Iscriviti per creare notifiche per gli Strumenti,
gli Eventi Economici ed i contenuti degli autori che segui
Iscriviti gratis Hai già un conto? Accedi
8,21
+0,17
+2,11%
quotazioni
Tutti i tipi di strumenti
- Tutti i tipi di strumenti
- Indici
- Azioni
- ETF
- Fondi
- Mat. prime
- Valute
- Cripto
- Obbl.
- Certificati
Per Favore, prova con una nuova ricerca
⚠ Q3 Allarme Utili! Pianifica la settimana con tutti i dati sui titoli in un solo posto Guarda
North Square Spectrum Alpha Fund Class A (ORIGX)
Aggiungi/Rimuovi dal Portafoglio
Aggiungere uno strumento a:
Oak Ridge Small Cap Growth A
8,21
+0,17
+2,11%
- Generale
- Grafici
- News e Analisi
- Sezione tecnica
- Forum
- Panoramica
- Profilo
- Dati Storici
- Holding
ORIGX Panoramica
Su questa pagina troverai un profilo dettagliato su North Square Spectrum Alpha Fund Class A. Scopri di più su gestione, asset totali, strategie di investimento e informazioni di contatto di ORIGX, ed altre informazioni.
Informazioni di contatto
Indirizzo
10 South LaSalle Street, Suite 1925
Chicago,IL 60603
United States
Chicago,IL 60603
United States
Telefono
1-855-551-5521
Vertici Esecutivo
| Nome | Titolo | Dal | Fino a |
|---|---|---|---|
| Clayton Wilkin | Portfolio Manager | 2022 | Adesso |
| Biografia | Experience Prior to joining C.S. McKee in 2021, Mr. Wilkin worked 9 years at Stadion Money Management, LLC. He began his career as a Portfolio Management Analyst before becoming a Portfolio Manager in 2019. He was the Portfolio Manager on three mutual funds, which totaled about $700 million, before the three mutual funds were acquired by North Square Investments, LLC. in 2021. EDUCATION Mr. Wilkin holds the Chartered Financial Analyst designation and graduated from the University of Georgia with a Bachelor of Business Administration degree in Finance. PERSONAL Clayton and his wife, Nicole, live in Atlanta with their dog, Kirby. Nicole and Clayton thoroughly enjoy travelling, especially if it is to a beach to relax or a mountain to ski. They both enjoy hanging out with family and friends, taking Kirby on walks, and cheering on the Dawgs on Saturdays in the Fall. | ||
| David Appleby | - | 2022 | Adesso |
| Biografia | Experience Prior to joining C.S. McKee in 2022, Mr. Appleby held a senior risk management position at North Square Investments where he was responsible for the ongoing review of North Square investment strategies and assessment of potential partnerships with new advisors. He began his career in 2006 at Oak Ridge Investments, a Chicago based growth equity investment advisor, performing multiple roles over the years but more recently assisting the investment team with market risk management and portfolio construction. EDUCATION He has a Masters of Science Degree in Finance from the Illinois Institute of Technology and a Bachelor of Arts Degree in Economics from the University of Georgia. Mr. Appleby also holds the FRM® (Financial Risk Manager) Certified by the Global Association of Risk Professionals. PERSONAL David lives in the Barrington area north of Chicago with his two sons and two dogs. David enjoys spending time outdoors with his family and staying active through training in martial arts. | ||
| Brad A. Thompson | CIO (Chief Investment Officer) | 2022 | Adesso |
| Biografia | Experience Prior to joining the Sub-Adviser in 2020, Mr. Thompson served as Chief Investment Officer of Stadion Money Management, LLC and had been a Portfolio Manager and an officer of Stadion Money Management, LLC (and its predecessor), serving in a supervisory role for portfolio management operations since 2006 where he also served as head of the Investment Committee and provided oversight to the Best Execution committee Before joining Stadion Mr. Thompson spent 8 years serving as the Chief Investment Officer for Global Capital Advisors, LLC, a hedge fund management firm and SBIC advisor. EDUCATION He has a Bachelor of Business Administration Degree in Finance from the University of Georgia and holds the Chartered Financial Analyst designation. Mr. Thompson is a member of the CFA Institute and the Bermuda Society of Financial Analysts and holds the Chartered Retirement Plan Specialist Designation. PERSONAL Brad and his wife, Cherie enjoy spending time with their grandchildren. They have two adult children and live in Athens, GA. Outside the office Brad is enjoys working out, playing golf, and taking his dog for a run. Brad has served on the Boards of the American Cancer Society, The NE GA Cancer Foundation, as well as the Terry College of Business Student Investment Fund at the University of Georgia. Brad also likes to volunteer his time coaching youth. | ||
| David M. Klaskin | CEO | 1994 | 2022 |
| Biografia | Founder of Oak Ridge Investments in 1989, Mr. Klaskin leads our firm and its investment team. He has developed and implemented the investment discipline that is applied across all Oak Ridge products. He is co-portfolio manager of the Oak Ridge Small /Mid Cap Growth, Large Cap Growth, and All Cap Growth equity strategies. He is co-portfolio manager of the Dividend Growth strategy as well. Mr. Klaskin also chairs the firm’s Executive Committee. He has been featured on television, radio, and in numerous publications. Prior to establishing Oak Ridge, Mr. Klaskin worked as an investment executive at Shearson Lehman Hutton for eight years. Mr. Klaskin is a native of Chicago and graduated from Indiana University with a B.S. in Finance. | ||
| Robert G. McVicker | Executive Vice President | 1994 | 2022 |
| Biografia | Mr. McVicker has been with Oak Ridge Investments since its inception in 1989. He guides our investment research process and co-manages the Small/Mid Cap Growth, Large Cap Growth, and All Cap Growth equity strategies. Mr. McVicker is also a member of the firm’s Executive Committee. Prior to joining Oak Ridge, Mr. McVicker was a trader at the Chicago Board Options Exchange. He is originally from Cincinnati and graduated from Ohio State University with a B.S. in Finance. | ||
Scrivi ciò che pensi su North Square Spectrum Alpha Fund Class A
Sei sicuro di voler cancellare questo grafico?
Cancella Annulla
Sostituire il grafico allegato con un nuovo grafico?
Sostituisci Annulla
Guida sui Commenti
Allega un Grafico ai Commenti
Conferma blocco
Sei sicuro di voler bloccare %USER_NAME%?
Confermando il blocco tu e %USER_NAME% non potrete più vedere reciprocamente i vostri post su Investing.com.
%USER_NAME% è stato aggiunto correttamente alla lista di utenti bloccati
Poiché hai appena sbloccato questa persona, devi aspettare 48 ore prima di bloccarla nuovamente.
Segnala questo commento
Considero questo commento come:
Commento contrassegnato
Grazie!
La tua segnalazione è stata inviata ai nostri moderatori che la esamineranno