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Nome | Titolo | Dal | Fino a |
---|---|---|---|
Charles Tomes | Associate Portfolio Manager | 2024 | Adesso |
Biografia | Charles C. Tomes is a director and associate portfolio manager on the Global Multi-Sector Fixed Income Team at Manulife Investment Management. He is responsible for portfolio management, global bond and currency research, asset allocation and risk management for the company’s global multi-sector fixed income strategies. Prior to this position, Charles was a senior investment analyst and trader with the Global Multi-Sector Fixed Income Team. Previously, Charles worked at John Hancock and he started his career at Morgan Stanley. | ||
Bradley Lutz | Portfolio Manager | 2022 | Adesso |
Biografia | Brad is a managing director and portfolio manager on the preferred income team at Manulife Investment Management; he’s also a senior investment analyst, supporting the company’s fixed-income strategies. Brad provides expertise in the power and utility, aerospace and defense, and industrials sectors. Most recently, he was responsible for the same duties at Declaration Management & Research, an affiliate of Manulife. Earlier in his career, Brad worked for Summit Investment Partners, with research, trading, and portfolio management responsibilities for high-yield and investment-grade corporate bonds; prior to that, he was with Pacholder Associates as a high-yield credit analyst. Brad holds the Certified Financial Analyst designation. Education: B.S. in Finance, Miami University Joined the company: 2002 Began career: 1992 | ||
Christopher M. Chapman | Senior Portfolio Manager | 2017 | Adesso |
Biografia | Chris is leader of the company’s global multi-sector fixed-income strategies, responsible for portfolio management, global sovereign debt, portfolio construction, and currency and risk management. Previously, he was a portfolio manager for global multi-sector fixed-income and, prior to that, he was a senior investment analyst and trader with the team. Earlier in his career, he worked in several other areas of the firm, including as an investment risk analyst on the quantitative research team. Chris began his career at State Street Bank. | ||
Kisoo Park | Managing Director | 2012 | Adesso |
Biografia | Kisoo is responsible for portfolio management, global bond research, and currency management for the company’s global multi-sector fixed-income strategies. He joined the firm from a hedge fund firm based in Hong Kong, where he was a founding member and COO. Prior to that, he was the CIO, responsible for tactical asset allocation investing in global equities, fixed-income, commodities, foreign exchange, and interest-rate asset classes at Prince Asset Management, Hong Kong. | ||
Thomas C. Goggins | Vice President | 2012 | Adesso |
Biografia | Tom is responsible for portfolio management, global bond research, security selection, and risk management for the company’s global multi-sector fixed-income strategies. Prior to joining the company, Tom held positions at Putnam Investments, Transamerica Investments, SAC Capital, and Fontana Capital. | ||
Daniel S. Janis | Senior Managing Director | 2012 | 2023 |
Biografia | Dan is co-founder of Agile Investment Management and is the key decision-maker for the company’s investment strategies. Dan has held senior investment positions for much of his 35-year career. Prior to Agile Investment Management, he worked at John Hancock/Manulife Asset Management (1999–2023), where he was the Head of Global Multi-Sector Fixed Income, Senior Portfolio Manager and Lead Portfolio Manager for the company’s global multi-sector fixed-income strategies. In this capacity, he created and built the portfolio strategies and platform over a 24-year period. |
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