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Name | Title | Since | Until |
---|---|---|---|
Lisa Wang | Portfolio Manager | 2019 | 2021 |
Biography | Lisa Wang, CFA Portfolio Manager • Member of the Portfolio Management group. • Formerly an ETF market maker and portfolio trader at Deutsche Bank from 2011 to 2014. Prior to obtaining her MBA, she was a research analyst at Gleacher Fund Advisors, a multi-strategy fund of hedge funds from 2006 to 2008. • Education: BA & BS from SUNY Binghamton and MBA from University of Chicago, Booth School of Business. | ||
Thomas Picciochi | Head of Multi-Asset Portfolio Management | 2015 | 2021 |
Biography | Tom Picciochi, CAIA Head of Multi-Asset Portfolio Management • Responsible for Multi-Asset portfolio management. • Formerly senior portfolio manager for Deutsche Asset Management’s Quantitative Strategies group, and member of the Global Tactical Asset Allocation Investment Oversight Committee and portfolio manager for Absolute Return Strategies from 1999 to 2010. Prior to joining Deutsche Asset Management, he held various research and analysis positions at State Street Global Advisors, FPL Energy, Barnett Bank, Trade Finance Corporation and Reserve Financial Management over a 13 year period. • Education: BA from University of Miami; MBA from University of Miami. | ||
Adam J. Petryk | Head of Multi-Asset and Solutions | 2016 | 2020 |
Biography | Adam Petryk, CFA President and CEO Responsible for all business, strategic and investment decisions. Prior to joining QS Investors, Adam held executive roles at Legg Mason and its core affiliates for over 15 years. He served as Chief Investment Officer at Batterymarch Financial Management, where he served on the firm’s management committee and managed the overall quantitative investment platform including research, portfolio management and technology. Prior to joining Batterymarch, he spent eight years at Legg Mason Canada Inc. as Chief Investment Officer, Head of the Quantitative Management Team and Quantitative Strategist. Education: BS in Computer Engineering from University of Waterloo, Ontario, Canada; MS in Electrical Engineering from University of Waterloo. | ||
Ellen Tesler | Portfolio Manager | 2015 | 2019 |
Biography | Ellen Tesler Portfolio Manager • Member of the Portfolio Management group. • Formerly a portfolio manager within the Strategic Asset Allocation Team at Deutsche Asset Management from 2003 – 2010. At Deutsche Asset Management also served as a quantitative analyst for fundamental equity teams from 2000-2002. Prior to joining Deutsche Asset Management, she spent a year as a quantitative analyst at Lord Abbett and Company. • Education: BBA & MBA from Pace University. | ||
Y. Wayne Lin | Portfolio Manager | 2015 | 2016 |
Biography | Y. Wayne Lin serves as Portfolio Manager and assists portfolio management team with the execution of the Dynamic Risk Management strategy. Mr. Lin has been a portfolio manager of each fund since August 2011. Prior to June 2014, Mr. Lin serves as Chief Administrative Officer, Investment Strategy Analyst and Portfolio Manager for LMGAA and is also a member of LMPFA’s North American Valuation Committee. From 2002 to 2005, Mr. Lin served as an Analyst at Citigroup Asset Management (“CAM”). Prior to joining CAM in 2002, Mr. Lin held the following professional positions: Internal Management Consultant at TIAA-CREF; Associate Director at Barra Strategic Consulting Group; and Associate at Booz Allen and Hamilton. | ||
Doug Weih | Head of US Fixed Income/PM | 2015 | 2015 |
Biography | Doug Weih, CFA, is head of US fixed income and a portfolio manager responsible for a broad range of Structured Finance and multi-sector strategies. He is a member of the Aegon Asset Management steering committee that sets global macro and asset allocation strategies (global macro views) and has responsibility for implementation of those views in the US. Prior to his current role, Doug was employed in the treasury and investment management areas of a nationally chartered bank before becoming a commercial real estate lender at that institution. | ||
Frank Rybinski | Portfolio Manager and Credit Strategist | 2012 | 2015 |
Biography | Frank Rybinski, CFA, joined AEGON USA Investment Management, LLC in 2008; Portfolio Manager and Credit Strategist; Prior to 2008, Credit Analyst at UBS Investment Bank | ||
David R. Halfpap | Co-Head | 2012 | 2015 |
Biography | David R. Halfpap, CFA joined AEGON in 1975. Dave is Portfolio Manager with Aegon USA Investment Management, LLC since 1979; Senior Vice President (1995 – present); Head of Investment Strategy and Co-Head of Global Strategy since 2011. Dave is a member of the Asset Management Group, and the Pension Investment Committee, with asset management experience spanning equities, high yield bonds, and investment grade corporate bonds. Dave is a member of the CFA Institute, and a former Director of the Iowa Society of the Institute. David earned a BS in Accounting from Iowa State University. | ||
W. Frank Koster | Lead Portfolio Manager | 2013 | 2015 |
Biography | Frank Koster joined Aegon in 2013. Frank is Head of U.S. Fixed Income, and is a portfolio manager. His responsibilities extend across a broad range of investment grade fixed income and quantitative strategies. Prior to joining Aegon, Frank was CIO at Dwight Asset Management in Burlington, Vermont, and previously held senior fixed income management positions at Wells Capital and Strong Capital Management among others. Frank received his BA from the College of Wooster. | ||
Sridip Mukhopadhyaya | Portfolio Manager | 2012 | 2013 |
Biography | Sridip Mukhopadhyaya, CFA , joined AEGON USA Investment Management, LLC in 2008; Portfolio Manager of Quantitative Strategies; Prior to 2008, various positions held in India and Tanzania ranging from Credit Research to Public Accounting |
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