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Name | Title | Since | Until |
---|---|---|---|
Michael J. Brunell | Vice President | 2021 | Now |
Biography | Michael Brunell, CFA® is a Vice President of SSGA and a senior member of the Fixed Income portfolio management team. In his current role as part of the Fixed Income Beta Solutions Group, he heads the credit sector team and is responsible for developing, managing, and supporting various types of funds against a variety of conventional and custom bond index strategies. Prior to joining the investment team in 2004, Mr. Brunell had been responsible for managing the U.S. Fixed Income Operations Group at SSGA. Additionally, he earned the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society Boston, Inc. Mr. Brunell earned a BS in Business Administration from Saint Michael's College and a MSF degree from Boston College. | ||
Christopher DiStefano | Portfolio Manager | 2021 | Now |
Biography | Christopher DiStefano is a Vice President of SSGA and a Portfolio Manager in the Fixed Income Beta Solutions Group within the Fixed Income, Cash and Currency Team. He joined the firm in 2010 and is responsible for managing several funds and ETFs within the investment-grade credit, government/credit, and short duration sectors. Prior to his current role, Mr. DiStefano was a member of the Global Graduate Rotational Program at SSGA, a two year cross-functional program engineered to provide candidates with a diverse skill set and a broad perspective. Previously, Mr. DiStefano worked as an engineer within the real estate development and transportation industries. Mr. DiStefano holds a Master of Business Administration from the Carroll School of Management at Boston College, and a Master of Science and Bachelor of Science in Civil Engineering from the University of Illinois and Union College, respectively. | ||
Frank Miethe | Vice President | 2021 | Now |
Biography | Frank Miethe, CFA® is a Vice President of SSGA and a Portfolio Manager within the Fixed Income portfolio management team. Mr. Miethe joined SSGA in 2010 and has been part of the Portfolio Management team since 2013. He is currently responsible for managing several funds and ETFs within the Investment Grade Credit sector. Prior to his role at State Street Global Advisors, Mr. Miethe worked at State Street Corporation as a Fund Accountant and a Client Operations Associate. He has earned the Chartered Financial Analyst designation and is a member of the CFA Institute and Boston Security Analysts Society. He received his Bachelor's Degree from Western New England University and an MBA from Suffolk University. | ||
Kenneth T. Kozlowski | Executive Vice President | 2013 | Now |
Biography | Kenneth T. Kozlowski, CFP, CLU, ChFC, is the lead portfolio manager and Chief Investment Officer for EIMG LLC. Mr. Kozlowski is a Managing Director of Equitable Life Insurance Company (“Equitable”) and has served as Executive Vice President and Chief Investment Officer of EIMG LLC since June 2012. He has had primary responsibility for the asset allocation, fund selection and rebalancing of Equitable’s funds-of-funds since 2003. | ||
Alwi Chan | Portfolio Manager | 2013 | Now |
Biography | Alwi Chan, CFA is a Vice President of the Trusts and member of each Trust’s Valuation Committee. He has served as a Lead Director of AXA Equitable and Senior Vice President and Deputy Chief Investment Officer of FMG LLC since June 2012. Mr. Chan assists in portfolio analysis, rebalancing and fund selection. Mr. Chan earned a Bachelor’s degree in Economics from Trisakti University (Indonesia) and an MBA from Tulane University. Mr. Chan holds the Chartered Financial Analyst (CFA) designation. | ||
Kevin McCarthy | Co-portfolio manager | 2019 | 2021 |
Biography | Kevin McCarthy has been a Director of AXA Equitable since December 2018. Mr. McCarthy joined AXA Equitable in August 2015 as a Lead Manager. His responsibilities include portfolio analysis, portfolio evaluation, rebalancing and fund selection with respect to the Fund-of-Funds Portfolios. Previously, he was a Senior Quantitative Analysts at Aviva Investors, a Risk Analyst at Kenmar Olympia Group, and a Quantitative Researcher at Tremont Capital Management. Mr. McCarthy holds a BS in Economics from the State University of New York and an MBA focused in Finance from Baruch College. | ||
Mitchell Leung | Senior Vice President, Associate Portfolio Manager, Convertible Securities; | 2018 | 2021 |
Biography | Mitch is Senior Vice President and Associate Portfolio Manager for Palisade Capital Management’s Convertible Securities strategy. Additionally, Mitch serves as an Analyst for the firm’s Short Duration Convertible Bond and Hedged Convertibles strategies. Mitch’s responsibilities include research and security selection, with a focus on the Information Technology sector. Prior to his promotion to Associate Portfolio Manager in November 2016, Mitch was Senior Vice President for these strategies. Prior to joining Palisade in 2011, Mitch worked at Twenty-First Securities where he was a derivatives trader. In this role, he was responsible for modeling, pricing, and trading listed and OTC equity option strategies. Prior to Twenty-First Securities, Mitch worked at Wachovia where he was a Senior Proprietary Trader in convertible securities. Mitch is a CFA® Charterholder. He received his M.B.A. in Finance from Columbia Business School, his M.A. in Mathematics from Columbia University, and his B.S. with distinction from Cornell University. | ||
Miao Hu | Assistant Portfolio Manager | 2016 | 2021 |
Biography | Miao Hu, CFA, CAIA has been an Assistant Portfolio Manager of FMG LLC since May 2016. She has served as a Director of Portfolio Analytics of FMG LLC since December 2014. She joined AXA Equitable as a Lead Manager in November 2013. Ms. Hu holds a MS in Communications from University of Ulster (Northern Ireland, UK) and a BA in Marketing from Dalian Maritime University (China). She holds the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations. | ||
Xavier Poutas | Portfolio Manager | 2013 | 2021 |
Biography | Xavier Poutas, CFA has been a Lead Director of Equitable since October 2018 and a co-portfolio manager of EIM LLC since May 2011. Mr. Poutas assists in portfolio analysis, rebalancing and portfolio performance evaluation with respect to the Fund-of-Funds Portfolios and ETF Sleeves. Mr. Poutas received his MS in Accounting and Finance from the University of Nantes (France) in 2000 and his B.B.A. in Accounting and Finance in 1999 from Ecole Superieure des Sciences Commerciales d'Angers (France). Mr. Poutas holds the Chartered Financial Analyst (CFA) designation. | ||
William W. Lee | Senior Portfolio Manager | 2013 | 2021 |
Biography | Bill is a Partner and serves as the Senior Portfolio Manager for Palisade Capital Management’s Convertible Security strategies. He is a member of the firm’s Investment Committee. Prior to his promotion to Senior Portfolio Manager in October 2015, Bill was Co-Portfolio Manager and Senior Vice President of Research for the firm’s Convertible Securities strategies. Prior to joining Palisade in 2006, Bill was a Portfolio Manager at Loxias Fund Management, a capital structure arbitrage hedge fund. Bill was previously a Director in the mergers & acquisitions group at Sony Corporation of America, an Investment Banking Associate at Lehman Brothers, and an Equity Analyst at Delphi Management, with a focus on small cap value. He received his M.B.A. from the Stern School of Business at New York University and his B.A. in Biology from Yale University. |
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