Paul D. Ehrlichman
Head of Global Equity & Portfolio Manager
Paul is the Head of Global Equity and also serves as a Portfolio Manager for Global Currents Investment Management. Paul oversees the firm's global investment process and leads the investment team which consists of 4 portfolio managers and 3 dedicated research analysts. Prior to launching Global Currents in 2008, Paul spent 18 years at Brandywine Global as Global Equity CIO and Managing Director. He has 28 years of industry experience.
Prior to joining Brandywine Global, Paul was with Provident Capital Management, Inc. as an Assistant Vice President and Portfolio Manager (1984-1988), and with First Pennsylvania Bank as a Securities Analyst (1983-1984).
Paul earned a B.S. degree in Finance and Quantitative Analysis from La Salle University, graduating cum laude. He is also involved with a number of community organizations including Fairville Friends School, The Brandywine Conservancy, Salesianum High School, St. Patrick's Parish of Kennett Square and The Delaware Nature Society
Watch Paul discuss Global Currents' investment philosophy
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Sean M. Bogda, CFA
Portfolio Manager
Sean is a managing director and portfolio manager for Global Currents Investment Management. In addition to portfolio management, Sean is responsible for covering the industrials/cyclicals, energy and utilities sectors for our international and global portfolios. He has 18 years of investment industry experience.
Sean joined Global Currents from the predecessor firm, Brandywine Global, where he began his career as a Research Assistant in 1993.
Sean is a Chartered Financial Analyst and earned a B.S. in Finance from the University of Colorado, graduating cum laude.
Watch Sean discuss Global Currents' investment philosophy
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Safa R. Muhtaseb, CFA
Portfolio Manager
Safa is a managing director and portfolio manager with Global Currents Investment Management. In addition to portfolio management, Safa is responsible for covering the healthcare sector for our international and global portfolios. He has 23 years of investment industry experience.
Prior to joining Global Currents, Safa had been a portfolio manager with the predecessor firm, Brandywine Global, for 3 years. Before Brandywine Global, Safa was with Goldman Sachs Asset Management as a Senior Portfolio Manager for Global and International products (2001-2004); Virginia Retirement System as Director of International Investments and Portfolio Manager for the U.S. Mid Cap Growth portfolio (1999-2001); CalPERS as an Investment Officer and Portfolio Manager (1997-1999); State of California as an Auditor (1996-1997); Safa R. Muhtaseb Real Estate Investments as the Principal and Broker (1990-1996), and Al-Othman & Al-Muhtaseb Trading Co. W.L.L. as an Investment Officer (1984-1990).
Safa is a Chartered Financial Analyst and earned a M.B.A. in Finance from the University of Tennessee and graduated cum laude with a B.S. in Business Administration from Old Dominion University.
Watch Safa discuss Global Currents' investment philosophy
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Elisa Mazen
Portfolio Manager
Elisa is a managing director and portfolio manager for Global Currents. In addition to her role as portfolio manager, Elisa is responsible for covering the consumer sector for our international and global portfolios. Elisa has 25 years of investment industry experience.
Prior to joining Global Currents, Elisa was a Managing Director and Head of the International and Global Equity Investments Group at Oppenheimer Capital, a division of Allianz Global Investors. In addition, Elisa was Executive Vice President and Portfolio Manager for the Central European Value Fund and had responsibility for a number of other funds at the firm. Elisa has extensive experience with institutional and high net worth clients. Prior to Oppenheimer, she was a portfolio manager at Clemente Capital Inc. where she managed assets for public pension funds. Elisa began her career at Mitchell Hutchins Asset Management, now a subsidiary of UBS, in the High Yield investment area.
Elisa received her B.A. in economics and finance from Douglass College, Rutgers University and serves as a member of the Douglass College Investment Committee.
Watch Elisa discuss Global Currents' investment philosophy
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Grace Su
Research Analyst
Grace is a research analyst for the International and Global Equity strategies managed by Global Currents and is specifically responsible for coverage of the technology sector. Grace has 9 years of investment industry experience.
Prior to joining Global Currents, Grace had been a research analyst for the predecessor firm, Brandywine Global, since 2005. Prior to that, Grace was with Bear, Stearns & Co. as an Equity Research Assistant (2001-2003), and with Mitchell Madison Group as a Business Analyst (2000-2001).
Grace earned a M.B.A. in Finance from The Wharton School at The University of Pennsylvania and a B.S. in Business Administration from the Haas School of Business at the University of California at Berkeley.
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Peter D. Fullem
Research Analyst
Pete is a research analyst for the International and Global Equity strategies managed by Global Currents and is specifically responsible for performing quantitative analysis for the investment team. Pete joined Global Currents from the predecessor firm, Brandywine Global, and has 10 years of investment industry experience.
Prior to his analyst role, Pete joined Brandywine Global in 2001 as an Associate in the Marketing and Client Service Department. Before Brandywine, Pete was an Analyst for Merrill Lynch Bank USA (2000) and was a Financial Analyst for MBNA (1997-2000).
Pete earned a M.B.A. from Drexel University and a B.A. in Financial Management from the Catholic University of America.
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Pawel Wroblewski, CFA
Research Analyst
Pawel is a research analyst for the International and Global Equity strategies managed by Global Currents and is specifically responsible for coverage of the consumer and energy sectors. Pawel has 15 years of investment industry experience.
Prior to joining Global Currents in 2008, Pawel spent 8 years with Oppenheimer Capital, a division of Allianz Global Investors, as Senior Vice President and Equity Research Analyst focused on telecom service, industrial, utility, technology and basic material companies. He also coordinated the Global Portfolio Construction team and advised portfolio managers on sector, country and currency allocations. Prior to Oppenheimer, Pawel held research positions at CA-IB Securities and Credit Suisse First Boston, focusing on emerging markets. He began his career as an auditor for Deloitte & Touche.
Pawel is a Chartered Financial Analyst and earned an Executive MBA from Columbia University and a Master in Finance from the Warsaw School of Economics.
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Yogi Modak
Research Analyst
Yogi Modak is a research analyst for the International and Global Equity strategies managed by Global Currents with responsibility for coverage of the financial sector on a global basis. Yogi has 18 years of investment industry experience.
Prior to joining Global Currents in 2011, Yogi worked at Wellington Management Company as a Senior Research Analyst on a global equities portfolio team. His focus at Wellington was to cover the financial sector through the global financial crisis. Prior to that, he was employed by Galleon Group as a technology sector analyst and at Goldman Sachs & Co. on their U.S. equity sales team. He began his career at India Magnum Fund and Morgan Stanley Asset Management both in Mumbai, India and then moved with Morgan Stanley Asset Management to Singapore.
He completed his undergraduate studies at the National Institute of Technology in Surathkal, India and earned his MBA from the Indian Institute of Management and his Masters of International Affairs from Columbia University.
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