โปรดลองค้นหาใหม่อีกครั้ง
ชื่อ | ชื่อเรื่อง | ตั้งแต่ | จนกว่า |
---|---|---|---|
James St Aubin | Vice President | 2024 | now |
ประวัติส่วนตัว | James St. Aubin, Vice President and Portfolio Manager of Wilshire Associates Incorporated. Prior to joining Wilshire Associates Incorporated in 2008, Mr. St. Aubin was Senior Consultant (2007-2008) and Consultant (2005-2007) at Morningstar Inc./Ibbotson Associates. He holds a bachelor’s degree from DePaul University and is a Chartered Financial Analyst. | ||
Ryan A. Harder | Graduate Trainee Risk Management | 2023 | now |
ประวัติส่วนตัว | Ryan earned a BA in Economics, with honors, from Brock University in Ontario, Canada, and a M.Sc. in International Securities, Investment and Banking form the ICMA Centre, University of Reading, in the United Kingdom. He is a CFA Charterholder. | ||
Kenneth Lee Sleeper | Portfolio Manager | 2011 | now |
ประวัติส่วนตัว | Dr. Kenneth L. Sleeper, MBA, PhD is Co-Founder, Managing Director, and Co-Portfolio Manager at Sierra Investment Management, the parent company of the Sierra Mutual Funds and Ocean Park Asset Management and has over 31 years of industry experience. He jointly oversees all aspects of the organization’s activities, including asset management, research, and client relationships. With an extensive background in statistical and computer applications, Ken previously focused on advanced risk management, developing and refining computerized techniques for reducing downside risk, before co-founding Sierra in 1987 with David C. Wright. Kenneth earned MBA and PhD degrees from the University of Southern California. | ||
Douglas Andrew Loeffler | Portfolio Management | 2022 | 2024 |
ประวัติส่วนตัว | Doug Loeffler has extensive experience in financial markets, including working as a quantitative analyst, equity analyst, equity portfolio manager, and fund-of-funds portfolio management. | ||
David Chandler Wright | Managing Director | 2011 | 2023 |
ประวัติส่วนตัว | David C. Wright, JD, is Co-Founder, Managing Director, and Co-Portfolio Manager at Sierra Investment Management, the parent company of the Sierra Mutual Funds and Ocean Park Asset Management and has over 31 years of industry experience. He jointly oversees all aspects of the organization’s activities, including portfolio management, research, and client relationships. After 13 years with major Los Angeles law firms, Dave served several years as Director of Technical Research for Bateman Eichler, Hill Richards, Inc., then the largest investment banking firm west of Chicago, before co-founding Sierra in 1987 with Dr. Kenneth L. Sleeper. David earned a JD from University of Chicago and a BS, Civil Engineering, from Swarthmore College. Mr. Wright has served on the Board of the Los Angeles Chapter of AAII since 1984. He has often spoken for AAII and other investor groups, as well as several other professional organizations. Mr. Wright has also been quoted in the national press, such as in Mutual Funds magazine, and on television and radio. | ||
Terri Spath | CIO (Chief Investment Officer) | 2018 | 2021 |
ประวัติส่วนตัว | Terri Spath is Chief Investment Officer at Sierra Investment Management. She jointly oversees the investment activities of the organization and appears frequently in the financial press. | ||
Frank Barbera | Assistant Portfolio Manager | 2011 | 2016 |
ประวัติส่วนตัว | Mr. Barbera began serving as an Assistant Portfolio Manager in January 2011. Mr. Barbera served as Senior Director of Investment Management for Caruso Affiliated Holdings (“Caruso”) in Los Angeles, California from 2009 until 2010. He was a Columnist for Financial Sense from 2007 until 2009. He served as Marketing Director for Sierra Investment Management, Inc. from 2007 until 2009 and was Senior Portfolio Manager for Caruso from 2001 until 2007. Mr. Barbera graduated from the University of Southern California (USC) with a BA in Economics from the School of Liberal Arts, and Computer Science from the School of Engineering. He holds the CMT (Chartered Market Technician) designation, and has been prominent as an investment analyst for over 20 years, most recently managing over $1 billion for Caruso. Mr. Barbera began working in the investment industry in 1986, and was an on-screen analyst for Financial News Network, then The Business Channel in Los Angeles, for elev en years before becoming a portfolio manager at the Kavanaugh Fund from 1999 until 2001, when he began managing part, then all of the financial assets of Caruso. |
คุณแน่ใจหรือว่าคุณต้องการบล็อก %USER_NAME%?
เมื่อทำการบล็อก คุณและ %USER_NAME% จะไม่สามารถเห็นโพสต์ของแต่ละฝ่ายบนเว็บไซต์ Investing.com ได้
%USER_NAME% ได้ถูกเพิ่มเข้าไปใน Block List ของคุณแล้ว
เนื่องจากคุณเพิ่งยกเลิกการบล็อกบุคคลนี้ คุณต้องรอ 48 ชั่วโมงก่อนการบล็อกอีกครั้ง
ฉันรู้สึกว่าความคิดเห็นนี้
ขอบคุณ!
รายงานของคุณได้ถูกส่งไปยังผู้ดูแลบอร์ดของเราเพื่อการทบทวน