
Please try another search
Name | Title | Since | Until |
---|---|---|---|
Torrey Zaches | Portfolio Manager | 2020 | Now |
Biography | Torrey Zaches Senior Portfolio Manager, Multi-Asset Solutions Torrey is a member of Newton’s multi-asset solutions (MAS) portfolio management team. He is responsible for overseeing a team of portfolio managers covering multi-asset strategies, with a focus on global total return, absolute return and tail-risk hedging portfolios. Torrey is responsible for the implementation of these strategies, including strategy refinements, risk management and portfolio management efficiencies. Torrey has been associated with MAS since 1998, serving as senior portfolio manager and portfolio manager at Newton, Mellon Investments Corporation and Mellon Capital (all BNY group companies). Prior to joining BNY, Torrey worked at Mercer Global Advisors providing global asset allocation investment solutions to small businesses and high net worth clients. Torrey has a BA in Economics from the University of California at Santa Barbara and an MBA from the University of Southern California. He received his CFA1 designation in 1997 and is a member of the CFA Institute. Joined BNY group of companies: 1998 Joined industry: 1994 1 CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. | ||
Dimitri Curtil | Global Head of Multi-Asset Solutions | 2020 | Now |
Biography | Dimitri Curtil Global Head of Multi-Asset Solutions Dimitri is Newton’s global head of multi-asset solutions (MAS). Dimitri oversees the portfolio managers, researchers and engineers responsible for the firm’s range of systematic multi-asset strategies. Dimitri’s specific areas of expertise include absolute-return and total-return strategies as well as multi-strategy solutions. Dimitri has been associated with MAS since 2006, serving as global head of multi-asset solutions at Newton, multi-asset CIO at Mellon Investments Corporation and head of multi-asset research at Mellon Capital (all BNY group companies). Prior to joining BNY, he worked as a computational systems engineer at Lawrence Berkeley National Lab. Dimitri has an MS in Computer Science from Imperial College in London and an MSc in Mechanical Engineering from Zurich Federal Institute of Technology. Joined BNY group of companies: 2006 Joined industry: 2005 | ||
James H Stavena | Portfolio Manager | 2018 | Now |
Biography | James Stavena Head of Portfolio Management, Multi-Asset Solutions James is Newton’s head of portfolio management for multi-asset solutions (MAS). Based in San Francisco, he oversees the portfolio management team responsible for global multi-asset strategies. James is a key contributor to the development, refinement and risk management of the team’s multi-asset strategies and signals, with a particular focus on the use of derivatives in quantitative investment strategies. James has been associated with MAS since 1998, serving as head of portfolio management, senior portfolio manager and portfolio manager at Newton, Mellon Investments Corporation and Mellon Capital (all BNY group companies). Prior to joining BNY, James was a currency options trader with both Credit Suisse First Boston and HSBC in New York and London, respectively. James has an MBA from Rice University. Joined BNY group of companies: 1998 Joined industry: 1991 | ||
Vassilis Dagioglu | Head of Portfolio Management | 2018 | 2022 |
Biography | Left to pursue other opportunites | ||
Joseph Miletich | Managing Director | 2018 | 2020 |
Biography | Mr. Miletich, CFA, is a global investment strategist. He is responsible for articulating various strategies to clients and prospects, as well as participating in the refinement of current strategies and the development of new strategies. Mr. Miletich joined the firm in 2008. | ||
Edward Mulrane | Vice President and Director | 2014 | 2018 |
Biography | Mr. Mulrane is Vice President and Director of Quantitative Research at Boston Advisors. Mr. Mulrane manages the group responsible for proprietary model research and development The group focuses on stock, asset class, market and risk modeling for traditional and alternative investment management efforts. Prior to joining Boston Advisors in 2009, Mr. Mulrane spent over six years in the semiconductor and technology industries as a Senior Design Engineer with Advanced Micro Devices and a R&D Engineer with Hewlett-Packard. Mr. Mulrane earned a Master’s of Business Administration with High Honors and a Master’s of Science in Mathematical Finance, from Boston University. He also holds a Master's and Bachelor’s of Science in Computer Engineering from Rochester Institute of Technology. Mr. Mulrane holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and of the Boston Security Analysts Society. | ||
Michael J. Vogelzang | President, Chief Investment Officer | 2014 | 2018 |
Biography | Mr. Vogelzang is President and Chief Investment Officer of Boston Advisors. Mr. Vogelzang has managed Boston Advisors since 1997 and led the firm's management buyout in 2006. As President and CIO, he is responsible for overseeing the firm’s equity, fixed-income and alternative investment activities, risk management strategy and general business practices. In his role as the firm's Managing Member, he also chairs the independent Board of Directors. Professionally, Mr. Vogelzang served as the President and Trustee of the multi-billion dollar Boston Advisors Trust, a family of money market mutual funds. He also held the role of President of the Lebenthal Funds, a taxable and tax-exempt family of long-term bond funds. He served as a board member for Advest, Inc., the one-time parent company of Boston Advisors. Prior to joining Boston Advisors, Mr. Vogelzang held senior positions with Freedom Capital Management and Shawmut Investment Management, and he began his investment career at The Boston Company. Mr. Vogelzang chairs the investment committee of the Barnabas Foundation, a large, Chicago-based, planned giving and estate planning charitable organization, investing on behalf of faith-based organizations. Mr. Vogelzang earned a B.A. degree in economics and political science from Calvin College in Grand Rapids, MI and attended Boston University's Graduate School of Management. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Boston. As an investment strategist, he is frequently invited to speak at industry conferences, interview in the financial media and contribute articles to portfolio management journals | ||
Douglas Riley | Portfolio Manager | 2014 | 2018 |
Biography | Mr. Riley is the Lead Portfolio Manager for the firm’s Large Cap Core equity strategies, covering both Growth and Value styles, and serves as Co‒Manager of the firm’s Global Equity product. He brings over thirty years of fundamental, technical, and quantitative investment experience to the equity team, playing key roles in launching the firm’s Large Cap Growth and Small Cap Growth products as well as spearheading asset allocation analysis and portfolio strategy. He has extensive financial writing experience serving both internal and external clients, including the creation of Investment Policy Statements and manager‒specific guidelines. As a member of the Institutional Investment team, Mr. Riley chairs the firm’s Asset Allocation Committee. Prior to joining the firm in 2002, Mr. Riley was a Vice President and Portfolio Manager at Babson‒United Investment Advisors. In addition to serving as Vice Chairman of the Investment Committee, he managed private accounts for high‒net-worth clients and institutional portfolios and was instrumental in the development and implementation of a quantitatively‒based stock selection process. He earned a BBA with a concentration in finance from Emory University and received his MBA from Northeastern University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Boston. | ||
David Hanna | Portfolio Manager, Head of Equity Portfolio Management | 2014 | 2018 |
Biography | Mr. Hanna is Head of Equity Portfolio Management at Knights of Columbus Asset Advisors. Mr. Hanna oversees the firm’s equity strategies and investment process. He serves as lead portfolio manager for the international equity strategy, co‒manages the global strategy, and was a founding team member of the international product launch in 2008. Mr. Hanna has specific expertise in the areas of international investing and risk management. Mr. Hanna has more than 35 years of industry‒related experience. Prior to joining the firm in 2007, he was a senior portfolio manager in the Global Hedge Fund Strategies Group at State Street Global Advisors (SSgA), where he managed US and European equity portfolios and traveled globally to support some of the world’s largest, most sophisticated institutions. He was with SSgA from 1997 to 2005, working in both the Boston and London offices. Prior to SSgA, he was Vice President, Quantitative Analysis, at Standish, Ayer & Wood from 1992-1997. Prior to that, he worked in proprietary trading, small cap portfolio management, and portfolio insurance. Mr. Hanna earned a BS degree in Finance from Pennsylvania State University in 1987 and completed an honors degree with a thesis on derivatives hedging entitled, "Portfolio Insurance ‒ A Simulation Using Binomial Option Pricing Theory." He also attended the Institut Universitaire de Technologie in Nice, France, focusing on European business. He is a graduate of Gordon Conwell Theological Seminary, earning an MA with coursework focused on faith‒based economic development and social justice. | ||
Christopher E. Baggini | Senior Portfolio Manager | 2010 | 2014 |
Biography | Christopher E. Baggini, CFA Senior Portfolio Manager/Global Security Analyst, Principal Turner Investments Chris Baggini is a senior portfolio manager/global security analyst on Turner’s large cap growth team, covering stocks in the consumer sector. Mr. Baggini is the lead manager for a new long/short portfolio, Turner Titan, a diversified global portfolio of investments in all market sectors, with a focus on large cap stocks. Mr. Baggini joined Turner in 2010. Prior to joining Turner Investments, Mr. Baggini was the lead portfolio manager of the Aberdeen Equity Long-Short Fund at Aberdeen Asset Management. He also served as a senior portfolio manager at Nationwide Financial Services (formerly Gartmore/Villanova Capital). Mr. Baggini earned his MBA in Finance at the Leonard N. Stern School of Business at New York University and earned a bachelor’s degree in economics at Fairfield University. He is a member of the CFA Institute and CFA Society of Philadelphia. |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review