Biography Investment Professionals Large Cap Core Team

Transcription

1 Large Cap Core Team Daniel J. Manion, CFA Senior Director of Equity Research Sentinel: 1993 Dan joined Sentinel in 1993 and is director of equity research as well as a portfolio manager for the Sentinel Common Stock Fund, the Sentinel Balanced Fund, and the Sentinel Conservative Strategies Fund. He began his career in the investment industry in 1987 as an analyst with Wright Investors Service. Dan received his undergraduate degree from the University of Oklahoma and his MBA from the University of Bridgeport. He holds the Chartered Financial Analyst designation. Helena Ocampo Industry: 1997 Helena joined Sentinel in 2005 and is a portfolio manager for the Sentinel Sustainable Core Opportunities Fund. She is also an equity analyst on the Large Cap team covering the Financials sector. Prior to joining Sentinel, Helena was employed by Citigroup Asset Management as an assistant vice president and equity analyst. She also held positions at Axon Securities Group as a fixed income associate Emerging Markets, and at Paribas Capital Markets as an equity associate. Helena earned her BA at Lafayette College, and her MA in International Economics and Finance at Brandeis University. She is a member of the New York Society of Security Analysts. Hilary T. Roper, CFA Industry: 1992 Sentinel: 1998 Hilary joined Sentinel in 1998 and is a portfolio manager for the Sentinel Common Stock Fund. Along with her portfolio management responsibilities, she is an equity analyst on the large cap team and covers the consumer discretionary, consumer staples, and health care sectors. Since the start of her investment industry career in 1992, she has held positions with Schroder Capital Management International and Smith Barney, Inc. Hilary is a graduate of Cornell University and holds the designation of Chartered Jason D. Wulff, CFA Industry: 2001 Sentinel: 2007 Jason joined Sentinel in 2007 and is a portfolio manager for the Sentinel Capital Growth Fund and Sentinel Growth Leaders Fund. Along with his portfolio management responsibilities, he serves as an equity analyst on the large cap team covering the information technology and telecommunication services sectors. Prior to joining Sentinel, Jason provided analysis for KPMG Transaction Services in San Francisco on potential M&A transactions primarily in the software, hardware, and internet sectors. Jason graduated from New York University s Stern School of Business with dual majors in Finance and Information Systems, and holds the designation of Chartered SF1412(0214)

2 Fixed Income Team Jason Doiron, FRM, PRM Senior Head of Investments Industry: 2000 Sentinel: 2008 Jason joined Sentinel in 2008 and serves as head of investments for Sentinel Asset Management, Inc. In this capacity, he has ultimate accountability for the firm s fixed income and equity efforts, including trading responsibility for US Treasury securities and all derivatives. Jason serves as a portfolio manager for the Sentinel Total Return Bond, Sentinel Conservative Strategies, Sentinel Balanced, Sentinel Short Maturity Government, and Sentinel Government Securities Funds. Before joining Sentinel, Jason was a derivatives strategist for the Royal Bank of Canada s Capital Markets group. Prior to that, he worked on the derivatives desk for Citigroup Global Investments. Jason earned his MBA from the University of Chicago Graduate School of Business and a BA from the University of Maine at Farmington. He holds both the Financial Risk Manager (FRM) and Professional Risk Manager (PRM) designations. Peter Hassler, CFA Industry: 2006 Peter joined Sentinel in 2012 and serves as a portfolio manager for the Sentinel Government Securities Fund as well as a structured products portfolio manager for Sentinel s fixed income team, covering agency and non-agency MBS, CMBS and ABS. Prior to joining Sentinel, Peter was a structured products associate portfolio manager with Dwight Asset Management Company. Peter earned a BA from Gordon College in Wenham, MA. He holds the Chartered Financial Analyst designation.

3 International Team Katherine Schapiro, CFA Senior Industry: 1981 Kate is the portfolio manager of the Sentinel International Equity Fund and also serves as a portfolio manager for the Sentinel Conservative Strategies Fund. Since 1981, Kate has managed international and domestic equity portfolios for institutional, mutual fund, and high net worth investors at various firms based in San Francisco and London. Before joining Sentinel in 2005, she was an international equities portfolio manager for Strong Capital Management in San Francisco. Prior to her tenure with Strong, she was managing director for Wells Capital Management, also in San Francisco. Earlier in her career, she held positions at Newport Pacific Management, Thornton Management LTD, and Harris Bretall Sullivan & Smith/Western Asset Management. A graduate of Stanford University, Kate is an active member of the CFA Institute and past president of the CFA Society of San Francisco. She holds the designation of Chartered Andrew Boczek Portfolio Management Andrew Boczek joined Sentinel in 2012 and is a portfolio manager for the Sentinel International Equity Fund. Prior to Sentinel, he was an analyst at global long-short hedge fund managers Legend Capital Management, LLC and Seacliff Capital, LLC. He also has served as an analyst on the International Value team at Artisan Partners LP. Previous experience includes analyst and portfolio management positions at Gulliver Investments, LLC and LGT Asset Management. Andrew earned a BA in Economics from Cornell University, where he was elected Phi Beta Kappa, and an MBA with Honors in Finance from the University of Chicago Booth School of Business. Lawrence Lee, Jr., CFA Senior Analyst Industry: 1993 Lawrence joined Sentinel in 2005 and serves as a senior analyst on the International Equity team. Lawrence began his investment industry career in 1993, and has held analyst and accounting positions with Montrose Securities International, SinoPac Securities, Wells Capital Management, Union Bank of California, and United Commercial Bank. Lawrence is a graduate of Syracuse University and holds the designation of Chartered Jamie Chui, CFA Senior Analyst Industry: 1995 Jamie is a senior analyst for the International Equity team. She rejoined Sentinel in 2012 (where she worked from 10/06 4/10) after briefly leaving to serve as a director of research for Newport Asia LLC where she helped to oversee $2.5 billion in assets. Since starting her career in the investment industry in 1995, Jamie has held portfolio manager, analyst and research positions at Newport Pacific Management/Columbia Management, Jackson Square Partners, Putnam Investments, and Loomis, Sayles & Company. Jamie is a graduate of Smith College and holds the designation of Chartered Financial Analyst.

4 Small/Mid Cap Team Jason Ronovech, CFA Senior Industry: 1998 Jason joined Sentinel in 2013 and is a portfolio manager for the Sentinel Small Company Fund, Sentinel Mid Cap Fund and Sentinel Sustainable Mid Cap Opportunities Fund. Prior to joining Sentinel, Jason was a portfolio manager with Paradigm Capital Management, where he co-managed the firm s flagship Small Cap and Smid Cap portfolios. In addition to his management responsibilities, Jason built and led Paradigm s equity research team and served as lead analyst for the technology, consumer, and health care sectors over the course of his 12 years with the firm. Before joining Paradigm, Jason started his career with Prudential Financial. Jason graduated from Hamilton College with a degree in Economics. He holds the Chartered Financial Analyst designation. Carole M. Hersam, CFA Industry: 1986 Sentinel: 2000 Carole joined Sentinel in 2000 and is a portfolio manager for the Sentinel Small Company Fund, Sentinel Mid Cap Fund, and Sentinel Sustainable Mid Cap Opportunities Fund. Previous to joining Sentinel, Carole held positions with Loomis Sayles & Co. and Gouws Capital Management, Inc. Carole is a graduate of Mount Holyoke College, received a Masters degree from Harvard University, and holds the designation of Chartered Jeffrey A. Barron, CFA Assistant Industry: 1989 Jeff joined Sentinel in 2013 and serves as an analyst on the Sentinel Small Company Fund, Sentinel Mid Cap Fund and Sentinel Sustainable Mid Cap Opportunities Fund covering the industrials, materials and utilities sectors. Prior to joining Sentinel, Jeff worked in a variety of financial and investment management positions across several industries over the last 24 years. Jeff is a graduate of the University of Vermont where he received an undergraduate degree and an MBA. He holds the Chartered Financial Analyst designation. John Stewart Assistant Industry: 2007 John joined Sentinel in 2013 and serves as an analyst on the Sentinel Small Company Fund, Sentinel Mid Cap Fund and Sentinel Sustainable Mid Cap Opportunities Fund covering the energy and health care sectors. Prior to joining Sentinel, John worked in a variety of financial positions across several industries over the last eight years. John is a graduate of the University of Vermont where he received an undergraduate degree in mathematics, and an MBA. E. G. Woods, CFA Assistant Industry: 1999 E.G. joined Sentinel in 2013 and serves as an equity analyst on the Sentinel Small Company Fund, Sentinel Mid Cap Fund and Sentinel Sustainable Mid Cap Opportunities Fund covering the consumer discretionary and consumer staples sectors. Prior to joining Sentinel, E.G. was a senior research analyst with Guggenheim Investments. He has also held equity analyst positions with Gartmore Global Investments and 1838 Investment Advisors, LP. E.G. earned a BA in Economics from Trinity College, an MBA from Tuck School of Business at Dartmouth, and holds the Chartered Financial Analyst designation.

5 Conservative Strategies Fund Team Jason Doiron, FRM, PRM Senior Head of Fixed Income & Derivatives Industry: 2000 Sentinel: 2008 Jason joined Sentinel in 2008 and serves as head of investments for Sentinel Asset Management. In this capacity, he has ultimate accountability for the firm s fixed income and equity efforts, including trading responsibility for US Treasury securities and all derivatives. Jason serves as a portfolio manager for the Sentinel Total Return Bond, Sentinel Conservative Strategies, Sentinel Balanced, Sentinel Short Maturity Government, and Sentinel Government Securities Funds. Before joining Sentinel, Jason was a derivatives strategist for the Royal Bank of Canada s Capital Markets group. Prior to that, he worked on the derivatives desk for Citigroup Global Investments. Jason earned his MBA from the University of Chicago Graduate School of Business and a BA from the University of Maine at Farmington. He holds both the Financial Risk Manager (FRM) and Professional Risk Manager (PRM) designations. Daniel J. Manion, CFA Senior Director of Equity Research Sentinel: 1993 Dan joined Sentinel in 1993 and is director of equity research as well as a portfolio manager for the Sentinel Common Stock Fund, the Sentinel Balanced Fund, and the Sentinel Conservative Strategies Fund. He began his career in the investment industry in 1987 as an analyst with Wright Investors Service. Dan received his undergraduate degree from the University of Oklahoma and his MBA from the University of Bridgeport. He holds the Chartered Financial Analyst designation. Katherine Schapiro, CFA Senior Industry: 1981 Kate is the portfolio manager of the Sentinel International Equity Fund and also serves as a portfolio manager for the Sentinel Conservative Strategies Fund. Since 1981, Kate has managed international and domestic equity portfolios for institutional, mutual fund, and high net worth investors at various firms based in San Francisco and London. Before joining Sentinel in 2005, she was an international equities portfolio manager for Strong Capital Management in San Francisco. Prior to her tenure with Strong, she was managing director for Wells Capital Management, also in San Francisco. Earlier in her career, she held positions at Newport Pacific Management, Thornton Management LTD, and Harris Bretall Sullivan & Smith/Western Asset Management. A graduate of Stanford University, Kate is an active member of the CFA Institute and past president of the CFA Society of San Francisco. She holds the designation of Chartered