Dan Chung, CFA
Chief Executive Officer, Chief Investment Officer, Portfolio Manager
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Daniel C. Chung is Chief Executive Officer, Chief Investment Officer and Portfolio Manager of several Alger strategies. Dan joined Alger in 1994 and has 30 years of investment experience. He was named Chief Investment Officer in September 2001, President in 2003, and CEO in 2006. Dan is also a member of The Alger Partners Plan. Throughout his tenure at Alger, he has made numerous TV appearances on Bloomberg, CNBC, and Fox Business. Dan has also been featured and quoted frequently in Barron’s, Citywire, Forbes, Investment News, Pensions & Investments, and USA Today. Prior to joining Alger, Dan was an associate at Simpson Thacher & Bartlett LLP in New York City in 1989 while he earned an LL.M. from New York University. He earned his J.D. magna cum laude from Harvard Law School in 1987, where he was an editor of the Harvard Law Review. After graduating, he served as law clerk for the Honorable Justice Anthony M. Kennedy, United States Supreme Court. Dan graduated from Stanford University with B.A. and B.S. degrees, with Distinction and Phi Beta Kappa, in 1984. Dan is also a CFA charterholder and a member of the CFA Institute. Dan currently serves as a board trustee and former chairman of The Nature Conservancy in the State of New York and is a Global Campaign Committee Member of The Nature Conservancy. He is also actively involved with the Stanford in New York Internship Program, and frequently contributes to and supports various charitable organizations including the Harlem Education Activities Fund (HEAF) and Target Margin Theater.
Patrick Kelly, CFA
Executive Vice President, Portfolio Manager, Head of Alger Capital Appreciation and Spectra Strategies
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Patrick Kelly is Executive Vice President, Portfolio Manager and Head of Alger Capital Appreciation and Spectra Strategies, which include Alger Focus Equity. He joined Alger in 1999 and has 27 years of investment experience. He began his career at Alger as a Research Associate and completed Alger’s in-house analyst training program. In early 2001, Patrick was promoted to Associate Analyst and Assistant Vice President, and then ultimately Senior Analyst, responsible for the Technology sector. Patrick was named Portfolio Manager of the Alger Capital Appreciation and Alger Spectra Strategies in 2004, and was named Head of Alger Capital Appreciation and Alger Spectra Strategies in 2015. Additionally, Patrick is a member of The Alger Partners Plan. During his tenure at Alger, he has been featured and quoted in a number of publications such as: Barron’s, Investor’s Business Daily, Citywire, Bloomberg, and Fortune. Prior to joining Alger, Patrick was an investment banking analyst with SG Cowen. He earned his B.S from Georgetown University where he graduated with honors. Patrick is a CFA charterholder and a member of the CFA Institute.
Dr. Ankur Crawford
Executive Vice President, Portfolio Manager
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Dr. Ankur Crawford is Executive Vice President and Portfolio Manager of the Alger Capital Appreciation, Alger Focus Equity, and Alger Spectra strategies. She joined Alger in September 2004 and has 20 years of investment experience. Ankur began her career at Alger as a Research Associate and successfully completed Alger’s in-house analyst training program. Over the next several years, Ankur was promoted to Associate Analyst, Analyst, and, ultimately, Senior Analyst. She was named portfolio manager of the Alger Mid Cap Growth strategies in 2010 and promoted to Head of the Technology sector team in January 2013 (until April 2016). In 2015, Ankur was added as a portfolio manager of the Alger Capital Appreciation, Alger Focus Equity and Alger Spectra strategies. Ankur is a member of The Alger Partners Plan. During her tenure at Alger, she has been featured and quoted in InvestmentNews, Investor’s Business Daily and Fortune. In 2022, Ankur was named a “See It, Be It Role Model” by InvestmentNews as part of their Excellence in Diversity, Equity & Inclusion Awards. In 2020, Ankur was recognized as a “Top Women in Asset Management” honoree by Money Management Executive. Ankur was elected to the board of The Knowledge House, a Bronx-based charity with the mission of teaching underprivileged communities a skill set in technology that enables them to enter the “gig” economy. Ankur earned a B.S. in both Mechanical Engineering and Materials Science and Engineering from the University of California, Berkeley and also received an M.S. and a Ph.D. in Materials Science and Engineering from Stanford University. Ankur was awarded a fellowship from the prestigious Intel PhD Fellowship Program and worked as an engineer with Intel. She was also awarded a fellowship from the National Academy of Sciences, Engineering and Medicine. In addition, Ankur holds several U.S. patents.
Amy Zhang, CFA
Executive Vice President, Portfolio Manager
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Amy Y. Zhang is Executive Vice President and Portfolio Manager of the Alger Small Cap Focus, Alger Mid Cap Focus, Alger Mid Cap 40 and Alger Small Cap Growth Strategies. She joined Alger in 2015 and has 29 years of investment experience. Additionally, Amy is a member of The Alger Partners Plan. During her tenure at Alger, she has been featured and quoted in a number of publications such as: The Wall Street Journal, Barron’s, The Financial Times, The New York Times, Citywire, Investor’s Business Daily, Bloomberg, Business Insider, InvestmentNews, MarketWatch, China Business Network, Xinhua, Forbes, CNBC and CNN.
Amy was named one of the “Top Female Managers” by Morningstar in 2023, one of the "Best Female PMs to Invest with Now" by Morningstar in 2022 and one of the “Top 20 Female Portfolio Managers” by Citywire in 2021, 2019 and 2018. In 2022, she was included on the Forbes 50 over 50: Money list. In 2021, she won the Women in Asset Management “Active US Equity Manager of the Year” award. In 2019, she was a “Women to Watch” honoree by InvestmentNews. In 2018, she was named a “Top Women in Asset Management” by Money Management Executive and one of The Wall Street Journal’s “Best Stock-Fund Managers” given the strong performance of her portfolios.
Moreover, as a leader dedicated to opportunities for Asian women in professional fields, she was the recipient of Mulan Club’s “Outstanding Service Award” in 2023, “Inspiring Master Commander Leadership Award” in 2021, Mulan Club’s “Charismatic Impactful Leadership Award” in 2020, and “The Mulan Award” in 2018. In addition, she received the “50 outstanding Asian Americans in Business Award” in 2019.
Prior to joining Alger, Amy worked at Brown Capital Management as a Partner, Managing Director, and Senior Portfolio Manager of its Brown Capital Small Company Strategy, including the Brown Capital Small Company Fund. Her previous experience includes working as a Portfolio Manager/Analyst at Epsilon Investment Management, Research Analyst at Templeton Worldwide, and Associate at Citicorp Securities. She is a former President of the CFA Society Baltimore and is currently chair of their Advisory Board. She served as a member of the Board of Directors, as well as Vice President and Programs Chair for the CFA Society of Stamford. Amy is on the Board of Directors of the Mulan Club. Amy is a member of the Board of Trustees of Manhattanville College, where she founded the AYZ STEM scholarship. In addition, Amy serves on the advisory council of Alliance for Impact. Amy earned her B.A. from Manhattanville College, where she graduated summa cum laude. She earned her M.B.A. from Columbia Business School, where she was inducted into the Beta Gamma Sigma honor society and named to the Dean’s List. Amy is a CFA charterholder and a member of the CFA Institute.
*Citywire’s methodology ranks the female portfolio managers within its database based on three-year risk-adjusted returns.
Gregory Adams, CFA
Senior Vice President, Portfolio Manager, Director of Quantitative & Risk Management
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Gregory Adams is Senior Vice President, Portfolio Manager of the Alger Dynamic Opportunities Strategy, the Alger Responsible Investing Strategy, the Alger Growth & Income Strategy and Director of Quantitative & Risk Management. Greg joined Alger in 2006 and has 37 years of experience. Previously, he was Director of Quantitative Research at Lord Abbett & Co., and was responsible for portfolio construction simulation and quantitative stock selection. Over the course of his career, Greg was Managing Director and Portfolio Manager at Deutsche Asset Management and The Chase Manhattan Bank. At Deutsche, where he managed over $10 billion in assets, he was the lead Portfolio Manager for the U.S. Large Cap Core Funds, including Scudder’s flagship Growth & Income Fund. Greg began his tenure at Chase in 1987 as an equity analyst and was promoted to Co‐Manager of the Chase Vista Balanced Fund and the Chase Vista Growth & Income Fund, managing over $2 billion during his tenure. In 1994, Greg was named Manager of the Chase Vista Large Cap Equity Fund. Greg earned a B.A. in American History from the University of Pennsylvania’s School of Arts & Sciences and a B.S. in Economics and Finance from The Wharton School. Greg is a CFA charterholder and a member of the CFA Institute.
Brandon Geisler
Senior Vice President, Portfolio Manager
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Brandon Geisler is Senior Vice President and Portfolio Manager of the Mid Cap Growth Strategy. He joined Alger in 2022 and has 23 years of investment experience. Before joining Alger, Brandon was a Partner, Managing Director of Research, Portfolio Manager and Senior Securities Analyst for Marsico Capital Management, where he managed several billion dollars in large and mid cap U.S., global and focused growth portfolios for mutual fund, institutional and high net worth clients. During his tenure at Marsico, his insights into market trends and company fundamentals were highlighted and quoted in a number of publications such as Barron’s, The Wall Street Journal, Citywire and Bloomberg. His managed strategies have also been named to “Barron’s Top-Performing Sustainable Funds” in both 2021 and 2022. He began his career at Goldman Sachs, where he was a Vice President of Equity Research with experience in the consumer, technology and energy industries. Brandon earned an honors B.S. and an MBA from McMaster University.
H. George Dai, Ph.D.
Chief Investment Officer, Senior Portfolio Manager, Weatherbie Capital, LLC
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George Dai is Chief Investment Officer and Senior Portfolio Manager of Weatherbie Capital, LLC. George is a Portfolio Manager on the Weatherbie Specialized Growth Strategy, the Weatherbie Long/Short Strategy, the Alger Dynamic Opportunities Strategy and the Enduring Growth Strategy. Additionally, he maintains research responsibilities in the media & communications, healthcare, diversified business services, information services, and technology areas. George joined Weatherbie Capital in March 2001 and has 25 years of investment experience. During his tenure at Weatherbie, he has been featured and quoted in several publications such as: The New York Times, Investor’s Business Daily, Barron’s, Reuters, Business Insider and Bloomberg. Prior to joining Weatherbie, he was an equity analyst with 1838 Investment Advisors. George received his M.B.A. from the Wharton School, University of Pennsylvania, (Director’s List), and his Ph.D. in chemistry from Johns Hopkins University. Previously, he earned a B.S. from the University of Science and Technology of China and was a pharmaceutical research scientist at Procter & Gamble. George is a prized Bridge player, and he holds four U.S. patents. George was issued the Certificate in ESG Investing by the CFA Institute.
Joshua D. Bennett, CFA
Chief Operating Officer, Senior Portfolio Manager, Weatherbie Capital, LLC
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Joshua Bennett is Chief Operating Officer and Senior Portfolio Manager of Weatherbie Capital, LLC. Josh is a Portfolio Manager on the Weatherbie Specialized Growth Strategy, the Weatherbie Long/Short Strategy, the Alger Dynamic Opportunities Strategy and the Enduring Growth Strategy. He also has research responsibilities in the consumer, information services, technology and diversified business services areas. Josh joined Weatherbie Capital in July 2007 and has 24 years of investment experience. During his tenure at Weatherbie, he has been featured and quoted in several publications such as: The New York Times, Investor’s Business Daily, InvestmentNews, Barron’s and MarketWatch. Prior to joining Weatherbie, he was an Equity Research Analyst at MFS Investment Management in Boston where he focused on the Aerospace/Defense and Transportation sectors. Josh also has previous experience with Fidelity Investments as a High Yield research associate. Josh received his M.B.A. from the Tuck School of Business at Dartmouth (Edward Tuck Scholar with Distinction), and he earned a B.A. in Economics (Summa Cum Laude) from Wheaton College (IL). Josh is a CFA charterholder and is a member of both the CFA Society Boston and the CFA Institute. Josh was issued the Certificate in ESG Investing by the CFA Institute. He is a Trustee at Lexington Christian Academy (Lexington, MA) and a member of the Investment Committee of Christian Camps & Conferences.
Daniel J. Brazeau, CFA
Senior Managing Director, Portfolio Manager, Weatherbie Capital, LLC
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Daniel Brazeau is a Senior Managing Director at Weatherbie Capital, LLC and a Portfolio Manager on the Alger Dynamic Opportunities and Weatherbie Long/Short strategies. Dan’s research responsibilities are in the consumer, media & communications, diversified business services, healthcare and information services areas. Dan joined Weatherbie Capital in May 2004 as a research analyst and has 24 years investment experience. Prior to joining the firm, he spent over three years as an equity analyst at Wellington Management Company, LLP, where he focused on the advertising, publishing and marketing services industries. He began his career at Kenetech Energy Systems, Inc., where he worked as a project finance analyst and manager for six years. Dan received his M.B.A. from the Wharton School, University of Pennsylvania and received his B.S. in business administration (with a concentration in finance) from Villanova University. Dan is a CFA charterholder and is a member of both the CFA Society Boston and the CFA Institute. Dan was issued the Certificate in ESG Investing by the CFA Institute.
Edward M.B. Minn, CFA
Senior Managing Director, Portfolio Manager, Weatherbie Capital, LLC
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Edward Minn is a Senior Managing Director and Portfolio Manager on the Weatherbie Specialized Growth Strategy, the Alger Weatherbie Select 15 Strategy and the Weatherbie Growth Strategy. Ed is also Research Analyst on the Weatherbie Specialized Growth and Weatherbie Long/Short Strategies. His research responsibilities are in the consumer, media & communications, diversified business services, information services and technology areas. Ed joined Weatherbie Capital in December 2013 and has 19 years of investing experience. Prior to joining the firm, he spent five years as a research analyst at Vinik Asset Management, LP, where he focused on the technology sector. He began his investment career at Raymond James & Associates, Inc. where he worked as a research associate covering energy stocks. Ed received his M.B.A. from the University of Chicago Booth School of Business with High Honors. Ed also holds a B.S. in economics from Duke University, where he graduated Summa Cum Laude. Ed is a CFA charterholder and is a member of both the CFA Society Boston and the CFA Institute. Ed was issued the Certificate in ESG Investing by the CFA Institute.
Sanjiv Talwar, M.D., Ph.D.
Senior Vice President, Portfolio Manager, Senior Analyst and Head of Healthcare
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Sanjiv Talwar, M.D., Ph.D. is Senior Vice President, Senior Analyst, Portfolio Manager of the Alger Health Sciences and Large Cap Growth strategies and the Head of Healthcare. He joined Alger in 2021 with 18 years of investment experience and more than 12 years of experience in scientific and medical research. Before joining Alger, Sanjiv was a Portfolio Manager for a life sciences fund at Invesco, where he also served as a Senior Healthcare Analyst on a global fund. Prior to that, Sanjiv was an Associate Principal at McKinsey & Company, where he led consulting teams focused on healthcare, serving industry and private equity globally. Sanjiv’s research experience includes roles as a Research Assistant Professor in the Department of Pharmacology and Physiology at the State University of New York and a Postdoctoral Fellow in the Department of Neuroscience at the University of Pennsylvania, where he helped develop the science of brain-machine interfaces. Sanjiv was also a resident surgeon in Mumbai, India and a professional squash player in the U.S. Sanjiv earned an M.D. from the University of Bombay and both a Ph.D. and an M.B.A. from the University of Pennsylvania.
George Ortega
Senior Vice President, Portfolio Manager and Senior Analyst
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George Ortega is Senior Vice President, Portfolio Manager and Senior Analyst on the Alger 35, Alger Dynamic Opportunities and Alger Dynamic Returns strategies. George joined Alger in 2013 and has 11 years of investment experience. After earning his B.A from Yale University, George participated in Alger’s in-house analyst training program and he continues to provide coverage for the consumer and technology sectors. His previous experience includes internships at Credit Suisse Group and Goldman Sachs & Co.
Michael J. Mufson, CFA
Co-Founder, Co-Chief Investment Officer and Managing Partner, Redwood Investments, LLC
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Michael J. Mufson is Co-Founder, Co-Chief Investment Officer and Managing Partner at Redwood Investments, LLC. He co-founded Redwood Investments in 2004 and has 36 years of investment experience. He serves as Co-CIO and Portfolio Manager/Analyst on the Redwood investment team. Previously, Michael was Managing Director and Director of Specialty Growth Equity at Putnam Investments where he managed several funds including the Putnam OTC & Emerging Growth Portfolio and TH Lee Putnam Emerging Opportunities Portfolio and was appointed a member of the Executive Committee. Michael began his career at Stein Roe & Farnham where he was a Research Analyst and Portfolio Manager for the Liberty Utilities Fund. Michael received his M.B.A. from Emory University and his B.A. from Vanderbilt University. He is a CFA charterholder and a member of the CFA Institute.
Alexi Makkas
Portfolio Manager, Analyst, Redwood Investments, LLC
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Alexi Makkas is a Portfolio Manager and Analyst on the Redwood investment team and has 30 years of investment experience. Before joining Redwood, he was Lead Portfolio Manager for the Beacon Growth Equity Team at Wells Fargo Asset Management. Prior to that, he was a Senior Equity Analyst at Alydar Capital. Alexi also held several roles at State Street Global Advisors, most recently as Co-Lead Senior Portfolio Manager/Analyst for the small/mid cap team, covering the consumer sectors, industrials, technology hardware, semiconductors and utilities. Alexi received his M.B.A. from The University of Chicago Booth School of Business and his B.A. from Bucknell University, graduating cum laude.
Ezra Samet, CFA
Portfolio Manager, Analyst, Redwood Investments, LLC
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Ezra Samet is a Portfolio Manager and Analyst on the Redwood investment team and has 18 years of investment experience. He started his career at Redwood as a Trader and Investment Associate and was promoted to Research Analyst and then Portfolio Manager, where he launched the International Developed Markets, International Small Cap and Emerging Markets strategies. Previously, Ezra worked as an Associate at Rochester Management Corp., a commercial real estate firm, conducting market research and feasibility studies for commercial properties. Ezra received a B.A. in Philosophy from Columbia University and is a CFA charterholder and a member of the CFA Institute.
Donald W. Smith, CFA
Portfolio Manager, Analyst, Redwood Investments, LLC
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Donald W. Smith is a Portfolio Manager and Analyst on the Redwood investment team and has 25 years of investment experience. Prior to joining Redwood, Donald was the CIO of Global Emerging Markets at BNP Paribas Asset Management where he managed the Equity World Emerging, Equity World Emerging Small Cap and New Frontiers portfolios. Before BNP, Donald was Turner Investment’s lead Portfolio Manager on the growth-oriented Emerging Markets Equity Portfolio, a Portfolio Manager on their Global and International Growth Portfolio and was Co-Lead Manager on their Resource and Infrastructure Long/Short Fund. Donald received his M.B.A. from MIT’s Sloan School of Management and his B.A. from Syracuse University. He is a CFA charterholder and a member of the CFA Institute.
