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Avip Blackrock Balanced Allocation Portfolio (0P00003BWN)
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38.640
+0.010
+0.03%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 390.56M
Ohio National Omni Portfolio
38.640
+0.010
+0.03%
- Overview
- Profile
- Historical Data
- Holdings
Avip Blackrock Balanced Allocation Portfolio Overview
On this page you'll find an in-depth profile of Avip Blackrock Balanced Allocation Portfolio. Learn about the key management, total assets, investment strategy and contact information of 0P00003BWN among other information.
Investment Strategy
The investment seeks a high level of long-term total return consistent with preservation of capital. The portfolio invests in stocks, bonds and money market instruments. The adviser adjusts the mix of investments from time to time among the various asset classes (stocks, bonds and money market instruments) to capitalize on perceived variations in return potential of changing market and economic conditions. Sometimes the portfolio may not be invested in all three of the asset classes.
Contact Information
Address
AuguStarSM
,
United States
,
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Sachin Jain | Portfolio Manager | 2024 | Now |
| Biography | Sachin Jain is President of the Adviser. He is co-portfolio manager of AVIP Moderately Conservative Model Portfolio, AVIP Balanced Model Portfolio, AVIP Moderate Growth Model Portfolio and AVIP Growth Model Portfolio. Mr. Jain joined ALIC as Senior Vice President in October 2023 and has been Senior Vice President and Chief Investment Officer since February 2024. Prior to joining ALIC, Mr. Jain was a Portfolio Manager at Tilden Park Capital Management LP, where he served from 2020 to 2023. Mr. Jain was also a Portfolio Manager at Point72 Asset Management LP from 2018 to 2020. Prior to that, he served as a Portfolio Manager at Hutchinhill Portfolio Management LLC from 2016 to 2018 and as a Portfolio Manager at DW Partners LP from 2009 to 2016. He has also worked for Brevan Howard US Asset Management LP, Morgan Stanley and Amaranth LLC. Mr. Jain holds a Master of Science in Financial Mathematics from Stanford University, California and a Bachelor of Technology in Mechanical Engineering from the Indian Institute of Technology, Delhi. | ||
| Travis Cooke | Managing Director | 2019 | Now |
| Biography | Travis Cooke, CFA, Managing Director, is Head of the US portfolio management group within BlackRock's Scientific Active Equity (SAE) team. He is responsible for the management of the US long-only, partial long-short, and long-short equity strategies within SAE. | ||
| Raffaele Savi | Managing Director | 2019 | Now |
| Biography | Raffaele Savi, Senior Managing Director, is Global Head of BlackRock Systematic (BSYS) and Co-CIO and Co-Head of Systematic Active Equity (SAE). He is a member of BlackRock’s Global Executive Committee and its Investment Sub Committee. As head of BSYS, Mr. Savi leads the firm’s quantitative investing teams, including fixed income, equity and factor strategies. In 2006, Mr. Savi joined Barclay's Global Investors (BGI), which merged with BlackRock in 2009. At BGI, Mr. Savi was global head of portfolio management for active equities and also served as its head of investments for European active | ||
| Gary R. Rodmaker | President | 2016 | Now |
| Biography | Gary Rodmaker is President of Ohio National Investments, Inc. and is Chair of the Asset Allocation Committee. Mr. Rodmaker has been Vice President, Fixed Income for Ohio National Life since 2014. From 1989 to 2014, he was Managing Director, Fixed Income, Derivatives and Index at Ameritas Investment Advisors, Inc. and Vice President at Union Central Life. Mr. Rodmaker is a Chartered Financial Analyst and Fellow, Life Management Institute. Mr. Rodmaker earned a bachelor of science in business administration from Xavier University. | ||
| Nick Trivett | Investment Officer | 2019 | 2022 |
| Biography | Nick Trivett is Investment Officer of the Ohio National Investments and is a member of the Asset Allocation Committee. Mr. Trivett also is a Second Vice President, Investments for Ohio National Life. Prior to joining Ohio National in 2014, he worked as a High Yield Fixed Income Analyst and an Investment Banking Analyst at other financial service companies. Mr. Trivett has a bachelor's degree in accounting and finance from Xavier University and is a Chartered Financial Analyst. | ||
| Andrew Wong | Co-Portfolio Manager | 2014 | 2019 |
| Biography | Andrew Wong has been co-portfolio manager of the equity component of the Omni Portfolio and co-portfolio manager of the Bristol Portfolio since January 2014. Mr. Wong joined Suffolk in 2000 covering the Information Technology and Telecommunications sectors. Mr. Wong became Director of Research in 2010 and serves as a mentor to new analysts and oversees the firm’s Q-Squared model. In 2012, he began assisting in managing the firm’s Large-Cap Dynamic product. Mr. Wong has a Bachelor of Science degree in Engineering from Cornell University. | ||
| Donald Gilbert | Co-Founder | 2002 | 2019 |
| Biography | Donald Gilbert co-founded Suffolk in 1991 and is its president and head of equity investments. Prior to 1991, Mr. Gilbert was director of equity investments at Home Insurance Company. Before that, he had been managing director and director of equity research of Marinvest (a subsidiary of Marine Midland Bank) and had been a consultant at Booze, Allen & Hamilton. Mr. Gilbert has a bachelor of science degree in electrical engineering from the University of Pennsylvania and a master of business administration degree from the Wharton School of the University of Pennsylvania. | ||
| Phillip Byrde | Vice President | 2002 | 2017 |
| Biography | Mr. Byrde has been vice president for Ohio National Life since 2004. From 2002 to 2004 he was investment vice president of fixed income securities for Ohio National Life. For one and a half years before that, he was a portfolio manager for ING Investment Management Co. For 19 years before that, he had been a portfolio manager and fixed income securities analyst, mostly with Lincoln National Life Insurance Co. Mr. Byrde holds the chartered financial analyst and certified public accountant designations. | ||
| Maxime Lemieux | Assistant Portfolio Manager | 2002 | 2004 |
| Biography | Maxime Lemieux is a portfolio manager at Pyramis Global Advisors, a Fidelity Investments company. He joined Fidelity in 1996 as a research associate and member of Team Canada, covering Canadian securities in the entertainment, broadcasting and forest products sectors. In addition to managing several funds for Canadian investors, Mr. Lemieux managed the Fidelity Canada Fund for U.S. investors from 2002 to 2008; he was named MarketWatch’s Mutual Fund Manager of the year in 2008 for this fund. Maxime received a BCom in finance from McGill University in Montreal in 1996. | ||
| Stephen Komrska | Investment Officer, Portfolio Manager | 2000 | 2002 |
| Biography | Komrska is an investment officer of ONLI and has managed equity securities since 1997. Before that, he was a fixed income analyst and high yield bond portfolio manager of Ohio Casualty Insurance Company for six years. Komrska is a Chartered Financial Analyst. | ||
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