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Roger Allen Early
Directeur/Membre du Conseil chez
WADDELL & REED FINANCIAL, INC.
Profil
Roger Allen Early currently works at Waddell & Reed Financial, Inc., as Director & Executive Vice President from 2021, Delaware Wilshire Private Markets Master Fund, as CIO-US Fixed Income, EVP & Executive Director, and CFA Society of Philadelphia, as Member.
Mr. Early also formerly worked at Delaware Investments Dividend & Income Fund, Inc., as Chief Executive Officer & Senior Vice President in 2015, Delaware Enhanced Global Dividend & Income Fund, as President & Chief Executive Officer in 2015, Delaware Investments Dividend & Income Fund, Inc., as Chief Investment Officer & Senior MD, Delaware Investments Global Dividend & Income Fund, Inc., as Senior Vice President from 2008 to 2011, Macquarie Investment Management Business Trust, as Chief Investment Officer of US Fixed Income from 2017 to 2021, Macquarie Investment Management Business Trust, as Portfolio Manager, The PNC Financial Services Group, Inc., as Principal, Chartwell Investment Partners LLC, as Senior Portfolio Manager, Turner Investment Partners, Inc., as Chief Investment Officer-Fixed Income, Rittenhouse Asset Management, Inc., as Portfolio Manager, Rockwell International Corp., as Principal, Federated Investment Management Co., as Portfolio Manager, Four Corners Capital Management LLC, as Executive Vice President & Head of Fixed Income, Federal Reserve Bank of San Francisco, as Principal, and Touche Ross & Co., as Principal.
Mr. Early received his Masters Business Admin degree from the University of Pittsburgh and undergraduate degree from The Wharton School of the University of Pennsylvania.
Postes actifs de Roger Allen Early
| Sociétés | Poste | Début |
|---|---|---|
| WADDELL & REED FINANCIAL, INC. | Directeur/Membre du Conseil | 30/04/2021 |
Delaware Wilshire Private Markets Master Fund
 Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Corporate Officer/Principal | - |
CFA Society of Philadelphia
 CFA Society of Philadelphia The CFA Society of Philadelphia is a company based in Philadelphia, PA. | Corporate Officer/Principal | 18/08/2011 |
Anciens postes connus de Roger Allen Early
| Sociétés | Poste | Fin |
|---|---|---|
Nomura Investment Management Business Trust
 Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach. | Head-Fixed Income Invts | 01/06/2021 |
Delaware Investments Global Dividend & Income Fund, Inc.
 Delaware Investments Global Dividend & Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Corporate Officer/Principal | 25/10/2011 |
Chartwell Investment Partners LLC
 Chartwell Investment Partners LLC Investment ManagersFinance Chartwell takes a long-term perspective with their investments, maintains focused portfolios, and strives for an increased active share of their holdings to deliver attractive investment performance. Their Equity Investment teams and strategies focus on the inherent inefficiencies available to astute, fundamentally oriented investors in small, mid, and large-cap equities. Fixed Income strategies leverage strong fundamental research capabilities to capitalize on inefficiencies in the investment grade and high yield credit space. | Portfolio Manager-Fixed Income | 28/02/2007 |
Nomura Investment Management Business Trust
Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach. | Portfolio Manager-Fixed Income | - |
Rittenhouse Asset Management, Inc.
 Rittenhouse Asset Management, Inc. Investment ManagersFinance Rittenhouse Asset Management actively manages equity, balanced and fixed-income portfolios concentrating on high quality, large-cap growth stocks and high-grade, intermediate-term bonds. Rittenhouse's Large-Cap Growth strategy focuses on large-cap companies with sustainable earnings growth, industry leadership, financial strength and proven management teams. They utilize a collaborative, team-oriented approach to stock selection and portfolio construction. Portfolio managers and research analysts perform disciplined, rigorous bottom-up fundamental research, seeking investment opportunities likely to deliver earnings growth and price appreciation over time. Stocks are monitored for changes to their risk-reward profiles and new investment opportunities. Portfolios are invested 95% or more in equities and contain 30 to 50 companies diversified by both sector and industry. The benchmark is the Russell 1000 Growth and the S&P 500. Rittenhouse's Large-Cap Balanced portfolio combines their growth equity discipline with a selection of quality fixed-income securities to provide further risk management. Their fixed-income research process determines their economic outlook and interest rate expectations and positions the portfolio accordingly with respect to average maturity and duration. Balanced portfolios generally maintain a 65 to 75 percent weighting in equities, including 30 to 50 companies diversified by sector and industry and high-quality, short- to intermediate-term bonds with maturities limited to 10 years. Benchmarks used include 65% Russell 1000 Growth/35% Lehman Brothers Government/Credit Intermediate Bond and 65% S&P 500/35% Lehman Brothers Government/Credit Intermediate Bond. | Portfolio Manager-Fixed Income | - |
Formation de Roger Allen Early
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
69
Relations au 1er degré
18
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 18 |
|---|---|
Delaware Investments Global Dividend & Income Fund, Inc.
Delaware Investments Global Dividend & Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Nomura Investment Management Business Trust
Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach. | Finance |
The PNC Financial Services Group, Inc.
 The PNC Financial Services Group, Inc. Major BanksFinance Operates as a financial holding company whose subsidiary provides banking and asset management services | Finance |
Waddell & Reed Financial, Inc.
 Waddell & Reed Financial, Inc. Investment Banks/BrokersFinance Provides investment advisory, investment management, investment product underwriting, distribution and administrative services | Finance |
Chartwell Investment Partners LLC
Chartwell Investment Partners LLC Investment ManagersFinance Chartwell takes a long-term perspective with their investments, maintains focused portfolios, and strives for an increased active share of their holdings to deliver attractive investment performance. Their Equity Investment teams and strategies focus on the inherent inefficiencies available to astute, fundamentally oriented investors in small, mid, and large-cap equities. Fixed Income strategies leverage strong fundamental research capabilities to capitalize on inefficiencies in the investment grade and high yield credit space. | Finance |
Turner Investment Partners, Inc.
 Turner Investment Partners, Inc. Investment ManagersFinance Turner Investment Partners (TIP) provides investment management and distribution services. The firm's investment strategies include: US growth equity, international/global growth equity, long/short equity, 130/30 equity, core/value equity and quantitative equity. TIP invests in growth and value stocks of all market-caps and in bonds of various maturity averages. The firm applies uniform investment processes to all their stock and bond portfolios and mutual funds. Their investment process maintains a strong sector focus. They employ a three-step investment process begins with a proprietary model that uses over 70 factors to screen securities. An analysis that is updated monthly determines which factors can predict strong earnings and growth in each sector. Only those securities that are identified in the top third of their asset class in each sector are targeted for potential purchase. TIP then performs thorough fundamental analysis on potential companies. TIP track a company's money flow and strength relative to its peers and its overall sector. When the fundamentals are strong, the firm uses technical analysis to identify the best time to buy a security. For those products closely tied to a specific benchmark, Turner maintains sector weightings totally in line with the benchmark. A security may be sold if: (1) earnings are lower than expected (2) fundamentals deteriorate and/or (3) if better investment opportunities are identified. | Finance |
Rittenhouse Asset Management, Inc.
Rittenhouse Asset Management, Inc. Investment ManagersFinance Rittenhouse Asset Management actively manages equity, balanced and fixed-income portfolios concentrating on high quality, large-cap growth stocks and high-grade, intermediate-term bonds. Rittenhouse's Large-Cap Growth strategy focuses on large-cap companies with sustainable earnings growth, industry leadership, financial strength and proven management teams. They utilize a collaborative, team-oriented approach to stock selection and portfolio construction. Portfolio managers and research analysts perform disciplined, rigorous bottom-up fundamental research, seeking investment opportunities likely to deliver earnings growth and price appreciation over time. Stocks are monitored for changes to their risk-reward profiles and new investment opportunities. Portfolios are invested 95% or more in equities and contain 30 to 50 companies diversified by both sector and industry. The benchmark is the Russell 1000 Growth and the S&P 500. Rittenhouse's Large-Cap Balanced portfolio combines their growth equity discipline with a selection of quality fixed-income securities to provide further risk management. Their fixed-income research process determines their economic outlook and interest rate expectations and positions the portfolio accordingly with respect to average maturity and duration. Balanced portfolios generally maintain a 65 to 75 percent weighting in equities, including 30 to 50 companies diversified by sector and industry and high-quality, short- to intermediate-term bonds with maturities limited to 10 years. Benchmarks used include 65% Russell 1000 Growth/35% Lehman Brothers Government/Credit Intermediate Bond and 65% S&P 500/35% Lehman Brothers Government/Credit Intermediate Bond. | Finance |
Delaware Investments Dividend & Income Fund
 Delaware Investments Dividend & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Delaware Wilshire Private Markets Master Fund
Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
University of Pittsburgh
 University of Pittsburgh Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rockwell International Corp.
 Rockwell International Corp. Electronic Equipment/InstrumentsElectronic Technology Provides business and enterprise automation services | Electronic Technology |
Federated Investment Management Co.
 Federated Investment Management Co. Investment ManagersFinance FIMCO offers a broad range of investment strategies, from liquidity solutions to high active share global and regional equities to active credit and private markets. Each investment team works with Responsible Investing Office personnel as they look to incorporate proprietary ESG tools and insights from our in-house engagement and stewardship team, EOS at Federated Hermes. | Finance |
Four Corners Capital Management LLC
 Four Corners Capital Management LLC Investment ManagersFinance Four Corners Capital Management (FCCM) employs a variety of strategies to implement investment they advice given to clients including: long-term purchases (securities held at least one year), short-term purchases (securities sold within one year), trading (securities sold within 30 days), or managing reference assets under total return swaps. In some instances, FCCM's clients may employ leveraging techniques in connection with their managed accounts. Generally in these instances, the portfolio managed by FCCM serves as collateral for the indebtedness incurred by the client. If appropriate and authorized by the client, FCCM may seek to minimize currency and interest rate risk through various hedging techniques. These hedging techniques may consist of investments in derivative instruments, such as forward foreign currency contracts, currency and interest rate options, currency and interest rate futures, currency and interest rate swaps and other techniques including financing of assets according to their unique currency and/or interest rate characteristics. | Finance |
Federal Reserve Bank of San Francisco
 Federal Reserve Bank of San Francisco General GovernmentGovernment Federal reserve bank | Government |
Touche Ross & Co. | Commercial Services |
CFA Society of Philadelphia
CFA Society of Philadelphia The CFA Society of Philadelphia is a company based in Philadelphia, PA. | |
Delaware Enhanced Global Dividend & Income Fund
 Delaware Enhanced Global Dividend & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
