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Name | Title | Since | Until |
---|---|---|---|
Wayne Lin | Managing Director, Portoflio Manager | 2024 | Now |
Biography | Wayne is a Co-Portfolio Manager for TD Epoch's Choice and U.S. Fundamental Strategies with a primary focus on portfolio construction and investment risk monitoring and analysis. Prior to joining TD Epoch in 2016, Wayne was a portfolio manager at QS Investors and at Legg Mason Global Asset Allocation. At Legg Mason, Wayne helped create and manage several multi-asset class products, including target-date funds, a real asset strategy, and a downside risk mitigation strategy. Prior to his career in Asset Management, Wayne worked in Management Consulting and Commercial Banking. Wayne holds a BA in Economics from the University of Chicago and an MBA from Columbia Business School. | ||
Nikolay Petrakov | Managing Director, Portfolio Manager and Senior Research Analyst | 2024 | Now |
Biography | Nik is a portfolio manager and senior research analyst. Prior to joining TD Epoch in 2014, Nik was an international equity analyst at Lord, Abbett & Co. for eight years, where he focused on banks, insurers, asset managers, specialty finance companies, and other cyclical industries. Before Lord, Abbett & Co., he was an investment analyst at AON Hewitt Financial Services. Nik received his BA from Hope College and an MBA from the University of Chicago. | ||
Glen Petraglia | Managing Director, Portfolio Manager and Senior Research Analyst | 2018 | Now |
Biography | Glen is a portfolio manager and senior equity research analyst. Prior to joining TD Epoch in 2014, Glen was a generalist portfolio manager and an analyst at Standard Life Investments in Boston, where he focused on consumer staples, restaurants and regional banks. Before Standard Life, he held positions at Citigroup and Nabisco. Glen received his BS from Providence College and an MBA from New York University's Leonard N. Stern School of Business. | ||
William J. Booth | Managing Director, Co-Chief Investment Officer and Portfolio Manager | 2017 | Now |
Biography | Bill is Co-Chief Investment Officer of TD Epoch. He is also a portfolio manager for global and non-U.S. equity strategies. Bill joined the company in 2009 from PioneerPath Capital, a long/short equity hedge fund where he was a consumer and retail analyst. Prior to PioneerPath, he was a senior analyst at Level Global focused on the consumer and industrial sectors. | ||
Michael A. Welhoelter | Director | 2017 | 2024 |
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. | ||
J. Christian Kirtley | Portfolio Manager | 2015 | 2018 |
Biography | Chris is a Portfolio Manager for the non-U.S., Global and European strategies and is a member of ICAP’s Portfolio Management Group. Chris was previously a member of ICAP’s Investment Team from 2003-2010, and held the position of Senior Research Analyst. He returned to ICAP in 2015 after nearly 5 years with Perkins Investment Management, LLC where he served as a Senior Research Analyst and ultimately held the position of Portfolio Manager, co-managing global value and international value products. Chris earned a BS from the University of North Carolina at Chapel Hill. He is a CFA charterholder. Chris’s tenure with ICAP covers 8 years, and he has 13 years of industry experience. | ||
Andrew P. Starr | Analyst | 2014 | 2017 |
Biography | Andy serves as ICAP’s Director of Research and is a member of the Portfolio Management Group. Additionally, he specializes in the analysis and stock recommendations for the Energy sector. Andy is a member of the firm’s Senior Leadership Committee. Before joining ICAP, he held analyst positions at Scudder Kemper Investments and Morningstar. Andy earned a BA from DePauw University and an MBA from the University of Chicago. He is a CFA charterholder. Andy has been with the firm since 1998 and has 22 years of industry experience. | ||
Thomas M. Cole | Senior Executive Vice President | 2012 | 2017 |
Biography | As CIO and a Portfolio Manager, Tom leads the Investment Team of portfolio managers and research analysts. Prior to becoming CIO, Tom was ICAP’s Co-Director of Research, Deputy CIO and most recently, Co-CIO. Before joining ICAP, Tom was Head of U.S. Equities at UBS Global Asset Management. Prior to UBS, Tom served as a Senior Equity Analyst and Partner at Brinson Partners, and held various positions at First Chicago Investment Advisors. Tom attended the University of Wisconsin-Madison, earning a BBA and an MBA. Tom has been with the firm since 2012 and has 31 years of experience. | ||
Jerrold K. Senser | CEO | 1997 | 2016 |
Biography | Jerrold K. Senser serves as Chief Executive Officer and Chief Investment Officer of Institutional Capital LLC. As CEO & CIO, Jerry has ultimate responsibility for ICAP’s investment team, strategies, and overall management of the firm. Jerry is a member of the firm’s Executive Management Committee. Jerry graduated with a BA from the University of Michigan and an MBA from the University of Chicago. He is a CFA charterholder. Prior to joining ICAP, Jerry spent seven years at Stein Roe & Farnham as an associate involved in economic and fixed-income analysis. | ||
Matthew T. Swanson | vice president/member of the senior investment committee | 2014 | 2015 |
Biography | Matthew Swanson, CFA is Co-founder of Distillate Capital. Matt previously worked for 18 years as a portfolio manager of U.S. and international value strategies, and as an equity analyst covering the healthcare industry at Institutional Capital, LLC (ICAP), a Chicago-based value investment firm. Matt has a BA in Economics from Northwestern University, and an MBA from Kellogg School of Management, Northwestern University. Matt is a CFA charterholder. |
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