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Name | Title | Since | Until |
---|---|---|---|
Siwen Wu | Vice President | 2021 | Now |
Biography | Mr. Wu is a Vice President focusing on multi-asset funds and institutional portfolios within the Global Portfolio Solutions (GPS) Group in GSAM. Prior to joining GPS in 2014, Mr. Wu spent two years in the Market Risk Management Group at Goldman Sachs where he worked on risk analysis and capital efficiency projects for the Securities Division businesses. | ||
Kyri Loupis | Portfolio Manager | 2020 | Now |
Biography | Mr. Loupis joined Goldman Sachs Asset Management, L.P in 2009 and is a portfolio manager and head of the Energy & Infrastructure team. Prior to joining the Goldman Sachs he spent over eight years at Lehman Brothers covering the energy sector, from 2000-2006 in the Investment Banking Division, and from 2006-2009 in the Private Equity group, where he co-founded an energy investment fund with a focus in MLPs. | ||
Monali Vora | Member | 2018 | Now |
Biography | Monali Vora is a member of the Customized Beta Strategies team. Prior to working in the Customized Beta Strategies team, she spent six years as a member of the QIS Equity Portfolio Implementation team. Ms. Vora joined Goldman Sachs Asset Management, LP in 2000. She received her Bachelor of Mathematics from the University of Waterloo in 2000. | ||
Aron Kershner | Managing Director, | 2018 | Now |
Biography | Aron Kershner is a Portfolio Manager on the Quantitative Investment Strategies (QIS) team. Previously, he is a member of the Customized Beta Strategies team. Prior to working in the Customized Beta Strategies team, he spent two years as a member of the QIS Product Strategy team. Mr. Kershner joined Goldman Sachs Asset Management, L.P. in 2005. | ||
Christopher Lvoff | Vice President | 2019 | 2021 |
Biography | Christopher Lvoff is a managing director in the Global Portfolio Solution Group (GPS), based in New York, where he is a senior portfolio manager. The GPS Group provides multi-asset class products and solutions, focusing on customized asset allocation, tactical implementation, risk management, and portfolio construction. Previously, Christopher was a member of the Multi-Product Investment Group of the Investment Management Division, where he focused on portfolio management and implementation for customized multi-asset institutional portfolios as well as commingled investment vehicles. Christopher joined Goldman Sachs in 2007 and was named managing director in 2016. Prior to joining Goldman Sachs, Christopher worked as an actuarial consultant at Towers Perrin, focusing on retirement plan design and defined benefit plan asset liability valuation. Christopher received a BS in economics from the University of Pennsylvania. He is an Associate of the Society of Actuaries and a CFA charterholder. | ||
Ying “Susie” Wang | CIO | 2011 | 2020 |
Biography | Ms. Wang, Director of Energy & MLP Strategy, joined DAC in June 2008. She is a member of both the Investment and Management committees and is currently responsible for overseeing Equity and MLP research, monitoring companies in the Financial, Energy, and MLP sectors, and making buy/sell decisions in the MLP model. Prior to 2012, Susie was a Research Analyst for DAC. She is a graduate of Georgia Southern University (MBA) and Swiss Management University (BBA), earned the CFA® designation in 2012, and the CIC® designation in 2013. She speaks Chinese, English, and conversational French. Ms. Wang has served as Portfolio Manager of DAC’s sub-advised mutual fund since 2012. | ||
James G. Haley | CEO and Director of The Private Client Group | 2010 | 2020 |
Biography | Mr. Haley is the CEO of Dividend Assets Capital and Director of The Private Client Group, where he works to ensure the firm consistently meets the investment and planning needs of its successful and growing client base. Jim has over 26 years of experience in the investment and wealth management industry, during which he has served as a Senior Client Advisor, Portfolio Manager, and Wealth Strategist within the private wealth, advisory, and trust divisions of several regional and national banks, including Wilmington Trust, Bank of America-US Trust, and SunTrust Private Wealth Management. Jim is a graduate of Campbell University (Master of Trust and Investment Management), Southeastern Trust School, and Siena College (Bachelor of Science in Finance). In addition, Jim has earned the designation of Certified Financial Planner (CFP®). Jim believes it is important to serve and give back to the community where he lives and works. He is currently a member of the Board of Advisors for Siena College and has served as Board President for the local Boys & Girls Club. He’s also been a Board Member of Rotary HHI, The Estate Planning Council, and has served several other nonprofit organizations throughout his career as a Board Member or President. Additionally, Jim is a frequent speaker, panel moderator, and subject matter expert on topics within the financial planning and wealth advisory industry. His expertise includes discussions on The Future of Wealth Management, Fixed Income & Equity Strategies, and Wealth Planning & Implementation Strategies for Successful families, among others. | ||
Raymond Chan | Senior Portfolio Manager | 2018 | 2019 |
Biography | Raymond Chan is a managing director in the GPS Group, based in New York, a senior portfolio manager and a member of the GPS Investment Committee. Previously, he was a member of the Cross Asset Solutions and Pension Endowment and Foundations groups within the Securities Division, where he developed and implemented customized investing and hedging solutions for institutional clients. Mr. Chan first joined Goldman Sachs in 2004 as an associate in the Investment Management division. He was named managing director in 2012. Before joining the firm, he worked as a management consultant specializing in financial services at Oliver, Wyman and Company. Mr. Chan earned an AB, magna cum laude, in biochemistry from Harvard College, and an MBA in finance from The Wharton School at the University of Pennsylvania. He is a CFA charter holder. | ||
Michael W. Nix | Chief Investment Officer | 2014 | 2018 |
Biography | Michael joined Verity Investment Partners (VIP) in 2018 and has over 20 years of experience in the investment industry in multiple investment and leadership roles. Prior to joining VIP, Michael was a co-lead Portfolio Manager for Goldman Sachs Asset Management (GSAM) and Managing Director of Investment Strategy for Dividend Assets Capital. He also served as co-CIO, COO, CFO and Portfolio Manager during his career with Greenwood Capital Associates. Michael is a Chartered Financial Analyst (CFA) and received a BS from The Citadel. | ||
Jere E. Estes | CIO (Chief Investment Officer) | 2004 | 2015 |
Biography | Mr. Estes has been a portfolio manager and Managing Director of DAC since 2004 and has been Chief Investment Officer of DAC since 2008. From 1999 to 2004, Mr. Estes served as Senior Vice President and Chief Investment Officer at Bryn Mawr Trust Company. He was also a registered representative of Investors Capital Corporation from June of 2004 until December of 2004. Estes holds the Chartered Financial Analyst designation. |
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