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Name | Title | Since | Until |
---|---|---|---|
Scott Davis | Portfolio Manager | 2016 | Now |
Biography | Mr. Davis has been an employee of J.P. Morgan Investment Management Inc. since 2006 and has been a portfolio manager since 2013. Previously, he was an analyst in the U.S. Equity Research Group. | ||
Susan Bao | Vice President | 2008 | Now |
Biography | Susan Bao, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 1997, Susan manages the Large Cap Tax Aware Equity strategy and co-manages, with Tom Luddy, the Large Cap Core and Large Cap Core Plus (130/30) strategies. Previously, she was responsible for the implementation of U.S. equity analyst portfolios and a member of the Structured Equity team. Susan holds a B.S. from Centenary College and an M.B.A. in finance from New York University. She is also a holder of the CFA designation. | ||
Thomas Luddy | Managing Director | 2008 | 2018 |
Biography | Thomas Luddy, managing director, is a portfolio manager in the U.S. Equity Group with responsibility for the Large Cap Core and Large Cap Core Plus 130/30 strategies. An employee since 1976, Tom has held numerous key positions in the firm, including global head of equity, head of equity research and chief investment officer. He began his career as an equity research analyst, and became a portfolio manager in 1982. Tom holds a B.S. in economics and mathematics from St. Peter's College and an M.B.A. from the Wharton School of the University of Pennsylvania. He is also a CFA charterholder. | ||
Raffaele Zingone | Vice President | 2014 | 2016 |
Biography | Raffaele Zingone, managing director, is a portfolio manager on the U.S. Disciplined Equity Team. An employee since 1991, Ralph is responsible for the Research Enhanced Index (REI) strategies. Prior to this role, he was a research analyst following the aerospace, environmental, and diversified manufacturing sectors. Upon joining the firm, he was a quantitative equity analyst and later served as a U.S. Equity portfolio manager in London and New York. Ralph received his B.A. in mathematics and economics from the College of the Holy Cross and his M.B.A. in finance from New York University. He is a CFA charterholder. | ||
Aryeh Glatter | Portfolio Manager | 2014 | 2016 |
Biography | Aryeh Glatter, executive director, is a portfolio manager of the Disciplined Equity and Research 130/30 strategies. An employee since 2011, Aryeh previously managed the Large Cap Value portfolios within the U.S. Equity Group. Prior to joining the firm, Aryeh was a portfolio manager at Alliance Bernstein, where he managed large cap equities from 2000 to 2009. Aryeh began his career at Alliance Capital as an equity analyst in 1992 covering a broad range of industries. He holds a B.S. from Brooklyn College and an M.B.A. from New York University. | ||
Terance Chen | Vice President | 2011 | 2014 |
Biography | Terance Chen, managing director, is a portfolio manager in the U.S. Disciplined Equity Team. An employee since 1994, Terance is responsible for the management of several long/short strategies, including Research Market Neutral, Research 130/30, Research Long/Short and Research Total Return. He is also part of the portfolio management team for the Research Enhanced Index (REI) strategies. Prior to his current position, Terance was a quantitative equity research analyst. Terance holds a B.S. in finance from New York University's Stern School of Business and is a CFA charterholder. | ||
Ryan Brown | Portfolio Manager | 2010 | 2011 |
Biography | Ryan Brown is a portfolio manager for the Analytic Investors team at Wells Fargo Asset Management (WFAM). He is responsible for the day-to-day portfolio management and trading for U.S. equity-based investment strategies. Ryan also contributes to the ongoing research efforts of these strategies. Prior to joining Analytic Investors in 2007, Ryan worked for Beekman Capital Management, in Santa Fe, New Mexico, where he was responsible for selecting stocks within the financial services sector. | ||
Harindra de Silva | President | 2008 | 2011 |
Biography | Harindra (“Harin”) de Silva is president and portfolio manager for the Wells Fargo Asset Management (WFAM) Analytic Investors team. Harin focuses on the ongoing research effort for equity and factor-based asset allocation strategies. He joined Analytic Investors in 1995. Prior to joining Analytic Investors, Harin was a principal at Analysis Group, Inc., where he was responsible for providing economic research services to institutional investors including investment managers, large pension funds, and endowments. | ||
Dennis M. Bein | CIO (Chief Investment Officer) | 2008 | 2011 |
Biography | Dennis M. Bein is chief investment officer and portfolio manager for the Wells Fargo Asset Management (WFAM) Analytic Investors team. In this role, Dennis focuses on day-to-day portfolio management and research related to equity-based investment strategies. Prior to joining Analytic Investors in 1995, Dennis was a Senior Consultant for Analysis Group, Inc., where he provided investment consulting services for institutional investors and plan sponsors. He earned a bachelor’s degree in business administration and an MBA in finance from the University of California, Riverside. | ||
Steven Sapra | Portfolio Manager | 2008 | 2010 |
Biography | As a portfolio manager on the equity team, Steven (Steve) Sapra is responsible for the ongoing research effort for the U.S. Equity strategies as well as the day-to-day portfolio management and trading of such accounts. Prior to joining Analytic Investors, Steve was employed as a Senior Consultant at BARRA, Inc. in Berkley, CA. He consulted with investment managers in the areas of risk control and strategy implementation. Steve is currently a lecturer at California State Polytechnic University, Pomona, teaching Economics part-time. |
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