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Name | Title | Since | Until |
---|---|---|---|
Adam H. Illfelder | - | 2018 | 2021 |
Biography | Adam H. Illfelder, CFA, Managing Director and Equity Research Analyst of Wellington Management, has been involved in portfolio management for the equity portion of the Fund since 2017 and has been involved in securities analysis for the Fund since 2008. Mr. Illfelder joined Wellington Management as an investment professional in 2005. | ||
Karen H. Grimes | Senior Managing Director | 2011 | 2018 |
Biography | Karen H. Grimes, CFA, is a Senior Managing Director , Partner, and Equity Portfolio Manager. Karen is the lead equity portfolio manager for the firm's Value approach. This strategy employs a fundamental and contrarian investment philosophy. Prior to joining Wellington Management in 1995, Karen held the position of director of research/equity analyst with the Wilmington Trust Company (1988 — 1995). Karen also held portfolio manager and equity analyst positions at First Atlanta Corporation (1983 —1986) and at Butcher and Singer in Philadelphia (1986 —1988). Karen received her BS with a major in finance, magna cum laude, from Georgia State University (1982). She holds the Chartered Financial Analyst designation and is a member of the Financial Analysts Society of Philadelphia. | ||
Mitch Williams | Managing Director | 2009 | 2011 |
Biography | Mitchell Williams, CFA founded Real Economy Capital, LLC in 2013 and currently serves as the Managing Partner and Portfolio Manager. Prior to founding Real Economy Capital, LLC, Mr. Williams was employed for over a decade by Oppenheimer Funds, a firm with over $150 billion in assets under management. Most recently he served as the sole portfolio manager for a $4 billion value equity product, in addition to serving as a named portfolio manager for several additional funds. Prior to serving as portfolio manager, Mr. Williams covered the industrial and materials sectors for both long/short and long-only funds on the Value Team as a senior research analyst. In his eighteen-year investment career, Mr. Williams has also served in a variety of equity research and financial analyst roles with Evergreen Funds, Credit Suisse, Deutsche Bank, and Barnett Capital Advisors. Mr. Williams currently serves on the Management Advisory Council for the New York University Stern School of Business Michael Price Student Investment Fund and has been a guest speaker at New York University Stern School of Business, The Heilbrunn Center for Graham & Dodd Investing at Columbia Business School, the University of Florida Warrington College of Business Value Investing Program, and the Rollins College Graduate School of Business. Mr. Williams earned his MBA from the New York University Stern School of Business, where he was a recipient of the Stern Fellowship. He earned his Bachelor of Arts from the University of Florida, where he was elected to Phi Beta Kappa. | ||
John Damian | Portfolio Manager | 2009 | 2011 |
Biography | John Damian serves as senior vice president and director of Value Equities. He joined the Value team in September 2001 as portfolio manager of Oppenheimer Small- & Mid- Cap Value Fund and was named on Barron’s Top 100 Fund Managers list four consecutive years, 2005, 2006, 2007 and 2008. He was also promoted to director of Value Equities in February 2007. In addition, John co-manages Oppenheimer Select Value Fund (since February 2004) and related strategies. Prior to joining OppenheimerFunds, John was a senior equity analyst at Citigroup Asset Management. Prior to that, he was an equity analyst of Pzena Investment Management. John received his M.B.A., with distinction, from The Wharton School at the University of Pennsylvania in 1995. | ||
Christopher Leavy | Managing Director | 2006 | 2008 |
Biography | Mr. Leavy, CFA, Managing Director of BlackRock, Inc. and Chief Investment Officer of Fundamental Equity (Americas) since 2010; Oppenheimer Funds from 2000 to 2010 (Chief Investment Officer, Equities (2009-2010), Head of Equities (2007-2009), Head of Value Equity Group (2000-2006) and portfolio manager (2000-2008)). | ||
Christopher G. Miller | Senior Portfolio Manager | 2002 | 2006 |
Biography | Christopher G. Miller, CFA Mr. Miller joined Wells Capital Management or one of its predecessor firms in 2002, where he currently serves as an associate portfolio manager on the PMV Equity team at Wells Capital Management. | ||
David L. King | Lead Manager | 2002 | 2006 |
Biography | David King is a senior portfolio manager with the Asset Allocation Team at Columbia Threadneedle Investments. Mr. King joined one of the Columbia Threadneedle Investments firms in 2010. Previously, Mr. King was a senior portfolio manager at Putnam Investments. Prior to that, he held various other roles during his 25 years at Putnam, beginning as an equity research analyst and including associate director of equity research. Prior to Putnam, he worked briefly at Drexel Burnham Lambert and Citibank, NA. Mr. King began his career at Manufacturers Hanover Trust (now JPMorgan Chase) in 1978. He has been a member of the investment community since 1983. Mr. King recieved a B.S. in administration, summa cum laude, from the University of New Hampshire and an MBA from Harvard Business School. In addition, he holds the Chartered Financial Analyst designation. | ||
Hugh H. Mullin | Senior Portfolio Manager | 2002 | 2006 |
Biography | Mr. Mullin joined the Columbia Management Investment Advisers, LLC in July 2013. Prior to joining the Columbia Management Investment Advisers, LLC , Mr. Mullin worked for CLSA, Asia Pacific Markets as Director, U.S. Equity Sales. Mullin is senior vice president and senior portfolio manager for Putnam Investments, his employer since 1986. Before joining the firm, he was a financial analyst with Honeywell Company from 1985 to 1986. Mullin is a Chartered Financial Analyst. He is a member of the Boston Security Analysts Society and also the Consumer Analyst Group of New York. Mr. Mullin earned a B.S. from the University of Massachusetts. |
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