Portfolio Management

Thomas Picciochi headshot
Thomas Picciochi, CAIA
Head of Portfolio Management
  • Responsible for portfolio management and trading.
  • Formerly senior portfolio manager for Deutsche Asset Management’s Quantitative Strategies group, and member of the Global Tactical Asset Allocation Investment Oversight Committee and portfolio manager for Absolute Return Strategies from 1999 to 2010. Prior to joining Deutsche Asset Management, he held various research and analysis positions at State Street Global Advisors, FPL Energy, Barnett Bank, Trade Finance Corporation and Reserve Financial Management over a 13 year period.
  • Education: BA from University of Miami; MBA from University of Miami.
Lisa Wang headshot
Lisa Wang, CFA
Head of Multi-Asset Portfolio Management
  • Responsible for Multi-Asset portfolio management.
  • Formerly an ETF market maker and portfolio trader at Deutsche Bank from 2011 to 2014. Prior to obtaining her MBA, she was a research analyst at Gleacher Fund Advisors, a multi-strategy fund of hedge funds from 2006 to 2008.
  • Education: BA & BS from SUNY Binghamton and MBA from University of Chicago, Booth School of Business.
Russell Shtern headshot
Russell Shtern, CFA
HEAD OF GLOBAL EQUITY PORTFOLIO MANAGEMENT
  • Responsible for equity portfolio management.
  • Formerly portfolio manager for Diversification Based Investing Equity and Tax Managed Equity for Deutsche Asset Management’s Quantitative Strategies Group, from 2003 to 2010. Prior to this he spent three years at Deutsche Bank Securities supporting equity derivatives and global program trading desks.
  • Education: BBA from Pace University. 
Christopher W. Floyd headshot
Christopher W. Floyd, CFA
PORTFOLIO MANAGER
  • Member of the Global Equity Portfolio Management group.
  • Formerly a developed markets Senior Portfolio Manager at Batterymarch Financial Management from 2012 to 2014. At Batterymarch, he also served as a Portfolio Manager from 2003 to 2012 and and Quantitative Analyst from 2000 to 2003. Prior to joining Batterymarch, he performed market analysis at Urban & Associates and worked with retirement plans at Bay State Federal Savings Bank.
  • Education: BA in Economics from Dartmouth College; MBA from Cornell University.
Joseph S. Giroux headshot
Joseph S. Giroux
PORTFOLIO MANAGER
  • Member of the Global Equity Portfolio Management group.
  • Formerly a developed markets Portfolio Manager at Batterymarch Financial Management from 2012 to 2014. Prior to joining Batterymarch, he managed both US and non-US assets for 5 years at several firms—Golden Capital Management, Wells Capital Management and Evergreen Investments—that were affiliated with or acquired by Wells Fargo. He also served as a Portfolio Manager at TriPoint Asset Management and The Boston Company Asset Management.
  • Education: BS in Computer Science and MS in Information Technology from New England Institute of Technology.
Jacqueline Hurley headshot
Jacqueline Hurley, CFA
PORTFOLIO MANAGER
  • Member of the Global Equity Portfolio Management group.
  • Formerly at Deutsche Asset Management from 2008 – 2010. Prior to joining Deutsche Asset Management, she had 4 years of experience as a consultant at Bearing Point and Accenture.
  • Education: BA in Computer Science from Colgate University; MBA in Finance & Accounting from University of Michigan, Ross School of Business.
Stephen A. Lanzendorf headshot
Stephen A. Lanzendorf, CFA
PORTFOLIO MANAGER
  • Member of the Global Equity Portfolio Management group.
  • Formerly Deputy Chief Investment Officer and head of the Developed Markets investment team at Batterymarch Financial Management from 2012 to 2014. At Batterymarch, he also served as co-head of the Developed Markets team from 2010 to 2012 and head of the US investment team from 2006 to 2010. Prior to joining Batterymarch, he spent six years as the Director of Quantitative Strategies at Independence Investments, where he also managed the equity trading desk. He was also a Portfolio Manager and Quantitative Analyst at The Colonial Group for 10 years.
  • Education: BS and MS in Nuclear Engineering from Massachusetts Institute of Technology.