Team Overview
The RS Concentrated Small Cap Growth Portfolio is managed by Jim Callinan, who is a member of the RS Growth Team. The RS Growth Team consists of seven investment professionals, who on average have over 15 years of investment experience.
Back row: Leslie Bunim, Steve Bishop, Scott Tracy, Chris Clark. Front row: Melissa Chadwick-Dunn, John Tilney, Kevin Kelly. Not pictured: Jim Callinan.
Steve Bishop
Steve Bishop
Co-portfolio manager on RS Growth Team
- Tenure with RS Investments: Since 1996
- Tenure in Industry: Since 1992
- Prior Experience: Analyst at Dean Witter Reynolds, Inc.
- Education: B.A. from University of Notre Dame; M.B.A. from Harvard Business School
Lesley Bunim
Lesley Bunim
Analyst on RS Growth Team
- Tenure with RS Investments: Since 2010
- Tenure in Industry: Since 1999
- Prior experience: Principal at the Whitney Green River Fund; Associate at Oaktree Capital Management
- Education: B.A. in economics and art history from Wellesley College; M.B.A from Stanford Graduate School of Business
James L. Callinan, CFA
James L. Callinan, CFA
Member of the RS Growth Team and portfolio manager on several institutional strategies. Co-portfolio manager for RS Emerging Growth Fund from June 1996 to March 2009 and was co-portfolio manager of RS Select Growth Fund from May 2007 to March 2009.
- Tenure with RS Investments: Since 1996
- Tenure in Industry: Since ??
- Prior experience: Portfolio manager of the Putnam OTC Emerging Growth Fund and served on the investment team of Putnam's growth group for nine years
- Education: A.B. in economics from Harvard College, an M.S. in accounting from New York University, and an M.B.A. from Harvard Business School
Melissa Chadwick-Dunn
Melissa Chadwick-Dunn
Co-portfolio manager on RS Growth Team
- Tenure with RS Investments: Since 2001
- Tenure in Industry: Since 1992
- Prior experience: Equity Analyst at Putnam Investments; Investment Banker at Lehman Brothers and McDaniels S.A.
- Education: B.A. and M.A. from University of Chicago; M.B.A. from Wharton School of Business
Christopher W. Clark, CFA
Christopher W. Clark, CFA
Analyst on the RS Growth Team
- Tenure with RS Investments: Since 2007
- Tenure in Industry: Since 2000
- Prior experience: Research associate at TIAA-CREF; Research assistant at Dresdner RCM Global Investors for three years
- Education: B.A. in economics from the University of Virginia; CFA Charterholder
Kevin Kelly
Kevin Kelly
Trader for the RS Growth Team
- Tenure with RS Investments: Since 1995
- Tenure in Industry: Since 1995
- Prior experience: Principal at the Whitney Green River Fund; Associate at Oaktree Capital Management
- Education: B.A., Connecticut College
John Tilney III, CFA
John Tilney III, CFA
Analyst on RS Growth Team
- Tenure with RS Investments: Since 2009
- Tenure in Industry: Since 2002
- Prior experience: Analyst at Bodri Capital Management; Investment associate at Putnam Investments
- Education: B.S. in Economics from Tufts University, Magna Cum Laude; M.B.A from Stanford Graduate School of Business; CFA Charterholder
Scott Tracy, CFA
Scott Tracy, CFA
Co-portfolio manager on RS Growth Team
- Tenure with RS Investments: Since 2001
- Tenure in Industry: Since 1997
- Prior experience: Spent three years at Shoreline Investment Management, the in-house asset management arm of Hewlett-Packard and one year as an equity analyst at Montgomery Securities
- Education: B.A. from Trinity College; M.B.A. from University of California at Berkeley; CFA Charterholder