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Name | Title | Since | Until |
---|---|---|---|
Daniel L. Miller | Partner | 2014 | Now |
Biography | Dan is a partner of the firm and brings over four decades of investment management experience to GW&K. As director of our equity department, he is responsible for overseeing all aspects of our equity investment teams including portfolio management, research, and trading. He is a member of the firm’s Management, Investment, and ESG Committees. Dan has worked with various companies in the Boston area as an investment and financial consultant. Prior to joining GW&K, he spent 21 years at Putnam Investments in Boston, where he was chief investment officer for the specialty growth group and oversaw a team of twenty and up to $100 billion in assets under management. He was also a portfolio management team member of several small and mid-cap growth funds, the lead manager for the Putnam New Opportunities Fund, and a member of Putnam’s management committee and partners group. He began his career as an analyst at Morgan Stanley. Dan graduated from the University of California, Berkeley with highest honors, and received his MBA from Stanford University Graduate School of Business. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston. Dan serves on the board of trustees for The Rashi School in Dedham, Massachusetts, and on the Investment Committee of the Squam Lakes Association. Previously Dan served as a trustee of Hebrew College, where he remains the Chair of the Investment Committee and a member of the Finance Committee. | ||
Joseph C. Craigen | Research Analyst | 2014 | Now |
Biography | Joe serves as a portfolio manager for GW&K’s Small Cap and Small/Mid Cap Growth Strategies and is a member of the firm’s Investment Committee. He is also a research analyst focused on our Small Cap Core and Small/Mid Cap Core Strategies. Joe is a seasoned investor with expertise in a number of industries including extensive experience in Information Technology. Prior to joining GW&K in 2008, Joe held research analyst positions at Citizens Funds and Needham & Company, and was a research associate at Tucker Anthony. Joe received an AB in Economics from Harvard College. He has earned the CFA® designation and is a member of the CFA Institute and the CFA Society Boston. | ||
Justin C. Bennitt | Senior Research Analyst | 2015 | 2019 |
Biography | Justin rejoined the Firm in April 2013 as an analyst on the Fundamental Equity team. Before rejoining the firm, Justin was a Managing Member of Clarke Bennitt, LLC. (2005-2011). He previously held several roles with Brandywine Global including Midcap Value Equity Portfolio Co-Manager (2004 - 2005); Senior Research Analyst - Small/Smid Product Group (2001 - 2005); Research Analyst - International Value Product Group (1998 - 2001) and Quantitative Analyst - Domestic and International Product Groups (1996 - 1998). Justin earned a B.A. in Economics from Hobart and William Smith Colleges. | ||
Gregory P. Manley | Portfolio Manager | 2015 | 2019 |
Biography | Greg is a portfolio co-manager. During his career at Brandywine Global, Greg has served as a fundamental and quantitative analyst as well as the lead trader for the Diversified Value Equity portfolios. Greg joined the Firm in 2000. Previously, he was with Trinity Investment Management as a securities trader (1996-2000). Greg holds the Chartered Financial Analyst® designation and earned a B.A. in Accounting from Pennsylvania State University. He is a member of the CFA Society of Philadelphia and the CFA Institute. | ||
Joel P. Schneider | Portfolio Manager | 2015 | 2019 |
Biography | Mr. Schneider is a Senior Portfolio Manager and Vice President of Dimensional Fund Advisors LP. Mr. Schneider holds an MBA from the University of Chicago Booth School of Business, an MS from the University of Minnesota, and a BS from Iowa State University. Mr. Schneider joined Dimensional in 2011, has been a portfolio manager since 2013. | ||
Jed S. Fogdall | Vice President | 2012 | 2019 |
Biography | Jed S. Fogdall is a Co-Head of Portfolio Management and Vice President of Dimensional and a member of Dimensional’s Investment Committee. Mr. Fogdall has an MBA from the University of California, Los Angeles and a BS from Purdue University. Mr. Fogdall joined Dimensional as a Portfolio Manager in 2004 and has been responsible for international portfolios since 2010 and domestic portfolios since 2012. | ||
Joseph H. Chi | Vice President | 2012 | 2019 |
Biography | Joseph H. Chi, CFA, is a Co-Head of Portfolio Management and Vice President of Dimensional and the Chairman of Dimensional’s Investment Committee. Mr. Chi has an MBA and BS from the University of California, Los Angeles and also a JD from the University of Southern California. Mr. Chi joined Dimensional as a Portfolio Manager in 2005 and has been responsible for international portfolios since 2010 and domestic portfolios since 2012. | ||
Davis Paddock | Portfolio Manager | 2016 | 2017 |
Biography | Davis Paddock is a Portfolio Manager for Invesco Small Cap Equity Fund. Mr. Paddock has covered the Industrials and Basic Materials sectors for the Invesco Small Cap Team since 2005. Prior to joining Invesco in 2001, he was an investment banking financial analyst for Merrill Lynch & Co. He also worked for Ocean Energy Inc. as a member of its corporate finance and investor relations department. He entered the industry in 1994. Mr. Paddock earned both his BA degree and MBA from The University of Texas at Austin. He is a CFA charterholder. | ||
Juan R. Hartsfield | Portfolio Manager | 2008 | 2017 |
Biography | Juan Hartsfield is a portfolio manager for Invesco small-cap core and small-cap growth products, as well as the Invesco leisure products. Prior to joining Invesco in 2004, Mr. Hartsfield was a portfolio manager with JPMorgan Fleming Asset Mgmt. on various small-cap portfolios. Prior to joining JPMorgan, Mr. Hartsfield served as an associate with Booz Allen & Hamilton. Mr. Hartsfield earned a Bachelor of Science degree in petroleum engineering from The University of Texas at Austin and a Master of Business Administration degree from the University of Michigan. He is a CFA charterholder. | ||
Juliet S. Ellis | Managing Director | 2008 | 2017 |
Biography | Juliet Ellis is CIO of Invesco’s US Growth Equities team. Ms. Ellis joined Invesco in 2004. Ms. Ellis began her career in 1981 as a financial consultant with Merrill Lynch. She joined JPMorgan in 1987 as a senior equity analyst, where she served as assistant portfolio manager and director of equity research before being promoted to senior portfolio manager in 1993 and managing director in 2000. Ms. Ellis graduated from Indiana University with a Bachelor of Arts degree in economics and political science. She is a CFA charterholder. |
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