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Name | Title | Since | Until |
---|---|---|---|
Elie J. Masri | Portfolio Manager | 2021 | Now |
Biography | Mr. Masri is a Portfolio Manager/Analyst of the Victory Capital Management Inc. and has been associated with the Victory Capital Management Inc.or an affiliate since 2008. | ||
Lance Humphrey | Executive Director | 2021 | Now |
Biography | Lance Humphrey is a Portfolio Manager for VictoryShares and Solutions. Mr. Humphrey has 10 years of investment experience, nine of which were with AMCO, which Victory Capital acquired in 2019. Lance Humphrey, CFA, is Executive Director of Global Multi Asset Portfolios at USAA Asset Management Company. Mr. Humphrey has started to engaged in investment since 2006. He holds a B.A. of Finance from Texas State University. He holds the CFA designation and is a member of the CFA Society of San Antonio. | ||
Mannik S. Dhillon | President | 2019 | Now |
Biography | Mannik S. Dhillon serves as President of VictoryShares and Solutions for Victory Capital. In his role, he leads and oversees the firms' exchange-traded and solutions business. He is also responsible for setting the strategy and initiating the development and implementation of Victory's strategic beta-based offerings. Additionally, he manages the solutions provided by our investment franchises, which includes product enhancements, extensions and innovations designed to best meet the needs of clients. Mr. Dhillon also contributes to the evaluation of capabilities of potential new franchises as part of the firm's acquisition strategy. | ||
Wasif A. Latif | Vice President | 2019 | 2021 |
Biography | Mr. Wasif Latif is a Co-Founder, President and Chief Investment Officer of Sarmaya Partners, LLC, the Sub-Adviser to the Fund. Prior to founding Sarmaya in 2024, Mr. Latif had spent the last 25 years managing equity, global multi-asset and multi-manager portfolios in mutual funds and ETFs, wealth management platforms, and institutional portfolios. Previously, Mr. Latif served as Portfolio Manager and Strategist for Truist Wealth from January 2022 to December 2023. Additionally, Mr. Latif served as Head of Investments Solutions, Victory Capital, from July 2019 to February 2021, where he managed equity, multi-asset, and index funds and ETFs. In addition, Mr. Latif served as Head of Global Multi-Assets, USAA Asset Management, from 2006 to 2019. From 1998 to 2006, Mr. Latif also served as a Portfolio Manager for Deutsche Bank Wealth, where he managed multi-asset and international equity portfolios. | ||
Seth Miller | Assistant Portfolio Manager | 2018 | 2019 |
Biography | Seth Miller, CFA, Assistant Portfolio Manager. He has worked for us for four years. Prior to joining USAA, Mr. Miller was Senior Equity Analyst with Quad Capital (January 2013-June 2014) and Senior Equity Analyst/Managing Director with Millennium Partners/Annalex Capital Management (April 2009-August 2012). Education: B.S., Binghamton University, and M.B.A., MIT Sloan School of Management. He holds the CFA designation and is a member of the CFA Institute and the CFA Society of San Antonio. | ||
John P. Toohey | Vice President | 2015 | 2019 |
Biography | Toohey is vice president of Equity Investments, joined USAA Asset Management Company in February 2009. Prior to joining USAA, Toohey was a managing director at AIG Investments, where he was responsible for the investments supporting AIG's pension plans worldwide. He was also co-portfolio manager for four lifestyle and asset allocation funds, oversaw the equity index fund business, and served as a senior member of the external client asset allocation team. Education: B.A., Mathematics, Williams College. He holds the Chartered Financial Analyst (CFA) designation. | ||
Dan Denbow | Assistant Vice President | 2015 | 2019 |
Biography | Dan Denbow, CFA, Assistant Vice President and portfolio manager, has co-managed the Precious Metals and Minerals Securities and the Global Real Estate Securities investment categories since October 2008. Mr. Denbow has 19 years of investment management experience and has worked for the advisor for 13 years. Education: B.B.A. and M.B.A., Texas Christian University. He holds the CFA designation and is a member of the CFA Institute and the CFA Society of San Antonio. | ||
Stephan J. Klaffke | Executive Director | 2015 | 2017 |
Biography | Stephan J. Klaffke, CFA, Executive Director of Equity Investments. He has 31 years of investment management experience and has worked for USAA since September 2012 (Mr. Klaffke has nine years previous work experience with USAA). Prior to September 2012, however, Mr. Klaffke worked for ARX Capital Management, LLC from January 2003 to August 2012. Education: B.S. in finance, Indiana University, and an M.B.A., Texas Christian University. He is a member of the CFA Institute and the CFA Society of San Antonio. Mr. Klaffke has been a Chartered Financial Analyst designation holder since 1987. |
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