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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Marlene Walker-Smith | - | 2020 | 2021 |
自傳 | Ms. Marlene Walker-Smith, a Director, Co-Head of Equity Index Portfolio Management, has been with Mellon Investments Corporation since 1995. Ms. Walker-Smith leads a team of portfolio managers covering domestic and international index portfolios, as well as corporate actions. Previously, she served as an equity index portfolio manager and equity trader forMellon Investments Corporation. Prior to joining the firm, Ms. Walker Smith was a trader for Banc One Investment Advisors Corporation and a brokerage services manager for Mid Atlantic Capital Corporation. She has been in the investment industry since 1990. Ms. Walker-Smith earned an MBA in finance from the University of Pittsburgh and a BA in history and Russian from Washington & Jefferson College. | ||
David France | - | 2020 | 2021 |
自傳 | Mr. France is a vice president and senior portfolio manager at Mellon. He has been employed by Mellon or a predecessor company since 2009. | ||
Todd Frysinger | - | 2020 | 2021 |
自傳 | Mr. Frysinger is a vice president and senior portfolio manager at Mellon. He has been employed by Mellon or a predecessor company since 2007. | ||
Vlasta Sheremeta | - | 2020 | 2021 |
自傳 | Ms. Sheremeta is a vice president and senior portfolio manager at Mellon. She has been employed by Mellon or a predecessor company since 2011. | ||
Michael Stoll | - | 2020 | 2021 |
自傳 | Mr. Stoll is a vice president and senior portfolio manager at Mellon. He has been employed by Mellon or a predecessor company since 2005. | ||
Thomas J. Durante | Managing Director | 2010 | 2021 |
自傳 | Mr. Thomas J. Durante, CFA, a Managing Director and Senior Portfolio Manager, Equity Portfolio Management, has been with Mellon Capital since January 2000. Mr. Durante heads a team of portfolio managers covering domestic and international index portfolios. Prior to joining Mellon Capital, Mr. Durante worked in the fund accounting department for The Dreyfus Corporation. Mr. Durante attained the Chartered Financial Analyst designation. Mr. Durante graduated with a B.A. in Accounting from Fairfield University and is a member of the CFA Institute and the CFA Society of Pittsburgh. | ||
Richard A. Brown | Managing Director | 2008 | 2020 |
自傳 | Richard A. Brown, CFA Managing Director, Co-Head of Equity Index - Portfolio Management Richard is co-head of equity index portfolio management. He leads a team of portfolio managers covering domestic and international equity indexing portfolios and is responsible for the refinement and implementation of the equity index portfolio management process. Richard earned an MBA from California State University at Hayward. He holds the CFA® designation and is a member of the CFA Institute and the CFA Society of San Francisco. | ||
Karen Q. Wong | Managing Director | 2008 | 2020 |
自傳 | Karen Wong, CFA Managing Director, Head of Index - Portfolio Management Karen is the head of index portfolio management. She is responsible for overseeing equity and fixed income indexing and beta strategies, including exchange-traded funds (ETFs). Karen developed and launched the Carbon Efficiency strategy in 2014, the firm’s first green beta product. Prior to the merger, Karen was the head of equity portfolio management at Mellon Capital, responsible for equity index portfolio management. |
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