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Name | Title | Since | Until |
---|---|---|---|
Aziz V. Hamzaogullari | Executive Vice President | 2014 | Now |
Biography | Aziz Hamzaogullari is the chief investment officer and founder of the Growth Equity Strategies Team at Loomis, Sayles & Company. He is the portfolio manager of the Loomis Sayles Large Cap Growth, All Cap Growth, Global Growth and International Growth long-only strategies as well as the Long/Short Growth Equity strategy. Offerings include the Loomis Sayles US Growth Equity, US Equity Leaders and Global Growth Equity funds, along with US products. Aziz is also a member of the firm’s Board of Directors. | ||
Kenneth T. Kozlowski | Executive Vice President | 2011 | Now |
Biography | Kenneth T. Kozlowski, CFP, CLU, ChFC, is the lead portfolio manager and Chief Investment Officer for EIMG LLC. Mr. Kozlowski is a Managing Director of Equitable Life Insurance Company (“Equitable”) and has served as Executive Vice President and Chief Investment Officer of EIMG LLC since June 2012. He has had primary responsibility for the asset allocation, fund selection and rebalancing of Equitable’s funds-of-funds since 2003. | ||
Alwi Chan | Portfolio Manager | 2009 | Now |
Biography | Alwi Chan, CFA is a Vice President of the Trusts and member of each Trust’s Valuation Committee. He has served as a Lead Director of AXA Equitable and Senior Vice President and Deputy Chief Investment Officer of FMG LLC since June 2012. Mr. Chan assists in portfolio analysis, rebalancing and fund selection. Mr. Chan earned a Bachelor’s degree in Economics from Trisakti University (Indonesia) and an MBA from Tulane University. Mr. Chan holds the Chartered Financial Analyst (CFA) designation. | ||
Ronald E. Canakaris | Chairman Emeritus | 1998 | 2014 |
Biography | Mr. Canakaris joined Montag & Caldwell in 1972 as a portfolio manager and research analyst. He currently serves as Managing Principal, Portfolio Manager. He previously held the roles of Director of Research (from 1973 to June 2009); of President (from 1984 to June 30, 2009); of Chief Executive Officer (from 1997 through 2005); of Chief Investment Officer (from 1984 to March 31, 2017), and of Co-Chief Investment Officer (from March 31, 2017 through 2018). He is a member of the Rotary Club of Atlanta, and Chairman of the Annunciation Cathedral Endowment Foundation of the Greek Orthodox Church. Mr. Canakaris is a limited partner of the Atlanta Falcons. His professional affiliations include the CFA Institute and the CFA Society Atlanta, former Trustee. | ||
Xavier Poutas | Portfolio Manager | 2011 | 2014 |
Biography | Xavier Poutas, CFA has been a Lead Director of Equitable since October 2018 and a co-portfolio manager of EIM LLC since May 2011. Mr. Poutas assists in portfolio analysis, rebalancing and portfolio performance evaluation with respect to the Fund-of-Funds Portfolios and ETF Sleeves. Mr. Poutas received his MS in Accounting and Finance from the University of Nantes (France) in 2000 and his B.B.A. in Accounting and Finance in 1999 from Ecole Superieure des Sciences Commerciales d'Angers (France). Mr. Poutas holds the Chartered Financial Analyst (CFA) designation. |
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