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Touchstone Mid Cap Y
59.40
-0.07
-0.12%
TMCPX綜觀
你可在本頁找到深入的Touchstone Mid Cap Fund Class Y公司檔案，包括TMCPX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
聯絡資訊
地址
303 Broadway, Suite 1100, PO Box 5354
Cincinnati,OH 45201-5354
United States
Cincinnati,OH 45201-5354
United States
電話
+1 8005430407
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Sam D. Hutchings | CFA, Principal, Co-Lead PM | 2015 | now |
| 自傳 | Mr. Samuel D. Hutchings has 10+ years of experience working in the investment management industry. Prior to joining The London Company, he worked for FactSet Research Systems as a Senior Consultant and for Eaton Vance Investment Managers as a Research Associate. He received his BA from the College of the Holy Cross and his MBA from the Darden School of Business at the University of Virginia. Sam is a CFA charterholder and a member of the CFA Society Virginia. | ||
| Jonathan T. Moody | Principal, Portfolio Manager | 2011 | now |
| 自傳 | Mr. Jonathan Moody is a Portfolio Manager and a member of the firm’s investment and management teams. Prior to joining The London Company, he founded Primary Research Group. Jon has 30+ years of investment experience. A CFA charterholder and a member of CFA Society Virginia, Jon started his career at Woodward and Associates, followed by analyst/portfolio manager positions at Piedmont Capital and Crestar Asset Management (now Trusco). He also worked at BB&T Capital Markets. Jon performed his graduate studies in Biomedical Engineering at the University of North Carolina at Chapel Hill and received his B.S. in Electrical Engineering from the Virginia Military Institute. He is a Trustee of the VMI Foundation. | ||
| J. Brian Campbell | Portfolio Manager | 2011 | now |
| 自傳 | Mr. J. Brian Campbell is a Co-Lead Portfolio Manager for the Small Cap, SMID Cap, Mid Cap, and All Cap 25 strategies and a member of the firm’s investment team. Brian has 20+ years of industry experience beginning his career in 2000 as an equity analyst at INVESCO-National Asset Management. Before joining The London Company, Brian spent the previous six years as a portfolio manager and the Director of Research at Hilliard Lyons Capital Management. Brian received a B.B.A in Finance (with Honors) from the University of Kentucky and his MBA from the Kelley School of Business at Indiana University. Brian is a charterholder and a member of the CFA Society Virginia. | ||
| Mark E. DeVaul | Principal, Portfolio Manager | 2011 | now |
| 自傳 | Mr. Mark E. DeVaul is a Portfolio Manager and a member of the firm’s investment team. Mark has 20+ years of professional experience beginning his career in public accounting followed by equity research. Before joining The London Company, Mark spent four years as an equity research analyst with First Union Securities and Salomon Smith Barney, followed by over eight years with Nuveen Investments. Mark received a B.S. in Accounting from Liberty University and his MBA from the University of Notre Dame. He is a CFA charterholder and a member of the CFA Society Virginia. Mark is also a licensed CPA. | ||
| Stephen M. Goddard | Founder, Chairman, CIO, and Lead PM | 2011 | now |
| 自傳 | Mr. Stephen M. Goddard is the Founder of The London Company and heads the firm's investment and management teams. He has 35+ years of investment experience, beginning his career as an analyst for Scott & Stringfellow, followed by Senior Portfolio Management positions at CFB Advisory and Flippin, Bruce & Porter. A CFA charterholder, member of CFA Society Virginia, and a former Board member of the Virginia Asset Management Investment Corporation, Steve earned his B.A. in Economics (Distinguished) from Virginia Military Institute and his MBA (concentration in Finance) from the University of Richmond. Steve is a member of the Executive Advisory Council (EAC) of the Robins School of Business at the University of Richmond and is a former member of the Virginia Military Institute Foundation Investment Committee. Steve serves as a Trustee of the VMI Foundation and as a Trustee of the MCV Foundation. He is a Board member of Overseers of the Jackson Hope Fund – Virginia Military Institute and serves as a member of The Community Foundation Investment Committee. | ||
| J. Wade Stinnette | Portfolio Manager | 2011 | 2012 |
| 自傳 | Wade Stinnette is a 1980 graduate with distinction from the Virginia Military Institute with a Bachelor of Science degree in Chemistry and served six years as a Commissioned Officer in the United States Marine Corps. He has been working with investment clients since 1986 and has extensive experience building investment portfolios, implementing investment plans, monitoring asset allocations, rebalancing portfolios, and providing ongoing communications regarding investment results, outlook, and strategy. Prior to joining Wallick Investments, Wade served in various capacities within boutique investment firms, such as Tanglewood Asset Management and The London Company, and at bank asset management departments including Certus Wealth, First Citizens and Wachovia. He is a past Secretary and Treasurer of the CFA Society of SC and has served on the boards of directors of several non-profit organizations. Wade enjoys spending time with his family, gardening, hunting, fishing, and volunteering at his church and in his community. | ||
| Joe Krocheski | - | 2008 | 2011 |
| 自傳 | Mr Krocheski is a portfolio manager of Turner, he has been with the company since 2007. Prior to 2007, he worked with with ING Investment Management, Aeltus Investment Management and ALIAC Investment Management. He has 15 years of investment experience. Krocheski holds the Chartered Financial Analyst designation. | ||
| Thomas J. DiBella | Senior Portfolio Manager | 2003 | 2011 |
| 自傳 | Thomas DiBella, CFA, CPA, Senior Portfolio Manager/Security Analyst, joined TIM in March 2002 as one of its founding members. • MBA - Finance (University of Connecticut); BS - Accounting (University of Connecticut) • 26 years experience • Joined Turner in 2002 • Previous employment: Aeltus Investment Management • CFA Institute | ||
| Kenneth W. Gainey | Assistant Portfolio Manager | 2003 | 2007 |
| 自傳 | Gainey is senior portfolio manager with Turner Investment Management. Prior to joining Turner, he was assistant portfolio manager with Aeltus Investment Management and acquisitions analyst with Aetna International Inc. Gainey holds the Chartered Financial Analyst designation. | ||
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