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Name | Title | Since | Until |
---|---|---|---|
Andrew Brandon | - | 2019 | Now |
Biography | Andrew Brandon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 2000, Andrew joined the investment team in 2012 as an investment analyst on the JPMorgan Equity Income and Growth and Income Funds. Prior to joining the team Andrew was a member of our US equity research team covering the financial industry. Andrew has also worked in the JPMorgan Private Bank supporting portfolio managers of both the U.S. large cap core equity product, and the U.S. large cap value product. Andrew obtained a B.A. in economics from the University of Virginia, and an M.B.A. from the University of Florida. He is a CFA charterholder." | ||
David Silberman | Managing Director | 2019 | Now |
Biography | Dave Silberman, managing director, is a portfolio manager on the JPMorgan Equity Income and the JPMorgan Growth & Income Funds within the U.S. Equity Group. An employee since 1989, David assumed his current role in 2019. Prior to his current role, David was the Head of the Equity Investment Director and Corporate Governance teams globally and the lead U.S. Equity Investment Director since 2008. Previously, he was a portfolio manager in the U.S. Equity Group where he managed equity portfolios for private clients, endowments and foundations. He has also worked in the Emerging Markets Derivatives Group and attended the J.P. Morgan training program. David holds a B.A. in economics and political science from the State University of New York at Binghamton and an M.B.A. from the Stern School of Business at New York University. | ||
Clare A. Hart | Portfolio Manager | 2010 | 2024 |
Biography | Clare Hart, managing director, is a portfolio manager in JPMorgan’s U.S. Equity Group. An employee since 1999, Clare is the lead portfolio manager of the JPMorgan Equity Income Strategy and the JPMorgan Growth & Income Strategy. Prior to joining the team, Clare was with Salomon Smith Barney’s equity research division as a research associate covering Real Estate Investment Trusts. Ms. Hart began her career at Arthur Andersen, working as a public accountant. | ||
Jonathan K.L. Simon | Managing Director | 2010 | 2019 |
Biography | Jonathan K.L. Simon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 1980, and a member of U.S. Equity Value Group. In addition, he joined the firm as an analyst in the London office, transferred to New York in 1983 and became a portfolio manager in 1987. Jonathan has held numerous key positions in the firm, including president of Robert Fleming's U.S. asset management. | ||
William D. Baird | Portfolio Manager | 2008 | 2010 |
Biography | William D. Baird, Portfolio Manager at Vanguard. He has worked in investment management since 1988; has managed investment portfolios since 1993; has been with Vanguard since 2008. Education: B.A., Rutgers University; M.B.A., Stern School of Business at New York University. | ||
Michael R. Baldwin | Senior Vice President, Portfolio Manager, Associate director | 1993 | 2008 |
Biography | Baldwin is a senior vice president, portfolio manager and associate director of research of Alliance Capital Management and joined the company in 1989. | ||
Bruce W. Calvert | vice chair of the board and CIO, Vice Chair | 1993 | 2001 |
Biography | Bruce W. Calvert is a co-founder and Principal of the General Partner, which was established in 2007 to manage personal assets held in the Fund. Along with Barrett, he shares responsibility for the day-to-day management of the General Partner, which makes all investment decisions on behalf of the Fund. In 2005, Mr. Calvert retired from Alliance Bernstein L.P. He held a number of positions including Chairman and Chief Executive Officer. Earlier in the period, he served as Chief Investment Officer, Director of Global Equity Research and as an equity portfolio manager. Mr. Calvert graduated from Colgate University and attended the University of Chicago Graduate School of Business. |
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