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On Clearbridge Small Cap Portfolio (0P00003CD8)

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Ohio National ClearBridge Small Cap Portfolio historical data, for real-time data please try another search

54.640 -1.500 -2.67%

23/08 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 121.69M

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0P00003CD8 Overview

On this page you'll find an in-depth profile of On Clearbridge Small Cap Portfolio. Learn about the key management, total assets, investment strategy and contact information of 0P00003CD8 among other information.

Contact Information

Address Ohio National
,
United States

Phone -

Web www.ohionational.-com

Top Executives

Name	Title	Since	Until
Brian Lund	-	2015	2019
Biography	Brian Lund, CFA, manages the ClearBridge Small Cap Strategy. He has 18 years of investment industry experience. Brian joined ClearBridge, LLC (f/k/a Legg Mason Capital Management, LLC) in 2004. Previously, he worked for Morningstar Inc. as an Equity Analyst covering autos, gaming, lodging, and leisure firms, and as a Mutual Fund Analyst. Brian was also a Writer/Analyst at the Motley Fool, an online investment service. Brian earned a BA in Greek and Latin from the University of Minnesota and an MA in Latin from the University of North Carolina at Chapel Hill. He received the CFA designation in 2005.
Albert Grosman	Managing Director, Portfolio Manager	2015	2019
Biography	• Industry since 1993 • Firm since 2007 • Columbia Business School — MBA • Emory University — BBA in Business Administration • Long Trail Investment Management - Equity Analyst • Phinity Capital - Equity Analyst • Cyllenius Capital Management (BlackRock Inc.) - Equity Analyst • Fidelity Management & Research - Portfolio Manager
Christopher Sassouni	Assistant Portfolio Manager, Vice President	2015	2015
Biography	Sassouni is assistant portfolio manager and vice President. Sassouni served as a senior research analyst with Eagle since September 2003 and as President and CEO of Healthcare Investment Advisers, Inc. from 1999 to 2003.
Eric Mintz	Assistant Portfolio Manager	2008	2015
Biography	Mr. Mintz is an Assistant Portfolio Manager for Small Cap Growth equity accounts. Mr. Mintz joined Eagle in 2005 as a Senior Research Analyst and brings 15 years of investment experience as an analyst and research associate. He holds a BA in economics from Washington and Lee University and earned his MBA from the University of Southern California. Mr. Mintz received his Chartered Financial Analyst designation in 2000.
Bert L. Boksen	Portfolio Manager	2003	2015
Biography	Bert is responsible for the management in Eagle. Before joining Eagle in 1995, Bert served at Raymond James & Associates as Chief Investment Officer and as Chairman of the Raymond James Focus List Committee. Prior to his tenure at Raymond James & Associates, Bert was an analyst for Standard & Poor’s. He earned his B.A. from City College of New York in 1970 and his M.B.A. from St. John's University in 1977. He is a CFA charterholder.
James L. Callinan	Vice President	1998	2004
Biography	Jim Callinan graduated from Harvard College (B.A. Economics), New York University (M.S. Accounting) and Harvard Business School (M.B.A.). Mr. Callinan holds the Chartered Financial Analyst designation. Mr. James L. Callinan serves as Vice President and Portfolio Manager for the Adviser and Osterweis Capital Management, Inc. (an affiliate of the Adviser).Prior to joining Osterweis Capital Management in 2016, Mr. Callinan was the CEO of Callinan Asset Management and Portfolio Manager of the Emerging Growth Partners, LP. Before that, he was Co-Founder & Chief Investment Officer at RS Investments and founded the RS Concentrated Small Cap Growth investment strategy. He also co-founded the RS Growth Group LLC at Robertson Stephens Investment Management in 1996 and managed the RS Emerging Growth Fund from 1996 until 2010. He began his career at Putnam Investments as an equity research analyst in 1987 and served as portfolio manager for the Putnam OTC Emerging Growth Fund from 1994 to 1996. Mr. Callinan is a Board and Finance committee member of the Bay Area Make-A-Wish Foundation, a member of the Jumpstart Northern California Advisory Board, the Weatherbie Capital Advisory Board, the President’s Committee on Communication for Harvard University, the Pacific Union Club Investment Committee and the Friends of Harvard Football Board. Mr. Callinan is a Portfolio Manager for the Emerging Opportunity strategy.

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