Phoenix Investment Funds competitors

David Brooks is a Chairman at Capital Southwest; Trustee at HOUSTON BAPTIST UNIVERSITY; and Chairman/President/CEO at INDEPENDENT BANK GROUP, INC.. He has worked as Board Member at SLM CORP, Chief Financial Officer at Gamma Beta Phi Society, and Board Member at Noel-Levitz. David works or has worked as MEMBER at McKinney City Council. He studied at Gamma Beta Phi Society.

Ken Moelis is Founder, Chairman and Chief Executive Officer of Moelis & Company, a global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. Mr. Moelis has over 30 years of investment banking experience. Prior to founding Moelis & Company, he worked at UBS from 2001 to 2007, where he was most recently President of UBS Investment Bank and previously Joint Global Head of Investment Banking. Before joining UBS, Mr. Moelis was Head of Corporate Finance at Donaldson, Lufkin & Jenrette, where he worked from 1990 through 2000. Mr. Moelis serves on the University of Pennsylvania Board of Trustees, the Wharton Board of Overseers, the Board of the Tourette Syndrome Association, and the Board of Governors of Cedars Sinai Hospital. He holds an undergraduate degree and an M.B.A. from the Wharton School at the University of Pennsylvania.

Chad Abraham serves as the chief executive officer of Piper Jaffray and is a member of the firm's board of directors. Abraham joined the firm in 1991 as an investment banking analyst. He spent the next 13 years on the West Coast as a banker in the company's technology investment banking group. He was promoted to managing director and head of technology investment banking in 1999. In 2005, Abraham was promoted to head of capital markets and in 2010, he became the global co-head of investment banking and capital markets. Under the leadership of Abraham and co-head Scott LaRue, the firm's investment banking division grew revenues from approximately $150 million to more than $500 million. They established coverage in energy and financial services, expanded debt capital markets capabilities and added key offices and personnel. Abraham serves on the board of trustees of the Nature Conservancy’s Minnesota, South Dakota and North Dakota chapter and the board of trustees of The Blake School. He graduated from Northwestern University with a bachelor’s degree in economics and political science.

Mr. Garrett is a Managing Director and the Chief Executive Officer of a Wealth Mangement Division of a Financial Services Company. Member of the Advisory Operations Roundtable.Previously, Senior Vice President and Co-Director of Reporting and Operations at Morgan Keegan. His team was responsible for all performance reporting across the firm in addition to leading major technology implementation projects for Wealth Management Services. Since starting with Morgan Keegan in May of 2001 as Head of Operations for Investment Management Consulting Group, Mr. Garrett transitioned the group into a successful operation through implementing strict management control and focusing on technical details. During his tenure this fee-based accounts have grown from $1.3 billion under management to $9 billion and his group is producing financial performance reports for all clients with in the Private Client Group. His team implemented a system to provide daily time and dollar weighted performance reports for all retail accounts at the firm. In 2006 and 2007 he served on the IDEA Project Committee representing the technology needs of Wealth Management Services. In 2003 he served as the Chairman of the Operations Consulting Roundtable, an industry group of his peers from regional financial firms. From 2001 to 2002 He has served on the Morgan Keegan Technology Committee with the President of the Morgan Keegan and the President of the Private Client Group.Specialties: Operations manangement, Fee based programs, Client performance reporting, PCG technology implementation projects, Security APL, Caliper, Advent Axys, Advent APX, Greenhill GHPerf, AgencyWorks, Investment proposal system, Fee based billing, UMA, Broker Desktop, Planning calulators, Cornerstone E-Learning, Institutional Consulting Group, SQL Sever, Oracle, Informix, Trust services, Microsoft Dynamics

Tom Faust is chairman of the board, chief executive officer and president of Eaton Vance Corp. Tom joined Eaton Vance in 1985 as an equity research analyst and also served as a portfolio manager, director of equity research and management, and chief equity investment officer during his 16 years in the firm’s equity group. In November 2001, Tom assumed leadership of all investment functions at Eaton Vance with his appointment as chief investment officer. He was elected a vice president of Eaton Vance in 1987, executive vice president in 2000 and president in 2006. He became chairman and CEO on November 1, 2007. Prior to joining Eaton Vance, Tom was a research engineer with International Paper Company. Tom earned B.S. degrees in mechanical engineering and economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. He is a CFA charterholder and a member of the board of governors of the Investment Company Institute. He is a native of Helena, Arkansas.

Avner Mendelson has been with the Leumi Group since 2007 and was named President and Chief Executive Officer of Leumi - US in September 2013. During his tenure, he served as Head of Group Strategy and International Operations, as well as Chief of Staff. He has also served on Leumi’s US Board of Directors since 2012. Prior to joining the Leumi Group, Mendelson was a Senior Consultant with McKinsey & Company in London. Before that, he served in the Israeli Defense Forces for three years. Mendelson earned his bachelor’s degree in economics and international relations from The Hebrew University of Jerusalem and his MBA from the Wharton School of Business at the University of Pennsylvania. He serves on both the Northeast Regional Board and the Board of Regents for the American Friends of The Hebrew University.

Ken Frieze is the Chief Executive Officer of Gordon Brothers, a more than century-old global special situations investment company headquartered in Boston. Ken has over 25 years of leadership experience in restructuring, consulting, brand redevelopment, appraisal and asset disposition. For over 15 years he has served in executive positions at Gordon Brothers, including as President and leading the firm's brand and appraisal practices. Prior to joining Gordon Brothers, Ken served as CEO of RetailExchange.com, a management consultant with Bain & Company and a turnaround consultant with The Recovery Group, now part of Deloitte CRG. Ken is a member of the American College of Bankruptcy and is a former board member of Polaroid and The Sharper Image as well as served on the board of the Turnaround Management Association for six years. He has authored numerous articles for The Secured Lender and the Journal of Corporate Renewal, where he also served on the editorial board. Ken is a former member of the Young Presidents Organization (YPO). He holds a BA from Lehigh University and an MBA from the Wharton School of the University of Pennsylvania. In addition to many other philanthropic activities, he currently serves as a co-founder of the Boston Corporate Finance Community’s Gathers to Give to benefit More Than Words and served as a trustee and on the board of American Jewish World Service from 2017 to 2018.