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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Stephen C. Mortimer | Senior Vice President | 2010 | now |
自傳 | Stephen Mortimer, Senior Managing Director and Equity Portfolio Manager, is involved in portfolio management and securities analysis. Steve is an equity portfolio manager and a member of the Capital Appreciation and Growth Opportunities teams at Wellington Management. His primary responsibility is managing equity multi-cap and mid-cap growth portfolios. He draws on research provided by the firm's regional and global industry analysts as well as his own fundamental analysis. Steve also utilizes his expertise in consumer and technology stocks to support other portfolios managed by the Growth Opportunities Team. Prior to joining the firm in 2001, Steve previously worked at Vinik Asset Management in Boston, where he was an equity analyst responsible for the software and retail sectors (1998 — 2000). Prior to that, he worked as a research analyst at Colonial Management (1997 —1998) and at Standish, Ayer, and Wood (1996). Steve received his MBA from the University of Rochester (Simon, 1997). He also received his BA, cum laude, in economics from the University of Rochester (1995). | ||
Mario E. Abularach | Senior Vice President | 2006 | now |
自傳 | Mario E. Abularach, CFA, CMT, Senior Vice President, Partner, and Equity Research Analyst, is involved in portfolio management and securities analysis. Mario is an equity research analyst and a member of the Growth Opportunities Team at Wellington Management. He helps manage several of the firm's growth portfolios, and also conducts fundamental analysis and makes buy/sell recommendations to portfolio managers based on his findings and market conditions. Prior to joining Wellington Management in 2001, Mario was a research analyst at JLF Asset Management(2000). Before that, he worked as an investment analyst for GTCR Golder Rauner (1997 — 1999). From 1996 to 1997, he worked in the Investment Banking Group at Alex. Brown & Sons in Baltimore, and previously, at Smith Barney in New York (1994 — 1995). Mario received his MBA from Harvard Business School (2001) and his BS in mechanical engineering from Yale University (1994). He holds the Chartered Financial Analyst and the Chartered Market Technician designations and is a member of the Boston Security Analysts Society, the CFA Institute, and the Market Technicians Association. | ||
Michael T. Carmen | Senior Vice President | 2001 | 2020 |
自傳 | Michael T. Carmen, CFA, CPA, Senior Vice President, Partner, and Equity Portfolio Manager, is the Portfolio Manager and is involved in portfolio management and securities analysis. As an equity portfolio manager, Michael manages institutional portfolios in the Multi Cap Growth styles. Michael draws on research provided by the firm's regional and global industry analysts and other global research resources within the firm. Prior to joining Wellington Management in 1999, Michael was an equity portfolio manager at Kobrick Funds (1997 —1999), State Street Research and Management (1992 — 1996, 1997), and Montgomery Asset Management (1996). Michael began his career in the investment industry as a technology analyst with Sanford Bernstein (1988 — 1990) and later with Cigna Investments (1991 — 1992). Michael received his MBA from New York University (Stern, 1991) and his BS in accounting from the State University of New York at Albany (1984). Additionally, he holds the Chartered Financial Analyst designation and is a Certified Public Accountant. | ||
Michael J. Romanowski | Senior Portfolio Manager | 1998 | 2001 |
自傳 | Romanowski has been a portfolio manager with Fortis Advisers since March 1998. Prior to joining the firm, he was a senior portfolio manager with Value Line from 1995 to 1998, and he spent seven years as a senior vice president with Monarch Capital. Romanowski holds the Chartered Financial Analyst designation. | ||
Stephen M. Poling | executive Vice President, Director | 1983 | 1998 |
自傳 | Poling is an executive vice president and a director of Fortis Advisers, his employer since 1983. He is also chief investment officer for Fortis' equity and fixed-income assets. Previously, Poling spent 10 years as a vice president with Norwest Bank Minneapolis and five years as a general partner with St. Croix Associates. Poling holds the Chartered Financial Analyst designation. | ||
James S. Byrd | Vice President | 1991 | 1998 |
自傳 | Byrd joined Fortis Advisers in March 1991 and currently serves as vice president and is actively involved in managing global and domestic equity portfolios. Previously, he worked for six years with Templeton Investment Counsel as a senior vice president and securities analyst. Between 1977 and 1985, he was a portfolio manager for Heritage Investment Advisers. Byrd holds the Chartered Financial Analyst designation and is a member of the International Society of Financial Analysts. | ||
Keith R. Thomson | Vice President | 1988 | 1998 |
自傳 | Thomson is a vice president with Fortis Advisors, his employer since 1988. Previously, he spent eight years analyzing equities and assisting in the management of a convertible-bond fund for First Asset Management, and 11 years as a senior securities analyst with IDS Financial Services. From 1966 to 1969, Thomson was an analyst with Chicago Title & Trust Company Thomson holds the Charted Financial Analyst designation. |
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