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اسم | العنوان | منذ | حتى |
---|---|---|---|
Heather Pavlak | - | 2019 | الآن |
السيرة الذاتية | Heather Pavlak is a Vice President, Portfolio Manager and Research Analyst on the Small and SMID Cap Growth Equities team, responsible for the financials, materials and energy sectors. Before joining AllianceBernstein in 2018, she spent four years at Schroders Investment Management, where she covered materials, utilities and transports as an equity research analyst. Previously, Pavlak was a senior relationship associate for three years at Brown Brothers Harriman, where she managed investments for high-net-worth clients. She also spent two years at Oppenheimer Funds as a fund analyst and bilingual service associate. Pavlak holds a BA in business and Spanish from the University of Colorado Boulder and an MS in finance from the University of Colorado Denver. She is a CFA charterholder. Location: New York | ||
Esteban Gomez | - | 2019 | الآن |
السيرة الذاتية | Esteban Gomez joined AllianceBernstein in 2016, and is a Vice President, Portfolio Manager and Research Analyst responsible for research and portfolio management for the industrials sector of Small and SMID Cap Growth Equities. Previously, he spent three years at J.P. Morgan as an equity research analyst covering the retailing/department stores and specialty softlines sectors. Before that, Gomez was a research associate and controller for Newbrook Capital for a year and a half, where he performed macro and equity research in the consumer and tech sectors. He also spent four years at Ramius, where he was responsible for accounting, valuation and financial reporting for the firm’s flagship multistrategy hedge fund. Gomez holds a BBA in accounting from Baruch College of the City University of New York and an MBA from the Leonard N. Stern School of Business at New York University. He is a Certified Public Accountant (CPA) and a CFA charterholder. | ||
Samantha S. Lau | - | 2008 | الآن |
السيرة الذاتية | She is a Senior Vice President of the Adviser, with which she has been associated in a substantially similar capacity as a portfolio manager since prior to 2016. She is also Co-Chief Investment Officer of U.S. Small and SMID Cap Growth Equities. | ||
Wen-Tse Tseng | - | 2008 | الآن |
السيرة الذاتية | n/a | ||
Bruce K. Aronow | CIO (Chief Investment Officer) | 2008 | 2023 |
السيرة الذاتية | Bruce K. Aronow is Chief Investment Officer for US Small/SMID Cap Growth products, a role he has held since 2000. He is also responsible for the US Small/SMID Cap Growth consumer/commercial services sector. Prior to joining the firm in 1999, Aronow was responsible for research and portfolio management for the small-cap consumer and autos/transportation sectors at Invesco (NY) (formerly Chancellor Capital Management). He joined Chancellor in 1994 as a small-cap analyst, primarily focusing on autos/transportation, specialty finance and consumer-related companies. Previously, Aronow was a senior associate with Kidder, Peabody & Co. for five years. He holds a BA with a concentration in philosophy and a minor in economics from Colgate University and served as a recent graduate member on the Board of Trustees of Colgate University from 1990 to 1993. Aronow is a member of both the New York Society of Security Analysts and the Association for Investment Management & Research (AIMR), and is a CFA charterholder. Location: New York | ||
N. Kumar Kirpalani | Senior Vice President | 2008 | 2019 |
السيرة الذاتية | N. Kumar Kirpalani joined AB in 1999 and is responsible for research and portfolio management for the financials, industrials and energy sectors for US Small/SMID Cap Growth. Prior to joining the firm, he was responsible for research and portfolio management for the small-cap industrials, financials and energy sectors at Invesco (NY) (formerly Chancellor Capital Management). Before joining Chancellor in 1993, Kirpalani was an equity analyst at Scudder, Stevens & Clark for seven years, covering the auto, building materials, natural gas pipeline and oil service industries. He began his career in 1979 at Ameritrust Company (now part of Key Corporation) and later served as senior investment officer in the trust department, a position he held until 1985. Kirpalani received a B.Tech. in chemical engineering from the Indian Institute of Technology and an MBA from the University of Chicago. He is a member of both the New York Society of Security Analysts and the Association for Investment Management and Research, and is a CFA charterholder. Location: New York | ||
James H. Russo | Vice President | 2008 | 2009 |
السيرة الذاتية | Russo is vice president and senior portfolio manager. He joined AllianceBernstein in 2006 to work on the Small and SMID Cap Growth team. Prior to joining the firm, Russo spent 12 years at JPMorgan, a financial services firm, where he held positions as an analyst and portfolio manager in US Equity for nine years and in the Private Bank's Third Party Program for three years, most recently as director of Manager Research. He holds the Chartered Financial Analyst designation. | ||
Thomas Zottner | Vice President | 2006 | 2009 |
السيرة الذاتية | Zottner is a vice president of AllianceBernstein with which he has been associated in a substantially similar capacity to his current position since March 2001. Prior thereto, he was a registered client associate at Merrill Lynch since prior to 2001. | ||
Benjamin Ruegsegger | Senior Vice President | 2006 | 2009 |
السيرة الذاتية | Benjamin Ruegsegger, CFA Portfolio Manager and Senior Research Analyst—Thematic & Sustainable Equities Benjamin Ruegsegger is a Portfolio Manager on the US Thematic Equity Portfolios and a Senior Research Analyst on the Sustainable Equity Portfolios. He joined the firm in 2001 as an investment administrator in the Managed Accounts division. In 2003, Ruegsegger became a portfolio manager assistant for the US Thematic Research product, and in 2004, he was named portfolio manager for US Thematic Research municipal bond portfolios. He served on the US Mid Cap Growth team from 2006 to 2008 as a research analyst focused on the financials and consumer-discretionary sectors. Since that time, Ruegsegger has supported both the US and Global Thematic products, covering various sectors in the market, most recently focused on technology. He holds a BA in economics/finance from Eastern University and is a CFA charterholder. Location: Philadelphia | ||
Amy Raskin | Chief Investment Officer | 2006 | 2009 |
السيرة الذاتية | As Chief Investment Officer, Amy leads investment strategy, research and portfolio management at Chevy Chase Trust. Prior to Chevy Chase Trust, Amy was Senior Vice President at AllianceBernstein in New York, serving as Director of Thematic Research, head of U.S. & Global Growth Equity Research and Chief Investment Officer of AllianceBernstein Venture Capital Fund. Amy’s team published in-depth research papers on a wide range of investment-related topics such as climate change, China, molecular medicine, hybrid autos and broadband, among others. Amy joined AllianceBernstein in 2000 as an equity analyst and spent 13 years there focused on deep research and thematic investing. Earlier, she worked as an investment banker at Lehman Brothers and as a research analyst at Donaldson, Lufkin & Jenrette. Amy graduated from the University of Pennsylvania’s School of Engineering and Applied Science with a major in Engineering and a minor in Management from the Wharton School. She is active in the Penn Alumni Association and is a member of The Trustee’s Council of Penn Women, and the Technical Advisory Board for the School of Engineering and Applied Science. Amy is a guest contributor on CNBC and a sought after speaker at industry conferences. |
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