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Nyli Wmc Small Companies Class I (MOPIX)
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24.68
+0.11
+0.45%
05/06 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 123.81M
MainStay Epoch US Small Cap I
24.68
+0.11
+0.45%
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MOPIX Overview
On this page you'll find an in-depth profile of Nyli Wmc Small Companies Class I. Learn about the key management, total assets, investment strategy and contact information of MOPIX among other information.
Contact Information
Address
51 Madison Avenue
New York,NY 10036
United States
New York,NY 10036
United States
Phone
+1 212 9386500
Fax
212-938-8181
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| David B. DuBard | - | 2023 | Now |
| Biography | David is a portfolio manager in Global Equity Portfolio Management on the Emerging Companies Team. He manages equity assets on the behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. He currently manages the Emerging Companies and Micro Cap approaches. He works in our Boston office. Prior to joining Wellington Management in 1992, David worked in the research department at Morgan Keegan and Company (1988 – 1989) analyzing energy, bank, and airline equities. David earned his MBA, with a concentration in finance, from the University of Pennsylvania (Wharton, 1992) and his BA in economics and business administration from Rhodes College (1988). Additionally, he holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society. | ||
| Peter W. Carpi | Portfolio Manager | 2021 | Now |
| Biography | Mr. Carpi is a Managing Director and Portfolio Manager and joined Wellington in 2005. Mr. Carpi has been in the investment management industry since 2000. He earned his MBA from Stanford University (2005) and his BSE in electrical engineering from the University of Pennsylvania (Moore, 2000). Additionally, Mr. Carpi holds the Chartered Financial Analyst designation | ||
| Migene Kim | Vice President, Portfolio Manager & Senior Analyst | 2019 | 2021 |
| Biography | Migene Kim, CFA is the Head of Systematic Equity and a Portfolio Manager & Senior Analyst. Her responsibilities include portfolio management, investment research & strategy development. Migene joined the firm in 2005 as a PM. Previously, she spent 7 yrs as a quantitative analyst in INVESCO's Structured Products Group. She started her career as an Analyst at Chase Manhattan Bank in 1993. She received her BA in Mathematics, graduating summa cum laude from the University of Pennsylvania. She earned her MBA from the MIT Sloan School of Management. She has been working in industry since 1993. | ||
| Mona Patni | Vice President, Portfolio Manager & Senior Analyst | 2019 | 2021 |
| Biography | Mona Patni is a Portfolio Manager & Senior Analyst on the Systematic Equity team. She joined Mackay Shields in 2001. Her responsibilities include investment research, strategy development & portfolio management. Her portfolio management experience has been recognized by Lipper as a recipient of the 2015 & 2016 Lipper US Alternative Active Extension Fund Award. Previously, Mona worked in the consulting industry for PWC & Tata Unisys in Mumbai. Mona graduated from the University of Bombay & earned her MBA from NYU Stern School of Business. She has been working in the industry since 2001 | ||
| Justin Howell | Managing Director | 2018 | 2019 |
| Biography | Justin is a portfolio manager for TD Epoch's U.S. equity investment strategies. He joined the firm as a research analyst in 2012 and has been a portfolio manager since 2017. Before joining TD Epoch, Justin was a research analyst at JPMorgan Chase. Justin holds a BA in Business Administration from the University of Michigan. | ||
| Michael A. Welhoelter | Director | 2009 | 2019 |
| Biography | Mike is the Chief Administrative Officer, Co-Chief Investment Officer and Head of Risk Management for TD Epoch. Mike is responsible for integrating risk management into the investment process. Prior to joining the company in 2005, he was a director and portfolio manager in the Quantitative Strategies Group at Columbia Management Group, Inc. Before that, Mike was at Credit Suisse Asset Management Group (“CSAM”), where he was a portfolio manager in the Structured Equity group. Before joining CSAM, he was a portfolio manager and quantitative research analyst at Chancellor/LGT Asset Management. | ||
| David N. Pearl | Executive Vice President, Co–Chief Investment Officer and Portfolio Manager | 2009 | 2019 |
| Biography | Mr. David Pearl is a Co-Founder and serves as Executive Vice President, Co-Chief Investment Officer & Portfolio Manager at Epoch Investment Partners. Prior to co-founding Epoch in 2004 with Bill Priest, Tim Taussig and Phil Clark, David was a Managing Director and portfolio manager at Steinberg Priest & Sloane Capital Management, LLC where he was responsible for both institutional and private client assets. | ||
| Michael J. Caputo | Managing Director, Portfolio Manager and Senior Research Analyst | 2016 | 2019 |
| Biography | Michael is a portfolio manager for Epoch's U.S. Small and SMID Cap strategies. Prior to joining Epoch in 2016, Michael spent over thirteen years at Cramer Rosenthal McGlynn, most recently as a portfolio manager and senior research analyst. Before Cramer Rosenthal McGlynn, Michael was a vice president in Corporate Finance at Morgan Stanley. Michael earned a BA from the University of Notre Dame and an MBA from the University of Pennsylvania Wharton Graduate School of Business. | ||
| William W. Priest | CEO and Portfolio Manager | 2009 | 2015 |
| Biography | Bill is Vice-Chair of Wealth, responsible for chairing TD's Wealth Strategy Committee created to develop TD Wealth's long-term corporate strategy. Bill is also the Chairman of the Board of Directors of TD Epoch and a portfolio manager for the company's high net worth clients. Prior to co-founding Epoch in 2004, Bill was a Co-Managing Partner and portfolio manager at Steinberg Priest & Sloane Capital Management, LLC for three years. | ||
| Janet K. Navon | Managing Director, Portfolio Manager & Senior Research Analyst | 2011 | 2015 |
| Biography | Janet is the director of US research and is a portfolio manager for Epoch’s U.S. Small Cap, U.S. SMID Cap and Global Small Cap strategies. Prior to joining Epoch in 2007, Janet spent nine years as a senior analyst and co-portfolio manager at Steinberg Asset Mgmt. Prior to Steinberg, she was a founding principal of Atlantic Asset Mgmt. Janet’s experience also includes investment management positions at Columbus Circle Investors and J.P. Morgan Investment Mgmt. Janet holds a BS from Georgetown University School of Foreign Service and an MBA from Columbia University, Graduate School of Business. | ||
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