Profilo
Mr. Michael J.
Donnelly, CFA MBA, is a Vice President & Portfolio Manager of Equities at CSM Advisors LLC.
In addition to his portfolio management responsibilities, he is responsible for research and investment decisions in particular market sectors.
Before joining C.S.
McKee in 2013, Mr. Donnelly was President of Blue Devil Capital, an investment adviser specializing in long/short Emerging Market equity investments.
Prior to that, Mr. Donnelly spent 10 years at American Century, where he was Vice President and Senior Equity Portfolio Manager.
He was based in New York and led the team that managed $1 billion of Emerging Market long-only mutual fund investments.
Before American Century, Mr. Donnelly worked for four years as an analyst and portfolio manager at Federated Investors in their offices in Pittsburgh and New York, managing Federated’s first global equity portfolio.
Mr. Donnelly holds the Chartered Financial Analyst designation as well as an M.B.A.
from the J.L.
Kellogg Graduate School of Management at Northwestern University, with a dual major of International Business and International Finance.
He holds a bachelor’s degree in history from Yale University.
Posizioni attive di Mike Donnelly
Società | Posizione | Inizio |
---|---|---|
CSM Advisors LLC
CSM Advisors LLC Investment ManagersFinance Part of Estancia Capital Management LLC, CSM Advisors LLC is an institutional investment manager based in Pittsburgh, PA. The company offers 11 marketed strategies for fixed income, 3 marketed strategies for multi-asset, and 5 marketed strategies for equity. CSM Advisors was recognized as the "top gun of the decade" in the "PSN all/variable maturity universe" by PSN. The company also provides market outlook commentary and have recently celebrated their 90th anniversary year with new products, new hires, and record growth in assets under management. Founded in 1931, CSM Advisors manages equity and fixed income portfolios for institutional investors nationwide, with over $8.10 billion in assets as of 3/31/23. | Analyst-Equity | 12/03/2020 |
Precedenti posizioni note di Mike Donnelly
Società | Posizione | Fine |
---|---|---|
C.S. McKee LP
C.S. McKee LP Investment ManagersFinance Founded in 1931, C.S. McKee LP is an employee-owned registered investment advisor located in Pittsburgh, Pennsylvania. Purchased from Carl S. McKee in 1966, the firm eventually restructured its operations by becoming a registered investment advisor in 1972 in order to focus solely on investment management. In 1987, McKee became a wholly-owned subsidiary of United Asset Management Corpo. Employees repurchased the firm in 2001. McKee manages pension funds, profit-sharing plans, reserve funds, endowments and other financial assets for public sector, unions, corporations, foundations, hospitals, schools, religious organizations and other institutions. McKee is the sole investment advisor to the McKee International Equity Fund, which primarily invests in equity securities of non-U.S. issuers. The fund is one of a series of shares that comprise the Advisor Inner Circle Funds. The Advisor Inner Circle Funds is administered by SEI Investments Global Funds Services and distributed by SEI Investments Distribution Co. The firm provides model portfolio recommendations to various UMA accounts. McKee is also the sub-advisor for a number of investment companies, collective trusts and brokerage units. | Analyst-Equity | 12/03/2020 |
Blue Devil Ventures LLC
Blue Devil Ventures LLC Real Estate DevelopmentFinance Blue Devil Ventures LLC is a holding private company that invests in real estate and professional sports teams. The company is based in Durham, NC. | Corporate Officer/Principal | 31/12/2012 |
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Gestore di Portafoglio-Azioni | 31/03/2007 |
Korea First Bank of New York | Corporate Officer/Principal | 31/12/1996 |
Federated Investors Trust Co.
Federated Investors Trust Co. Investment ManagersFinance Part of Federated Hermes, Inc., Federated Investors Trust Co. is a company that provides investment advice services. The company is based in Sicklerville, NJ. | Corporate Officer/Principal | - |
Formazione di Mike Donnelly
Yale University | Undergraduate Degree |
Kellogg School of Management | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 6 |
---|---|
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Finance |
Korea First Bank of New York | Finance |
C.S. McKee LP
C.S. McKee LP Investment ManagersFinance Founded in 1931, C.S. McKee LP is an employee-owned registered investment advisor located in Pittsburgh, Pennsylvania. Purchased from Carl S. McKee in 1966, the firm eventually restructured its operations by becoming a registered investment advisor in 1972 in order to focus solely on investment management. In 1987, McKee became a wholly-owned subsidiary of United Asset Management Corpo. Employees repurchased the firm in 2001. McKee manages pension funds, profit-sharing plans, reserve funds, endowments and other financial assets for public sector, unions, corporations, foundations, hospitals, schools, religious organizations and other institutions. McKee is the sole investment advisor to the McKee International Equity Fund, which primarily invests in equity securities of non-U.S. issuers. The fund is one of a series of shares that comprise the Advisor Inner Circle Funds. The Advisor Inner Circle Funds is administered by SEI Investments Global Funds Services and distributed by SEI Investments Distribution Co. The firm provides model portfolio recommendations to various UMA accounts. McKee is also the sub-advisor for a number of investment companies, collective trusts and brokerage units. | Finance |
Blue Devil Ventures LLC
Blue Devil Ventures LLC Real Estate DevelopmentFinance Blue Devil Ventures LLC is a holding private company that invests in real estate and professional sports teams. The company is based in Durham, NC. | Finance |
Federated Investors Trust Co.
Federated Investors Trust Co. Investment ManagersFinance Part of Federated Hermes, Inc., Federated Investors Trust Co. is a company that provides investment advice services. The company is based in Sicklerville, NJ. | Finance |
CSM Advisors LLC
CSM Advisors LLC Investment ManagersFinance Part of Estancia Capital Management LLC, CSM Advisors LLC is an institutional investment manager based in Pittsburgh, PA. The company offers 11 marketed strategies for fixed income, 3 marketed strategies for multi-asset, and 5 marketed strategies for equity. CSM Advisors was recognized as the "top gun of the decade" in the "PSN all/variable maturity universe" by PSN. The company also provides market outlook commentary and have recently celebrated their 90th anniversary year with new products, new hires, and record growth in assets under management. Founded in 1931, CSM Advisors manages equity and fixed income portfolios for institutional investors nationwide, with over $8.10 billion in assets as of 3/31/23. | Finance |
- Borsa valori
- Insiders
- Mike Donnelly