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Name | Title | Since | Until |
---|---|---|---|
Timothy N. Manning | investment professional | 2018 | Now |
Biography | Timothy Manning Equity Portfolio Manager, Senior Managing Director Education BS, Boston University, 1997 Professional Experience State Street, 1996 – 2000 John Hancock Financial Services, 2000 – 2002 RiverSource Investments, 2002 – 2007 Wellington Management, 2007 – Present | ||
Timothy D. Chatard | Portfolio Manager | 2014 | 2018 |
Biography | Timothy D. Chatard, CFA, is the Head of Research and Portfolio Manager at Quantum Capital Management. Employed with Quantum Capital Management since 2013 as part of the investment research team responsible for equity analysis in several economic sectors. Prior to joining Quantum Capital Management, he was an analyst at Morgan Stanley from 1991 to 1994; Portfolio Manager at Franklin Templeton Group from 1996 to 1999; Portfolio Manager at Sterling Johnston Capital Management from 1999 to 2009; and Portfolio Manager at Tano Capital from 2010 to 2013. Mr. Chatard holds a BS from the University of California, Berkeley, and a MBA from Harvard Business School. | ||
Howard B. Aschwald | Portfolio Manager | 2013 | 2018 |
Biography | Howard B. Aschwald, CFA, is Portfolio Manager, Co- Founder, Chief Investment Officer & Director of Research at Quantum Capital Management since 1996. Prior to joining Quantum Capital, Mr. Aschwald worked for Morgan Stanley and Stein Roe. Mr. Aschwald holds a BS from the U.S. Naval Academy at Annapolis and a MBA from Golden Gate University. | ||
Stephen A. Bradley | Portfolio Manager | 2014 | 2014 |
Biography | Mr. Bradley joined Quantum Capital in 2006, and is part of the investment research team, responsible for equity analysis in several economic sectors and options analysis. Mr. Bradley graduated from the University of California, Berkeley with a degree in Physical Science with emphasis on Chemistry and Geology, and a masters degree in Financial Analysis at the University of San Francisco. Mr. Bradley is a Chartered Financial Analyst Candidate (Level II). He enjoys tennis, skiing and basketball. | ||
Katerina Wasserman | Senior Managing Director | 2009 | 2013 |
Biography | Katerina Wasserman, Senior Managing Director and Portfolio Manager , joined Columbus Circle Investors in August 2000. Prior to becoming Senior Securities Analyst, she held the positions of Securities Analyst and of Research Associate. Prior to this, she was a Laboratory Manager at New York University where she handled both the financial administration of operation and the administration of scientific research projects. Ms. Wasserman also worked with PALL Corporation as a Scientist. Ms. Wasserman received her BS from the State University of New York at Stony Brook and a Master’s of Public Administration from the Robert F. Wagner Graduate School at New York University. | ||
Michael Iacono | Co-Portfolio Manager | 2004 | 2013 |
Biography | Mr. Iacono joined Columbus Circle Investors in February, 1997 and rejoined in March, 2000 after a 10 month absence. Prior to becoming Portfolio Manager, he held the position of Co-Portfolio Manager since January, 2004. Mr. Iacono previously held the positions of Research Associate, Securities Analyst, and Senior Securities Analyst. During his absence, he held the position of Portfolio Manager at Bedford Oak Advisors, an investment partnership. Mr. Iacono also previously worked at Arthur Andersen, L.L.P. as a Senior Audit and Business Advisor. Mr. Iacono received his B.S. from Boston College. Mr. Iacono is a Certified Public Accountant and has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society New York (formerly known as the New York Society of Security Analysts). | ||
Clifford G. Fox | Portfolio Manager | 2004 | 2013 |
Biography | Mr. Fox joined Columbus Circle Investors in October, 1992. Prior to this, he was Vice President of Equity Investments at General Reinsurance Corporation. He received his M.B.A. from the Stern School of Business, New York University and his B.S. from the Wharton School, University of Pennsylvania. Mr. Fox has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society New York (formerly known as the New York Society of Security Analysts). |
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