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Name | Title | Since | Until |
---|---|---|---|
Sunil H. Thakor | Senior Portfolio Manager | 2023 | Now |
Biography | Sunil H. Thakor, CFA - Sr. Portfolio Manager, Research Analyst Joined Sands Capital in 2004 • Research Analyst, Portfolio Manager (2007-2008) • Research Analyst (2005-2007) • Research Intern (2004) • Charles River Associates, Inc. (1999-2004) Los Angeles, CA • Associate Boston, MA • Analyst Columbia University • MBA, Columbia Business School (2006) Colby College • BA, Economics-Mathematics (1999) | ||
Danielle Menichella | Portfolio Manager, Senior Research Analyst | 2023 | Now |
Biography | Ashmore Equity Investment Management (2010-2013) Emerging Markets Management (1997-2010) Duke University AB, Economics and Public Policy(1997 | ||
David E. Levanson | Senior Research Analyst, Senior Portfolio Manager, Director | 2023 | Now |
Biography | David E. Levanson, CFA, Senior Portfolio Manager, Research Analyst and Executive Managing Director, worked for Sands Capital from 1992 to 1994 and rejoined Sands Capital in 2002. From 1996 to 1999 he was a Vice President and Research Analyst at State Street Research & Management and from 1999 to 2002 he worked as a Research Analyst at MFS Investment Management. Prior to joining Sands Capital in 1992, Mr. Levanson was a Research Analyst at the Capital Management Group, Folger Nolan Fleming Douglas, Inc. from 1990 to 1992. Mr. Levanson received his BS degree in Finance from the University of Florida (1990) and his MBA from the Darden School at University of Virginia (1996). | ||
Michael Seo | Equity Analyst | 2020 | 2023 |
Biography | Michael Seo, CFA, is Managing Director and Portfolio Manager of Global Equity strategies for Rockefeller Asset Management. Mr. Seo first joined the firm in March 1999 as a Performance Analyst and subsequently assumed the role of Equity Analyst covering the global industrials sector and the role of Director of Equity Research. Mr. Seo received a B.S. in Finance and Information Systems from the Stern School of Business at New York University and is a Chartered Financial Analyst® charterholder. | ||
David P. Harris | CIO (Chief Investment Officer) | 2019 | 2023 |
Biography | David Harris, CFA, is Chairman and Senior Portfolio Manager of Rockefeller Asset Management. He is a member of the Management Committee and holds more than 28 years’ experience with Rockefeller. Mr. Harris was Chief Investment Officer from 2005 through 2021 and President of Asset Management from 2018 – 2021. He the firm’s Director of Equity Management from 2003 to 2005. Mr. Harris also served as portfolio manager for non-U.S. and emerging market equity funds at Stein Roe & Farnham in the 1990s. Mr. Harris serves on the Board of Trustees and as Chair of the Investment Committee of St. Barna | ||
Jimmy C. Chang | Chief Investment Strategist | 2019 | 2020 |
Biography | Jimmy C. Chang, CFA, is the Chief Investment Strategist, a Senior Portfolio Manager and a Managing Director of Rockefeller & Co., with oversight of the Fixed Income group. | ||
Gregory L. Powell | Deputy CIO | 2018 | 2019 |
Biography | Gregory Powell, PhD, oversees the Portfolio Management Team. Greg is the designated lead or co-lead Portfolio Manager on the firm’s core strategies. In addition, he holds a position on Miller/Howard’s Executive Committee. Greg joined Miller/Howard in 2017 and served as a portfolio manager and Deputy Chief Investment Officer. He was promoted to CIO in 2020, after the retirement of founder Lowell Miller. Prior to joining MHI, Greg had a distinguished 19-year career as a portfolio manager and director of research at AllianceBernstein. At AB, he managed a team of 12 analysts and a suite of products with $11 billion in AUM. He also served as head of fundamental value research there, redesigning the analyst role with an emphasis on investment success and training analysts in all aspects of the position. He holds a BA in Economics/Mathematics from the University of California Santa Barbara, and a PhD and MA in Economics from Northwestern University. | ||
John E. Leslie | Portfolio Manager | 2008 | 2019 |
Biography | John (Jack) E. Leslie III, CFA, has been a research analyst and portfolio manager with Miller/Howard since 2004. He adds extensive experience in quantitative modeling and screening in the equity markets to his analytic strengths. Jack has a high level of expertise in both fundamental and quantitative research skills, and in managing large pools of institutional assets. Prior to joining Miller/Howard, Jack was a portfolio manager at Value Line Asset Management, M&T Capital Advisors Group (a division of M&T Bank Corp.), and Dewey Square Investors Corp. (now part of Old Mutual Asset Management). He has been interviewed by the Wall Street Journal, Barron’s, Fortune, and Forbes Online, and has been a featured guest on TheStreet.com, After the Bell on Fox Business, and Money Life with Chuck Jaffe. Jack earned his BS degree in Finance from Suffolk University and an MBA from Babson College. | ||
Gregory Powell | Portfolio Manager | 2008 | 2019 |
Biography | Lowell G. Miller has been the Chief Investment Officer and Director of Research of Miller/Howard since founding the firm in 1984. He began his studies of the securities markets as an undergraduate, and has continuously pursued the notion of disciplined investment strategies for more than 30 years. He authored of three critically acclaimed books on investing, including The Single Best Investment: Creating Wealth with Dividend Growth (Print Project, Second Edition, 2006). Lowell has also written on financial subjects for the New York Times Magazine, and was a featured guest on Louis Rukeyser’s Wall $treet Week and CNN-FN. He is often quoted in financial media as Investor’s Business Daily, The Wall Street Journal, Dow Jones Newswires, Bloomberg, Fortune, and Barron’s. He received a Bachelor of Science from Sarah Lawrence College and a Juris Doctor from New York University School of Law. | ||
Bryan J. Spratt | Portfolio Manager | 2008 | 2019 |
Biography | Bryan J. Spratt, CFA, has been a research analyst and portfolio manager with Miller/Howard since he joined the firm in 2004, and focuses on utilities, telecommunications, and energy. Byan has worked as an analyst and portfolio manager since 1990. Previously, at Munder Capital (1994‑2001), Mr. Spratt was a member of the Energy and Power Team. From 2001‑2004, he was responsible for utilities and telecom for the value team at Banc One Investment Advisors and the One Group Funds, which ranked among the largest asset managers in the US prior to its acquisition by JP Morgan Chase & Co. Bryan was featured in The Poughkeepsie Journal and The Wall Street Transcript. He received a Bachelor of Arts in Economics/Computer Science from Spring Arbor College (graduating summa cum laude). |
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