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Nama | Tajuk | Sejak | Sehingga |
---|---|---|---|
James M. Albers | Portfolio Manager | 2012 | now |
Biografi | James Albers is a portfolio manager for the Sycamore Capital Small Cap Value Equity and Mid Cap Value Equity strategies. Mr. Albers joined Victory Capital in 2005.Mr. Albers began his investment career in 1997. Previously, he worked as a consultant with Accenture and IBM Global Services. Mr. Albers earned a B.S. and an MBA from the University of Wisconsin. He is a CFA® charterholder. | ||
Michael F. Rodarte | Co-Portfolio Manager | 2012 | now |
Biografi | Michael Rodarte is a portfolio manager for the Sycamore Capital Small Cap Value Equity and Mid Cap Value Equity strategies. Mr. Rodarte joined Victory Capital in 2006. Previously, he worked as an analyst with KeyBanc Capital Markets in its corporate and investment banking groups. Mr. Rodarte earned his B.B.A. in finance, economics, and international business from Ohio University. He is a CFA® charterholder. | ||
Jeffrey M. Graff | Managing Director | 2007 | now |
Biografi | Jeffrey Graff is a portfolio manager for the Sycamore Capital Small Cap Value Equity and Mid Cap Value Equity strategies. Mr. Graff joined Victory Capital in 2001 with six years’ prior investment experience. Previously, he was employed as an equity analyst with A.G. Edwards & Sons. He began his career in the investment industry as an equity research associate for Roulston & Company. Mr. Graff holds a B.B.A. from Cleveland State University and an M.Fin. from St. Louis University. He is a CFA® charterholder.Mr. Graff began his investment career in 1994. | ||
Gregory M. Conners | Portfolio Manager | 2002 | now |
Biografi | Greg Conners is a portfolio manager for the Sycamore Capital Small Cap Value Equity and Mid Cap Value Equity strategies. Mr. Conners joined Victory Capital in 1999 with four years’ prior investment experience as a small-cap research analyst with Carillon Advisers. Prior to his tenure as portfolio manager, he served as a research analyst for the Small Cap Value Equity strategy. Mr. Conners holds a B.S. in economics from College of Mount St. Joseph and an MBA from Xavier University. | ||
Gary H. Miller | Vice President | 1998 | now |
Biografi | Gary Miller is Chief Investment Officer of Sycamore Capital. He is also lead portfolio manager of the Small Cap Value Equity and Mid Cap Value Equity strategies. The Victory Small Cap Value Equity and Mid Cap Value Equity team was renamed Sycamore Capital on April 1, 2015. Sycamore Capital is a Victory Capital investment franchise. Mr. Miller joined Victory Capital in 1987. Prior to his tenure as portfolio manager, he served as an equity research analyst for the Small Cap Value and Mid Cap Value Equity strategies. Mr. Miller holds a B.B.A. in accounting from the University of Cincinnati and an MBA from Xavier University. | ||
Steve Dilbone | Vice President | 2002 | 2004 |
Biografi | Dilbone joined Gradison McDonald, or an affiliate, in 1990 and has over 20 years of investment experience. He manages the portfolios of both individual and institutional clients and oversees the quantitative equity investment process. In the past he has managed the Victory Capital funds and was a Vice President at Merrill Lynch Capital Markets. Dilbone is a member of the Association for Investment Management and Research and the Queen City Bond Club. | ||
Daniel R. Shick | Managing Director | 1997 | 2002 |
Biografi | Shick is a managing director with Gradison McDonald Asset Management, his employer for more than 25 years. In addition to assisting in the management of value funds, he manages the portfolios of both individual and institutional clients. | ||
William J. Leugers | Managing Director | 1984 | 2002 |
Biografi | Leugers is a managing director and portfolio manager with Gradison McDonald Asset Management, his employer since 1975. He began his investment career in 1968 as a registered representative with Hayden Stone. | ||
Gregory S. Huning | senior vice president/portfolio Manager | 1983 | 1984 |
Biografi | Huning is senior vice president and portfolio manager with Summit Bank, his employer since 1995. Prior to joining the firm, he served as senior equity portfolio manager for the Robert Wood Johnson Foundation in 1994. He has more than 29 years experience in investment management. |
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