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Name | Title | Since | Until |
---|---|---|---|
Adam T. Logan | Senior Portfolio Manager | 2019 | Now |
Biography | Mr. Weiner received his B.A. in Economics and Mathematics from Cornell University and a Masters of Science in Economics from the University of London. He has been employed by Mellon or a predecessor company since 1998, and by BNYM Investment Adviser since December 2019. Previously, he performed duties as a financial analyst in Mellon Financial Corporation's corporate finance department. He is currently responsible for the management of client portfolios with a specific focus on mid and small capitalization securities. He has earned the right to use the Chartered Financial Analyst designation. | ||
Peter D. Goslin | Senior Portfolio Manager | 2017 | Now |
Biography | Mr. Goslin is a director, senior portfolio manager and active equity strategist at Mellon Capital, where he has been employed since 1999. He was member of small cap and market neutral active equity teams Prior to joining Mellon Capital, worked as a proprietary derivatives trader and NASDAQ market maker for Merrill Lynch. Previously ran Merrill’s Equity Index Option desk at the Chicago Mercantile Exchange Member of the CFA Society of Pittsburgh and a member of the CFA Institute M.B.A., University of Notre Dame, Finance B.S., St. Vincent College, Finance and Computer Science | ||
Syed A. Zamil | co-Portfolio Manager | 2017 | 2021 |
Biography | Mr. Zamil is a managing director and global investment strategist at Mellon Capital, where he has been employed since October 2015. Prior to joining Mellon Capital, Mr. Zamil was employed from October 2012 until October 2015 by American Century Investments as a portfolio manager and from April 2011 until September 2012 by BlackRock as an investment strategist. | ||
Chris Yao | - | 2019 | 2021 |
William S. Cazalet | Portfolio Manager | 2014 | 2019 |
Biography | Mr. Cazalet has been employed by Dreyfus since 2014. He is a managing director and head of active equity strategies at Mellon Capital, where he has been employed since July 2013. Prior to joining Mellon Capital, Mr. Cazalet was employed from November 2011 until June 2013 by Commonfund, Inc. where he was responsible for U.S. west coast and international clients. From October 2005 until December 2010, he served as global co-head of long short equity strategies at AXA Rosenberg, where he was responsible for strategy and portfolio design, product development and marketing. | ||
C. Wesley Boggs | Senior Portfolio Manager | 2011 | 2019 |
Biography | Mr. Boggs is a vice president and senior portfolio manager at Mellon Capital. Boggs has been with Mellon Capital since 1993, and has been an assistant vice president and senior portfolio manager at Mellon Capital since January 2001. In September 2007, he became dual employees of Dreyfus and Mellon Capital. | ||
Ronald P. Gala | Managing Director | 2011 | 2018 |
Biography | Team leader and senior portfolio manager for the active equity portfolios Former Principal Officer of Mellon Equity Associates, LLP Member and past president of the CFA Society of Pittsburgh and a member of the CFA Institute | ||
Warren Chiang | Portfolio Manager | 2011 | 2015 |
Biography | Mr. Chiang is a portfolio manager for GMO’s Emerging Markets Equity team and oversees quantitative research. Prior to joining GMO in 2015, he worked at Mellon Capital Management as a Managing Director of Active Equity Strategies. Previously, he worked at the Federal Reserve Bank of San Francisco as a research associate. Mr. Chiang earned his B.A. in Economics and his MBA from the University of California Berkeley. He is a CFA charterholder. | ||
Jocelin Reed | VP Research & Portfolio Management | 2011 | 2013 |
Biography | Jocelin Reed (MBA, Pittsburgh; BS, Penn State), who came to AJO in 2014, spent most of her investment career at Mellon Capital and Mellon Equity. Most recently, she was a member of Independence Asset Advisors. A CFA charterholder, Jocelin is involved with portfolio management and research. | ||
Patrick Slattery | Senior Portfolio Manager | 2007 | 2012 |
Biography | Mr. Slattery has been a senior portfolio manager of Mellon Capital. From 2005 through December 2008, Slattery was a vice president and portfolio manager of Franklin Portfolio Associates. Before joining the firm, Slattery was an quantitative analyst and portfolio manager at Independence Investment LLC from 1995 to 2003. He also has software development and application expertise from his time with Edgewater Technology, Inc. and Bachman Information Systems, Inc. He is currently a member of the Boston Security Analysts Society. Slattery holds the Chartered Financial Analyst designation. |
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