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🎁 💸 Warren Buffett's Top Picks Are Up +49.1%. Copy Them to Your Watchlist – For Free Copy Portfolio
Sunamerica Series Trust Sa Jpmorgan Diversified Balanced Class 1 (0P00003CZ0)
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SunAmerica Series Trust Balanced Portfolio Class 1
18.680
+0.140
+0.76%
- Overview
- Profile
- Historical Data
- Holdings
0P00003CZ0 Overview
On this page you'll find an in-depth profile of Sunamerica Series Trust Sa Jpmorgan Diversified Balanced Class 1. Learn about the key management, total assets, investment strategy and contact information of 0P00003CZ0 among other information.
Investment Strategy
The investment seeks total return. The advisor attempts to achieve its investment goal by maintaining at all times a balanced portfolio of various types of equity and fixed income investments, with at least 25% of the Portfolio's assets invested in fixed income securities, and with at least 25% of the Portfolio's assets invested in equity securities. Equity securities that the Portfolio primarily invests in include common stock and convertible securities of U.S. and foreign companies, each of any market capitalization.
Contact Information
Address
Harborside Financial Center, 3200 Plaza 5
Jersey City,NJ 07311
United States
Jersey City,NJ 07311
United States
Phone
+1 8008588850
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Gerhardt (Gary) P. Herbert | Portfolio Manager | 2021 | Now |
| Biography | Mr. Herbert has been an employee of JPMIM and the Head of GTAA and Diversified Strategies in the U.S for MAS since 2020Gary is a portfolio manager and head of global credit. Gary joined Brandywine Global in March 2010, bringing with him over 20 years of high yield experience. Previously, Gary was a Managing Director, Portfolio Manager with Guggenheim Partners, LLC (2009-2010); a Managing Director, Portfolio Manager with Dreman Value Management, LLC (2007-2009); and an Executive Director, Portfolio Manager (1999-2007) and Associate (1994-1998) with Morgan Stanley Investment Management. | ||
| Morgan M. Moriarty | - | 2019 | Now |
| Jeffrey A. Geller | Managing Director | 2019 | Now |
| Biography | Jeffrey Geller, CFA, managing director, is a Chief Investment Officer of Multi-Asset Solutions, where he is responsible for investment oversight of all mandates managed in New York. This includes providing oversight with respect to manager and strategy suitability and fit and ensuring that the team's asset allocation views are reflected appropriately across a diverse set of mandates. Jeff is also a portfolio manager for less constrained multi-asset class portfolios as well as portfolios with alternatives exposure. Before joining the firm in 2006, Jeff was director of Hedge Fund Investments at Russell Investment Group and served as chairman of the Firm's hedge fund investment committee. Prior to that, he was a senior partner at Credit Suisse Asset Management's BEA Associates unit where he had responsibility for managing equity, currency overlay and relative value arbitrage strategies. Jeff earned a Bachelor of Arts in Government from Clark University and an M.B.A. in Finance from the University of Chicago Graduate School Of Business. He is a CFA charterholder and is Series 24, 7, and 63 licensed | ||
| Michael Feser | Executive Director | 2016 | 2022 |
| Biography | Michael Feser, managing director, is a portfolio manager on the Multi-Asset Solutions team based in New York. In this role, Michael is responsible for managing portfolios and expanding the Multi-Asset Solutions team’s capabilities in the sub-advisory segment. A particular area of focus is the design and management of risk/volatility controlled investment strategies. In addition, Michael also serves on JPMAM’s long-term capital markets assumptions committee and advises clients on investment strategy design and strategic asset allocation issues. An employee since 1994, Michael has more than two decades of markets, multi-asset and fixed income research and investment experience. Previously, Michael served as the Global Investment Director of Global Investment Management Solutions, where he oversaw the investment activities of the group’s portfolio managers, new product development and worked with the Funds’ boards globally. Prior to this, Michael held a number of roles across global investment management, including leading Multi-Asset Solution’s quantitative research and portfolio management team, and heading fixed income quantitative research and portfolio management functions in London. Michael obtained an M.A. in business administration from the University of Cologne. He is a CFA charterholder and is Series 3, 7 and 63 licensed. | ||
| John R. Speer | - | 2018 | 2021 |
| Biography | John Speer, CFA, executive director, is a portfolio manager on J.P. Morgan Asset Management’s Multi-Asset Solutions team based in New York. He is responsible for portfolio construction, tactical asset allocation, and manager selection across both traditional and liquid alternative asset classes. As a portfolio manager for the Advisory model portfolios for over a decade, John oversees more than $7.5 billion in assets under supervision from Wealth Managers, Broker Dealers and Registered Investment Advisors covering risk based tactical, outcome-oriented, and total return strategies. Prior to focusing on the models business, he also managed multi asset portfolios for institutional clients including public pensions and insurance companies. An employee since 2007, John previously worked in the Private Bank at J.P. Morgan doing portfolio construction and quantitative analysis for ultra-high net worth individuals, endowments, and foundations. As a part of these efforts, he built custom asset allocations to complement concentrated stock or private business holdings for clients. John holds a Bachelor of Arts in Economics and Computer Science from the College of the Holy Cross and is a CFA® charterholder. | ||
| Nicole Goldberger | Vice President | 2019 | 2019 |
| Biography | Nicole is a Portfolio Manager and Head of Growth Portfolios within the Investment Solutions team, based in New York. She is responsible for the management and investment oversight of all growth portfolios globally. In January 2020, Nicole joined UBS Asset Management from JPMorgan Asset Management's Multi-Asset Solutions team, where she was the lead portfolio manager responsible for managing Global Tactical Asset Allocation (GTAA) and balanced portfolios for institutional and retail clients. Prior to that, Nicole was a portfolio manager for a range of different multi-asset class solutions, including flexible total return portfolios with private markets, diversified benchmark-aware mandates, 529 age-based portfolios, inflation aware multi-strategy funds, liability-driven investment (LDI) portfolios and target date funds. Having spent over 16 years at JPMorgan, Nicole also focused on manager selection and portfolio construction across both traditional and alternative asset classes. Nicole is a CFA charterholder. In 2019, Nicole was named by Citywire as one of the best 30 female fund managers in the world. | ||
| Eric J. Bernbaum | Executive Director | 2015 | 2019 |
| Biography | Eric J. Bernbaum, Executive Director, CFA, is a portfolio manager within JPMorgan’s Multi-Asset Solutions Group and has responsibility for portfolio construction and the implementation of tactical asset allocations across JPMorgan’s Multi-Asset Solutions Group. Mr. Bernbaum joined JPMorgan in 2008. Eric holds a B.S. in Applied Economics and Management with a concentration in Business and Finance from Cornell University. | ||
| Patrik Jakobson | Managing Director, Portfolio Manager | 2006 | 2019 |
| Biography | Patrik Jakobson, managing director, is a client portfolio manager in Multi-Asset Solutions, based in New York. Patrik focuses extensively on asset allocation solutions with institutional clients and is a member of the Global Strategy team which establishes broad macroeconomic themes that are reflected across all portfolios managed globally by the team. An employee since 1987, Patrik was previously an equity and balanced portfolio manager, and prior to that he was a research analyst specializing in the retailing industry in corporate finance. He earned a BA in Economics from Harvard University and an MBA in Finance from the Wharton School. Patrik is Series 24, 7, and 63 licensed. | ||
| Maddi Dessner | Managing Director | 2006 | 2018 |
| Biography | Mrs. Dessner is a CFA charterholder. Mr. Feser, Managing Director of JPMorgan, joined the firm in 1994 and is a Portfolio Manager on the Multi-Asset Solutions team based in New York. Ms. Dessner holds the Chartered Financial Analyst designation. | ||
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