Team Overview
The RS Small Cap Growth Portfolio and related products are Co-Managed by Steve Bishop, Melissa Chadwick-Dunn, and Scott Tracy. All Co-Managers are members of the RS Growth Team. The RS Growth Team consists of nine investment professionals, who on average have over 16 years of investment experience. The team also has an experienced trader.
Back row: Lesley Bunim, Steve Bishop, Paul Leung, Scott Tracy, Chris Clark. Front row: Melissa Chadwick-Dunn, John Tilney, Kevin Kelly (equity trader). 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
Paul Leung, CFA
Paul Leung, CFA
Analyst on RS Growth Team
- Tenure with RS Investments: Since 2012
- Tenure in Industry: Since 1999
- Prior Experience: Senior Investment Analyst at Ashfield Capital Partners; Sector Manager and Research Analyst at Sterling Johnston Capital Management; Senior Financial Analyst at Salomon Smith Barney
- Education: B.S. in Applied Economics and Business Management from Cornell University; CFA Charterholder
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