VICTORYSHARES - Key Persons
Job Titles:
- Member of the Investment Team
- Research Analyst
- Research Analyst for the Sycamore Capital Small Cap Value Equity
Abigayle Ashcraft is a research analyst for the Sycamore Capital Small Cap Value Equity and Mid Cap Value Equity strategies.
She joined Victory Capital in May 2011. She has prior experience in business analytics at Booz Allen Hamilton in Dayton, Ohio.
Ms. Ashcraft earned her Bachelor of Science in finance and economics with a minor in international business from the University of Dayton. Additionally, she is a CFA® charterholder.
Ms. Ashcraft serves on the Board for Girls on the Run Cincinnati, where she is a member of the Investment Committee.
Job Titles:
- Member of the Investment Team
- Research Associate
- Research Associate for the Sycamore Capital Small Cap Value Equity
Bradley Morrissey is a research associate for the Sycamore Capital Small Cap Value Equity and Mid Cap Value Equity strategies.
He joined Sycamore Capital in May 2022. Prior to joining the team, Mr. Morrissey held several positions at Johnson Asset Management, including research associate, REIT sector analyst and most recently, credit analyst.
Mr. Morrissey holds a Bachelor of Business Administration in finance and business economics from Ohio University. Additionally, he is a CFA® charterholder.
Mr. Morrissey is involved in several philanthropic endeavors, including volunteering his time with Matthew 25: Ministries and with the Susan Sargen Student Enterprise Program (StEP) through the University of Cincinnati's Economics Center.
Job Titles:
- Chairman
- Chief Executive Officer
- Member of the Victory Capital Executive Officers Team
- Chief Executive Officer of Victory Capital Holdings, Inc
David C. Brown has served as Chief Executive Officer of Victory Capital Holdings, Inc. (Victory Capital) since August 2013 and Chairman of the Board of Directors since April 2014. Mr. Brown also serves as Chairman and Chief Executive Officer of Victory Capital Management Inc. (VCM), Victory Capital's wholly owned registered investment adviser, responsible for the development, execution, and oversight of firm strategy. He is Chairman of the VCM Investment Committee and a member of the Boards of Trustees for Victory Portfolios I, II and III. Mr. Brown also serves as a member of the President's Advisory Council for Xavier University of Louisiana.
Mr. Brown joined VCM in 2004 and has held multiple senior level positions, including President and Chief Operating Officer prior to his current role. Before joining VCM, Mr. Brown spent five years at Gartmore Global Investments, Inc. in a number of senior management positions including Chief Financial Officer and Chief Operating Officer of Gartmore Emerging Managers, LLC. Prior to joining Gartmore, he worked for Ernst & Young LLP as a Manager in the Assurance & Advisory Business Services unit focusing on investment management businesses.
Mr. Brown holds a Bachelor of Arts degree in political science with an emphasis on accounting from Ursinus College and a Master of Business Administration from Case Western Reserve University. Mr. Brown currently serves on the Board of Directors for SA Life Academy. Previously, he served as a member of San Antonio's Airport System Development Committee and on the Boards of Directors for Alderwood Partners LLP, Cerebellum Capital, the Summa Health Systems of Ohio Investment Committee, and JumpStart of Ohio. Mr. Brown was formerly a member of the Bluecoats, Inc. of Cuyahoga County, OH, and was selected as a 40 under 40 award winner by Crain's Cleveland Business. He is a Certified Public Accountant (inactive).
Job Titles:
- Portfolio Manager / Quantitative
Job Titles:
- Chief Investment Officer - NewBridge Asset Management / Senior Portfolio Manager
Job Titles:
- Member of the Investment Team
- Senior Portfolio Specialist
Job Titles:
- Member of the Investment Team
- Chief Investment Officer - Sycamore Capital
Job Titles:
- Member of the Investment Team
- Portfolio Manager
- Member of the Advisory Committee for Brighter Day 4 Kids
- Portfolio Manager for the Sycamore Capital Small Cap Value Equity
Gregory Conners is a portfolio manager for the Sycamore Capital Small Cap Value Equity and Mid Cap Value Equity strategies.
He joined Victory Capital in 1999 with four years prior investment experience as a small cap research analyst with Carillon Advisors in Cincinnati. Prior to his tenure as portfolio manager, Mr. Conners served as a research analyst for the Small Cap Value Equity strategy.
Mr. Conners holds a Bachelor of Science in economics from College of Mount St. Joseph and a Master of Business Administration from Xavier University.
Mr. Conners is a member of the Advisory Committee for Brighter Day 4 Kids.
Job Titles:
- Member of the Investment Team
- Portfolio Manager
- Portfolio Manager for the Sycamore Capital Small Cap Value Equity
James Albers is a portfolio manager for the Sycamore Capital Small Cap Value Equity and Mid Cap Value Equity strategies.
He joined Victory Capital in 2005. Previously, Mr. Albers worked as a consultant with Accenture and IBM Global Services.
Mr. Albers earned a Bachelor of Science in economics and computer science and a Master of Science in finance from University of Wisconsin. Additionally, he is a CFA® charterholder.
Job Titles:
- Senior Portfolio Manager
- Senior Portfolio Manager for NewBridge Asset Management
Jason Dahl is a senior portfolio manager for NewBridge Asset Management and member of the Large Cap Growth portfolio management team. The Victory Large Cap Growth team was renamed NewBridge Asset Management on April 1, 2015. NewBridge Asset Management is a Victory Capital investment franchise.
Mr. Dahl joined Victory Capital in 1999 with nine years' prior investment experience. Previously, he was a portfolio manager/analyst in the Campbell, Cowperthwait division of U.S. Trust Company.
Mr. Dahl holds a B.S. in economics from SUNY College at New Paltz and an MBA from Pace University. He is a CFA® charterholder.
Job Titles:
- Director of Research
- Member of the Investment Team
- Senior Research Analyst
Job Titles:
- Member of the Investment Team
- Portfolio Manager
- Portfolio Manager for the Sycamore Capital Small Cap Value Equity
Jeffrey Graff is a portfolio manager for the Sycamore Capital Small Cap Value Equity and Mid Cap Value Equity strategies.
He joined Victory Capital in 2001 with six years prior investment experience. Previously, Mr. Graff was employed as an equity analyst with A.G. Edwards & Sons in St. Louis, Missouri. He began his career in the investment industry as an equity research associate for Roulston & Company in Cleveland, Ohio.
Mr. Graff holds a Bachelor of Business Administration from Cleveland State University and a Master of Finance from St. Louis University. Additionally, he is a CFA® charterholder.
Job Titles:
- Member of the Investment Team
- Research Associate
- Research Associate for the Sycamore Capital Small Cap Value Equity
Jillian Moorman is a research associate for the Sycamore Capital Small Cap Value Equity and Mid Cap Value Equity strategies.
She joined Sycamore Capital in July 2023. She has prior experience as an executive board member of a student run long-only U.S. equities portfolio, and previously worked as a research intern with Sycamore Capital.
Ms. Moorman earned a Bachelor of Business Administration in finance and business analytics from Ohio University.
Job Titles:
- Financial Professional
- Head of Sales and Distribution, Intermediary and Retirement
Job Titles:
- Member of the Investment Team
- Senior Trader
Mr. van der Oord is a dedicated senior equity trader for the Sycamore Capital Small Cap Value Equity and Mid Cap Value Equity strategies.
He joined Victory Capital Management's trading desk in 2007 and became a dedicated Trader for Sycamore Capital in 2014.
Mr. Van der Oord holds a Bachelor of Science in Business Administration from John Carroll University.
Job Titles:
- Sales Desk Manager, Intermediary and Retirement
Jon Seymour Sales Desk Manager, Intermediary and Retirement W: 800-991-8191 Send a mail to Jon Seymour at jseymour@vcm.com
Job Titles:
- Member of the Victory Capital Executive Officers Team
- President
- President, Investment Franchises & Solutions and Head of Product & Strategy
Job Titles:
- Member of the Investment Team
- Director of Community Engagement & Inclusion Excellence
Job Titles:
- Member of the Investment Team
- Quantitative Research Analyst
Job Titles:
- Member of the Investment Team
- Equity Analyst, Munder Capital Management
Job Titles:
- Chief Administrative Officer
- Chief Financial Officer
- Member of the Victory Capital Executive Officers Team
- President
- President, Chief Financial Officer, and Chief Administrative Officer for Victory Capital
Michael D. Policarpo is president, chief financial officer, and chief administrative officer for Victory Capital. He is responsible for the firm's financial operations, accounting, and treasury management, as well as the day-to-day operations of the business platform, including all operational and administrative functions. Mr. Policarpo also supports inorganic growth sourcing, evaluation and execution, as well as business platform integration. Mr. Policarpo joined the firm in 2005 and has held several senior level roles, including serving as chief operating officer from February 2016 to March 2019 and chief financial officer from August 2013 through June 2017.
Prior to joining Victory Capital, Mr. Policarpo served as vice president of finance for Gartmore Global Investments, Inc. where he was responsible for strategic planning in conjunction with Gartmore's senior management teams. He held several other positions during his five years at Gartmore, including chief financial officer of Advisor Services and corporate controller. Prior to his tenure with Gartmore, he worked for Ernst & Young LLP as a senior accountant in the Assurance & Advisory Business Services unit with a focus on investment management companies, registered investment companies and broker-dealers.
Mr. Policarpo holds a Bachelor of Science degree in business and economics from Lehigh University. He is a Certified Public Accountant and holds Series 7, 24, 27, and 99 securities licenses.
Job Titles:
- Member of the Investment Team
- Portfolio Manager
- Portfolio Manager for the Sycamore Capital Small Cap Value Equity
Michael Rodarte is a portfolio manager for the Sycamore Capital Small Cap Value Equity and Mid Cap Value Equity strategies.
He joined Victory Capital in 2006. Previously, Mr. Rodarte worked as an analyst with Keybanc Capital Markets in their corporate and investment banking groups.
Mr. Rodarte earned his Bachelor of Business Administration in finance, economics, and international business from Ohio University. Additionally, he is a CFA® charterholder.
Mr. Rodarte is involved in several philanthropic endeavors, most recently Co-founder and Chair of Level Up Cincinnati. He has also volunteered his time as a Big Brother with Big Brothers Big Sisters of Greater Cincinnati for over 15 years.
Job Titles:
- Member of the Investment Team
- Senior Portfolio Manager
- Senior Portfolio Manager for Munder Capital Management
Michael Gura is a senior portfolio manager for Munder Capital Management. In this role, he serves as portfolio manager for the Multi-Cap and Diversified Equity strategies. Munder Capital Management was acquired by Victory Capital in October 2014 and is a Victory Capital investment franchise. Mr. Gura joined Munder in 1995 as a senior equity research analyst in a merger with the investment management division of Comerica Bank. Mr. Gura received a B.B.A. and an M.S. in finance (with distinction) from Walsh College. He is a CFA® charterholder and member of the CFA Institute and CFA Society of Detroit.
Job Titles:
- Senior Portfolio Manager
- Senior Portfolio Manager for NewBridge Asset Management
Michael Koskuba is a senior portfolio manager for NewBridge Asset Management and member of the Large Cap Growth portfolio management team. The Victory Large Cap Growth team was renamed NewBridge Asset Management on April 1, 2015. NewBridge Asset Management is a Victory Capital investment franchise.
Mr. Koskuba joined Victory Capital in 1999 with five years' prior investment experience. Previously, he was a portfolio manager/analyst in the Campbell, Cowperthwait division of U.S. Trust Company.
Mr. Koskuba is frequently asked about his outlook on the equity markets and specific securities by the financial press. He has appeared in a variety of publications and media outlets, including Bloomberg, CNBC, Dow Jones, Reuters, MarketWatch, The Wall Street Journal and others.
Mr. Koskuba holds a B.A. in international studies from Muhlenberg College and an MBA in finance from Fordham University.
Job Titles:
- Member of the Investment Team
- Research Associate
Job Titles:
- Member of the Victory Capital Executive Officers Team
- Chief Legal Officer and Head of Human Resource Administration
- Chief Legal Officer and Head of Human Resource Administration of Victory Capital
Nina Gupta is chief legal officer and head of human resource administration of Victory Capital. Previously, Ms. Gupta was general counsel and secretary of RS Investments, which was acquired by Victory Capital in July 2016.
Prior to joining RS, Ms. Gupta worked at BlackRock Institutional Trust Company N.A., where she was deputy general counsel of BlackRock Institutional Trust Company, responsible for providing legal advice in connection with corporate matters, counterparty trading, transactional documentation, and regulatory issues in connection with a variety of different fund structures and accounts.
Previously, Ms. Gupta was an associate at the law firm of Shearman & Sterling LLP in New York and Menlo Park, where her practice focused on general corporate, structured finance and banking matters. Ms. Gupta earned a law degree from the University of London in 1996 and a Masters in Law from the University of Cambridge in 1997.
Paul G. Pasicznyk Head of Institutional W: 216-898-2454 Send a mail to Paul G. Pasicznyk at pgp@vcm.com
Job Titles:
- Member of the Investment Team
- Senior Business Analyst
- Senior Business Analyst for Munder Capital Management
Regenia Bingham is senior business analyst for Munder Capital Management. In this role, she provides quantitative equity research as well as cash management and equity trade order entry for all of Munder's equity investment strategies. Munder Capital Management was acquired by Victory Capital in October 2014 and is a Victory Capital investment franchise. Ms. Bingham has 37 years of industry experience. Before joining Munder in 1995 in a merger with Comerica Bank, she worked as an equity research assistant at Woodbridge Capital Management, an investment management subsidiary of Comerica. Earlier in her career, she served as a portfolio assistant to the director of equity research at Manufacturers Bank.
Job Titles:
- Member of the Investment Team
- Chief Investment Officer & Senior Portfolio Manager Mid - Cap Core Growth, Multi - Cap and Diversified Equity Strategies
Job Titles:
- Member of the Investment Team
- Senior Portfolio Manager
- Senior Portfolio Manager for Munder Capital Management
Bob Glise is a senior portfolio manager for Munder Capital Management. In this role, he analyzes equity securities for the Mid-Cap Core Growth strategy. He also manages portfolio strategy, sector analysis, and stock selection and monitoring. Munder Capital Management was acquired by Victory Capital in October 2014 and is a Victory Capital investment franchise. A tenured professional with 34 years of investment experience, Mr. Glise worked on Munder's Mid-Cap Core Growth Fund/Mid-Cap Core Growth Strategy team from 1998-2002. Before rejoining Munder in 2016, he served as a senior partner and senior portfolio manager at NorthPointe Capital Management, where he played a key role in the launch of a growth equity platform. Earlier in his career, he held investment roles at Comerica Bank and Eaton Corporation. Mr. Glise earned a B.A. in finance from Michigan State University. He is a CFA® charterholder.
Job Titles:
- Member of the Investment Team
- Research Associate
Job Titles:
- Member of the Investment Team
- Client Service Associate
Job Titles:
- Head of National Accounts, Retirement
Scott Neeb Head of National Accounts, Retirement W: 1-800-991-8191 Send a mail to Scott Neeb at sneeb@vcm.com
Job Titles:
- Member of the Investment Team
- Senior Portfolio Manager
- Senior Portfolio Manager for Munder Capital Management
Sean Wright is a senior portfolio manager for Munder Capital Management. He serves as one of the lead managers for the Munder Mid-Cap Core Growth strategy. He also serves as an analyst for the Small/Mid-Cap, Multi-Cap, and Diversified Equity strategies.
Munder Capital Management was acquired by Victory Capital in October 2014 and is a Victory Capital investment franchise. Mr. Wright joined Munder in 2010 and has 12 years of investment experience. Before becoming a portfolio manager, Mr. Wright was an analyst performing fundamental analysis on individual stocks for the Mid-Cap Core Growth strategy.
Mr. Wright earned his B.A. in Economics from the University of Michigan. He is a CFA® charterholder.
Job Titles:
- Member of the Investment Team
- Associate Portfolio Specialist