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Name | Title | Since | Until |
---|---|---|---|
Connor Fitzgerald | Portfolio Manager | 2025 | 2025 |
Biography | As a portfolio manager, Connor works on the Investment Grade Credit Team where he helps manage risk across the different credit-specific mandates. Additionally, he helps to generate new investment ideas, as well as assist in formulating strategy with respect to the Investment Grade Credit asset class. | ||
Robert A. Ippolito | - | 2022 | 2025 |
Biography | Robert Ippolito, Vice President and CFA charterholder. Prior to becoming a portfolio manager, Mr. Ippolito was a fundamental research analyst within the group. | ||
Wonseok Choi | Managing Director | 2019 | 2025 |
Biography | Wonseok Choi, Managing Director and head of the team since 2006, is responsible for Strategic Quantitative Research. | ||
Akash Gupta | Managing Director | 2019 | 2025 |
Biography | Andrew S. Cupps has 29 years of investment experience and serves as a Managing Director and a Portfolio Manager of ARI. Drew is a member of the Advisory Research Partner Group. Prior to joining Advisory Research in 2016, Drew was the founder and portfolio manager of Cupps Capital Management (CCM). Drew also worked at Strong Capital Management, where he managed hedge fund and mutual fund assets beginning in 1994. At Strong, Drew managed the Strong Enterprise Fund from its inception in October 1998 until October 2000. Before Strong, Drew worked at Driehaus Capital Management beginning in 1992. Drew holds an AB in economics from Harvard. | ||
Alexander T. Norton | Senior Investor | 2019 | 2025 |
Biography | Alexander Norton is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2000 and has been with financial industry since 1995. Prior to joining the firm, Alex was an associate in equity derivative sales and later an associate in equity research at Donaldson, Lufkin & Jenrette. Previously, he was a bond broker with Cantor Fitzgerald. Alex received a B.A. in history from the University of Pennsylvania and an M.B.A. in finance from Columbia Business School. | ||
Jason C. Yeung | Managing Director | 2019 | 2025 |
Biography | Jason Yeung is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2002 and has been with financial industry since 1997. Jason joined the team in 2004 as an investor. Previously, he was a member of the U.S. Research Group, working closely with the Counterpoint Global team. Prior to joining the firm, Jason was a senior research analyst at Ramius Capital Group. Previously, he was an equity research associate at Deutsche Bank. Jason received a B.A., Phi Beta Kappa, in international relations from Johns Hopkins University and an M. Phil. in international relations from the University of Cambridge. He holds the Chartered Financial Analyst designation. | ||
Armistead B. Nash | Executive Director | 2019 | 2025 |
Biography | Armistead Nash is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2002 and has has been with financial industry since 2000. Armistead joined the team in 2004 as an investor. Previously, he was a member of the U.S. Research Group, working closely with the Counterpoint Global team. Prior to joining the firm, Armistead was an associate in investment product development at BlackRock Financial Management. Previously, he was a research analyst in high-yield research at KEA Capital. Armistead received a B.A. in history from the University of Virginia and an M.B.A. from the University of Virginia's Darden School of Business Administration. | ||
Dennis P. Lynch | Team Leader | 2019 | 2025 |
Biography | Dennis is the Head of the Counterpoint Global team at Morgan Stanley Investment Management. He joined Morgan Stanley in 1998 and has been with financial industry since 1994. Prior to joining the firm, he worked as a sell-side analyst for J.P. Morgan Securities. Dennis received a B.A. in political science from Hamilton College and an M.B.A. with honors in finance from Columbia University. | ||
David S. Cohen | Senior Investor | 2019 | 2025 |
Biography | Dave Cohen is an investor for the Counterpoint Global team. He joined Morgan Stanley in 1993 and has has been with financial industry since 1988. Dave joined the team as an investor in 1999. Prior to joining the firm, Dave was a senior fund accountant at Alliance Capital. Previously, he was a fund accountant at Natwest and Wall Street Trust. Dave received a B.S. summa cum laude in management from Pace University. | ||
Sandeep (Sam) G. Chainani | Senior Investor | 2019 | 2025 |
Biography | Sam Chainani is an investor for the Counterpoint Global team. He joined Morgan Stanley in 1996 and has been with financial industry since 1996. Sam joined the team as an investor in 2000. Previously, he was a strategy specialist for our Inception and Discovery strategies. Sam received a B.S. in management with a concentration in finance from Binghamton University. He holds the Chartered Financial Analyst designation. |
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