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Name | Title | Since | Until |
---|---|---|---|
Paul T. Sullivan | Portfolio Manager | 2005 | 2017 |
Biography | Paul T. Sullivan, CFA, is a Portfolio Manager for Glenmede Investment Management LP (GIM), a wholly-owned subsidiary of The Glenmede Trust Company, N.A. (GTC). His principal responsibilities include managing the Glenmede Large Cap Core and Large Cap Growth mutual funds, managing separate accounts for institutional clients, and running and maintaining the Company's quantitative stock selection models. Mr. Sullivan joined GTC in 1994. Prior to joining GTC, Mr. Sullivan was with SEI Investments where he was a manager in the mutual fund accounting department responsible for financial reporting and supervision of several large fund families. A holder of the Chartered Financial Analyst® designation, Mr. Sullivan received an M.B.A. from St. Joseph's University and a B.S. in Business Administration from Bloomsburg University. He is a member of The CFA Society of Philadelphia and the CFA Institute. | ||
Vladimir de Vassal | Director | 2005 | 2017 |
Biography | Vladimir de Vassal, CFA, is Director of Quantitative Research for Glenmede Investment Management LP (GIM), an affiliate of The Glenmede Trust Company, N.A. (GTC). Mr. de Vassal and his team manage quantitatively based equity portfolios, including several mutual funds and long/short strategies. Mr. de Vassal joined GTC in 1998 after serving as vice president and director of quantitative analysis at CoreStates Investment Advisors and as vice president of interest rate risk reporting/analysis, at CoreStates Financial Corp. At GTC, he has provided proprietary research and analytical support to domestic and international funds, private equity, The Pew Charitable Trusts and high net worth clients. Graduating with highest honors from Drexel University in 1982, Mr. de Vassal received a B.S. with dual majors in finance and accounting. At that time, he was given the Outstanding Student in Accounting and Finance Award. He received an M.B.A. from Drexel University in 1987. In 1992, he earned the Chartered Financial Analyst® designation. He is the fifth recipient to be awarded the Lipper Award for Excellence in Fund Management, a designation which recognizes outstanding managers who have delivered consistently strong risk-adjusted returns to their investors and, in the opinion of Lipper’s research analysts, represent the best of the funds industry. Val is also a three-time winner of the Philadelphia Prize awarded by the Financial Analysts of Philadelphia for articles addressing investment insight. In addition, Mr. de Vassal has published extensively in periodicals such as Barron's, The Wall Street Journal, The Journal of Wealth Management, The Journal of Portfolio Management, Worth and The Journal of Fixed Income. He is a frequent speaker at investment conferences and universities, including the Wharton School at the University of Pennsylvania, Princeton, Penn State and Drexel. | ||
Scott S. Johnston | Founder | 2003 | 2006 |
Biography | Johnston was the vice president and senior investment officer of the trust investment department of San Diego Trust and Savings Bank from 1976 to 1981. He joined Security Pacific Corporation in 1981, where he was the managing director and chief executive officer of the Pacific Century Group. In 1985, Johnston founded Sterling Financial Group, an independent SEC-registered investment-advisory firm. | ||
Joseph J. Docter | Managing Director, Portfolio Manager | 1999 | 2006 |
Biography | Joe has been a portfolio manager and analyst at Summit Creek Advisors since its founding. Previously, Joe was responsible for the small cap team at Winslow Capital Management (growing the product to over $700 million in assets). Prior to Winslow Capital, Joe was employed by Baird Capital Management and FIRMCO (Firstar Investment Research and Management Company) both in Milwaukee. For over 12 years at FIRMCO, Joe was responsible for the Emerging Growth Fund “C” and the Micro Cap Fund including all related individually managed institutional and personal trust relationships. Assets under management approximated $1.2 billion. Joe was sole or lead portfolio manager on both products from inception until his departure. Joe earned his undergraduate degrees in Finance and Economics and his MBA in Finance and Investments from the University of Wisconsin where he was a participant in the Applied Security Analysis Program. Joe has 34 years of investment management experience. |
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