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We are proud of our investment team at Sentinel. They have many
years of experience, honed in
both
exuberant bull and prolonged bear markets. They strive to mitigate the risk of investing in stock, bond and international markets with
an approach that focuses on quality companies and diversification. Many of our managers and analysts hold
CFA designations and degrees from some of the best universities in the world. They're pragmatic, disciplined and dedicated.

Here is some of our team.
Please contact us for more information.


Christian W. Thwaites
President & CEO


 

International
 

Snapshot
  • 4 years with Sentinel.
  • 29 years of investment industry experience.

Katherine Schapiro, CFA
Senior Vice President, Lead Portfolio Manager
Kate joined Sentinel in December 2005, assuming management of the Sentinel International Equity Fund. Previously, the Fund had been managed under a sub-advisory agreement since its inception in 1993. Kate also co-manages the Sentinel Conservative Allocation Fund.

Before joining Sentinel, Kate was International Equities Portfolio Manager for Strong Capital Management in San Francisco. Prior to her tenure with Strong, she was Managing Director for Wells Capital Management, also in San Francisco. Over the course of her investment career, Kate has managed international and domestic equity portfolios for institutional, mutual fund and high net worth investors at various firms based in San Francisco and London.

A graduate of Stanford University, Kate is an active member of the CFA Institute and past President of the CFA Society of San Francisco.

 

 

Snapshot
  • 20 years of investment industry experience.

Stacey Ho, CFA
Vice President, Co-Portfolio Manager
Stacey serves as the co-portfolio manager of the Sentinel International Equity Fund. She joined Sentinel in 2010 from Perspective Asset Management, an investment advisory firm she founded in 2005. Prior to this role, Stacey was a co-portfolio manager at Strong Capital Management in San Francisco, where she managed international equity portfolios for mutual funds, private investors and institutional accounts. Earlier, Stacey held portfolio management positions at Wells Capital Management in San Francisco and Clemente Capital, an international investment advisory firm based in New York. Her career began in 1990 as an analyst and portfolio manager with Edison International.

Stacey graduated from the University of California, Los Angeles with a Masters in Business Administration. She holds a MS in Environmental Engineering from Stanford University and a BS in Civil Engineering from California State University, San Diego. Stacey also holds the designation of Chartered Financial Analyst.

 

 

Snapshot
  • 4 years with Sentinel.
  • 17 years of investment industry experience.

Lawrence Lee Jr., CFA
Assistant Vice President, Equity Analyst
Lawrence joined Sentinel in December 2005, bringing with him extensive experience in the investment industry, with more than 6 years in international equities, including institutional sales and investment research.

Before joining Sentinel, Lawrence worked for Wells Capital Management as a senior international equity analyst. He holds B.A. degrees in International Relations and History from Syracuse University. Lawrence is a member of the CFA Institute and the Security Analysts of San Francisco.

 

 

Learn more. Ask your financial advisor for more information about Sentinel Funds.


 
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