Araçlar ile Ekonomik etkinlikler ile ilgili alarm oluşturmak
ve takip ettiğiniz yazarların yayınları için kayıt olun.
Ücretsiz Kayıt Olun Hesabınız var mı? Giriş Yapın
11,650
+0,110
+0,95%
Kurlar
Tüm Araç Çeşitleri
- Tüm Araç Çeşitleri
- Endeksler
- Hisse Senetleri
- ETF'ler
- Fonlar
- Emtia
- Dövizler
- Kripto Para
- Tahviller
- Sertifikalar
Lütfen başka bir arama deneyiniz
📖 2. Çeyrek Kazanç Rehberiniz: Bilanço Raporu Sonrası Yükselen Hisseleri ProPicks ile Keşfedin Devamını Oku
Segall Bryant & Hamill Global All Cap Fund Institutional Class (WIMVX)
Portföy'e Ekle/Kaldır
Portföye Ekle
Westcore Global Large-Cap Dividend Fund Institutio
11,650
+0,110
+0,95%
- Genel Bakış
- Profil
- Geçmiş Veriler
- Varlıklar
WIMVX Genel Bakış
Bu sayfada Segall Bryant & Hamill Global All Cap Fund Institutional Class hakkında detaylı bir profile ulaşabilirsiniz. Yönetim, toplam varlıklar, yatırım stratejisi, iletişim bilgileri ve WIMVX için diğer bilgileri görüntüleyin.
İrtibat Bilgisi
Adres
540 West Madison Street, Suite 1900
Chicago,IL 60661-2551
United States
Chicago,IL 60661-2551
United States
Telefon
312-474-1222
Faks
312-474-0521
Site
sbhic.com
Üst Düzey Yöneticiler
| İsim | Başlık | B.Tarihi | Bitiş |
|---|---|---|---|
| Suresh Rajagopal | Principal, Director of All/Mid Cap Strategies | 2020 | Şimdi |
| Biyografi | Suresh Rajagopal, CFA, has been a portfolio manager and is director of All/Mid Cap Strategies at Segall Bryant & Hamill, LLC. Mr. Rajagopal joined the Firm in 2007. Prior to joining SBH, he was a co-manager on the Munder Healthcare Fund and a senior equity research analyst covering healthcare at Munder Capital Management. Mr. Rajagopal earned a B.A. from Alma College and an MBA from the University of Notre Dame. He has earned the Chartered Financial Analyst (CFA) designation. | ||
| Ralph M. Segall | Principal, Chief Investment Officer | 2020 | Şimdi |
| Biyografi | Ralph M. Segall, CFA, CIC, is chief investment officer of Segall Bryant & Hamill, LLC, which he co-founded in 1994. Prior to co-founding the firm, Mr. Segall was a senior vice-president of Stein Roe & Farnham, managing a variety of accounts including a mutual fund. He earned a Bachelor of Science degree in Economics from Wharton School, University of Pennsylvania, and an MBA from the University of Chicago. He has earned both the Chartered Financial Analyst (CFA) and Chartered Investment Counselor (CIC) designations. | ||
| Robbie Steiner | Analyst | 2019 | 2020 |
| Biyografi | Robbie A. Steiner is a Senior Equity Analyst for Segall Bryant & Hamill’s Dividend Value strategies team. Mr. Steiner joined the firm in May 2018 as part of SBH’s acquisition of Denver Investments. During his four-year tenure with Denver Investments, he served as an analyst on the Value Equity team. Prior to joining Denver Investments, Mr. Steiner served as an Investment Banking Associate with BMO Capital Market and as a Mutual Fund Wholesaler with Transamerica Investments. Mr. Steiner earned his BBA from the University of Georgia and MBA from Emory University. He has earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado. | ||
| Alex A. Ruehle | Senior Portfolio Manager | 2014 | 2020 |
| Biyografi | Alex A. Ruehle is a senior portfolio manager and principal at Segall Bryant & Hamill, LLC and is an analyst on the Dividend Value strategies team. Mr. Ruehle joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, he served as a portfolio manager and analyst on the Value Equity team. Mr. Ruehle earned a B.S. and an MBA from the University of Denver. He has earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado. | ||
| Derek R. Anguilm | Director | 2003 | 2020 |
| Biyografi | Derek Anguilm, CFA, is a Director of Dividend Value Strategies, Principal at Segall Bryant & Hamill, LLC , also a Portfolio Manager. Derek Anguilm is the Co-Director of Value Research, Portfolio Manager and Analyst on the Value team. He is also a partner at the firm. Prior to joining the Value team in 2002, Mr. Anguilm worked as a wealth management analyst at the firm. He began his career as a research assistant with Everen Securities. Mr. Anguilm received a BS from Metropolitan State College of Denver. He is a CFA charterholder and a member of CFA Institute and CFA Society Colorado. | ||
| Lisa Z. Ramirez | Vice President | 2009 | 2020 |
| Biyografi | Lisa Z. Ramirez is a senior portfolio manager and principal at Segall Bryant & Hamill, LLC and is an analyst on the Dividend Value strategies team. Ms. Ramirez joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During her tenure with Denver Investments, she began as a portfolio administrator before becoming an analyst on the Mid-Cap Growth team in 1997. She joined the Value Equity team in 2005 as a portfolio manager and analyst. Ms. Ramirez earned a B.S. from the University of Colorado at Denver and an MBA from Regis University. She has earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado. | ||
| Mark M. Adelmann | Senior Manager | 2002 | 2019 |
| Biyografi | Mr. Adelmann is also a senior portfolio manager and principal at Segall Bryant & Hamill, LLC and is an analyst on the Dividend Value strategies team. He joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, Mr. Adelmann served as a portfolio manager and analyst on the Value Equity team. Prior to joining Denver Investments in 1995, he worked with Deloitte & Touche for 14 years in auditing and financial reporting and achieved the level of senior manager. Mr. Adelmann earned a B.S. from Oral Roberts University. He is a Certified Public Accountant and is a member of the American Institute of CPAs. He has also earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado. | ||
| Paul A. Kuppinger | Senior Portfolio Manager | 2014 | 2018 |
| Biyografi | Paul Kuppinger, CFA, is a Senior Portfolio Manager at Segall Bryant & Hamill, LLC, also a portfolio Manager. Paul Kuppinger is a quantitative analyst on the Value team at Denver Investments. He is also a vice president at the firm. Prior to joining the firm in 2006, Mr. Kuppinger spent 17 years in the wealth management business, most recently as a principal, chief investment officer, and chief compliance officer at Rocky Mountain Wealth Advisors. He also has held positions of vice president of research for Curian Capital for one year and director of research for Prima Capital for four years. Prior to that, he worked for KPMG’s Investment Advisory Practice, where he built the investment and operations platform. Mr. Kuppinger received a BA from Colorado College and MBA from the University of Colorado. He is a CFA charterholder and a member of the CFA Institute and the CFA Society of Colorado. | ||
| Troy Dayton | Partner | 2002 | 2018 |
| Biyografi | Troy Dayton, CFA. Prior to joining Capital Insight Partners, he is the Co-Director of Value Research, Portfolio Manager, and Analyst on the Value Team at Denver Investments, where he managed both institutional and mutual fund client accounts. He is also partner at the firm. Prior to joining Denver Investmentsin in 2002, Mr. Dayton was an equity research analyst with Jurika and Voyles and an equity research associate at Dresdner RCM Global Investors. He also worked as a trading support officer for Citibank's Global Asset Management Department in London, England. He was instrumental in growing team assets from $200 million to over $2.2 billion during his tenure. He has over two decades of portfolio management and global sector research responsibilities. Troy serves as the firm’s Senior Portfolio Manager and is responsible for overseeing our disciplined investment process, identifying investment opportunities, conducting risk analysis, and other portfolio management duties. Troy also sits on the Investment Team. Mr. Dayton received a Bachelor of Science, Business Administration with a Finance concentration from Colorado State University. He is a CFA charterholder and a member of CFA Institute and CFA Society Colorado. | ||
| Kris B. Herrick | Director | 2002 | 2013 |
| Biyografi | Kris B. Herrick, CFA is a Partner and Portfolio Manager at Denver Investments and is the Director of Value Research. Prior to joining the firm in 2000, Mr. Herrick worked as a Financial Services Analyst with Jurika and Voyles for three years. Mr. Herrick received a BA and a BS from the University of Northern Colorado. He is a CFA charterholder and a member of the CFA Institute and the CFA Society of Colorado. | ||
Segall Bryant & Hamill Global All Cap Fund Institutional Class hakkında düşüncelerinizi yazın
Bu grafiği silmek istediğinize emin misiniz?
Sil İptal
Ekteki grafiği yeni bir grafikle değiştirmek istiyor musunuz?
Değiştir İptal
Yorum Kuralları
Yoruma Grafik Ekle
Engellemeyi Onayla
%USER_NAME% isimli kullanıcıyı engellemek istediğinize emin misiniz?
Bunu onayladıktan sonra %USER_NAME% isimli kullanıcı ile birbirinizin yorumlarını görmeyeceksiniz.
%USER_NAME% başarıyla Engelli Listesine eklendi
Bu kişinin engelini yeni kaldırdınız. Yeniden engellemek için 48 saat beklemeniz gerekmektedir.
Yorumu şikayet et
Yorum silinmeli, çünkü:
Yorum Şikayet Edildi
Teşekkürler!
Şikayetiniz yönetim ekibimize iletildi