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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Christopher J. Jaeger | Vice President | 2024 | now |
自傳 | Chris J. Jaeger is a Vice President at the Northern Trust Company, Chicago. He is a Portfolio Manager responsible for managing equity index portfolios for large institutional clients, sub-advisory clients, and commingled funds. Prior to his current role, Chris spent time in the Northern Trust GOLD Development Training Program with rotations in equity research, fixed income trading, client servicing in London, and the personal investment management group. Chris spent three years in the New York office after assisting with the integration of the acquired Deutsche Asset Management Index team. Chris received his B.B.A. degree in Finance from the University of Iowa in 2000 and his M.B.A. degree from the Northwestern University Kellogg School of Management in 2009. Chris is an Associated Person with the National Futures Association. | ||
Shivani Shah | - | 2024 | now |
自傳 | Ms. Shah joined NTI in 2021, where she is responsible for managing a variety of equity index portfolios. Prior to joining Northern Trust, Ms. Shah was a Portfolio Manager and Trader at The Vanguard Group managing ETFs and equity index investments. Ms. Shah began her career in 2010 and has held various investment management roles at Davis Selected Advisors, The Vanguard Group, and most recently as an independent consultant. Mr. Reeder manages various quantitative equity portfolios. Mr. Reeder is also a portfolio manager of the other Equity Index Funds. | ||
Lucy A. Johnston | Portfolio Manager | 2019 | now |
自傳 | Lucy Johnston, Portfolio Manager, joined Northern Trust in 1997 and has managed the Portfolio since February 2021. Lucy Johnston, Vice President of Northern Trust Investments, Inc., has co-managed the Portfolio since February 2021. Ms. Johnston joined Northern Trust Investments, Inc. in 1997 and has managed passive and index products for large, medium and small capitalization markets.Prior to joining Northern Trust in 1997, Lucy worked for Citibank as an operations analyst. Lucy received a B.S. degree in mathematics from the University of Illinois and an M.B.A. degree from Loyola University. She is an Associated Person of the National Futures Association. | ||
Brent D. Reeder | Portfolio Manager | 2006 | 2024 |
自傳 | Brent Reeder, Senior Vice President at The Northern Trust Company, Chicago, is the Team Leader-Domestic Index in the Quantitative Management Group of Northern Trust Global Investments (NTGI). Before his current role, he was a Portfolio Manager in the Quantitative Management Group of NTGI, responsible for the management of index portfolios. Brent has a broad range of expertise in both large capitalization and small capitalization index mandates. Prior to this, Brent spent five years in trust operations as a team leader of the Foundations and Endowments team. He received a B.A. degree in Economics from DePauw University and an M.B.A. degree in Finance from DePaul University. Brent is an Associated Person with the National Futures Association. | ||
Chad M. Rakvin | Director | 2005 | 2013 |
自傳 | Chad Rakvin is Director of Global Equity Index Management for the Quantitative Management group of Northern Trust Global Investments. He is responsible for both domestic and global equity index management. Prior to joining Northern Trust in 2004, Chad was a principal with Barclays Global Investors holding various positions including head of the Index Research Group and Emerging Markets portfolio manager. As head of Index Research, he managed an investment strategy team where he oversaw strategies for International and U.S. equity with a combined product AUM of over $300 billion. Prior to joining BGI, he held various positions at Dow Jones Indexes including manager of Quantitative Analysis and a Senior Statistician where he oversaw the development of new index products for institutional asset managers and broker dealers. Prior to Dow Jones Indexes, Chad was responsible for research of equity investments for Pennsylvania Financial Group, an investment manager for high net worth individuals. Chad received a B.S. degree in Finance from the Indiana University of PA in 1993 and is a CFA charter holder. | ||
James Francis | CEO | 2005 | 2005 |
自傳 | Founder and CEO, James E. Francis, has guided Paradigm from business concept to plan implementation. Mr. Francis is responsible for the oversight and development of all of Paradigm’s strategies including its innovative proprietary ranking process AlphaMax. Prior to founding Paradigm Asset Management Company, Mr. Francis was responsible for the development of an in-house business unit for Oppenheimer and Company designed to serve the needs of institutional investors in the area of investment management, cash management, and equity and fixed income trading for public and private accounts. |
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