Sumanta Biswas, CFA, serves as the firm's Vice President and Assistant Portfolio Manager. A partner within the firm, Mr. Biswas, is responsible for fundamental analysis of potential investment opportunities around the globe. Since joining the firm in 2002, he has worked in conjunction with lead portfolio manager in all aspects of managing the portfolios' investments. Mr. Biswas received a master's degree in finance from Boston College, and an MBA from Calcutta University in India. Prior to joining Polaris, Mr. Biswas worked at as a research analyst at Delta Partners and an officer of the Securities and Exchange Board of India.
Permanent Portfolio Family of Funds, Inc.
Michael J. Cuggino has served as the President and Portfolio Manager of Permanent Portfolio Family of Funds, Inc., a San Francisco-based family of no-load, open-end mutual funds, specializing in asset allocation and tax-efficient investment strategies since his investment advisory firm, Pacific Heights Asset Management, LLC, began managing the Fund on May 1, 2003. Mr. Cuggino has served as a director of the Fund since 1998, its Chairman of the Board and President since 2003 and its Secretary since 2006. From 1993 through 2007, Mr. Cuggino served as the Fund's Treasurer.
Sierra Investment Management, Inc.
Executive Vice President, Sierra Investment Management, Inc.
Frank Barbera, CMT, is the Executive Vice President at Sierra Investment Management and also Co-Portfolio Manager at Sierra Core Retirement Fund and the new Sierra Strategic Income Fund. Sierra and its affiliates currently manage over $1.5 billion in assets.
For the past decade, Mr. Barbera was a Senior Portfolio Manager for Caruso USA Affiliated LLC, in Los Angeles, where he ultimately managed $1.5 billion. He developed a wide range of technical market indicators and trend-following techniques which were profiled in the 2006 book, "Master Traders: Strategies for Superior Returns from Today's Top Traders." The tools illustrated in the book were considered pioneering work in the field of sector trading. Mr. Barbera holds a Series 65 license and a Chartered Market Technician.
Stone Harbor
Emerging Markets Debt, Portfolio Manager
Mr. Oliver has 25 years of industry experience. Prior to joining Stone Harbor, Mr. Oliver served as a Managing Director for Sales and Trading in Emerging Markets Debt at Citigroup Global Markets. He is a member of the CFA Institute and the New York Society of Securities Analysts. He attained a BA from Northwestern University, MA from the University of Delaware, and MBA from the Tuck School of Business at Dartmouth College
Symetra
Andrew Olig, RVP, Sr. Investment Specialist-Registered Investment Products currently manages the New England territory for Symetra covering all channels. Andrew started his financial services career at Putnam Investments, worked at The Hartford as Regional Vice President of mutual funds for 8+ years-partnering with Independent and FI advisors in MA, RI and CT. Andrew also served on the mutual fund advisory council while at The Hartford as a top wholesaler. Andrew received his B.A in Business from Central College in Pella, IA.
Wellesley Investment Advisors, Inc.
Bill Feingold joined Wellesley Investment Advisors, Inc. in July 2012 as Portfolio Manager based in Wellesley's New York City office. Bill's previous roles include managing director and convertible strategist at BTIG, convertible trader with Goldman Sachs, head of U.S. convertible research with Lehman Brothers and portfolio manager with Clinton Group and FrontPoint Partners.
Bill received an MBA in finance with distinction from the Wharton School of the University of Pennsylvania and a BA in economics, summa cum laude, Phi Beta Kappa, from Yale University. He has also taught at Yale.
Bill recently published (via Financial Times Press) his second book, Beating the Indexes: Investing in Convertible Bonds to Improve Performance and Reduce Risk. Bill describes Beating the Indexes as a "narrative textbook on convertibles."
CEO, Co-Founder & Co-Chief Investment Officer
For over 20 years, Wellesley Investment Advisors, Inc. has specialized in managing convertible bonds for high net worth individuals, retirement plans, institutions, RIAs, and other investment professionals throughout the country. As Co-Chief Investment Officer, Greg directs the absolute return-seeking strategy of the firm which manages over $1 billion in convertible bonds.
Greg has been profiled in various investment and prominent financial publications, including Institutional Investor, Investment Advisor Magazine, Barron's and Bloomberg/BusinessWeek. Greg was recently rated a Top 100 Independent Financial Advisor by Barron's.
Greg has been a guest speaker at various investment conferences including TD Ameritrade Institutional Conferences, Family Office Conferences, and Barron's Conferences.
Michael Miller is a Co-Chief Investment Officer and a Co-Portfolio Manager for the Miller Convertible Fund. He is responsible for heading up a six person investment team consisting of CPAs, MBAs, and CFAs and oversees the firm's convertible research, product development and portfolio holdings.
Previously, Michael was employed as a senior analyst with Convergent Wealth, a multi-billion dollar firm specializing in wealth management to the ultra-affluent.
Michael received his Bachelors of Science degree in Business Administration from The American University Kogod School of Business in Washington, DC., where he specialized in finance. He is currently a candidate for a Master's degree in Business Administration at Babson College.
William Blair
Edwin Denson is a member of the Dynamic Allocation Strategies Team. Prior to joining William Blair & Company in 2011, he was a member of Singer Partners' investment team with special focus on market strategy. Edwin is the former Head of Asset Allocation, Global Investment Solutions at UBS Global Asset Management with overall responsibility for the asset allocation strategy of multi-asset portfolios. Prior to heading Asset Allocation at UBS Global Asset Management, Edwin was a Senior Asset Allocation Analyst at the firm with responsibility for setting asset allocation strategy for a number of multi-asset portfolios and developing the asset allocation investment process.
Christopher Walvoord is a member of the William Blair Fund of Funds Investment Committee. He conducts manager research and strategy evaluation and is responsible for portfolio construction. Prior to joining William Blair in April 2011, Christopher was a principal of Guidance Capital. Prior to joining Guidance Capital in August 2002, he was Director of Hedge Fund Investments at The Northern Trust Company. At Northern Christopher oversaw all aspects of the investment process for the firm's fund of hedge funds program. He previously served as a portfolio manager for the firm's structured short duration credit portfolios. Prior to joining Northern Trust in August 1996, Christopher was an associate in John Nuveen and Company's Capital Markets Group where he modeled municipal derivative transactions for investment banking clients.