Profil
Mr. Alan Gilston is a Vice President, Portfolio Manager of OppenheimerFunds, Inc. and is a manager of the firm’s Asset Allocation funds, beginning in February 2009.
He has twenty-seven years of investment experience.
Mr. Gilston joined OppenheimerFunds in 1997 as co-manager of the Discovery Fund.
He has managed multi-disciplined funds which employ an asset allocation overlay for allocating assets across a broad spectrum of asset classes and investment styles.
He was an original member or the firm’s Growth Team and was the Portfolio Manager for several Growth Funds.
For a period he was a member of Risk Management and has been involved with Investment Product Design.
Prior to joining OppenheimerFunds, Mr. Gilston was Vice President, Portfolio Manager of Schroder Capital Management International, where he worked for thirteen years.
He served on the firm’s Investment Committee and was directly involved in Investment Strategy.
His portfolio responsibilities included institutional accounts and high net worth individuals.
He began his career at Dreyfus Corporation, a mutual fund company, where he worked for three years as a Technology Analyst.
Mr. Gilston earned an MBA in Finance from St. John’s University and has a BBA in Management from The Bernard M.
Baruch College.
Ehemalige bekannte Positionen von Alan C. Gilston
| Unternehmen | Position | Ende |
|---|---|---|
Schroder Capital Management International, Inc.
Schroder Capital Management International, Inc. Investment ManagersFinance Part of Schroders Plc, Schroder Capital Management International, Inc. is a company based in New York, NY. | Corporate Officer/Principal | 31.07.1997 |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OFI focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm’s methods of security analysis may include economic analysis, fundamental analysis, technical analysis, quantitative analysis and top-down analysis. OFI’s investment strategies may also be guided by (a) the investment objectives, policies, strategies, and restrictions set forth in an advisory or sub-advisory agreement, (b) any offering document or other governing document applicable to a client for whom OFI provides advisory services, and (c) applicable legal and regulatory requirements. OFI offers investment strategies in the following broad asset classes: equities, fixed income, alternatives and multi-asset. Equities include main street equity, small and mid cap growth equity, value and income equity, emerging markets equity and global equity. Fixed income has investment grade debt, high yield corporate debt, global debt, Rochester municipals, multi-sector fixed income and cash strategies. Alternatives asset class includes alternative strategies, real estate, gold and special minerals and global infrastructure securities. | Portfolio Manager-Aktien | - |
Ausbildung von Alan C. Gilston
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Börsennotierte Unternehmen
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| Private Unternehmen | 4 |
|---|---|
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OFI focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm’s methods of security analysis may include economic analysis, fundamental analysis, technical analysis, quantitative analysis and top-down analysis. OFI’s investment strategies may also be guided by (a) the investment objectives, policies, strategies, and restrictions set forth in an advisory or sub-advisory agreement, (b) any offering document or other governing document applicable to a client for whom OFI provides advisory services, and (c) applicable legal and regulatory requirements. OFI offers investment strategies in the following broad asset classes: equities, fixed income, alternatives and multi-asset. Equities include main street equity, small and mid cap growth equity, value and income equity, emerging markets equity and global equity. Fixed income has investment grade debt, high yield corporate debt, global debt, Rochester municipals, multi-sector fixed income and cash strategies. Alternatives asset class includes alternative strategies, real estate, gold and special minerals and global infrastructure securities. | Finance |
Schroder Capital Management International, Inc.
Schroder Capital Management International, Inc. Investment ManagersFinance Part of Schroders Plc, Schroder Capital Management International, Inc. is a company based in New York, NY. | Finance |
St. John's University
St. John's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Baruch College
Baruch College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















