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9.692
+0.090
+0.90%
- 晨星評級:
- 總資產: 1.24B
JPM US Select Fund C - Net Accumulation
9.692
+0.090
+0.90%
0P0000JSAS綜觀
你可在本頁找到深入的JPM US Select Fund C - Net Accumulation公司檔案，包括0P0000JSAS的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
聯絡資訊
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Shilpee Raina | - | 2021 | now |
| 自傳 | Shilpee Raina, executive director, is a research analyst on the Equity Income Strategy within the U.S. Equity Group. Shilpee is a generalist analyst whose research coverage spans various industries. An employee since 2005, Shilpee has been a dedicated research analyst on the Equity Income Strategy since 2008 and was previously focused on the Mid Cap Value portfolios where she conducted research within the media sector, while also responsible for daily implementation and portfolio analytics for the broader Value Team. Shilpee holds a B.S. in Commerce with concentrations in Finance and Accounting from University of Virginia’s McIntire School of Commerce. She is a member of both the New York Society of Security Analysts and the CFA Institute and is a CFA charterholder. | ||
| Scott B. Davis | Managing director | 2016 | now |
| 自傳 | Scott B. Davis, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 2006, Scott was previously a media and internet analyst in the U.S. Equity Research Group. | ||
| Steven G. Lee | Lead Portfolio Manager | 2019 | 2021 |
| 自傳 | Steven G. Lee, Managing Director, is a portfolio manager on the US Disciplined Equity Team and the lead portfolio manager for the Research 130/30 and Disciplined Equity strategies since February 2017. Additionally, he has been the lead portfolio manager for the Research Market Neutral and Research Long/Short strategies since January 2014. Prior to joining the firm in 2004, he was a research analyst covering the global chemicals sector at Sanford Bernstein Investment Research and Management. He previously held positions as a management consultant with Booz-Allen&Hamilton and as an engineer with Ford Motor Company. Steven graduated with a dual degree from the Management and Technology Program at the University of Pennsylvania with a B.S. in economics from the Wharton School of Business, majoring in finance, and a B.S. in engineering from the School of Engineering and Applied Science, majoring in economics. He also holds an M.S. in mechanical engineering from the Massachusetts Institute of Technology and an M.B.A. in finance from the University of Michigan. | ||
| David Small | Managing Director | 2017 | 2019 |
| 自傳 | David Small, managing director, is the Director of U.S. Equity Research. He was the Associate Director of U.S. Equity Research from July2015 to July 2016 and was an insurance analyst on the Fundamental Research Team from 2008 to 2016. | ||
| Susan Bao | Managing Director | 2000 | 2019 |
| 自傳 | Susan Bao, CFA, managing Director of JPMorgan Investment Management Inc. She is a lead portfolio manager at the firm. Ms. Bao is a senior member of the U.S. Equity Core team, has been a portfolio manager in the U.S. Equity Group since 2002 and has been employed by the firm since 1997. Susan manages the Large Cap Tax Aware Equity strategy and co-manages the Large Cap Core and Large Cap Core Plus (130/30) strategies. Previously, she was responsible for the implementation of U.S. equity analyst portfolios and a member of the Structured Equity team. Susan holds a B.S. from Centenary College and an M.B.A. in finance from New York University. She is also a holder of the CFA designation. | ||
| Thomas Luddy | Managing Director | 2008 | 2017 |
| 自傳 | Thomas Luddy, managing director, is a portfolio manager in the U.S. Equity Group with responsibility for the Large Cap Core and Large Cap Core Plus 130/30 strategies. An employee since 1976, Tom has held numerous key positions in the firm, including global head of equity, head of equity research and chief investment officer. He began his career as an equity research analyst, and became a portfolio manager in 1982. Tom holds a B.S. in economics and mathematics from St. Peter's College and an M.B.A. from the Wharton School of the University of Pennsylvania. He is also a CFA charterholder. | ||
| Helge Skibeli | Managing Director | 2009 | 2016 |
| 自傳 | Helge Skibeli is managing director of J.P. Morgan Investment Management and has been an employee of JPMIM or its affiliates (or one of their predecessors) since 1990. Helge became head of research in March 2002. Prior to his current role, he was head of J.P. Morgan Investment Management (Singapore) and head of Investment for Asia Pacific ex-Japan. Before this, he was head of Pacific Rim ex-Japan research. Previously, Helge was an analyst in the Equity Research department in London where he followed the automobile and steel sectors. Prior to that, he worked in security analysis and equity sales in the Norwegian market. Helge obtained an M.A. in general business from the Norwegian School of Management and earned an M.B.A. from the University of Wisconsin. He is a CFA charterholder. | ||
| Management Team | - | 1995 | 2000 |
| 自傳 | Team Managed | ||
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