董事介绍
注:董事持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| Richard S. Pzena | 男 | Chairman, Chief Executive Officer and Co-Chief Investment Officer | 66 | 233.19万美元 | 未持股 | 2017-03-13 |
| John P. Goetz | 男 | President, Co-Chief Investment Officer, Director | 67 | 250.00万美元 | 未持股 | 2017-03-13 |
| William L. Lipsey | 男 | Director,President, and Head of Business Development and Client Service | 66 | 240.00万美元 | 未持股 | 2017-03-13 |
| Steven M. Galbraith | 男 | Director | 62 | 7.50万美元 | 未持股 | 2017-03-13 |
| Joel M. Greenblatt | 男 | Director | 67 | 7.00万美元 | 未持股 | 2017-03-13 |
| Richard P. Meyerowich | 男 | Director | 82 | 8.00万美元 | 未持股 | 2017-03-13 |
| Charles D. Johnston | 男 | Director | 71 | 7.50万美元 | 未持股 | 2017-03-13 |
高管介绍
注:高管持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| Jessica R. Doran | 女 | Chief Financial Officer and Treasurer | -- | 未披露 | 未持股 | 2017-03-13 |
| Richard S. Pzena | 男 | Chairman, Chief Executive Officer and Co-Chief Investment Officer | 66 | 233.19万美元 | 未持股 | 2017-03-13 |
| John P. Goetz | 男 | President, Co-Chief Investment Officer, Director | 67 | 250.00万美元 | 未持股 | 2017-03-13 |
| William L. Lipsey | 男 | Director,President, and Head of Business Development and Client Service | 66 | 240.00万美元 | 未持股 | 2017-03-13 |
| Michael D. Peterson | 男 | Executive Vice President | 60 | 220.00万美元 | 未持股 | 2017-03-13 |
| Gary J. Bachman | 男 | Chief Operating Officer | 57 | 77.00万美元 | 未持股 | 2017-03-13 |
董事简历
中英对照 |  中文 |  英文- Richard S. Pzena
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Richard S. Pzena,他于2007年5月被任命为董事长、首席执行官兼联席首席投资官。他于1995年创立Pzena Investment Management公司。此前,他曾担任U.S. Equity Investments的董事,以及Sanford C. Bernstein & Company的首席研究官。他于1986年加入Sanford c . Bernstein & Company,担任石油行业分析师。从1990年到1991年,他曾担任负责小型资产的首席投资官,并于1991年担任更广泛的国内股票职务。加入Bernstein公司之前,他曾担任the Amoco Corporation的多种金融和规划职务。他于1979年和1980年分别获得宾夕法尼亚大学的沃顿商学院(the Wharton School of the University of Pennsylvania)的学士学位(以优异成绩获得)和工商管理硕士学位。
Richard S. Pzena was appointed our Chairman, Chief Executive Officer and Co-Chief Investment Officer in May 2007. Prior to forming Pzena Investment Management, LLC in 1995 Mr. Pzena was the Director of U.S. Equity Investments and Chief Research Officer for Sanford C. Bernstein & Company. Mr. Pzena joined Sanford C. Bernstein & Company in 1986 as an oil industry analyst. During 1990 and 1991 Mr. Pzena served as Chief Investment Officer, Small Cap Equities, and assumed his broader domestic equity role in 1991. Prior to joining Bernstein, Mr. Pzena worked for the Amoco Corporation in various financial and planning roles. He earned a B.S. summa cum laude and an M.B.A. from the Wharton School of the University of Pennsylvania in 1979 and 1980 respectively. - Richard S. Pzena,他于2007年5月被任命为董事长、首席执行官兼联席首席投资官。他于1995年创立Pzena Investment Management公司。此前,他曾担任U.S. Equity Investments的董事,以及Sanford C. Bernstein & Company的首席研究官。他于1986年加入Sanford c . Bernstein & Company,担任石油行业分析师。从1990年到1991年,他曾担任负责小型资产的首席投资官,并于1991年担任更广泛的国内股票职务。加入Bernstein公司之前,他曾担任the Amoco Corporation的多种金融和规划职务。他于1979年和1980年分别获得宾夕法尼亚大学的沃顿商学院(the Wharton School of the University of Pennsylvania)的学士学位(以优异成绩获得)和工商管理硕士学位。
- Richard S. Pzena was appointed our Chairman, Chief Executive Officer and Co-Chief Investment Officer in May 2007. Prior to forming Pzena Investment Management, LLC in 1995 Mr. Pzena was the Director of U.S. Equity Investments and Chief Research Officer for Sanford C. Bernstein & Company. Mr. Pzena joined Sanford C. Bernstein & Company in 1986 as an oil industry analyst. During 1990 and 1991 Mr. Pzena served as Chief Investment Officer, Small Cap Equities, and assumed his broader domestic equity role in 1991. Prior to joining Bernstein, Mr. Pzena worked for the Amoco Corporation in various financial and planning roles. He earned a B.S. summa cum laude and an M.B.A. from the Wharton School of the University of Pennsylvania in 1979 and 1980 respectively.
- John P. Goetz
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John P. Goetz ,他于2007年6月被任命为总裁、联席首席投资官,并于2011年5月成为我们的董事会成员。他于1996年加入我们,担任研究董事,并一直担任联席首席投资官(自2005年以来)。此前,他曾担任Amoco Corporation的一系列重要职务14年多,最近担任负责Amoco公司10亿美元的聚丙烯业务的全球业务经理,负责全球运营和发展。任职Amoco公司之前,他曾担任多家石油和化工企业的战略规划、投资和合资企业项目融资职务。加入Amoco公司之前,他曾一直任职The Northern Trust Company 和Bank of America。他于1979年以最优等成绩获得Wheaton College的数学和经济学学士学位,并于1982年获得the Kellogg School at Northwestern University的工商管理硕士学位。
John P. Goetz was appointed our President, and Co-Chief Investment Officer in June 2007 and became a member of our Board of Directors in May 2011. Mr. Goetz joined us in 1996 as Director of Research and has been Co-Chief Investment Officer since 2005. Previously, Mr. Goetz held a range of key positions at Amoco Corporation for over 14 years, most recently as the Global Business Manager for Amoco’s $1 billion polypropylene business, where he had bottom-line responsibility for operations and development worldwide. Prior positions at Amoco included strategic planning, joint venture investments and project financing in various oil and chemical businesses. Prior to joining Amoco, Mr. Goetz had been employed by The Northern Trust Company and Bank of America. He earned a B.A. summa cum laude in Mathematics and Economics from Wheaton College in 1979 and an M.B.A. from the Kellogg School at Northwestern University in 1982. - John P. Goetz ,他于2007年6月被任命为总裁、联席首席投资官,并于2011年5月成为我们的董事会成员。他于1996年加入我们,担任研究董事,并一直担任联席首席投资官(自2005年以来)。此前,他曾担任Amoco Corporation的一系列重要职务14年多,最近担任负责Amoco公司10亿美元的聚丙烯业务的全球业务经理,负责全球运营和发展。任职Amoco公司之前,他曾担任多家石油和化工企业的战略规划、投资和合资企业项目融资职务。加入Amoco公司之前,他曾一直任职The Northern Trust Company 和Bank of America。他于1979年以最优等成绩获得Wheaton College的数学和经济学学士学位,并于1982年获得the Kellogg School at Northwestern University的工商管理硕士学位。
- John P. Goetz was appointed our President, and Co-Chief Investment Officer in June 2007 and became a member of our Board of Directors in May 2011. Mr. Goetz joined us in 1996 as Director of Research and has been Co-Chief Investment Officer since 2005. Previously, Mr. Goetz held a range of key positions at Amoco Corporation for over 14 years, most recently as the Global Business Manager for Amoco’s $1 billion polypropylene business, where he had bottom-line responsibility for operations and development worldwide. Prior positions at Amoco included strategic planning, joint venture investments and project financing in various oil and chemical businesses. Prior to joining Amoco, Mr. Goetz had been employed by The Northern Trust Company and Bank of America. He earned a B.A. summa cum laude in Mathematics and Economics from Wheaton College in 1979 and an M.B.A. from the Kellogg School at Northwestern University in 1982.
- William L. Lipsey
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William L. Lipsey,他于2007年6月被任命为总裁、市场营销和客户服务主管,并于2011年5月成为我们的董事会成员。他于1977年加入Pzena Investment Management公司。他曾担任Oppenheimer & Company的投资咨询顾问和高级副总裁。加入Oppenheimer公司之前,他的职业生涯包括任职摩根士丹利(Morgan Stanley)、Kidder Peabody、Hewitt Associates。任职Morgan Stanley公司和Kidder Peabody公司期间,他为机构和私人客户管理资产。他于1980年获得宾夕法尼亚大学的沃顿商学院(the Wharton School of the University of Pennsylvania)的经济学学士学位,并于1986年获得芝加哥大学(The University of Chicago)的财务工商管理硕士学位。
William L. Lipsey was appointed our President, and Head of Business Development and Client Service in June 2007 and became a member of our Board of Directors in May 2011. Before joining Pzena Investment Management in 1997 Mr. Lipsey was an Investment Advisory Consultant and a Senior Vice President at Oppenheimer & Company, Inc. Prior to joining Oppenheimer & Company, Inc., Mr. Lipsey’s career included positions at Morgan Stanley, Kidder Peabody and Hewitt Associates. At Morgan Stanley and Kidder Peabody, Mr. Lipsey managed assets for institutional and private clients. He earned a B.S. in Economics from the Wharton School of the University of Pennsylvania in 1980 and an M.B.A. in Finance from the University of Chicago in 1986. - William L. Lipsey,他于2007年6月被任命为总裁、市场营销和客户服务主管,并于2011年5月成为我们的董事会成员。他于1977年加入Pzena Investment Management公司。他曾担任Oppenheimer & Company的投资咨询顾问和高级副总裁。加入Oppenheimer公司之前,他的职业生涯包括任职摩根士丹利(Morgan Stanley)、Kidder Peabody、Hewitt Associates。任职Morgan Stanley公司和Kidder Peabody公司期间,他为机构和私人客户管理资产。他于1980年获得宾夕法尼亚大学的沃顿商学院(the Wharton School of the University of Pennsylvania)的经济学学士学位,并于1986年获得芝加哥大学(The University of Chicago)的财务工商管理硕士学位。
- William L. Lipsey was appointed our President, and Head of Business Development and Client Service in June 2007 and became a member of our Board of Directors in May 2011. Before joining Pzena Investment Management in 1997 Mr. Lipsey was an Investment Advisory Consultant and a Senior Vice President at Oppenheimer & Company, Inc. Prior to joining Oppenheimer & Company, Inc., Mr. Lipsey’s career included positions at Morgan Stanley, Kidder Peabody and Hewitt Associates. At Morgan Stanley and Kidder Peabody, Mr. Lipsey managed assets for institutional and private clients. He earned a B.S. in Economics from the Wharton School of the University of Pennsylvania in 1980 and an M.B.A. in Finance from the University of Chicago in 1986.
- Steven M. Galbraith
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Steven M. Galbraith,他一直担任我们的董事(2007年10月以来)。他是Herring Creek Capital公司(注册投资顾问管理私人投资基金,专门服务合格的投资者)的管理成员。此前,他曾一直任职Maverick Capital公司,负责投资组合和综合管理。他于2004年加入Maverick Capital公司。此前,他曾担任摩根士丹利(Morgan Stanley)的首席投资官和首席投资策略师(从2000年6月到2003年12月)。加入Morgan Stanley公司之前,他曾担任Sanford Bernstein的合伙人,在那里他担任包装食品部门和证券行业的分析员。他也曾任职我们的运营公司(从1998年6月到1999年3月)。他曾担任Columbia University Business School的副教授,负责教授证券分析。他目前任职于Tufts University和the National Constitution Center in Philadelphia的信托董事会 ( The Board of Trustees)。他是the Harlem Success Academy和Narragansett Brewing Company的董事会成员。他也是the Financial Research Advisory Committee的成员。他持有Tufts University的学士学位(以优异成绩获得),并被选为Phi Beta Kappa的会员。
Steven M. Galbraith has been a member of our Board of Directors since October 2007. Mr. Galbraith is a managing member of Herring Creek Capital, a registered investment advisor managing private investment funds exclusively for qualified investors. Previously, he had been a partner at Maverick Capital where he had portfolio and general management responsibilities and chaired the firm’s Advisory Committee. Prior to joining Maverick Capital in 2004 Mr. Galbraith served as Chief Investment Officer and Chief U.S. Investment Strategist at Morgan Stanley from June 2000 to December 2003. Before joining Morgan Stanley, he was a partner at Sanford Bernstein, where he was an analyst for the packaged goods industry and the financial services sector. Mr. Galbraith was also an employee of our operating company from June 1998 to March 1999. Mr. Galbraith was an Adjunct Professor at Columbia University Business School where he taught securities analysis. He served on the board of trustees of the National Constitution Center in Philadelphia and was an advisor to the Office of Financial Research, appointed by the U.S. Treasury. He serves on the board of trustees of Tufts University and is a member of the board of directors of the Success Charter Network and Narragansett Brewing Company. He received his B.A. summa cum laude from Tufts University, where he was elected to Phi Beta Kappa. - Steven M. Galbraith,他一直担任我们的董事(2007年10月以来)。他是Herring Creek Capital公司(注册投资顾问管理私人投资基金,专门服务合格的投资者)的管理成员。此前,他曾一直任职Maverick Capital公司,负责投资组合和综合管理。他于2004年加入Maverick Capital公司。此前,他曾担任摩根士丹利(Morgan Stanley)的首席投资官和首席投资策略师(从2000年6月到2003年12月)。加入Morgan Stanley公司之前,他曾担任Sanford Bernstein的合伙人,在那里他担任包装食品部门和证券行业的分析员。他也曾任职我们的运营公司(从1998年6月到1999年3月)。他曾担任Columbia University Business School的副教授,负责教授证券分析。他目前任职于Tufts University和the National Constitution Center in Philadelphia的信托董事会 ( The Board of Trustees)。他是the Harlem Success Academy和Narragansett Brewing Company的董事会成员。他也是the Financial Research Advisory Committee的成员。他持有Tufts University的学士学位(以优异成绩获得),并被选为Phi Beta Kappa的会员。
- Steven M. Galbraith has been a member of our Board of Directors since October 2007. Mr. Galbraith is a managing member of Herring Creek Capital, a registered investment advisor managing private investment funds exclusively for qualified investors. Previously, he had been a partner at Maverick Capital where he had portfolio and general management responsibilities and chaired the firm’s Advisory Committee. Prior to joining Maverick Capital in 2004 Mr. Galbraith served as Chief Investment Officer and Chief U.S. Investment Strategist at Morgan Stanley from June 2000 to December 2003. Before joining Morgan Stanley, he was a partner at Sanford Bernstein, where he was an analyst for the packaged goods industry and the financial services sector. Mr. Galbraith was also an employee of our operating company from June 1998 to March 1999. Mr. Galbraith was an Adjunct Professor at Columbia University Business School where he taught securities analysis. He served on the board of trustees of the National Constitution Center in Philadelphia and was an advisor to the Office of Financial Research, appointed by the U.S. Treasury. He serves on the board of trustees of Tufts University and is a member of the board of directors of the Success Charter Network and Narragansett Brewing Company. He received his B.A. summa cum laude from Tufts University, where he was elected to Phi Beta Kappa.
- Joel M. Greenblatt
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Joel M. Greenblatt,他一直担任我们的董事(2007年10月以来)。他一直担任Joel M. Greenblatt公司(他创立的对冲基金)(自1985年以来)和Gotham Asset Management公司(2002年以来)的管理合伙人。他也担任Gotham Asset Management公司(注册投资顾问公司,原名Formula Investing公司)的执行总监。过去的14年,他一直担任哥伦比亚大学商学院(Columbia University Business School)的副教授,在那里教授估价和特殊事件投资。他是Alliant Techsystems公司(在纽约证交所上市的航空航天和国防企业)的董事会主席。他是Harlem Success Academy公司(纽约市特许学校)的联席主席。他是3本书的作者,You Can Be A Stock Market Genius (Simon & Schuster,1997)、 The Little Book That Beats The Market (John Wiley & Sons, 2005)、The Big Secret for the Small Investor (John Wiley & Sons, 2011)。他于1979年和1980年分别获得宾夕法尼亚大学的沃顿商学院(the Wharton School of the University of Pennsylvania)的工商管理硕士学位。
Joel M. Greenblatt has been a member of our Board of Directors since October 2007. Mr. Greenblatt has been a managing partner of Gotham Capital, a hedge fund that he founded, since 1985 and of Gotham Asset Management since 2002. Mr. Greenblatt is also the managing principal of Gotham Asset Management, LLC, a registered investment adviser formerly known as Formula Investing, LLC. For the past fourteen years, he has been an Adjunct Professor at Columbia University Business School, where he teaches Value and Special Situation Investing. Mr. Greenblatt is the former chairman of the board of Alliant Techsystems, a NYSE-listed aerospace and defense company. He is the co-chairman of Harlem Success Academy, a charter school in New York City. He is the author of three books, You Can Be A Stock Market Genius (Simon & Schuster, 1997), The Little Book That Beats The Market (John Wiley & Sons, 2005), and The Big Secret for the Small Investor (John Wiley & Sons, 2011). Mr. Greenblatt earned a B.S. and an M.B.A. from the Wharton School of the University of Pennsylvania in 1979 and 1980 respectively. - Joel M. Greenblatt,他一直担任我们的董事(2007年10月以来)。他一直担任Joel M. Greenblatt公司(他创立的对冲基金)(自1985年以来)和Gotham Asset Management公司(2002年以来)的管理合伙人。他也担任Gotham Asset Management公司(注册投资顾问公司,原名Formula Investing公司)的执行总监。过去的14年,他一直担任哥伦比亚大学商学院(Columbia University Business School)的副教授,在那里教授估价和特殊事件投资。他是Alliant Techsystems公司(在纽约证交所上市的航空航天和国防企业)的董事会主席。他是Harlem Success Academy公司(纽约市特许学校)的联席主席。他是3本书的作者,You Can Be A Stock Market Genius (Simon & Schuster,1997)、 The Little Book That Beats The Market (John Wiley & Sons, 2005)、The Big Secret for the Small Investor (John Wiley & Sons, 2011)。他于1979年和1980年分别获得宾夕法尼亚大学的沃顿商学院(the Wharton School of the University of Pennsylvania)的工商管理硕士学位。
- Joel M. Greenblatt has been a member of our Board of Directors since October 2007. Mr. Greenblatt has been a managing partner of Gotham Capital, a hedge fund that he founded, since 1985 and of Gotham Asset Management since 2002. Mr. Greenblatt is also the managing principal of Gotham Asset Management, LLC, a registered investment adviser formerly known as Formula Investing, LLC. For the past fourteen years, he has been an Adjunct Professor at Columbia University Business School, where he teaches Value and Special Situation Investing. Mr. Greenblatt is the former chairman of the board of Alliant Techsystems, a NYSE-listed aerospace and defense company. He is the co-chairman of Harlem Success Academy, a charter school in New York City. He is the author of three books, You Can Be A Stock Market Genius (Simon & Schuster, 1997), The Little Book That Beats The Market (John Wiley & Sons, 2005), and The Big Secret for the Small Investor (John Wiley & Sons, 2011). Mr. Greenblatt earned a B.S. and an M.B.A. from the Wharton School of the University of Pennsylvania in 1979 and 1980 respectively.
- Richard P. Meyerowich
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Richard P. Meyerowich,他一直担任我们的董事(2007年10月以来)。他曾任职德勤会计师事务所(Deloitte & Touche)纽约办公室(从1966年到2005年),担任高级合伙人(从1978年到2005年)。他领导了国家投资管理实践十多年,并担任首席合伙人,主要投资管理实体,包括证券交易委员会注册的共同基金、单位投资基金、对冲基金、保险公司和期货基金的专账。他曾任职the American Institute of Certified Public Accountants的投资公司委员会两次。从2005年到2009年,他担任德勤会计师事务所(Deloitte & Touche)的外部顾问,负责质量控制和技术建议。他于2011年3月成为AIG Property Casualty(American International Group公司的一个全球性财产和意外保险子公司)的董事会成员。他也是AIG财险审计委员会(the AIG Property Casualty audit committee)的成员。他于1965年获得Wagner College的经济学学士学位。他目前已经退休。
Richard P. Meyerowich has been a member of our Board of Directors since October 2007. Mr. Meyerowich worked in the New York office of Deloitte & Touche LLP from 1966 to 2005 including as a senior partner from 1978 to 2005. Mr. Meyerowich headed the National Investment Management Practice for over ten years and served as lead partner on major investment management entities, including SEC-registered mutual funds, unit investment funds, hedge funds, investment partnerships, separate accounts of insurance companies and commodity pools. He served two terms on the Investment Companies Committee of the American Institute of Certified Public Accountants. From 2005 through 2009 he served as an external consultant for Deloitte & Touche on quality control and technical advice. In March 2011 Mr. Meyerowich became a member of the board of directors of AIG Property Casualty, a global property and casualty insurance subsidiary of American International Group, Inc. Mr. Meyerowich is also a member of the AIG Property Casualty audit committee. Mr. Meyerowich earned a B.S. in Economics from Wagner College in 1965. He is currently retired. - Richard P. Meyerowich,他一直担任我们的董事(2007年10月以来)。他曾任职德勤会计师事务所(Deloitte & Touche)纽约办公室(从1966年到2005年),担任高级合伙人(从1978年到2005年)。他领导了国家投资管理实践十多年,并担任首席合伙人,主要投资管理实体,包括证券交易委员会注册的共同基金、单位投资基金、对冲基金、保险公司和期货基金的专账。他曾任职the American Institute of Certified Public Accountants的投资公司委员会两次。从2005年到2009年,他担任德勤会计师事务所(Deloitte & Touche)的外部顾问,负责质量控制和技术建议。他于2011年3月成为AIG Property Casualty(American International Group公司的一个全球性财产和意外保险子公司)的董事会成员。他也是AIG财险审计委员会(the AIG Property Casualty audit committee)的成员。他于1965年获得Wagner College的经济学学士学位。他目前已经退休。
- Richard P. Meyerowich has been a member of our Board of Directors since October 2007. Mr. Meyerowich worked in the New York office of Deloitte & Touche LLP from 1966 to 2005 including as a senior partner from 1978 to 2005. Mr. Meyerowich headed the National Investment Management Practice for over ten years and served as lead partner on major investment management entities, including SEC-registered mutual funds, unit investment funds, hedge funds, investment partnerships, separate accounts of insurance companies and commodity pools. He served two terms on the Investment Companies Committee of the American Institute of Certified Public Accountants. From 2005 through 2009 he served as an external consultant for Deloitte & Touche on quality control and technical advice. In March 2011 Mr. Meyerowich became a member of the board of directors of AIG Property Casualty, a global property and casualty insurance subsidiary of American International Group, Inc. Mr. Meyerowich is also a member of the AIG Property Casualty audit committee. Mr. Meyerowich earned a B.S. in Economics from Wagner College in 1965. He is currently retired.
- Charles D. Johnston
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Charles D. Johnston,自2014年2月以来,他一直担任我们董事会的成员。从2009年到2011年,他担任Morgan Stanley Smith Barney的总裁。从2004年到2009年,他担任Smith Barney的总裁兼首席执行官。从1999年到2003年,他担任Smith Barney的部门董事。他是摩根士丹利集团(Morgan Stanley Group)以及花旗集团(Citigroup)的管理委员会的运营和管理委员会的前成员。他是产业活动的常规发言人。2014年3月他成为Bank Leumi USA。的董事会成员。他于1976年获得普渡大学(Purdue University)的营销和财务学士学位。他目前退休了。
Charles D. Johnston became a member of our Board of Directors in February 2014. Mr. Johnston most recently served as vice chairman of Morgan Stanley Smith Barney from 2011 to 2012. From 2009 to 2011 he was president of Morgan Stanley Smith Barney. Mr. Johnston was president and chief executive officer of Smith Barney from 2004 to 2009. He served as a divisional director of Smith Barney from 1999-2003. Mr. Johnston is a past member of Morgan Stanley’s Operating and Management Committees, as well as Citigroup’s Management Committee, and is a regular speaker at industry events. In March 2014 Mr. Johnston became a member of the board of directors of Bank Leumi USA. He is also a member of their Investment and Risk committees. Mr. Johnston earned a B.S. in Marketing and Finance in 1976 from Purdue University. Mr. Johnston retired in 2012. - Charles D. Johnston,自2014年2月以来,他一直担任我们董事会的成员。从2009年到2011年,他担任Morgan Stanley Smith Barney的总裁。从2004年到2009年,他担任Smith Barney的总裁兼首席执行官。从1999年到2003年,他担任Smith Barney的部门董事。他是摩根士丹利集团(Morgan Stanley Group)以及花旗集团(Citigroup)的管理委员会的运营和管理委员会的前成员。他是产业活动的常规发言人。2014年3月他成为Bank Leumi USA。的董事会成员。他于1976年获得普渡大学(Purdue University)的营销和财务学士学位。他目前退休了。
- Charles D. Johnston became a member of our Board of Directors in February 2014. Mr. Johnston most recently served as vice chairman of Morgan Stanley Smith Barney from 2011 to 2012. From 2009 to 2011 he was president of Morgan Stanley Smith Barney. Mr. Johnston was president and chief executive officer of Smith Barney from 2004 to 2009. He served as a divisional director of Smith Barney from 1999-2003. Mr. Johnston is a past member of Morgan Stanley’s Operating and Management Committees, as well as Citigroup’s Management Committee, and is a regular speaker at industry events. In March 2014 Mr. Johnston became a member of the board of directors of Bank Leumi USA. He is also a member of their Investment and Risk committees. Mr. Johnston earned a B.S. in Marketing and Finance in 1976 from Purdue University. Mr. Johnston retired in 2012.
高管简历
中英对照 |  中文 |  英文- Jessica R. Doran
JessicaR.Doran于2016年7月被任命为首席财务官和财务主管。Doran女士在Pzena工作了十多年,从事各种职能,包括运营,内部审计,最近担任财务报告经理。Doran女士于2003年获得葛底斯堡学院(Gettysburg College)的经济和管理学士学位,并于2014年获得Fordham Graduate School of Business的会计硕士学位。Doran女士是一名注册会计师。
Jessica R. Doran was appointed to the position of Chief Financial Officer and Treasurer in July 2016. Ms. Doran has spent over ten years with Pzena working across various functions including operations, internal audit and most recently as the Manager of Financial Reporting. Ms. Doran received her B.A. in Economics and Management from Gettysburg College in 2003 and an M.S. in Accounting from Fordham Graduate School of Business in 2014. Ms. Doran is a Certified Public Accountant.- JessicaR.Doran于2016年7月被任命为首席财务官和财务主管。Doran女士在Pzena工作了十多年,从事各种职能,包括运营,内部审计,最近担任财务报告经理。Doran女士于2003年获得葛底斯堡学院(Gettysburg College)的经济和管理学士学位,并于2014年获得Fordham Graduate School of Business的会计硕士学位。Doran女士是一名注册会计师。
- Jessica R. Doran was appointed to the position of Chief Financial Officer and Treasurer in July 2016. Ms. Doran has spent over ten years with Pzena working across various functions including operations, internal audit and most recently as the Manager of Financial Reporting. Ms. Doran received her B.A. in Economics and Management from Gettysburg College in 2003 and an M.S. in Accounting from Fordham Graduate School of Business in 2014. Ms. Doran is a Certified Public Accountant.
- Richard S. Pzena
Richard S. Pzena,他于2007年5月被任命为董事长、首席执行官兼联席首席投资官。他于1995年创立Pzena Investment Management公司。此前,他曾担任U.S. Equity Investments的董事,以及Sanford C. Bernstein & Company的首席研究官。他于1986年加入Sanford c . Bernstein & Company,担任石油行业分析师。从1990年到1991年,他曾担任负责小型资产的首席投资官,并于1991年担任更广泛的国内股票职务。加入Bernstein公司之前,他曾担任the Amoco Corporation的多种金融和规划职务。他于1979年和1980年分别获得宾夕法尼亚大学的沃顿商学院(the Wharton School of the University of Pennsylvania)的学士学位(以优异成绩获得)和工商管理硕士学位。
Richard S. Pzena was appointed our Chairman, Chief Executive Officer and Co-Chief Investment Officer in May 2007. Prior to forming Pzena Investment Management, LLC in 1995 Mr. Pzena was the Director of U.S. Equity Investments and Chief Research Officer for Sanford C. Bernstein & Company. Mr. Pzena joined Sanford C. Bernstein & Company in 1986 as an oil industry analyst. During 1990 and 1991 Mr. Pzena served as Chief Investment Officer, Small Cap Equities, and assumed his broader domestic equity role in 1991. Prior to joining Bernstein, Mr. Pzena worked for the Amoco Corporation in various financial and planning roles. He earned a B.S. summa cum laude and an M.B.A. from the Wharton School of the University of Pennsylvania in 1979 and 1980 respectively.- Richard S. Pzena,他于2007年5月被任命为董事长、首席执行官兼联席首席投资官。他于1995年创立Pzena Investment Management公司。此前,他曾担任U.S. Equity Investments的董事,以及Sanford C. Bernstein & Company的首席研究官。他于1986年加入Sanford c . Bernstein & Company,担任石油行业分析师。从1990年到1991年,他曾担任负责小型资产的首席投资官,并于1991年担任更广泛的国内股票职务。加入Bernstein公司之前,他曾担任the Amoco Corporation的多种金融和规划职务。他于1979年和1980年分别获得宾夕法尼亚大学的沃顿商学院(the Wharton School of the University of Pennsylvania)的学士学位(以优异成绩获得)和工商管理硕士学位。
- Richard S. Pzena was appointed our Chairman, Chief Executive Officer and Co-Chief Investment Officer in May 2007. Prior to forming Pzena Investment Management, LLC in 1995 Mr. Pzena was the Director of U.S. Equity Investments and Chief Research Officer for Sanford C. Bernstein & Company. Mr. Pzena joined Sanford C. Bernstein & Company in 1986 as an oil industry analyst. During 1990 and 1991 Mr. Pzena served as Chief Investment Officer, Small Cap Equities, and assumed his broader domestic equity role in 1991. Prior to joining Bernstein, Mr. Pzena worked for the Amoco Corporation in various financial and planning roles. He earned a B.S. summa cum laude and an M.B.A. from the Wharton School of the University of Pennsylvania in 1979 and 1980 respectively.
- John P. Goetz
John P. Goetz ,他于2007年6月被任命为总裁、联席首席投资官,并于2011年5月成为我们的董事会成员。他于1996年加入我们,担任研究董事,并一直担任联席首席投资官(自2005年以来)。此前,他曾担任Amoco Corporation的一系列重要职务14年多,最近担任负责Amoco公司10亿美元的聚丙烯业务的全球业务经理,负责全球运营和发展。任职Amoco公司之前,他曾担任多家石油和化工企业的战略规划、投资和合资企业项目融资职务。加入Amoco公司之前,他曾一直任职The Northern Trust Company 和Bank of America。他于1979年以最优等成绩获得Wheaton College的数学和经济学学士学位,并于1982年获得the Kellogg School at Northwestern University的工商管理硕士学位。
John P. Goetz was appointed our President, and Co-Chief Investment Officer in June 2007 and became a member of our Board of Directors in May 2011. Mr. Goetz joined us in 1996 as Director of Research and has been Co-Chief Investment Officer since 2005. Previously, Mr. Goetz held a range of key positions at Amoco Corporation for over 14 years, most recently as the Global Business Manager for Amoco’s $1 billion polypropylene business, where he had bottom-line responsibility for operations and development worldwide. Prior positions at Amoco included strategic planning, joint venture investments and project financing in various oil and chemical businesses. Prior to joining Amoco, Mr. Goetz had been employed by The Northern Trust Company and Bank of America. He earned a B.A. summa cum laude in Mathematics and Economics from Wheaton College in 1979 and an M.B.A. from the Kellogg School at Northwestern University in 1982.- John P. Goetz ,他于2007年6月被任命为总裁、联席首席投资官,并于2011年5月成为我们的董事会成员。他于1996年加入我们,担任研究董事,并一直担任联席首席投资官(自2005年以来)。此前,他曾担任Amoco Corporation的一系列重要职务14年多,最近担任负责Amoco公司10亿美元的聚丙烯业务的全球业务经理,负责全球运营和发展。任职Amoco公司之前,他曾担任多家石油和化工企业的战略规划、投资和合资企业项目融资职务。加入Amoco公司之前,他曾一直任职The Northern Trust Company 和Bank of America。他于1979年以最优等成绩获得Wheaton College的数学和经济学学士学位,并于1982年获得the Kellogg School at Northwestern University的工商管理硕士学位。
- John P. Goetz was appointed our President, and Co-Chief Investment Officer in June 2007 and became a member of our Board of Directors in May 2011. Mr. Goetz joined us in 1996 as Director of Research and has been Co-Chief Investment Officer since 2005. Previously, Mr. Goetz held a range of key positions at Amoco Corporation for over 14 years, most recently as the Global Business Manager for Amoco’s $1 billion polypropylene business, where he had bottom-line responsibility for operations and development worldwide. Prior positions at Amoco included strategic planning, joint venture investments and project financing in various oil and chemical businesses. Prior to joining Amoco, Mr. Goetz had been employed by The Northern Trust Company and Bank of America. He earned a B.A. summa cum laude in Mathematics and Economics from Wheaton College in 1979 and an M.B.A. from the Kellogg School at Northwestern University in 1982.
- William L. Lipsey
William L. Lipsey,他于2007年6月被任命为总裁、市场营销和客户服务主管,并于2011年5月成为我们的董事会成员。他于1977年加入Pzena Investment Management公司。他曾担任Oppenheimer & Company的投资咨询顾问和高级副总裁。加入Oppenheimer公司之前,他的职业生涯包括任职摩根士丹利(Morgan Stanley)、Kidder Peabody、Hewitt Associates。任职Morgan Stanley公司和Kidder Peabody公司期间,他为机构和私人客户管理资产。他于1980年获得宾夕法尼亚大学的沃顿商学院(the Wharton School of the University of Pennsylvania)的经济学学士学位,并于1986年获得芝加哥大学(The University of Chicago)的财务工商管理硕士学位。
William L. Lipsey was appointed our President, and Head of Business Development and Client Service in June 2007 and became a member of our Board of Directors in May 2011. Before joining Pzena Investment Management in 1997 Mr. Lipsey was an Investment Advisory Consultant and a Senior Vice President at Oppenheimer & Company, Inc. Prior to joining Oppenheimer & Company, Inc., Mr. Lipsey’s career included positions at Morgan Stanley, Kidder Peabody and Hewitt Associates. At Morgan Stanley and Kidder Peabody, Mr. Lipsey managed assets for institutional and private clients. He earned a B.S. in Economics from the Wharton School of the University of Pennsylvania in 1980 and an M.B.A. in Finance from the University of Chicago in 1986.- William L. Lipsey,他于2007年6月被任命为总裁、市场营销和客户服务主管,并于2011年5月成为我们的董事会成员。他于1977年加入Pzena Investment Management公司。他曾担任Oppenheimer & Company的投资咨询顾问和高级副总裁。加入Oppenheimer公司之前,他的职业生涯包括任职摩根士丹利(Morgan Stanley)、Kidder Peabody、Hewitt Associates。任职Morgan Stanley公司和Kidder Peabody公司期间,他为机构和私人客户管理资产。他于1980年获得宾夕法尼亚大学的沃顿商学院(the Wharton School of the University of Pennsylvania)的经济学学士学位,并于1986年获得芝加哥大学(The University of Chicago)的财务工商管理硕士学位。
- William L. Lipsey was appointed our President, and Head of Business Development and Client Service in June 2007 and became a member of our Board of Directors in May 2011. Before joining Pzena Investment Management in 1997 Mr. Lipsey was an Investment Advisory Consultant and a Senior Vice President at Oppenheimer & Company, Inc. Prior to joining Oppenheimer & Company, Inc., Mr. Lipsey’s career included positions at Morgan Stanley, Kidder Peabody and Hewitt Associates. At Morgan Stanley and Kidder Peabody, Mr. Lipsey managed assets for institutional and private clients. He earned a B.S. in Economics from the Wharton School of the University of Pennsylvania in 1980 and an M.B.A. in Finance from the University of Chicago in 1986.
- Michael D. Peterson
Michael D. Peterson ,他于2011年2月被任命为执行副总裁。他是我们Global Focused Value、International ex-US Focused Value、International (ex-US) Expanded Value、Global Expanded Value、European Focused Value strategies部门的投资组合经理。他于1998年加入Pzena Investment Management公司。此前,他曾担任麦肯锡咨询公司(McKinsey & Company)的项目经理。任职McKinsey公司期间,他担任the Financial Institutions Group部门和 the Pricing Practice部门的成员。加入McKinsey公司之前,他曾担任the Indiana University School of Public and Environmental Affairs的助理教授,教作业研究和作业管理。他持有the M.I.T.Sloan School of Management的管理学博士学位(作业研究),在那里他是National Science Foundation的研究员(从1989年到1992年)。此前,他于1988年获得National Science Foundation的数学硕士学位,并以优异成绩获得Princeton University的经济学学士学位。
Michael D. Peterson was appointed Executive Vice President in February 2011. Prior to joining Pzena Investment Management in 1998 Mr. Peterson was an engagement manager at McKinsey & Company. At McKinsey & Company, he was a member of the Financial Institutions Group, as well as the Pricing Practice. Prior to joining McKinsey & Company, he was an Assistant Professor at the Indiana University School of Public and Environmental Affairs, where he taught operations research and operations management. He holds a PhD in Management Operations Research from the M.I.T. Sloan School of Management, where he was a National Science Foundation fellow from 1989 to 1992. Prior to that, he received an M.A. in Mathematics from the University of Cambridge in 1988 and an A.B. summa cum laude in Economics from Princeton University.- Michael D. Peterson ,他于2011年2月被任命为执行副总裁。他是我们Global Focused Value、International ex-US Focused Value、International (ex-US) Expanded Value、Global Expanded Value、European Focused Value strategies部门的投资组合经理。他于1998年加入Pzena Investment Management公司。此前,他曾担任麦肯锡咨询公司(McKinsey & Company)的项目经理。任职McKinsey公司期间,他担任the Financial Institutions Group部门和 the Pricing Practice部门的成员。加入McKinsey公司之前,他曾担任the Indiana University School of Public and Environmental Affairs的助理教授,教作业研究和作业管理。他持有the M.I.T.Sloan School of Management的管理学博士学位(作业研究),在那里他是National Science Foundation的研究员(从1989年到1992年)。此前,他于1988年获得National Science Foundation的数学硕士学位,并以优异成绩获得Princeton University的经济学学士学位。
- Michael D. Peterson was appointed Executive Vice President in February 2011. Prior to joining Pzena Investment Management in 1998 Mr. Peterson was an engagement manager at McKinsey & Company. At McKinsey & Company, he was a member of the Financial Institutions Group, as well as the Pricing Practice. Prior to joining McKinsey & Company, he was an Assistant Professor at the Indiana University School of Public and Environmental Affairs, where he taught operations research and operations management. He holds a PhD in Management Operations Research from the M.I.T. Sloan School of Management, where he was a National Science Foundation fellow from 1989 to 1992. Prior to that, he received an M.A. in Mathematics from the University of Cambridge in 1988 and an A.B. summa cum laude in Economics from Princeton University.
- Gary J. Bachman
Gary J. Bachman,他于2012年9月被任命为我们的首席财务官。加入Pzena Investment Management公司之前,他曾担任JP Morgan Chase公司的投资银行融资部门的执行董事(从2008年到2012年)。此前,他曾任职Barclay’s Capital公司的结构资本市场部门,以及雷曼兄弟( Lehman Brothers)的战略事务和会计政策和外部报告部门(从2000年到2008年)。他于1990年获得Binghamton University的学士学位,并于1998年获得Fordham University的工商管理硕士学位。他是一个注册会计师。
Gary J. Bachman was appointed to the position of Chief Operating Officer in July 2016. Mr. Bachman joined Pzena Investment Management in 2012 and served as Chief Financial Officer before his role as Chief Operating Officer. Prior to joining Pzena Investment Management, Mr. Bachman served as Executive Director of the Investment Bank Finance Department at JP Morgan Chase, from 2008 to 2012. Prior to this, Mr. Bachman worked in the Strategic Transaction and Accounting Policy and External Reporting groups at Lehman Brothers, from 2000 to 2008. Mr. Bachman received his B.S. in Accounting from Binghamton University in 1990 and an M.B.A. in Finance from Fordham University in 1998. Mr. Bachman is a Certified Public Accountant.- Gary J. Bachman,他于2012年9月被任命为我们的首席财务官。加入Pzena Investment Management公司之前,他曾担任JP Morgan Chase公司的投资银行融资部门的执行董事(从2008年到2012年)。此前,他曾任职Barclay’s Capital公司的结构资本市场部门,以及雷曼兄弟( Lehman Brothers)的战略事务和会计政策和外部报告部门(从2000年到2008年)。他于1990年获得Binghamton University的学士学位,并于1998年获得Fordham University的工商管理硕士学位。他是一个注册会计师。
- Gary J. Bachman was appointed to the position of Chief Operating Officer in July 2016. Mr. Bachman joined Pzena Investment Management in 2012 and served as Chief Financial Officer before his role as Chief Operating Officer. Prior to joining Pzena Investment Management, Mr. Bachman served as Executive Director of the Investment Bank Finance Department at JP Morgan Chase, from 2008 to 2012. Prior to this, Mr. Bachman worked in the Strategic Transaction and Accounting Policy and External Reporting groups at Lehman Brothers, from 2000 to 2008. Mr. Bachman received his B.S. in Accounting from Binghamton University in 1990 and an M.B.A. in Finance from Fordham University in 1998. Mr. Bachman is a Certified Public Accountant.