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Name | Title | Since | Until |
---|---|---|---|
Guy W. Pope | Senior Vice President | 2011 | 2021 |
Biography | Guy Pope is a senior portfolio manager for Columbia Threadneedle Investments. Mr. Pope joined one of the Columbia Threadneedle Investments legacy firms in 1993. He has been in his current position since 2004. He has been a member of the investment community since 1993. Mr. Pope received a B.A. in political economics from Colorado College and an MBA from Northwestern University. In addition, he is a member of the CFA Institute and the Security Analysts of Portland. He holds the Chartered Financial Analyst® designation. | ||
Joseph M. Eberhardy | Portfolio Manager | 2011 | 2011 |
Biography | Joseph Eberhardy is a senior portfolio manager for the Heritage Growth Equity team at Wells Capital Management. Joe joined Wells Capital Management from Strong Capital Management, having joined Strong in 1994. Prior to his current role, he was a senior research analyst with the Heritage Growth Equity team. Before joining the Heritage Growth Equity team in 2000, his previous roles at Strong Capital Management included small to mid cap equity analyst, high yield bond trader and fixed income accounting manager. Joe earned a bachelor's degree in accounting from the University of Wisconsin, Milwaukee. He is a Certified Public Accountant and has earned the right to use the CFA designation. | ||
Thomas C. Ognar | Managing Director | 2011 | 2011 |
Biography | Thomas Ognar is a managing director and senior portfolio manager for the Heritage Growth Equity team at Wells Capital Management. Tom has oversight and portfolio management responsibility for the team’s Small Capitalization, All Capitalization and Large Capitalization Growth portfolios. He joined v with the acquisition of assets from Strong Capital Management. Tom entered the investment industry in 1993 and joined Strong in 1998 as a research analyst. Prior to Strong, he was a research analyst with M&I Investment Management, Inc. and a trader with Republic Securities, Inc. Tom earned a bachelor’s degree in finance from Miami University. He earned a master’s degree in finance from the University of Wisconsin, Madison, and is an alumnus of the Applied Security Analysis Program. Tom has earned the right to use the CFA designation. | ||
Bruce C. Olson | Managing Director | 2011 | 2011 |
Biography | Bruce Olson is a managing director and senior portfolio manager for the Heritage Growth Equity team at Wells Fargo Asset Management (WFAM). He joined WFAM from Strong Capital Management where he held a similar position. Bruce entered the investment industry in 1982 and prior to joining Strong in 1994, he served as a managing partner of a private holding company. Previously, he was employed with Minton Investment Corporation, American National Bank and Trust of Chicago, and the Travelers Corporation. Bruce earned a bachelor’s degree from Gustavus Adolphus College. He has earned the right to use the CFA designation. | ||
W. Shannon Reid | Senior Managing Director | 2011 | 2011 |
Biography | Shannon Reid, CFA, is a senior managing director and senior portfolio manager for the US Large Cap Growth team. Prior to joining the company, Shannon was senior managing director and senior portfolio manager with the Strategic Large Cap Growth Equity team at Wells Capital Management. He joined WellsCap when it acquired Evergreen Investments, where he managed a large cap growth equity team since 1995. Education: University of Virginia, BA in Economics Joined Company: 2011 Began Career: 1981 | ||
Jay Zelko | Managing Director | 2011 | 2011 |
Biography | Jay Zelko is a managing director and portfolio manager for the US Large Cap Growth team. He joined Manulife Asset Management from WellsCap via Evergreen Investments, where he began his investment industry career in 1987. Education: Cleveland State University, BA in Finance, University of North Carolina at Greensboro, MBA Joined Company: 2011 Began Career: 1987 | ||
David M. Chow | Director, Portfolio Manager | 2011 | 2011 |
Biography | David is a Director and Portfolio Manager within the Strategic Growth team. David joined Evergreen in 1993, serving first as a Portfolio Manager for Evergreen Private Asset Management. In his current role, he is responsible for portfolio management, risk management, and quantitative research. David has been awarded the Chartered Financial Analyst (CFA) designation by the Association for Investment Management and Research (AIMR) and is a member of the North Carolina Society of Financial Analysts. | ||
Ann M. Miletti | Portfolio Manager | 2010 | 2011 |
Biography | Ann is a managing director and lead portfolio manager for the Wells Fargo Asset Management (WFAM) PMV Equity team. In this capacity, she is responsible for managing a team of 13 and over four billion dollars in investments. Ann started her investment industry career in 1991 as an investor services representative and joined WFAM in 2005 from Strong Capital Management. Prior to becoming a portfolio manager, she served as an equity research analyst. Ann is a frequent guest on CNBC’s Closing Bell and participated in USA Today’s Investment Roundtable in 2011 and 2012. Ann’s external affiliations include a seat on the Advisory Board for Secure Futures – a non-profit organization dedicated to teaching financial literacy to high school students in Wisconsin. She also works closely with the Children’s Hospital of Wisconsin to assist with fundraising efforts. Ann holds a bachelor’s degree in education from the University of Wisconsin – Milwaukee. Her unusual career path has been highlighted in several articles throughout the years. She currently resides in Wisconsin with her husband and two children. | ||
Emory (Sandy) W. Sanders | Senior Managing Director & Senior Portfolio Manager | 2005 | 2010 |
Biography | Emory W.(Sandy) Sanders Jr., CFA, is a senior managing director and senior portfolio manager for Manulife Investment Management. He is the co-leader of the Core Value Equity Team, which manages large cap value, large cap core and all cap core strategies. He was most recently a director, portfolio manager and senior equity analyst with the large cap equity research team at Wells Capital Management. He began his career with Evergreen Investments. He is a member of the CFA Society Boston, Inc. and a CFA charterholder. Education:University of Vermont,BS,1996 Joined Company:2010 Began Career:1997 | ||
Walter T. McCormick | Portfolio Manager | 2005 | 2010 |
Biography | Walter T. McCormick, CFA, is a senior managing director and senior portfolio manager for John Hancock Asset Management. He is the co-leader of the US Core Value Equity team, which manages large cap value, large cap core and all cap core strategies. Walter is focused on the utility and energy sectors. |
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