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Nvit Dfa Capital Appreciation Fund Class Ii (0P0000XAUO)
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12.540
+0.050
+0.40%
23/10 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 23.69M
NVIT DFA Capital Appreciation Fund Class II
12.540
+0.050
+0.40%
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0P0000XAUO Overview
On this page you'll find an in-depth profile of Nvit Dfa Capital Appreciation Fund Class Ii. Learn about the key management, total assets, investment strategy and contact information of 0P0000XAUO among other information.
Contact Information
Address
One Nationwide Plaza
Columbus,OH 43215
United States
Columbus,OH 43215
United States
Phone
+1 8008480920
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Keith P. Robinette | Senior Director | 2017 | Now |
| Biography | Mr. Robinette joined the Office of Investments at Nationwide Mutual in 2012 where he managed a hedge fund portfolio and led manager due diligence reviews. In May 2017, Mr. Robinette joined NFA as a Senior Director of Asset Strategies. | ||
| Andrew Urban | Senior Director | 2017 | Now |
| Biography | Mr. Urban joined NFA in July 2016 and became a Senior Director of Asset Strategies in May 2017. Prior to joining NFA, Mr. Urban worked for six years as an investment analyst covering hedge funds for the Ohio Public Employees Retirement System, where he was responsible for hedge fund manager selection and due diligence as well as portfolio risk management. | ||
| Christopher C Graham | CIO (Chief Investment Officer) | 2017 | Now |
| Biography | Mr. Graham joined the Office of Investments at Nationwide Mutual Insurance Company (“Nationwide Mutual”) in November 2004, serving primarily as a portfolio manager for Nationwide Mutual’s proprietary general account. In June 2016, Mr. Graham joined NFA as its Chief Investment Officer. | ||
| Payel Farasat | CIO (Chief Investment Officer) | 2015 | 2017 |
| Biography | Payel Farasat is the Chief Investment Officer at Loring Ward. Ms. Farasat spent the past seven years at Charles Schwab & Co., Inc., most recently as the Western Regional Vice President of Investment Solutions, and earlier as Senior Manager of Strategic Trading. Before joining Schwab, Ms. Farasat was a financial advisor with Ameriprise Financial, Inc., providing comprehensive financial planning and asset management to high net worth clients. Ms. Farasat has consulted extensively on sophisticated financial analysis, portfolio strategies, and implementation with advisory chief investment strategists, committees, boards and end clients. Ms. Farasat earned a Bachelor in Economics, with a double minor in Computer Science and Business Administration, from the University of California at Berkeley, and a Master of Science in Financial Analysis from University of San Francisco, both with high honors. | ||
| Sheldon P. McFarland | Vice President | 2013 | 2017 |
| Biography | Mr. McFarland serves as Vice President of Portfolio Strategy & Research at Loring Ward. Mr. McFarland responsibilities include management of Research & Portfolio Strategy, oversight of the Loring Ward Investment Planning Center, and development of tools and services to support Loring Ward advisors. Mr. McFarland also authors articles for Loring Ward publications, presents at Loring Ward events, and serves on both Loring Ward’s Investment and SA Fund Pricing Committees. Since 2001, Mr. McFarland holds a Master's of Business Administration Degree from the University of Santa Clara, a Bachelor’s of Science in Business Management/Finance from Brigham Young University and an Associate of Science in Business Management from Utah Valley State College. He is a member of the CFA Institute and CFA Society of San Francisco. | ||
| Matthew J. Carvalho | Portfolio Specialist | 2013 | 2017 |
| Biography | As Director of Investment Research at Loring Ward, Matthew Carvalho communicates the firm’s investment philosophy directly to Advisors and clients. Carvalho received his Bachelor of Science degree in Finance from the University of the Pacific, and also earned his Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. | ||
| Joni L. Clark | Portfolio Manager | 2013 | 2015 |
| Biography | As Chief Investment Strategist of Loring Ward, Joni Clark directs investment policy and portfolio management strategies for the company. Clark began at Merrill Lynch PFS (1989-1991). She then worked as Vice President of Wilshire Associates (1991-1998), Managing Director at Legg Mason Institutional Advisors (1998-2000), and Senior Investment Consultant and Portfolio Manager at Enright Financial Consultants (2000-2002). She is a member of the CFA Institute and the Los Angeles Society of Financial Analysts. | ||
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