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- 晨星評級:
- 總資產: 1.06B
Wells Fargo Premier Large Co Gr A
11.47
-0.00
0.00%
EKJAX綜觀
你可在本頁找到深入的Allspring Premier Large Company Growth Fund - Class A公司檔案，包括EKJAX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
1415 Vantage Park Drive, 3rd Floor
Charlotte,NC 28203
United States
Charlotte,NC 28203
United States
電話
1-833-568-4255
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Michael T. Smith | Managing Director | 2024 | now |
| 自傳 | Michael (Mike) Smith serves as a senior portfolio manager and head of the Discovery Growth Equity team at Allspring Global Investments. In this role, Mike has oversight and portfolio management responsibility for all growth equity portfolios managed by the team. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Mike joined WFAM in 2005 from Strong Capital Management, where he served as a senior research analyst focusing primarily on the healthcare sector. Prior to that, he served as a research analyst and trader at Conseco Capital Management. Mike began his investment industry career in 1999. He earned a bachelor's degree in economics from DePauw University. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| Christopher J. Warner | Portfolio Manager | 2024 | now |
| 自傳 | Chris Warner is a senior portfolio manager for the Discovery Growth Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to joining WFAM, Chris worked as an equity research associate following the enterprise software, systems management, and data storage industries for Citigroup in San Francisco. He has also worked as an equity analyst at Morningstar and PPM America, Inc. Chris’s related professional experience includes technology-consulting positions at Evolve Software and PricewaterhouseCoopers, LLP. He began his investment industry career in 2002. Chris earned a bachelor’s degree in business administration from the University of Illinois and a master’s degree in business administration with an emphasis in finance and corporate strategy from the Ross School of Business at the University of Michigan. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| David Nazaret | Senior Portfolio Manager and Senior Research Analyst | 2023 | now |
| 自傳 | David (Dave) Nazaret is a senior portfolio manager for the Dynamic Growth Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to his current role, he was a senior research analyst for the team, covering the information technology and health care sectors. Before that, he was a senior research associate at Raymond James Financial. He began his investment industry career in 2000. Dave earned a bachelor’s degree in economics from Vanderbilt University in Nashville. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| Robert Gruendyke | Senior Portfolio Manager | 2017 | now |
| 自傳 | Robert (Bob) Gruendyke is a senior portfolio manager and co-head of the Dynamic Growth Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to his current role, he was a senior research analyst for the team, covering the financials and health care sectors. Before joining WFAM, Bob served as a senior research associate and, earlier, as a senior compliance advisor for Raymond James Financial. Prior to that, he was a financial consultant for A. G. Edwards and Sons. He began his investment industry career in 1999. Bob earned a bachelor’s degree in economics and history from Duke University. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| Thomas C. Ognar | Managing Director | 2010 | now |
| 自傳 | Thomas (Tom) Ognar is a senior portfolio manager and co-head of the Dynamic Growth Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before WFAM, Tom was at Strong Capital Management, where he worked as a research analyst and later became a portfolio manager. Before that, he was a research analyst with M&I Investment Management Corp. and a trader with Republic Securities, Inc. Tom began his investment industry career in 1993. He earned a bachelor’s degree in finance from Miami University and a master’s degree in finance from the University of Wisconsin, Madison. Tom is an alumnus of the Applied Security Analysis Program and has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| Joseph M. Eberhardy | Portfolio Manager | 2010 | 2021 |
| 自傳 | Joseph Eberhardy is a senior portfolio manager for the Heritage Growth Equity team at Wells Capital Management. Joe joined Wells Capital Management from Strong Capital Management, having joined Strong in 1994. Prior to his current role, he was a senior research analyst with the Heritage Growth Equity team. Before joining the Heritage Growth Equity team in 2000, his previous roles at Strong Capital Management included small to mid cap equity analyst, high yield bond trader and fixed income accounting manager. Joe earned a bachelor's degree in accounting from the University of Wisconsin, Milwaukee. He is a Certified Public Accountant and has earned the right to use the CFA designation. | ||
| Bruce C. Olson | Managing Director | 2010 | 2018 |
| 自傳 | Bruce Olson is a managing director and senior portfolio manager for the Heritage Growth Equity team at Wells Fargo Asset Management (WFAM). He joined WFAM from Strong Capital Management where he held a similar position. Bruce entered the investment industry in 1982 and prior to joining Strong in 1994, he served as a managing partner of a private holding company. Previously, he was employed with Minton Investment Corporation, American National Bank and Trust of Chicago, and the Travelers Corporation. Bruce earned a bachelor’s degree from Gustavus Adolphus College. He has earned the right to use the CFA designation. | ||
| Aziz V. Hamzaogullari | Executive Vice President | 2006 | 2010 |
| 自傳 | Aziz Hamzaogullari is the chief investment officer and founder of the Growth Equity Strategies Team at Loomis, Sayles & Company. He is the portfolio manager of the Loomis Sayles large cap, global and all cap growth strategies, including the Loomis Sayles Growth and Global Growth mutual funds and products outside the US. Aziz is a member of the firm’s Board of Directors. He joined Loomis Sayles in2010 from Evergreen Investments where he was a senior portfolio manager and managing director. Aziz joined Evergreen in 2001, was promoted to director of research in 2003 and portfolio manager in 2006. He was head of Evergreen’s Berkeley Street Growth Equity team and was the founder of the research and investment process. Prior to Evergreen, Aziz was a senior equity analyst and portfolio manager at Manning & Napier Advisors. He has 26 years of investment industry experience. Aziz earned a BS from Bilkent University, Turkey, and an MBA from George Washington University. He is also a member of CFA Society Boston. | ||
| Maureen E. Cullinane | senior vice president and Senior Portfolio Manager | 1995 | 2006 |
| 自傳 | Cullinane is senior vice president and senior portfolio manager with Evergreen Asset Management Company. She joined the firm in 1974 and is currently a member of the equity policy committee. Cullinane earned her Chartered Chartered Financial designation in 1984. She is a member of the Association for Investment Management and Research and the Boston Security Analysts Society. | ||
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