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Name | Title | Since | Until |
---|---|---|---|
Eric Mintz | Assistant Portfolio Manager | 2018 | 2018 |
Biography | Mr. Mintz is an Assistant Portfolio Manager for Small Cap Growth equity accounts. Mr. Mintz joined Eagle in 2005 as a Senior Research Analyst and brings 15 years of investment experience as an analyst and research associate. He holds a BA in economics from Washington and Lee University and earned his MBA from the University of Southern California. Mr. Mintz received his Chartered Financial Analyst designation in 2000. | ||
Bert L. Boksen | Portfolio Manager | 2018 | 2018 |
Biography | Bert is responsible for the management in Eagle. Before joining Eagle in 1995, Bert served at Raymond James & Associates as Chief Investment Officer and as Chairman of the Raymond James Focus List Committee. Prior to his tenure at Raymond James & Associates, Bert was an analyst for Standard & Poor’s. He earned his B.A. from City College of New York in 1970 and his M.B.A. from St. John's University in 1977. He is a CFA charterholder. | ||
Matthew J. McGeary | Portfolio Manager | 2012 | 2018 |
Biography | Matt is a portfolio co-manager for the Small Cap Strategy portfolio and also covers the Energy, Industrials, Materials, and Telecommunications Services sectors. Prior to joining Eagle, Matt was a portfolio co-manager at Sentinel Investments, where he worked on the subject strategy team from 2005-2012 and was a portfolio manager from 2010-2012. He earned his B.A. from Kenyon College in 1993 and an M.B.A. from Indiana University in 1999. Matt is a CFA charterholder. He began his investment career in 1999. | ||
Betsy Pecor | Portfolio Manager | 2012 | 2018 |
Biography | Ms. Pecor served as Portfolio Manager at Sentinel Investments from 2005 to 2012 | ||
Charles C. Schwartz | Portfolio Manager | 2012 | 2018 |
Biography | Previously, Mr. Schwartz served as Portfolio Manager and Senior Vice President at Sentinel Investments from 2004 to 2012. | ||
Scott Renner | Co-Portfolio Manager | 2011 | 2012 |
Biography | Scott is a portfolio manager and has responsibility for providing coverage of the consumer, telecom, and technology sectors. He has 25 years of investment experience. Prior to joining Eagle in 2007, Scott spent nearly 10 years with Matador Capital Management, where he was a partner whose other roles included senior analyst and manager of research. Prior to his tenure with Matador Capital Management, he served as an analyst with Salomon Brothers and Raymond James & Associates. Scott earned a B.S.B.A. from the University of Florida in 1990, and received his M.B.A. from the University of South Florida in 1993. | ||
Stacey Serafini Pittman | Co-Portfolio Manager | 2000 | 2012 |
Biography | Stacey joined Eagle in 1999 from Raymond James & Associates, where she served as a Corporate Finance Analyst. Stacey Serafini Thomas, CFA®, Vice President of Eagle, is Co-Portfolio Manager of the fund and is jointly responsible for the day-to-day management of the fund’s investment portfolio. Prior to her appointment as the fund’s Co-Portfolio Manager in 2005, served as the fund’s Assistant Portfolio Manager from 2000 to 2005. At Raymond James & Associates, she won an award for being the top contributing first-year investment banking analyst. Her financial experience includes working for the Corporate Technology Group of American Management Systems and Harvard’s Veritas Information Network. Stacey earned her B.A.,cum laude, from Harvard. She is a CFA charterholder. | ||
Todd L. McCallister | Managing Director | 1997 | 2012 |
Biography | Todd has 30 years of investment and financial experience. Prior to joining Eagle in 1997, Todd served as portfolio manager at Investment Advisors, Inc., which managed over $1.5 billion in Mid Cap Growth assets. Todd also served as a portfolio manager at ANB Investment Management in Chicago for 5 years. He earned his B.A. with highest honors from the University of North Carolina in 1982 and his Ph.D. in Economics from the University of Virginia in 1987. He is a CFA charterholder. |
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