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Name | Title | Since | Until |
---|---|---|---|
Matt Waldron | Managing Director | 2025 | Now |
Biography | Matt Waldron, CFA, Managing Director, is US Head of International Portfolio Management within BlackRock Global Markets & Index Investments (“BGM”). He is responsible for the overall management of ETFs, CTFs, and Institutional SMAs that are predominantly invested in developed and emerging markets. Mr. Waldron’s service with the firm dates back to 2003. Prior to his current role, Mr. Waldron was a portfolio manager in Blackrock’s Multi Asset Client Solutions Group(BMACS), where he was responsible for the management of asset allocation portfolios for Institutional and HNW clients. Prior to joining BlackRock in 2003, Mr. Waldron was a research analyst at Monarch Capital Holdings LLC., an event-driven, long-short hedge fund. Mr. Waldron earned a BA degree in finance from the University of Delaware. | ||
Steven White | Director | 2025 | Now |
Biography | Steven White, Director, is Co‑CIO for Index Equity Investments within BlackRock Global Markets & Index Investments (“BGM”) Steven co‑leads the CIO function, which is responsible for leading efforts to drive scale, quality and risk-managed investment outcomes for clients. Within the function he has direct responsibilities for investment risk and performance oversight across the global book as well as Index Equities Index Advocacy function which looks to enhance benchmark methodologies managed to by the team. Steven also oversees the Active Risk Index ETF PM team in the Americas and is a member of the Index Equity Leadership Team. Prior to his current role, Steven held multiple roles within BlackRock including sales, research, and portfolio management. Prior to BlackRock Steven worked at Bank of America Merrill Lynch for four years. He has a bachelor’s degree in Economics and MBA from San Diego State University. | ||
Tucker Brown | - | 2025 | Now |
Biography | Tucker is an Analyst, Portfolio Manager, Principal and a member of the Investment Committee. Tucker has been with the firm since 2006. Prior to joining Sustainable Growth Advisers, Tucker was a Vice President in the Equity Research Department of Goldman Sachs, where he served as a member of the firm’s U.S. packaged food research team. Previously, Tucker worked in the Investment Banking Division of Goldman Sachs, focused on M&A and corporate finance advisory for clients in retail and technology sectors. Tucker began his career as a fund accountant and custody manager at Brown Brothers Harriman &Co. Tucker has a B.A. in Economics from Bucknell University and an M.B.A. from The Wharton School. | ||
Jon Friar | - | 2025 | Now |
Biography | Jon Friar is associate portfolio manager of the US Large-Cap Growth Equity Strategy in the U.S. Equity Division. Previously, he was the portfolio manager for the business service strategy in the U.S. Equity Division. Jon is a member of the Investment Advisory Committees of the US Dividend Growth Equity, US Large-Cap Core Growth Equity, Financial Services Equity, US Growth Stock, US Small-Cap Growth II Equity, US Value Equity, and US Structured Research Equity Strategies. He is a vice president of T. Rowe Price Group, Inc. Jon’s investment experience began in 2007, and he has been with T. Rowe Price since 2011, beginning in the U.S. Equity Division following financial companies. Previously, Jon was an intern covering health care facility outsourcers for the U.S. Equity Division in the summer of 2010. Prior to this, Jon was employed by Barclays Capital as an associate in structured product sales. Jon earned a B.A. in government and foreign affairs from the University of Virginia and an M.B.A. from the University of Virginia, Darden School of Business. | ||
Taymour R. Tamaddon | Portfolio Manager | 2024 | Now |
Biography | Taymour R. Tamaddon is a vice president of T. Rowe Price Group, Inc. and T. Rowe Price Associates, Inc. He is also a vice president of the T. Rowe Price Institutional International Funds, Inc., and the T. Rowe Price International Funds, Inc. He joined the firm in 2004 after serving as a summer intern with T. Rowe Price in 2003, covering the eye care industry. Prior to this, Taymour was employed by Amazon.com in the areas of finance and merchandizing. He was also a consultant with Booz Allen and Hamilton, specializing in the energy industry. | ||
Janice Davies | Portfolio Manager/Analyst | 2024 | Now |
Biography | Janice Davies is a Portfolio Manager/Analyst on the US Small-Mid Cap Equity team. She is also responsible for research coverage of companies in the information technology sector. She began working in the investment field in 1999. Prior to joining Lazard in 2021, Janice was with the Abu Dhabi Investment Authority, Karlin Asset Management, Ivory Capital and Lehman Brothers. She has an MBA from NYU Stern School of Business and a BS from Georgetown University. | ||
Natasha Kuhlkin | Managing Director | 2023 | Now |
Biography | Natasha Kuhlkin is a large cap growth equity portfolio manager. She joined the firm in 2004 as a research analyst and became a portfolio manager in 2014. Before joining Jennison, Natasha was an equity research analyst for the small cap value fund at Palisade Capital Management and prior to that at Evergreen Investment Management. Natasha received a BS in accounting from Binghamton University and is a CFA charterholder. | ||
Hrishikesh Gupta | Analyst | 2022 | Now |
Biography | Mr. Gupta is an Analyst, Portfolio Manager, Principal and a member of the Investment Committee at Sustainable Growth Advisers. Prior to joining the firm in 2014, he was a Senior Analyst at MDR Capital Management and an Investment Banking Associate at Bank of America Merrill Lynch. Prior to that, Mr. Gupta spent three years in the industry as a Product and Program Manager at Amazon.com and, as part of their strategic executive division, led the launch of Amazon’s Japanese and German merchant platforms. | ||
Peter Sietsema | - | 2022 | Now |
Biography | Peter Sietsema has been with BFA since 2007, including his years with BGI, which merged with BFA in 2009. Mr. Sietsema has been employed by BFA or its affiliates as a Director since 2011 and a Vice President from 2009 to 2010. Mr. Sietsema has been a Portfolio Manager of each fund since 2023. | ||
Kishore Rao | Principal | 2019 | Now |
Biography | Kishore Rao a research principal for Sustainable Growth Advisers, LP, subadviser for the John Hancock U.S. Global Leaders Growth Strategy. In addition to providing dedicated research for the strategy, he also serves on Sustainable Growth Advisers’ Investment Committee. Prior to joining the firm, Mr. Rao was a member of the investment team at Trident Capital, a venture capital firm managing a portfolio of software, technology, and business service companies. Earlier in his career, he served as an investme |
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