|
 Growth Team |
|
|
|
|
Growth Team
In the more than 20 years that members of the Growth Team have
been investing together, they've never strayed from their core
convictions: Strict adherence to a pure-style growth strategy; a
disciplined, time-tested investment process that sizes up both risk
and reward; a highly concentrated portfolio that offers investors
the potential to outperform the benchmark; and methodical stock
selection that uncovers pure-growth positions.
Joseph C. O'Connor
Portfolio Manager
|
Joe has more than 24 years of experience in the financial
services industry. He is responsible for researching, developing
and managing the investment strategies for SGI's Mid Cap Growth and
Small Cap Growth strategies. Joe, like all members of the SGI
growth team, has a fixed-income background. He looks at the
fixed-income markets to get a sense of the overall market
environment-this influences the way he selects stocks. Prior to
joining the firm, Joe was senior vice president/managing director
and board member of Groupama Asset Management. He also served as
managing director at Donaldson, Lufkin & Jenrette Securities,
where he integrated the firm's distribution system into the
research, trading and capital markets capabilities of the division.
He also was the corporate bond product manager and among the top
producers in the firm's fixed-income division. Joe began his career
as a corporate bond salesperson at L.F. Rothschild, Unterberg and
Towbin. He earned a bachelor's degree in finance from St. John's
University. He currently serves on the St. John's University Board
of Trustees and the Tobin College of Business Board of
Advisors.
|
Mark P. Bronzo, CFA
Portfolio Manager
|
Mark has more than 26 years of experience trading securities in the
financial markets. Currently, he is the portfolio manager for SGI's
Large Cap Growth strategy. Mark has utilized a concentrated
large-cap growth style since 1990. Before joining SGI, Mark managed
large-cap growth funds at Nationwide Separate Accounts LLC (NSA),
where he served as managing director and member of the board of
managers of NSA, the successor advisor to Groupama Asset Management
N.A. (GAMNA). Prior to this role, he was the chairman, president
and chief executive officer of Gartmore Mutual Funds II, Inc.;
senior vice president, managing director and board member of GAMNA;
chief investment officer of Sorema N.A. Holding Corporation;
director and vice president of Fulcrum Insurance Company; and vice
president of C&C Consultants, Inc. Mark helped create and build
GAMNA from a $130 million to a $6 billion asset management firm.
Mark earned a bachelor's degree in economics from Boston College
and an MBA from New York University. He has also earned the right
to use the Chartered Financial Analyst® designation. Due to the breadth of
his industry knowledge, he has been featured on CNBC, Bloomberg
television and Bloomberg radio.
|
Daniel W. Portanova
Portfolio Manager
|
Dan has more than 26 years of experience in managing
fixed-income securities. He currently manages the U.S. Intermediate
Bond portfolio and co-manages both the Mid-and-Large-Cap Growth
portfolios. He also serves as lead analyst for the fixed-income
markets at SGI. In this role, Dan helps to determine the current
and future landscape of the U.S. economy, as well as evaluates the
credit worthiness of individual positions within the firm's Mid-Cap
and Large-Cap Growth equity portfolios. In his career, Dan has
served as director, senior vice president and treasurer of Groupama
Asset Management, portfolio manager for General Reinsurance and
managing director at General Reinsurance Asset Management, where he
was responsible for more than $4 billion in assets. Prior to
joining the firm, he was managing director and portfolio manager
for Nationwide Separate Accounts LLC. Dan began his career as an
institutional corporate bond trader at Smith Barney, Harris and
Upham Inc. Dan earned an MBA from Duke University's Fuqua School of
Business and a bachelor's degree in economics from Boston
College.
|
|
|
|
 |