Fund Inception | 05/31/2007 |
Name of Issuer | Calvert Research and Management |
Fund Advisor(s) | Calvert Research and Management |
Sub-Advisor(s) | -- |
Fund Managers for CGAEX
Gordon Wotherspoon
Portfolio Manager since 07/01/2024
Gordon is responsible for overseeing portfolio management of the Custom Core® product for the firm’s brokerage and bank-sponsored channels. Prior to joining Parametric in 2004, Gordon led the investment manager due diligence effort for an institutional investment consulting group within UBS Financial Services. He earned an MBA and a BS in economics from the University of Washington.
Jennifer Mihara
Portfolio Manager since 07/01/2024
Jennifer is responsible for portfolio management with the Private Client Direct Portfolio Management Team, and was previously a portfolio manager in the Centralized Portfolio Management Group. Prior to joining Parametric in 2005, Jennifer was an Investment Associate at Merrill Lynch for five years where she specialized in financial planning and portfolio construction. She earned a BA in economics and a minor in mathematics from Colgate University.