Washington with a BA in business administration. He holds an MBA with High Distinction from the Stern School of Business, New York University, graduating as an Armando John Garville Memorial Scholar. Mr. Palmer holds the Chartered Financial Analyst® designation and is an active member of CFA Institute and CFA Society Los Angeles. | ||
| Elizabeth Yakes | Portfolio Manager | 2016 | 2018 |
| ביוגרפיה | Liz Yakes is a vice president of Wilshire Associates and a member of Wilshire Funds Management’s portfolio management group. Prior to joining Wilshire Associates in 2012, Ms. Yakes worked as a senior consultant at Ernst & Young supporting credit risk regulatory compliance initiatives for banking and capital markets clients. Ms. Yakes earned a BS in industrial engineering and a BS in integrated business and engineering from Lehigh University. She also holds an MBA from the Marshall School of Business, University of Southern California. She holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Los Angeles. | ||
| John C. Holden | Portfolio Manager/Analyst | 2006 | 2016 |
| ביוגרפיה | Jack is a native of Louisville, Kentucky, and a graduate of the University of Louisville where he earned a BS in Business Administration in 1985. He also holds a Chartered Financial Analyst designation (1990). Jack started his investment career in 1983 with First Kentucky Trust as Portfolio Manager/Analyst, moving to Star Bank as Senior Portfolio Manager/Analyst. He later joined Mellon Private Asset Management as Vice President, Senior Portfolio Manager. Jack served on the equity team of Fort Washington Investment Advisors, Inc., as Managing Director and Senior Portfolio Manager and then moved to Todd Investment Advisors in 2006 as a member of the equity management team. Jack is an active member of the Louisville Society of Financial Analysts and the CFA Institute. | ||
| Curtiss M. Scott | President & CIO and Partner | 2005 | 2016 |
| ביוגרפיה | Curtiss M. (Curt) Scott Jr., CFA, President and CIO and Partner – Curt is a native of Louisville, Kentucky, and a graduate of the University of Louisville where he earned a BS in Commerce in 1976. He also holds a Chartered Financial Analyst designation (1982). In 1978, Curt started his investment career with First Kentucky National as an equity securities analyst. In 1986, he moved to New York to manage mutual funds for Oppenheimer Management and later joined Lazard Freres Asset Management as a portfolio manager for Taft-Hartley and Corporate Accounts. Curt joined Capitoline Investment Services in 1991 as Vice President and Sr. Portfolio Manager. In 1993, he joined Executive Investment Advisors as Managing Director and Sr. Portfolio Manager. Curt joined Todd Investment Advisors in 1996 as a member of the equity management team, and was made President of Todd Investment Advisors in January 2006. Curt is an active member of the Louisville Society of Financial Analysts and the CFA Institute. | ||
| John J. White | Equity Analyst | 2004 | 2016 |
| ביוגרפיה | Jack is a native of Long Island, New York, and received his BS in Finance from Boston College in 1982 and MBA from Baruch College in 1988. He holds a Chartered Financial Analyst designation (1999). Jack started his investment career in New York, working for Metropolitan Life Insurance Company as an equity analyst until 1987, then moved to Smith Barney where he was an equity strategist until 1994. Jack was Senior Managing Director and served as Director of Research and Director of Equity Strategy for Wachovia Securities in Charlotte prior to joining Todd Investment Advisors in 2002 as a member of the equity management team. Jack is an active member of the Louisville Society of Financial Analysts, the CFA Institute, and a board member of the Kentucky Association for Corporate Growth. | ||
| Robert P. Bordogna | - | 2004 | 2006 |
| ביוגרפיה | Robert P. Bordogna is Chairman and a Senior Portfolio Manager at Todd Asset Management LLC. He earned a BS in Pre-Med at Trinity College in 1963, was a Navy Lieutenant from 65-68, and in 1970, earned an MBA from Colgate Darden Grad School. In 1969, he started his investment career with a summer job at Chase Manhattan Bank as an equity securities analyst. In 1970, he moved to Atlanta to join First National Bank of Atlanta, where he was an analyst/portfolio manager for seven years. In 1977, he joined Thorndike, Doran, Paine & Lewis, an investment counseling firm, as a portfolio manager. Bob joined Todd Investment Advisors in 1980 as a member of the equity management team. He and Bos Todd initiated the large cap equity investment strategy that Todd Asset Management employs today for several of its portfolios. He was made President of Todd Investment Advisors in September 1996, and Chairman in January 2006. | ||
| Bosworth M. Todd | - | 2004 | 2006 |
| ביוגרפיה | Bosworth M. Todd is Chairman Emeritus of Todd Asset Management LLC. Bos is a 1952 graduate of the University of Kentucky. After receiving his MBA from Harvard and serving in the Air Force, he worked for Hilliard Lyons several years as a registered representative. He then joined Kentucky Trust Company as Vice President and Portfolio Manager. He worked there nine years before founding his own firm in 1967, later known as Todd Investment Advisors. A prolific writer, Bos has written newsletters to clients about the economic and market outlook, social security, fuel cells, and nanotechnology. Bos taught investments at the University of Louisville, holds a Chartered Financial Analyst designation, and was director of the Investment Counsel Association of America. He is currently a director of First Capital Bank of Kentucky in Louisville and director of American Life and Accident. His civic duties include serving as a director of the St. Francis School, the Wellspring House, and the National Alliance for Research, Schizophrenia and Depression. | ||
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