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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Bradley J. Miller | Co-Portfolio Manager | 2019 | 2024 |
自傳 | Brad is a partner of the firm as well as a portfolio manager for GW&K’s Emerging Markets Equity Strategy and contributes research, with a focus on the Financials and Industrials sectors, in support of all of the firm’s emerging markets strategies. In addition to applying his extensive experience towards finding attractive investment opportunities, Brad’s role as a portfolio manager includes mentoring analysts on the emerging markets team. Brad is a member of the firm’s Investment Committee. Brad has been an integral member of the emerging markets equity team for more than two decades. Prior to joining GW&K as a portfolio manager in 2019, Brad was an investment analyst and emerging markets portfolio specialist at Trilogy Global Advisors. Trilogy became part of GW&K in 2019. Earlier in his career he held analyst and portfolio manager positions at BPI Global Asset Management and Kornitzer Capital Management. Brad earned a BA in Economics and Management with a specialization in Finance from Simpson College. He also earned an MBA from the University of Iowa. Brad is a CFA® charterholder and a member of the CFA Institute and the CFA Society Orlando. | ||
Pablo Salas | Co-Founder | 2011 | 2024 |
自傳 | Pablo is a partner of the firm and is responsible for the management of GW&K’s Emerging Markets Equity Strategy. Pablo has been managing this strategy since its inception in 1997. With over 30 years of experience analyzing emerging market companies through numerous market cycles, Pablo has a valuable perspective and a passion for identifying under-researched and underappreciated businesses that are capable of becoming industry leaders. He is a member of the firm’s Investment Committee. | ||
William Sterling | CIO (Chief Investment Officer) | 2011 | 2024 |
自傳 | Mr. Sterling serves as Global Strategist at GW&K, a position he has held since 2019. Previously, Mr. Sterling served as Chief Investment Officer and Chief Executive Officer at Trilogy. He has worked on the staff of General Motors as Senior Economist with the Competitive Analysis Group, and at Merrill Lynch as Chief Strategist. He was Global Strategist and Portfolio Manager for BEA/Credit Suisse Asset Management before founding Trilogy Advisors. Mr. Sterling has earned an MA and PhD in economics from Harvard University and studied at the University of Tokyo as a Fulbright Scholar. | ||
Robert A. Beckwitt | Managing Director | 2011 | 2018 |
自傳 | Bob joined Trilogy Advisors from Goldman Sachs Asset Management, where he was a Managing Director and served as a Portfolio Manager and Co-Head of International Equities and Emerging Markets. Previously, Bob was a Portfolio Manager at Fidelity Investments. He has a B.A in Economics from Princeton and a M.S. in Finance from the Sloan School at Massachusetts Institute of Technology. |
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