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Name | Title | Since | Until |
---|---|---|---|
Dinah Koehler | - | 2017 | Now |
Joseph R. Elegante | Senior Portfolio Manager | 2016 | Now |
Biography | Joe is Deputy head of Global and Sustainable Equities and a Senior Portfolio Manager on a range of Global strategies including Sustainable, Impact and Long Term Themes. Joe has over 20 years of portfolio management experience and is based in London. Before joining UBS-AM, Joe worked as a portfolio manager at RMB Capital Management where he managed several equity strategies including a multi-cap core, dividend growth and a small cap-focused special situations strategy for institutional and private clients. Prior to joining RMB Capital, Joe worked for 12 years as a senior portfolio manager at Alliance Bernstein where he was a member of the Large Cap Growth Team. In this position he managed a $15 billion growth strategy, which included individual institutional accounts, a mutual fund, Luxembourg fund and assets on behalf of the private client division for Sanford Bernstein. His responsibilities included portfolio construction, fund governance, security selection and risk management. Joe is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago. | ||
Bruno Bertocci | Head | 2016 | Now |
Biography | Bruno Bertocci is Team Head of the Global Sustainable Equity team and a Managing Director at UBS Asset Management. Mr. Bertocci has over 30 years of industry experience and has been with UBS Asset Management since 2004. Mr. Bertocci has been responsible for constructing and managing our global equity portfolios worldwide. | ||
Shari Gilfillan | - | 2013 | 2017 |
Jay Eisenhardt | - | 2015 | 2016 |
Bruno Bertocci | Head | 2013 | 2015 |
Biography | Bruno Bertocci is Team Head of the Global Sustainable Equity team and a Managing Director at UBS Asset Management. Mr. Bertocci has over 30 years of industry experience and has been with UBS Asset Management since 2004. Mr. Bertocci has been responsible for constructing and managing our global equity portfolios worldwide. | ||
Michael G. Riley | - | 2013 | 2015 |
Biography | Michael G. Riley traded on the floors of the Amex, PHLX, NYSE, and CBOE for 22 years. During that time he served as Floor Official and Exchange Official and as chair and member of various committees and disciplinary panels. Mr. Riley became managing director of TD Options, with over 200 employees reporting to him. He graduated from the University of Connecticut. | ||
Management Team | - | 2008 | 2013 |
Biography | Team Managed |
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