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Name | Title | Since | Until |
---|---|---|---|
Thomas J. Durante | Managing Director | 2010 | Now |
Biography | Mr. Thomas J. Durante, CFA, a Managing Director and Senior Portfolio Manager, Equity Portfolio Management, has been with Mellon Capital since January 2000. Mr. Durante heads a team of portfolio managers covering domestic and international index portfolios. Prior to joining Mellon Capital, Mr. Durante worked in the fund accounting department for The Dreyfus Corporation. Mr. Durante attained the Chartered Financial Analyst designation. Mr. Durante graduated with a B.A. in Accounting from Fairfield University and is a member of the CFA Institute and the CFA Society of Pittsburgh. | ||
Paul L. Benson | Managing Director | 2010 | Now |
Biography | Mr. Benson, CFA, is Managing Director, Head of Fixed Income Index and Multi-Factor Fixed Income at BNY Mellon AMNA and joined BNY Mellon AMNA or a predecessor company in 2005. Mr. Benson has been employed by Dreyfus since October 2015. Prior to joining Mellon Capital, he was a senior portfolio associate for 2.5 years at PIMCO responsible for conducting portfolio and market analysis. Benson holds the Chartered Financial Analyst designation. | ||
Anjun Zhou | investment management capacity | 2010 | Now |
Biography | Responsible for enhancing investment strategies, improving risk controls, developing new strategies and providing leadership to the central research team across all asset classes Prior to joining Mellon Capital, was an executive director of global macro and asset allocation at Morgan Stanley, responsible for research and product development for GTAA institutional accounts and retail funds Prior to Morgan Stanley, was vice president at Deutsche Asset Management, responsible for developing quantitative strategies in the multi-asset class framework for Quantitative Strategies Group and a proprietary trading and hedge fund group Previously, principal at State Street Global Advisors, responsible for quantitative research and product development for global active strategies in multiple asset classes Author of a number of publications on volatility modeling, innovative approach on stock selection and studies on market economy | ||
Jeff Zhang | - | 2010 | Now |
Biography | Jeff is the firm's Index and Multi-Asset & Multi-Factor CIO. He oversees the index, multi-asset and multi-factor research and portfolio management teams and sits on the company’s Board of Directors. Previously, Jeff was the Chief Investment Officer at Mellon Capital. In this role, he provided leadership on investment strategies and solutions, as well as management of the firm’s investment teams, including portfolio management, research, trading and strategist groups. Jeff chaired the Investment Management Committee, Investment Research Committee and ESG Committee of Mellon Capital. He was a member of Mellon Capital’s Board of Directors. Before that, he was head of Investment Research and led the research and development of the Global Tactical Asset Allocation® and active currency strategies. Jeff first joined the firm in 1997. In 2004, he served as partner and co-founder at Bayswater Asset Management LLC in San Francisco before returning to Mellon Capital in 2009. His prior experience includes performing equity research on the real estate investment trust (REIT) industry at Salomon Smith Barney. Jeff is a member of the CFA Institute. He earned an MBA from Yale University and a BS from Peking University. | ||
Sinead Mary Colton | Managing Director | 2010 | Now |
Biography | Sinead Colton serves as Managing Director and Head of Investment Strategy at Mellon Capital. With over many years of investment experience Sinead has designed, developed and implemented innovative solutions for both return-seeking portfolios and risk hedging strategies. At Mellon Capital, she develops multi-asset solutions designed to provide attractive return outcomes within a clearly articulated risk framework. Prior to joining Mellon Capital, Sinead was a multi-asset investment strategist at BlackRock (formerly Barclays Global Investors) where she created customized investment solutions for DB, DC and retail clients across the EMEA region. Prior to BlackRock, she was head of currency at Invesco, responsible for active currency strategies across the global fixed income team. Previously, Sinead served as head of portfolio management for Lee Overlay Partners Ltd., an independent active currency management firm. Prior to this role, she worked as a currency portfolio manager at JP Morgan Investment Management. Sinead commenced her career at Chase Manhattan Bank NA, as a foreign exchange and options salesperson. Sinead earned her MSc in Finance at the London Business School. | ||
Brett A Thunstorm | - | 2010 | Now |
Biography | B.S., University of California at Berkeley, Business 18 years of investment experience 18 years at Mellon Capital Previously Head of OTC Trading at Mellon Capital. Responsible for management of trading of OTC securities, including currency, interest rate and total return swaps, treasuries, governments, and TBA mortgages. Previously head trader for currency spot and forwards at Mellon Capital Experience trading currency spots and forwards, equities, fixed income, swaps, options, and futures Prior experience includes fixed income portfolio management and trading. Responsibility included the management and trading of 7 funds totaling $2.2 Billion in assets Chair of Trade Management Oversight Committee Member of Senior Management Committee, Fiduciary Committee, Sovereign Risk Committee, Investment Management Committee, and Securities Pricing Committee | ||
Richard A. Brown | Managing Director | 2010 | Now |
Biography | Richard A. Brown, CFA Managing Director, Co-Head of Equity Index - Portfolio Management Richard is co-head of equity index portfolio management. He leads a team of portfolio managers covering domestic and international equity indexing portfolios and is responsible for the refinement and implementation of the equity index portfolio management process. Richard earned an MBA from California State University at Hayward. He holds the CFA® designation and is a member of the CFA Institute and the CFA Society of San Francisco. | ||
Karen Q. Wong | Managing Director | 2010 | Now |
Biography | Karen Wong, CFA Managing Director, Head of Index - Portfolio Management Karen is the head of index portfolio management. She is responsible for overseeing equity and fixed income indexing and beta strategies, including exchange-traded funds (ETFs). Karen developed and launched the Carbon Efficiency strategy in 2014, the firm’s first green beta product. Prior to the merger, Karen was the head of equity portfolio management at Mellon Capital, responsible for equity index portfolio management. | ||
Lowell J. Bennett | Director | 2011 | 2016 |
Biography | Bennett is a director, fixed income strategist at Mellon Capital. Bennett provides fixed income knowledge and expertise to management of fixed income portfolios and enhanced strategies. Prior to joining Mellon Capital in 1997, he was a fixed income strategist at Merrill Lynch. Bennett holds the Chartered Financial Analyst designation. | ||
Alexander C. Huberts | President | 2011 | 2015 |
Biography | Provides global strategic leadership and oversight Counsels on investment research and strategy matters across the firm Ambassador for the firm, speaks around the globe and publishes in various mediaPreviously chief investment officer and founder of Coefficient Global®, a business unit of Standish Mellon Asset Management, specializing in quantitative investment strategies From 2003-2006, chief investment officer of Standish, responsible for over $150 billion in fixed income assets From 1992 to 2003, head of asset allocation and director of research at Mellon Capital where he co-developed GTAA; responsible for portfolio management in domestic, international and global asset allocation strategies From 1985-1992, worked at the Ministry of Finance in the Netherlands, at AMRO bank and Concord Capital Management |
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