T. Rowe Price | Bridgehouse Asset Managers (2024)

INVESTMENT CAPABILITIES

Sébastien Page discusses T. Rowe Price’s investment capabilities.

• Charles Shriver, CFAPortfolio Manager

  Charles Shriver is the portfolio manager of the Global Allocation, Balanced and Spectrum Funds, and he is co-chair of the Asset Allocation Committee. Charles is a vice president of T. Rowe Price Group, Inc.

  Charles’s investment experience began in 1999 when he joined the Multi-Asset Division and he has been with T. Rowe Price since 1991.
  Charles earned a B.A. in economics and rhetoric/communications studies from the University of Virginia. He earned an M.S.F. from Loyola University Maryland and a graduate diploma in public economics from Stockholm University. Charles also has earned the Chartered Financial Analyst^® designation.

  CFA^® and Chartered Financial Analyst^® are registered trademarks owned by CFA Institute.

• Joe Fath, CPAPortfolio Manager

  Joe Fath, CPA, is the portfolio manager for the US Growth Stock Equity Strategy, including the Growth Stock Fund, for which he is chairman of the Investment Advisory Committee. He is a vice president and member of the Investment Advisory Committees of the US Communications and Technology, US Structured Research Equity, and US Large-Cap Growth Equity Strategies. Joe is a vice president of T. Rowe Price Group, Inc. Joe’s investment experience began in 2000, and he has been with T. Rowe Price since 2002, beginning in the U.S. Equity Division. Previously, he was an intern for the U.S. Equity Division in the summer of 2001. Prior to this, Joe was the chief financial officer and cofounder of Broadform, Inc., a start-up educational software company. In addition, he worked as director of operations and analysis for Players International, a multi-jurisdictional gaming operator in the United States. Joe also was employed by Coopers & Lybrand as a senior associate in the Business Assurance and Financial Advisory Services Group. Joe earned a B.S., with honors, in accounting from the University of Illinois, Urbana-Champaign, and an M.B.A., with honors, in finance and entrepreneurial management from the University of Pennsylvania, The Wharton School. He is a certified public accountant.

  See Also

  Richard C. Young & CO. LTD. Has $6.02 Million Holdings in T. Rowe Price Group, Inc. (NASDAQ:TROW)

• Paul GreenePortfolio Manager

  Paul Greene is the portfolio manager of the US Large-Cap Core Growth Equity Strategy in the U.S. Equity Division. He is a vice president and an Investment Advisory Committee member of the US Large-Cap Core Growth Equity, Communications and Technology Equity, and US Growth Stock Equity Strategies. He is an Investment Advisory Committee member of the Global Growth Equity and Global Focused Growth Equity Strategies. Paul is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Trust Company. Paul has been with T. Rowe Price since 2006, beginning in the U.S. Equity Division as an investment analyst following media and internet companies. Subsequently, Paul was named the portfolio manager of the Communications and Technology Strategy until his recent position. Paul was a summer intern in 2005. Prior to this, Paul was employed by ArvinMeritor, Inc., as a finance and operations analyst. Paul earned a B.S., magna cum laude, in mechanical engineering, with a minor in economics, from the Rose-Hulman Institute of Technology and an M.B.A. from the Stanford Graduate School of Business.

• Taymour Tamaddon, CFAPortfolio Manager

  Taymour Tamaddon, CFA, is the portfolio manager of the US Large-Cap Growth Equity Strategy in the U.S. Equity Division. He is a vice president and a member of the Investment Advisory Committees for the Health Sciences Equity, Global Growth Equity, US Growth Stock Equity, and Global Focused Growth Equity Strategies. In addition, he is a member of the firm’s Equity Steering Committee. Taymour is an executive vice president of the T. Rowe Price Equity Funds, Inc., and a vice president of the T. Rowe Price International Funds, Inc., and T. Rowe Price Global Funds, Inc. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Trust Company. Taymour’s investment experience began in 2003, and he has been with T. Rowe Price since 2004, beginning in the U.S. Equity Division. Previously, he was an intern for the U.S. Equity Division in the summer of 2003. Prior to this, Taymour was employed by Amazon.com in the areas of finance and merchandising. Before that, he was employed by Booz Allen Hamilton as a consultant, specializing in the energy industry. Taymour earned a B.S., cum laude, in applied physics from Cornell University and an M.B.A. from Dartmouth College, Tuck School of Business, where he was an Edward Tuck Scholar with high distinction. Taymour also has earned the Chartered Financial Analyst® designation.

• Toby Thompson, CFAPortfolio Manager

  Toby Thompson is a portfolio manager in the Multi-Asset Division. He is a co-portfolio manager of the Balanced Fund, Global Allocation Funds, Moderate Allocation Portfolio, Spectrum Funds, ActivePlus^® Portfolios and Managed Volatility Strategies. Toby is a vice president of T. Rowe Price Group, Inc. and T. Rowe Price Associates, Inc.

  Toby’s investment experience began in 1994 and he has been with T. Rowe Price since 2010, beginning in the retirement plan services group. Prior to this, Toby was employed by I.A.M. as director of investments of the National Pension Fund. He also was a principal with Brown Investment Advisory, where he worked in fixed income research, served as director of open architecture and asset allocation, and was a member of the firm’s Strategic Investment Committee.

  Toby earned a B.S. in business and economics from Towson University and an M.B.A. from Loyola University Maryland. Toby also has earned the Chartered Financial Analyst^® and Chartered Alternative Investment Analyst designations. Toby is a former chairman of the National Aquarium Foundation in Baltimore.

  CFA^® and Chartered Financial Analyst^® are registered trademarks owned by CFA Institute.

• Craig Watson, CPAPortfolio Specialist

  Craig Watson is a portfolio specialist in the U.S. Equity Division. He is a member of the U.S. Large-Cap Growth team, working closely with institutional clients, consultants, and prospects. Craig also is a vice president of T. Rowe Price Group, Inc., and a trustee on the T. Rowe Price Foundation, Inc.

  Craig’s investment experience began in 1995, and he has been with T. Rowe Price since 2007, beginning in the U.S. Equity Division. Prior to this, Craig was employed by HSBC Securities as a senior vice president of global equity sales and by UBS as the director of institutional equity sales.

  Craig earned a B.S., magna cum laude, in accounting from Hampton University and an M.B.A. from the University of Pennsylvania, The Wharton School. He is a certified public accountant.

• Matthew Ko, CFAPortfolio Specialist

  Matthew Ko is a portfolio specialist in the Multi-Asset Division. He is the proxy portfolio manager for the suite of target risk asset allocation products and communicates the firm’s global capital markets outlook and asset allocation viewpoints. Matt is a vice president of T. Rowe Price Group, Inc.

  Matt’s investment experience began in 2001 and he has been with T. Rowe Price since 2016, beginning in the Investment Specialists Group. Prior to this, Matt was employed by Putnam Investments where he was the primary liaison between portfolio managers, research analysts and clients. He also worked alongside the product management team to further develop and launch new products.

  Matt earned a B.B.A. in finance from James Madison University. Matt also has earned the Charted Financial Analyst^® (CFA) designation. He is a member of the CFA Society of Washington, D.C.

  CFA^® and Chartered Financial Analyst^® are registered trademarks owned by CFA Institute.