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Name | Title | Since | Until |
---|---|---|---|
Gregory L. Tornga | Head | 2017 | 2021 |
Biography | Greg is head of fixed income at Edge Asset Management (EDGE) and also serves as a portfolio manager. He joined EDGE in 2011 and has been in the investment industry since 2002. Previously, Greg was a senior vice president for Payden & Rygel Investment Management in Los Angeles, where he served as the Head of Investment Grade Credit Strategy. He received an MBA from the Argyros School of Business & Economics at Chapman University, and a Bachelor's degree from the University of Michigan. Mr. Tornga has earned the right to use the Chartered Financial Analyst Designation. | ||
Todd A. Jablonski | Portfolio Manager | 2010 | 2021 |
Biography | Todd is a portfolio manager and Head of Asset Allocation at Edge Asset Management, an affiliate of Principal Global Investors. He joined Edge in 2010 and has over 12 years of industry experience. Previously, he was an executive director and portfolio manager for UBS. Todd is a graduate of the University of Virginia and holds a bachelor's degree in Economics. He received his MBA from New York University's Stern School of Business with a concentration in Quantitative Finance. Todd has earned the right to use the CFA designation and is a member of the Society of Quantitative Analysts. | ||
Charles D. Averill | Portfolio Manager | 2010 | 2020 |
Biography | Mr. Averill is a portfolio manager of the asset allocation team with Edge Asset Management, Inc.. He has worked at Edge or one of its predecessor firms since 1990. Before becoming a portfolio manager in 2010, he was a senior quantitative analyst. He earned a bachelors degree in economics from Reed College and a masters degree in economics from Princeton University. Mr. Averill holds the Chartered Financial Analyst designation. | ||
Michael D. Meighan | Vice President | 1999 | 2010 |
Biography | Michael D. Meighan, CFA currently serves as Senior Analyst and Portfolio Manager for the Asset Allocation Team and works closely with Randy Yoakum on investment strategy, analysis and economic research. Prior to joining SiM in 2012, Mr. Meighan worked for over 10 years as a Portfolio Manager and Senior Analyst for the Asset Allocation Team at Edge Asset Management, an affiliate of Principal Global Investors. He has 20+ years experience in the investment management industry. He holds the Chartered Financial Analyst designation, is a member of the CFA Society of Seattle, and has a B.S. from Santa Clara University and a MBA from Gonzaga University. | ||
Randall L. Yoakum | CEO | 1999 | 2009 |
Biography | Randall L. Yoakum, CFA co-founded Strategic Income Management (SiM) in October, 2010, and is primarily responsible for Asset Allocation portfolio management, investment strategy and economic research. He also sets the firm’s direction and is active in the communication of SiM’s investment process, decisions and strategy. Mr. Yoakum has 30+ years of experience in the investment management business, focused primarily on equity and asset allocation markets. Prior to co-founding SiM, Mr. Yoakum was the Chief Investment Strategist and Chairman of the Asset Allocation Team for Edge Asset Management, an affiliate of Principal Global Investors. His investment management experience dates back to 1984. Mr. Yoakum holds the Chartered Financial Analyst designation, is a member of the CFA Society of Seattle, and has a B.B.A. from Pacific Lutheran University and an M.B.A. from Arizona State University. | ||
Gary J. Pokrzywinski | President | 1993 | 2009 |
Biography | Mr. Pokrzywinski is the Lead High Yield Portfolio Manager for SiM. He has 28+ years of experience in the fixed income financial markets. He currently manages the Morningstar 5-star*, American Beacon SiM High Yield Opportunities mutual fund, and prior to founding SiM managed the Morningstar 5-star**, Principal High Yield mutual fund from its inception in April 1998 to May 2009. Prior to SiM, He was the CIO and a High Yield Portfolio Manager for Edge Asset Management (and its predecessor), an affiliate of Principal Financial Group. He worked for Edge and its predecessor from 1992 to 2009. Prior, Mr. Pokrzywinski was an investment officer/portfolio manager for Firstar Investment Services Co. He received a bachelor's degree in finance and management information systems from the University of Wisconsin - Milwaukee. Mr. Pokrzywinski earned the right to use the Chartered Financial Analyst designation in 1989 and is a member of the CFA Society of Seattle. | ||
Michael Corelli | Managing Director, Senior Research Analyst | 2002 | 2005 |
Biography | Mike joined Lisanti Capital on November 1, 2020 as Managing Director, Senior Research Analyst. Mike worked with Mary, Tim and Kitty at Bankers Trust, and then went on to a successful career as an analyst and ultimately Portfolio Manager and Head of the Small/Mid Cap Growth Team at PIMCO Equity and its successor, Allianz. Mike then went on to start and manage his own hedge fund for six years, before joining Lisanti Capital. Mike focuses on growth stocks in the healthcare and technology sectors. | ||
Jamie Michaelson | Portfolio Manager | 2002 | 2005 |
Biography | Michaelson is a portfolio manager with PIMCO equity advisors. He had originally joined PIMCO as a research analyst in 2000. Prior to joining PIMCO, he was an analyst at Deutsche Bank Securities and Raymond James. | ||
Kenneth T. Berents | Senior Portfolio Manager | 2001 | 2005 |
Biography | Ken has more than 31 years of investment experience, and now serves as the Co-Chairman of Princeton Capital Management's Investment Committee. He began working with the Firm as an Advisory Director in 2007, while also managing family funds and serving on Boards or Advisory Councils of several corporate and not-for-profit organizations. Previously, Ken was a Managing Director of Goldman Sachs Asset Management, serving as Senior Portfolio Manager and Co-Chairman of the investment committee of the Growth team, which managed over $25 billion in assets. Prior to that he was the Director of Equity Research for Wheat First Union, now part of Wells Fargo. Earlier in his investment career, he was a senior research analyst with Alex. Brown & Sons, Legg Mason, and Wheat First Butcher Singer where he was named a Wall Street Journal All Star Media Analyst. A graduate of Villanova University, Ken also received an MA in Journalism from the University of Missouri. Before entering the investment field, Ken was a newspaper reporter, and named an Alfred P. Sloan Fellow in Economics at Princeton University's Woodrow Wilson School while working for the Baltimore Sun. | ||
Steven M. Barry | CIO (Chief Investment Officer) | 2001 | 2005 |
Biography | Mr. Barry, Managing Director, Co-Chief Investment Officer of Fundamental Equity U.S. Equity, joined GSAM as a portfolio manager in 1999. Mr. Leahy, Managing Director and Co-Lead Portfolio Manager-Strategic Growth, joined GSAM as a portfolio manager in 2005. Mr. Becker, Managing Director and Co-Lead Portfolio Manager-Strategic Growth, joined GSAM in 1999. He also serves as a portfolio manager for the Growth Team and is a member of the U.S. Equity Investment Committee. |
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