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Name | Title | Since | Until |
---|---|---|---|
Nathan Rawlins | - | 2022 | 2025 |
Biography | Mr. Rawlins, Portfolio Manager and Senior Investment Analyst, has been a member of the team that manages the fund since joining American Century in 2015 as an investment analyst. He became a senior investment analyst in 2020 and a portfolio manager in 2022. He has a bachelor’s degree from the University of Kansas and an MBA from the Kelley School of Business, Indiana University. He is a CFA charterholder. | ||
George D. Mussalli | Global Chief Investment Officer | 2021 | 2025 |
Biography | George D. Mussalli, CFA Global Chief Investment Officer Mr. Mussalli is PanAgora’s Global Chief Investment Officer. He is responsible for the oversight of the firm’s Equity and Multi Asset investment teams, including research, portfolio management, portfolio construction, and trading. He is also a member of the firm’s Investment, Operating, Risk, and Sustainability Committees, as well as the Board of Directors. As Global Chief Investment Officer, Mr. Mussalli directs innovative research used in the development of models implemented in PanAgora’s investment strategies. | ||
Brett P. Hawkins | Chief Information Officer | 2021 | 2025 |
Biography | Mr. Hawkins is a graduate of the University of Richmond, BA and the University of Virginia, Darden School, MBA. Previously, he was employed with Arthur Andersen LLP as a Senior Associate and First Union Securities, Inc, Assistant Vice President, Equity Research. He holds the Chartered Financial Analyst® designation. He is registered as an Investment Adviser Representative. | ||
Richard Tan | Managing Director, Head of Stock Selector Equity Investments | 2021 | 2025 |
Biography | Richard Tan, CFA Managing Director, Head of Stock Selector Equity Investments Mr. Tan is a Managing Director at the firm and leads the Stock Selector Equity Team. His primary responsibilities include oversight and management of the team, conducting research to uncover new alpha sources, building quantitative stock selection models, and managing portfolios within the Stock Selector Equity strategies. Mr. Tan is a key contributor to the innovative equity research used in the development of PanAgora’s Stock Selector models. Mr. Tan is a member of the firm’s Operating and Directors Committees. | ||
R. Michael Creager | Portfolio Manager/Research Analyst | 2021 | 2025 |
Biography | Michael is a graduate of Western Kentucky University, BS and Hofstra University, MBA. Previously, he was employed as a buyside analyst at an insurance holding company and most recently as a sell-side analyst covering the Utilities/Energy Pipeline sector. He holds the Chartered Financial Analyst® designation. | ||
Kevin Toney | CIO (Chief Investment Officer) | 2015 | 2025 |
Biography | Kevin Toney, CFA, CIO, senior vice president and senior portfolio manager for American Century Investments, joined the company in 1999 as an investment analyst and became a portfolio manager in 2006. Kevin is responsible for the teams that manage the company’s value and real estate equity strategies that comprise the firm’s Global Value Equity discipline. Before joining American Century Investments, Kevin was an associate in the M&A group of Toronto Dominion Securities. He has worked in the investment industry since 1993. | ||
Brian Woglom | Vice President | 2015 | 2025 |
Biography | Brian have more than five years of experience with American Century. He was a member of the team of investment professionals managing the U.S. Value Yield, U.S. Value, U.S. Large Cap Value, U.S. Mid Cap Value and U.S. Equity Market Neutral Value strategies and related accounts, and he co-manages U.S. Large Cap Value, U.S. Value, U.S. Mid Cap Value and U.S. Equity Market Neutral Value. He joined American Century Investments in 2005. Previously, Brian was an investment analyst for Argo Partners and an analyst for the portfolio management unit of Metropolitan Life Insurance Co. He has worked in the investment industry since 1998. Brian earned a bachelor's degree in economics from Amherst College and a master’s degree in business administration from the University of Michigan. He is a CFA® charterholder and a member of the CFA Institute. | ||
Michael Liss | Vice President | 2015 | 2025 |
Biography | Michael Liss, CFA, is Vice President and Senior Portfolio Manager of American Century. Mr. Liss has been with American Century since 1998. He holds a bachelor’s degree in accounting and finance from Albright College and an MBA in finance from Indiana University. | ||
Phillip N. Davidson | Senior Vice President | 2015 | 2022 |
Biography | Mr. Davidson, CFA, is a senior vice president and executive portfolio manager for American Century Investments. Prior to joining American Century in 1993, Phil was vice president and equity portfolio manager for Boatmen’s Trust Company in St. Louis. During his 11 years at Boatmen’s, he specialized in the management of institutional equity accounts using a value-oriented investment style. He has worked in the financial industry since 1980. Phil holds a bachelor’s degree in business administration and a master’s degree in finance from Illinois State University. | ||
Aman Patel | Portfolio Manager | 2018 | 2018 |
Biography | Aman Patel, CFA is a partner in the firm and serves as a Portfolio Manager for Mid and SMID Cap Value equity portfolios. Additionally, Aman maintains analyst responsibilities within select economic sectors. Aman began his investment career as an equity analyst in Prudential Securities’ equity research department. Prior to joining Systematic in 2002, Aman further honed his research and analytical skills first as an associate analyst with UBS Warburg’s healthcare equity research team, and then at Federated Investors where he completed his M.B.A. internship in investment management. |
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