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Profil
Ms. Schopen joined Ziegler in 1997 as a portfolio administrator.
She has 10 years of investment experience; including securities trading and settlement, marketing, account research and reconciliation, and customer service.
Ms. Schopen is currently an institutional portfolio manager, co-manager for North Track's Cash Reserve Fund, as well as customer service liaison for institutional clients.
Ms. Schopen graduated from the University of Wisconsin-Whitewater in 1993.
Prior to joining Ziegler, she worked in sales-related capacities for Prudential, Morgan Stanley and Robert W.
Baird.
Ms. Schopen is Series 7 and 66 licensed, and is a member of Ziegler's fixed-income committee
Anciens postes connus de Rita A. Schopen
| Sociétés | Poste | Fin |
|---|---|---|
Ziegler Capital Management LLC (Old)
 Ziegler Capital Management LLC (Old) Investment ManagersFinance Ziegler Capital Management is a large-cap US growth investor. Their funds seek a total return from dividends and capital gains that, before deducting the operating expenses, exceed the total return of the benchmark indices. They invest in common stocks that approximately parallel the composition of the indexes but do not intend to replicate the indexes at all times. Ziegler may overweight particular sectors that they believe offer attractive growth potential. The firm relies heavily on Wall Street research. They will sell a stock when there is deterioration in fundamentals. Their research employs both quantitative and behavioral finance methods. Ziegler tends to invest in the stocks of mid-cap and large-cap companies in the electronic technology, technology services and health technology sectors. The firm maintains a low turnover rate. | Portfolio Manager-Fixed Income | 25/07/2005 |
Expériences
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1
Entreprises liées au 1er degré
Homme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Ziegler Capital Management LLC (Old)
Ziegler Capital Management LLC (Old) Investment ManagersFinance Ziegler Capital Management is a large-cap US growth investor. Their funds seek a total return from dividends and capital gains that, before deducting the operating expenses, exceed the total return of the benchmark indices. They invest in common stocks that approximately parallel the composition of the indexes but do not intend to replicate the indexes at all times. Ziegler may overweight particular sectors that they believe offer attractive growth potential. The firm relies heavily on Wall Street research. They will sell a stock when there is deterioration in fundamentals. Their research employs both quantitative and behavioral finance methods. Ziegler tends to invest in the stocks of mid-cap and large-cap companies in the electronic technology, technology services and health technology sectors. The firm maintains a low turnover rate. | Finance |
