Profil
Steven A. Tael worked as a Vice President at Nicholas-Applegate Capital Management from 2005 to 2010.
He was also a Portfolio Manager at Nicholas-Applegate Global Equity & Convertible Income Fund and a Research Analyst at Mellon Investments Corp.
From 2010 to 2022, he worked as a Portfolio Manager at Allianz Global Investors U.S.
LLC.
Tael received his undergraduate and graduate degrees from the University of California, Santa Barbara and his doctorate from The State University of New York.
Anciens postes connus de Steven Tael
| Sociétés | Poste | Fin |
|---|---|---|
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging. | Analyst-Equity | 01/12/2022 |
Nicholas-Applegate Capital Management
Nicholas-Applegate Capital Management Investment ManagersFinance Nicholas-Applegate Capital Management employs a forward-thinking, change-focused investment philosophy to create domestic and international portfolios across fundamental and systematic equity, income and growth strategies. The firm's investment approach seeks to identify points of inflection that could lead to strong price appreciation and to invest in a timely manner to maximize return potential. The firm's range of investment strategies include domestic, global, international and specialty portfolios. Each portfolio follows one of two approaches: traditional or model-driven (systematic). Nicholas-Applegate tends to invest in the stocks of companies in the electronic technology, health technology, technology services, consumer non-durables and finance sectors. The firm invests globally, across all market-caps. Nicholas-Applegate maintains a medium turnover rate. | Gestionnaire de Portefeuille-Actions | 30/06/2010 |
Nicholas-Applegate Global Equity & Convertible Income Fund
Nicholas-Applegate Global Equity & Convertible Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Corporate Officer/Principal | - |
Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments offers a range of alpha and beta investment strategies designed to meet each client's specific needs. Their disciplined approach is grounded in long-term economic relationships and provides an integrated view of the distinct components that comprise the global financial market. The firm's primary investment strategies include Active Equity, Active Fixed Income, Index, and Multi-Asset and Multi-Factor. | Corporate Officer/Principal | - |
Formation de Steven Tael
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Nicholas-Applegate Capital Management
Nicholas-Applegate Capital Management Investment ManagersFinance Nicholas-Applegate Capital Management employs a forward-thinking, change-focused investment philosophy to create domestic and international portfolios across fundamental and systematic equity, income and growth strategies. The firm's investment approach seeks to identify points of inflection that could lead to strong price appreciation and to invest in a timely manner to maximize return potential. The firm's range of investment strategies include domestic, global, international and specialty portfolios. Each portfolio follows one of two approaches: traditional or model-driven (systematic). Nicholas-Applegate tends to invest in the stocks of companies in the electronic technology, health technology, technology services, consumer non-durables and finance sectors. The firm invests globally, across all market-caps. Nicholas-Applegate maintains a medium turnover rate. | Finance |
Nicholas-Applegate Global Equity & Convertible Income Fund
Nicholas-Applegate Global Equity & Convertible Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments offers a range of alpha and beta investment strategies designed to meet each client's specific needs. Their disciplined approach is grounded in long-term economic relationships and provides an integrated view of the distinct components that comprise the global financial market. The firm's primary investment strategies include Active Equity, Active Fixed Income, Index, and Multi-Asset and Multi-Factor. | Finance |
University of California, Santa Barbara
University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The State University of New York
The State University of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging. | Finance |
















