Rockefeller Insights
March 24, 2020
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ASTRID STRANGMARK
Associate Equity Analyst, Rockefeller Asset Management
Astrid Strängmark is an Associate Equity Analyst within Rockefeller Asset Management. Ms. Strängmark received a B.A. degree in Economics from the University of Pennsylvania.
JAKE TRAN, CFA®
Client Portfolio Manager, Rockefeller Asset Management
Jake Tran, CFA, is a Client Portfolio Manager within Rockefeller Asset Management. Mr. Tran’s responsibilities include supporting clients and assisting in the business development efforts by representing the investment capabilities and strategies of the firm. Preceding his current role, he was an Equity Analyst on the Investment Team covering the Global Financials and Real Estate sectors. He joined Rockefeller as a Portfolio Analyst and Trader in the Portfolio Analytics & Risk Management group. Mr. Tran holds a B.S. in Business Administration with a Finance concentration from Drexel University. He is a CFA® charterholder and is fluent in Vietnamese.
JASON STERN
Associate Equity Analyst, Rockefeller Asset Management
Jason Stern is an Associate Equity Analyst within Rockefeller Asset Management. Mr. Stern received a B.A. degree in Economics from Colgate University.
EMMANUEL L. SOBONG, CFA®
Senior Equity Analyst, Rockefeller Asset Management
Emmanuel L. Sobong, CFA, is a Senior Equity Analyst within Rockefeller Asset Management. Prior to his current position, Mr. Sobong served first as a Performance Analyst with the Operations Group, then as a Portfolio Engineer in the Investment Group. His previous work experience includes working as an Investment Associate with Cambridge Associates. Mr. Sobong is a Chartered Financial Analyst® charterholder. He received an M.B.A. from New York University (Stern School of Business) and a B.S. in Finance from American University.
ALEXA MANGUAL
Associate ESG Research & Engagement Analyst, Rockefeller Asset Management.
Alexa Mangual is an Associate ESG Research & Engagement Analyst within Rockefeller Asset Management. Ms. Mangual received a B.A. degree with a double major in Economics and Sustainable Studies from Columbia University.
VICTOR LEE, CFA®
Portfolio Manager, Rockefeller Asset Management
Victor Lee, CFA, is a Portfolio Manager within Rockefeller Asset Management, focusing on the technology and telecom sectors. Prior to his current position, Mr. Lee was a Senior Equity Analyst and before that, a Reporting/Performance Analyst in the Operations Group. Mr. Lee is a Chartered Financial Analyst® charterholder. He received a B.S. in Finance and Information Systems from New York University.
ARMELLE DE VIENNE
Vice President and ESG Research & Engagement Analyst, Rockefeller Asset Management
Armelle de Vienne is a Vice President and ESG Research & Engagement Analyst within Rockefeller Asset Management. Prior to joining Rockefeller, Ms. de Vienne worked for Schlange & Co. GmbH and its subsidiary S&C North America Inc., a management consultancy specialized in Corporate Responsibility. As a consultant, she advised global companies on the development of sustainability strategies, responsible supply chain management, and sustainability reporting. Ms. de Vienne received a B.A. in Political Science from Colgate University and a M.Sc. in Sustainability Management from Columbia University. She is fluent in French and German.
CHRISTOPHER M. CROSBY, CFA
Senior Equity Analyst, Rockefeller Asset Management
Christopher M. Crosby, CFA, is a Senior Equity Analyst within Rockefeller Asset Management. Prior to joining the Investment Group, Mr. Crosby was a Senior Analyst in the Client Advisory Services Group. Before joining Rockefeller, he was employed at several mutual fund companies, including Oppenheimer Capital’s mutual fund subsidiary, Quest for Value, and T. Rowe Price. Mr. Crosby is a Chartered Financial Analyst® charterholder. He received a B.S. in Civil Engineering from Johns Hopkins University.
STEFAN LANGER, CFA®
Municipal Credit Analyst, Rockefeller Asset Management
Stefan Langer, CFA is a Municipal Credit Analyst for Fixed Income within Rockefeller Asset Management. He is responsible for maintaining a municipal bond credit database, analyzing new credits, and surveilling current issuer holdings. Prior to joining Rockefeller in 2013, he worked at UBS Financial Services Inc. as a portfolio management intern. Mr. Langer holds a B.S. in Business Administration with concentrations in Finance & Investments and graduated with distinction from the University of North Carolina at Chapel Hill.
HARSHAD LALIT, PH.D.
ESG Quantitative Analyst, Rockefeller Asset Management
Harshad U. Lalit, Ph.D., is a Vice President and ESG Quantitative Analyst within Rockefeller Asset Management. Prior to joining Rockefeller in 2019, Dr. Lalit spent two years as a Research Engineer at Caterpillar Technical Research Center working on developing quantitative models and C++ libraries for their in-house engineering solver. Dr. Lalit is a frequent speaker at international conferences and has authored several research papers. Dr. Lalit received a Ph.D. in Combustion Physics from the School of Aeronautics and Astronautics at Purdue University, a Master of Science degree in Aerospace Engineering from the University of Southern California, and an undergraduate degree in Mechanical Engineering from the Indian Institute of Information Technology. Dr. Lalit is a CFA® Level 3 candidate.
WILLIAM G. GODFREY
Portfolio Analyst
William G. Godfrey, is a Portfolio Analyst for Fixed Income within Rockefeller Asset Management. Mr. Godfrey is responsible for risk management, analytics, and operations for the fixed income portfolios. Prior to joining Rockefeller in 2018, Mr. Godfrey worked at Fiera Capital Inc. as an Investment Operations Analyst, developing strategy and process enhancements across their fixed income and equity operations. Mr. Godfrey holds a B.S. in Economics from Hobart College.
OLIVER HERMANN
Associate Equity Analyst within Rockefeller Asset Management
Oliver Hermann is an Associate Equity Analyst within Rockefeller Asset Management. Mr. Hermann received a B.A. degree in Political Science and Economics from Brown University.
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