 |
 |
 |
 |
 IntroductionInvestment
PhilosophyInvestment
Products & CapabilitiesInvestment
PerformanceGrowth
of Assets Under Management Securities
Team United
StatesGlobal |
 |
 |
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
| Securities Division | |
| SECURITIESTEA
M
|
. . . . . . . . . . . . . . . . . . . . . . . . . . .Portfolio Managers/Regional & Industry Specialists
United States
| P. Christopher Leary is the senior vice president of the Securities Division where he is responsible for its policies and strategic direction and is the firm's fixed income strategist. Previously, he was the chief investment officer of SunAmerica Asset Management. Prior to that he managed a fixed income group at Equitable Group and was a money manager at United States Trust Company's Treasurers' Group. Mr. Leary has over 20 years of experience. He holds a BA in American Studies from Trinity College. |
. . . . . . . . . . . . . . . . . . . . . . . . . . . .
| Jeffrey M. Jewett, CFA is a vice president in charge of U.S. mid- and large-capitalization portfolios. Before joining Wafra in 1999, he was with General Reinsurance Corporation as Vice President, Investments, where he spent 26 years. Mr. Jewett holds a BS degree in Finance from the University of Connecticut and and MBA degree in Finance from New York University. He has also earned the right to use the Chartered Financial Analyst designation. |
. . . . . . . . . . . . . . . . . . . . . . . . . . .
Constance Reaves Cataldi is an assistant portfolio manager responsible for researching stocks in the U.S. mid- and large-capitalization portfolios. Before joining Wafra in 2000, she was formerly an analyst at Value Line Publishing for two years. Ms. Cataldi holds a BS in Management from the State University of New York at Geneseo and an MBA degree in Finance and Management from New York University. She is currently a Level III candidate in the Chartered Financial Analyst program. |
.. . . . . . . . . . . . . . . . . . . . . . . . . . .
Ron S. Solenske is an assistant portfolio manager for the fixed income securities team since joining the firm in 2003. He is responsible for investments within various fixed income markets with a primary focus on corporate bond investments. Prior to joining Wafra, he spent three years employed within MetLife’s Investment Division and three years within the Capital Markets Group of Emigrant Savings Bank performing similar functions. Mr. Solenske holds a B.S. in Finance from the University of Scranton and an MBA degree in Finance from Rutgers University. |
.. . . . . . . . . . . . . . . . . . . . . . . . . . .
Prabhjot S. Kandhari is an analyst responsible for covering stocks in the U.S. mid to large capitalization portfolios. Before joining Wafra in 2006, he was with Citigroup Asset Management, where he held analyst and associate positions over his tenure of 5 years. Mr. Kandhari holds a BA in Economics and Biochemistry from New York University. He is currently a Level III candidate in the Chartered Financial Analyst program.
|
Wafra Investment Advisory Group, Inc.
345 Park Avenue, 41st Floor New York, New York 10154-0101