Peter
M. Donovan, CFA
Chief Executive Officer,
Chairman of the Investment Committee.
Mr. Donovan received a BA in Economics from Goddard College. Previously, he worked at Jones, Kreeger & Co., in Washington, D.C. Mr. Donovan has been Chief Executive Officer since 1996 and Chairman of the Investment Committee since 2010. He is co-author of Worldscope Industrial Company Profiles and Worldscope Financial Company Profiles. He is also President of the Wright Managed Income Trust and the Wright Managed Equity Trust. Mr. Donovan is Chairman of the board of trustees of the School for Ethical Education. He is a member of the New York Society of Security Analysts and the Hartford Society of Financial Analysts. Mr. Donovan joined Wright in 1966. Investment experience: 46 years.
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Amit
S. Khandwala
Co-Chief Investment Officer, Executive Vice President - Equity Management.
Mr. Khandwala received a BS in Economics, Accounting, International Business and Computers from the University of Bombay, India, and an MBA in Investments, Corporate Finance, International Finance & International Marketing from the University of Hartford. Mr. Khandwala has overall responsibility for US and International equity management including the direction and implementation of quantitative equities research. Additionally, he is the portfolio manager for Wright’s International products. Mr. Khandwala has been published in the Journal of Portfolio Management and has been involved in conducting empirical research in finance. He was also responsible for the management of 21 single country and regional funds domiciled in US and in Luxembourg. He is a member of the New York Society of Security Analysts. Mr. Khandwala joined Wright in 1986. Investment experience: 24 years.
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M. Anthony E. Van Daalen,
CFA
Co-Chief Investment Officer, Executive Vice President - Fixed Income Management.
Mr. van Daalen received a BA from Wesleyan University and an MBA in Finance and International Business from New York University’s Stern School of Business. Mr. van Daalen has overall responsibility for domestic fixed income portfolio management. Previously, he was a Director at Credit Suisse Asset Management following their purchase of Warburg Pincus Asset Management, which he joined in 1992. In addition to managing institutional assets, Mr. van Daalen was manager of several mutual funds, including the Warburg Pincus Fixed Income Fund. Prior to 1992, he was Assistant Vice President and managed fixed income investments for high net worth individuals in Citibank’s International Private Bank. He is a member of the New York Society of Security Analysts. Mr. van Daalen joined Wright in 2002. Investment experience: 28 years. |
Michael
F. Flament, CFA
Senior Vice President – Investment
Research/Economist.
Mr. Flament received a BA in Mathematics from Fairfield University, an MA in Mathematics from the University of Massachusetts and an MBA from the University of Bridgeport. Mr. Flament has primary responsibilities for economic analysis and interest rate forecasting as a member of the fixed income team and he covers U.S Government securities. Additionally he provides investment research for the energy sector. He is a member of the New York Society of Security Analysts and the Hartford Society of Financial Analysts. Mr. Flament joined Wright in 1972. Investment experience: 38 years. |
Christine A. Goudreau, CFA
Vice President – Investment Research/Economist.
Ms. Goudreau received a BA in English from the University of Connecticut and an MBA in Finance from Sacred Heart University. Ms Goudreau is a member of the fixed income team covering corporate bonds and has a primary responsibility for economic analysis as well as research coverage for the healthcare, industrial and material sectors. She has extensive experience in securities analysis and is also the editor for several of Wright’s research publications. She is a member of the Hartford Society of Security Analysts. Investment experience: 38 years.
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Anuradha Prabhu, CFA
Vice
President – Investment Analysis - US Equity Management.
Ms. Prabhu received a BS in Accounting, Taxation and Economics from the University of Bombay, India and an MBA in Finance from University of Bombay, India. Ms. Prabhu has primary responsibilities for performance reporting and research coverage for the consumer discretionary, financial and information technology sector. In addition Ms Prabhu also helps with quantitative research. Ms Prabhu joined Wright in 2003. She is a member of the New York Society of Security Analysts and the Stamford CFA Society. Investment experience: 11 years.
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Jason H. Swist
Investment Analyst.
Mr. Swist received a BA in Business Management from the John F. Welch School of Business at Sacred Heart University. He is currently pursuing a Masters of Science in Finance at Fairfield University. He is primarily responsible for assisting in the development and maintenance of quantitative investment models, organizing and presenting research, and supporting the portfolio managers in their investment management functions. Investment experience: 3 years.
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Mark Moyher
Vice President - Head Trader.
Mr. Moyher attended Fairfield University. He is responsible for US, international equity and fixed income trading. Prior to working as Head Trader, Mr. Moyher held various positions at Wright including initiating the Worldscope database office in Ireland, research analyst and assistant portfolio manager. He has his Series 7 & Series 63 licenses. Mr. Moyher joined Wright in 1984. Investment experience: 26 years.
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Amanda L. Gershon
Vice President - Portfolio Administration.
Ms. Gershon received a BA in Chemical Engineering and Management from Rensselaer Polytechnic Institute and is nearing completion of an MBA with a concentration in Finance from the University of Connecticut. Ms. Gershon is the head of the portfolio administration team with primary responsibilities of overseeing the daily management of the bank trust accounts. Previously, she was a portfolio administrator and prior to that she worked in the support group at Wright. Ms. Gershon joined Wright in 2005. Investment experience: 7 years.
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Debby A. O’Connell
Portfolio Administrator.
Ms. O’Connell received her BA from Florida International University. Ms. O’Connell is a member of the portfolio administration team with primary responsibilities of overseeing the daily management of the bank trust accounts. She joined Wright in 2007 and previously worked for The Hartford Financial Group as the team lead in Operations. Investment experience: over 26 years.
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Phyllis A. Fleno
Portfolio Administrator.
Ms. Fleno received a BA in Accounting from Boston College and an MBA in Finance from Babson College. Ms. Fleno is a member of the portfolio administration team with primary responsibilities of overseeing the daily management of the bank trust accounts. Previously, she was a Vice President and Portfolio Analyst at State Street Research & Management Co., a former wholly-owned subsidiary of MetLife, where she held a variety of progressive financial positions. Ms. Fleno joined Wright in 2008. Investment experience: 11 years.
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Joseph Diogostine
Portfolio Administrator.
Mr. Diogostine received his BS from Quinnipiac University. Mr. Diogostine is a member of the portfolio administration team with primary responsibilities of overseeing the daily management of assigned bank trust accounts & private client accounts. Mr. Diogostine joined Wright in 2000. Investment experience: 11 years.
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Saloni R. Patel
Portfolio Administrator.
Ms. Patel received her BA in Finance from the Lubin School of Business at Pace University. She is a member of the portfolio administration team whose primary responsibilities consist of overseeing the daily management of private client accounts, as well as assigned bank trust accounts. Ms. Patel joined Wright in 2009. Investment experience: 3 years.
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Diane Carstensen
Senior Programming Analyst - Information Technology.
Ms. Carstensen received a BS in Applied and Computational Mathematics from the University of Connecticut. Ms. Carstensen is responsible for the design, development, and maintenance of Wright’s proprietary investment decision support systems. In addition, she provides technology support for client accounting, including portfolio valuation and account reconciliation. Ms. Carstensen joined Wright in 1986.
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