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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Roger J. Sit | Portfolio Manager | 2008 | now |
自傳 | Roger J. Sit – CEO and Global Chief Investment Officer Roger Sit directs investment management activities for Sit Investment Associates, a diverse financial asset management firm with capabilities in both domestic and international investment products. Roger joined the organization in January 1998 and worked closely with firm founder Gene Sit for over ten years. Prior to joining the firm, Roger was a Vice President and Senior Equity Research Analyst at Goldman Sachs & Co. in New York for seven years. Additionally, he was a Captain in the U.S. Air Force, serving six years active duty with financial management responsibilities at Headquarters Space Division. Roger graduated with Military Distinction from the U.S. Air Force Academy in 1984. He earned a M.S. in Systems Management from the University of Southern California in 1987 and an M.B.A. with honors from the Harvard Graduate School of Business in 1991. Roger serves on the boards of Convergent Capital, TCF Financial Corporation, the Minneapolis Institute of Arts and the McKnight Foundation. | ||
Kent L. Johnson | Portfolio Manager | 2003 | now |
自傳 | Kent L. Johnson, CFA – Senior Vice President - Research and Investment Management Kent joined Sit Investment Associates in January 1989. He is currently responsible for co-managing the Sit Dividend Growth Fund and provides fundamental research on companies in the capital goods, financial, transportation and education sectors. In addition, Kent leads SIA’s quantitative research team. He has served in a variety of positions at SIA, including client administration and computer applications, before joining the equity research staff in 1993. Kent received a B.S. in Finance in 1989 from the University of Minnesota and earned an M.B.A. from the University of Minnesota Carlson School of Management in 1995. | ||
Robert W. Sit | Vice President | 1997 | now |
自傳 | Robert W. Sit, CFA (1969) Vice President - Equity Investments at Sit Investment Associates, Inc. (1993-Present). Rob joined Sit Investment Associates’ affiliate Sit International (Sit/Kim) as a research associate in 1991. In 1993, he joined Sit Investment Associates’ technology research team. Rob earned an M.B.A. from Northwestern University’s J. L. Kellogg Graduate School of Management in 2002 and a B.A. degree in economics from DePauw University in 1991. | ||
Matthew T. Loucks | equity Research Analyst | 2005 | 2012 |
自傳 | Loucks is equity research analyst of the Sit Investment Associates, Inc., his employer since 2005. Prior to that, he worked for William Blair & Co. from 2001 to 2005, Banc of America Securities from 1998 to 1999 and JP Morgan & Co. from 1995 to 1998. Loucks holds the Chartered Financial Analyst designation. | ||
Eugene C. Sit | Founder, CIO, CFO | 1982 | 2008 |
自傳 | Sit is chief investment officer and chief financial officer with of Sit Investment Associates, founding the firm in 1981. He joined American Express Financial Services in 1968 and managed the company's growth mutual funds until 1976. From 1976 to 1981, he was president, chief executive officer, and chief investment officer of that firm. Sit is a trustee of the Institute of Chartered Financial Analysts. Sit holds the Chartered Financial Analyst and Certified Public Accountant designations. | ||
Erik S. Anderson | Vice President, Portfolio Manager | 1993 | 2005 |
自傳 | Anderson joined Sit Investment Associates in July 1985 and is now a vice president of equity research and portfolio management. Previously, he served as president of his own firm, specializing in listed stock options. He also spent 15 years with American Express Financial Services, where he was a portfolio manager and director of the management-sciences division of the company's corporate-planning department. Anderson earned his Chartered Financial Analyst designation in 1990. | ||
Douglas C. Jones | vice president, portfolio manager, and Analyst | 1982 | 1993 |
自傳 | Jones is vice president, portfolio manager, and analyst for Sit Investment Associates, his employer since 1981. From 1970 to 1981, he worked as an analyst and portfolio manager for First Bank Systems. Jones is a member of the Twin Cities Society of Security Analysts and the National Association of Petroleum Investment Analysts. |
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