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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Michael Maguire | Portfolio Manager | 2016 | now |
Samuel Cox | Co-Director of Equity Research | 2016 | 2019 |
自傳 | Mr. Cox is Co-Director of Equity Research. He is responsible for managing a team of analysts covering multiple sectors. In addition, Mr. Cox is a portfolio manager of Putnam's global health care, global sector, and research strategies. He joined Putnam in 2014 and has been in the investment industry since 2002. Previously at Putnam, Mr. Cox was an Analyst in the Equity Research group, covering the U.S. health-care sector. Prior to joining Putnam, Mr. Cox was a Research Analyst at Pyramis Global Advisors from 2010 to 2014, a Vice President and Analyst at Rock Creek Group from 2005 to 2008, and a Senior Consulting Associate at Cambridge Associates, LLC from 2002 to 2005. He earned an M.B.A. from Sloan School of Management at the Massachusetts Institute of Technology and a B.A. from the University of Pennsylvania. | ||
Isabel Buccellati | Analyst | 2012 | 2018 |
自傳 | Ms. Buccellati is an Analyst and Portfolio Manager at Putnam. Prior joined Putnam in 2012, Ms. Buccellati worked for Alliance Growth Equities, a unit of Alliance Bernstein Ltd from 2002 to 2012. Ms. Buccellati has been in the investment industry since 1994. | ||
Kelsey Chen | Analyst | 2005 | 2016 |
自傳 | Dr. Chen is an Analyst in the Global Equity Research group, focusing on the U.S. health-care sector. She is responsible for conducting fundamental analysis and valuation of the companies in this industry, and making buy/sell recommendations. In addition, she is a portfolio manager of Putnam Global Health Care Fund, Putnam Global Sector Fund, and Putnam Research Fund. Dr. Chen joined Putnam in 2000 and has been in the investment industry since 1999. Prior to joining Putnam, she was a Summer Associate at Salomon Smith Barney in 1999 and a Project Manager at the University of Texas Medical School in 1998. Dr. Chen earned a Ph.D. from the University of Texas Medical Branch at Galveston, an M.B.A. from the University of Pennsylvania Wharton School, and a B.S. from Wuhan University. | ||
Christopher Stevo | Portfolio Manager | 2009 | 2012 |
自傳 | Stevo is a portfolio manager with Putnam Management, from 1999 to the present; he has been employed by Putnam Management, currently as an Analyst. | ||
Sheba M. Alexander | - | 2005 | 2009 |
自傳 | Sheba Alexander Putnam Management 2001 – Present Ms. Alexander is an Analyst in the Global Equity Research group, covering U.S. utilities. She is responsible for conducting fundamental analysis and valuation of the companies in this sector, and making buy/sell recommendations. A CFA charterholder, Ms. Alexander joined Putnam in 2001 and has been in the investment industry since 1995. | ||
Management Team | - | 2004 | 2005 |
自傳 | Team Managed | ||
Bobe Simon | Senior Portfolio Manager | 2003 | 2004 |
自傳 | Since joining Geode in 2005, Mr. Simon has worked as a portfolio manager and senior portfolio manager. Prior to joining Geode, Simon worked as a quantitative analyst at Putnam Investments from July 1995 to April 2005. | ||
Coleman N. Lannum | Senior Vice President, Portfolio Manager | 2002 | 2004 |
自傳 | Lannum is a senior vice president and portfolio manager with Putnam, his employer since 1997. Lannum joined Putnam with 16 years of investment experience. Prior to joining Putnam, he was employed by Boatman's Trust Company. Previously, he was a director of investor relations for Mallinckrodt, Inc. Lannum has earned the right to use the Chartered Financial Analyst designation. | ||
Terrence W. Norchi | - | 2002 | 2004 |
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