Senior Vice President, Director Of Value Strategies, Portfolio Manager
Senior fund manager of equity value products.- 15 years managing between $3 billion and $7 billion, in 5 mutual funds and 7 separate accounts. . Marketed extensively, globally, and to a variety of investor types including consultants, pension funds, Taft-Hartley accounts, international accounts, retail brokers, wire-house gatekeepers, and individual investors.- Raised over $3 billion in assets- Managed a team of assistant fund managers and traders.- Developed and maintained relationships with 20 in-house industry analysts and six different in-house sales channels and marketing efforts. - Developed marketing materials and made over 300 marketing presentations. - Fund was named one of the 20 best funds over the last 20 years by the Wall Street Journal in April, 2011 against a field of over 3,000 funds. Won numerous awards, had four Morningstars.