Money Manager Interviews
The Aranda Group’s commitment to assisting our clients with their financial planning needs requires professional management from our staff and from the other professionals in their team. We connect our clients to the professional managers they need to find success in their financial lives. Our team interviews these managers to keep our clients informed on current topics and the impacts to current strategies. Our team welcomes you to listen to these interviews for insight into current management strategies.
Money Manager Interviews with Advent Capital Management
Convertible Bonds
Mark Piazza, Managing Director – Business Development/Investor Relations
Mark works as the Managing Director of Business Development and Investor Relations for Advent since 2013. He has 17 years of investment industry experience in investment management and investor relations.
Interview Date: February 21, 2018
Money Manager Interviews with Capital Wealth Planning
Equity Income with Covered Call Writing
Kevin Simpson, Chief Investment Officer/Co-Founder
Kevin is the CIO of Capital Wealth Planning, LLC since establishing the firm in 2005. Kevin has been investing in options since he began his career at W.H. Newbold’s Son & Co. in 1992.
Interview Date: February 12, 2018
Money Manager Interviews with ClearBridge Investments
All Cap Growth
Evan Bauman, Managing Director & Portfolio Manager
Evan co-manages the Aggressive Growth, Multi Cap Growth and All Cap Growth strategies. He has 22 years of investment industry experience, all with the firm and its predecessors.
Interview Date: May 23, 2017
Money Manager Interviews with Congress Asset Management
Large Cap Growth
Matthew Lagan, CFA, Vice President & Portfolio Manager
Matt has been with Congress Asset Management since 2003. He is responsible for managing large-cap and mid-cap growth sub-advised accounts, as well as overseeing Congress’ socially responsible portfolios.
Interview Date: June 29, 2018
Balanced
John Beaver, CFA, Vice President & Portfolio Manager
John joined Congress Asset Management in 2002. He is a member of the firm’s Investment Oversight, Fixed Income, and SMid Core Opportunity Investment Committees. He has over 23 years of investment experience.
Interview Date: June 29, 2018
Money Manager Interviews with Eagle Asset Management
Equity Income & Balanced
David Blount, CFA, CPA, Portfolio Manager
David is a Portfolio Co-Manager at Eagle Asset Management, Inc. since 2008. David joined Eagle Asset Management in 1993. He has a vast investment experience as a Portfolio Co-Manager and Analyst.
Interview Date: November 1, 2018
Fixed Income & Balanced
James Camp, CFA, Manager Director
James has been a Managing Director at Eagle Asset Management, Inc. since 1996. James is head of Eagle’s Fixed Income group
Interview Date: November 1, 2018
Money Manager Interviews with Equity Investment Corporation
Large Cap Value
Andrew Bruner, CPA, CFA, Principal & Director of Research
Andrew joined Equity Investment Corporation in 1999 as a portfolio manager and was named Director of Research in 2010. He is a member of the investment team responsible for managing our All-, Large-, and Mid-Cap Value portfolios. He has over 25 years of investment experience.
Terry Irrgang, CFA, Principal & Portfolio Manager
Terry joined Equity Investment Corporation in 2003 as a portfolio manager. He is part of the investment team responsible for managing our All-, Large-, and Mid-Cap Value portfolios.
Interview Dates: October 5, 2018 & November 1, 2017
Money Manager Interview with Federated
Strategic Value & Dividend
Deborah Bickerstaff, Vice President & Portfolio Manager Debbie is a Portfolio Manager at Federated, joining the firm in 1996. She has 22 years of investment experience as a Portfolio Manager and Analyst.
Interview Dates: September 12, 2018 & April 10, 2018.
https://soundcloud.com/user-167337265/federated-equityincome9-12-2018/s-S3tcu
Money Manager Interviews with Neuberger Berman
International Equity
Keith Skinner, Senior Vice President & Portfolio Manager
Keith is a Portfolio Manager at Neuberger Berman since 2013. He has over 23 years of investment experience in client services, sales trading, and portfolio management on an international stage.
Interview Date: November 29, 2017
Sustainable Equity (Socially Responsive)
Mamundi Subhas, CFA, Senior Vice President and Portfolio Manager
Mamundi Subhas is a Senior Vice President and Portfolio Manager at Neuberger Berman LLC, and also serves as Managing Director and Associate Portfolio Manager at Neuberger Berman Europe Limited.
Interview Date: March 27, 2017
Money Manager Interviews with River Road Asset Management
Focused Absolute Value
Thomas S. Forsha, Co-Chief Investment Officer & Portfolio Manager
Tom serves as Co-Chief Investment Officer for River Road, and Portfolio Manager for River Road’s Dividend All-Cap Value Portfolios and the firm’s Focused Absolute Value Portfolio. He joined River Road in 2005, and brings over 20 years of portfolio management experience.
Interview Date: October 4, 2018
Dividend All Cap Value
Thomas S. Forsha, Co-Chief Investment Officer & Portfolio Manager
Tom serves as Co-Chief Investment Officer for River Road, and Portfolio Manager for River Road’s Dividend All-Cap Value Portfolios and the firm’s Focused Absolute Value Portfolio. He joined River Road in 2005, and brings over 20 years of portfolio management experience.
Interview Dates: October 4, 2018
Money Manager Interviews with Trust Company of the West
Balanced
Gino Nucci, CFA, Managing Director
Gino is a Managing Director and Product Specialist with the Client Services group where he communicates investment strategies, performance, and outlook to clients. Prior to joining TCW in 2004, he was an Investment Banker focused on mergers and acquisitions.
Interview Date: February 16, 2018
Large Cap Value
Diane E. Jaffe, CFA, Group Managing Director
Diane is the Senior Portfolio Manager for the TCW Relative Value Large Cap, TCW Relative Value Dividend Appreciation, and TCW Relative Value Mid Cap strategies and funds. She joined TCW in 2001 and has more than 30 years of investment experience as a Portfolio Manager and Analyst.
Interview Date: February 16, 2018
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