BNY Mellon Investment Management
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BNY Mellon Investment Management

BNY Mellon Investment Management is a global multi-specialist investment manager dedicated to serving our clients with a full spectrum of research-driven solutions.

James H. Stavena

Managing Director, Portfolio Manager
Nationwide BNY Mellon Dynamic U.S. Core Fund

James is a senior portfolio manager. He manages a team of portfolio managers responsible for the implementation of asset allocation strategies including global alpha, domestic, active currency, active commodity, and custom rules-based strategies. James is a key contributor to the development, refinement, and risk management of all asset allocation investment strategies and signals. He has extensive experience and a particular focus on the use of derivatives in quantitative investment strategies, as well as 1940 Act and UCITS III implementations of asset allocation strategies.

James has been in the investment industry since 1991. Prior to joining the firm in 1998, he was a currency options trader with CS First Boston and HSBC in New York and London.

James earned an MBA from Rice University.

Vassilis Dagioglu

Managing Director, Head of Asset Allocation Portfolio Management 
Nationwide BNY Mellon Dynamic U.S. Core Fund

Vassilis is the head of the asset allocation portfolio management team. In his current role, he is responsible for managing global tactical asset allocation, strategic asset allocation and multi-asset portfolios including total return, absolute return, multi-asset income, global macro as well as active commodities strategies. Since he joined the company, he has managed several asset allocation portfolios such as mutual funds, hedge funds, and separately managed portfolios and helped develop custom portfolio solutions.

Vassilis joined the firm in 1999, shortly after beginning his career in the investment industry. Prior to that, he designed and implemented financial information systems and consulted on enterprise information application development at IBM Global Services and Sybase.

He earned an MBA in finance from the University of California at Berkeley.

John C. Bailer, CFA

Executive Vice President, Portfolio Manager
Nationwide BNY Mellon Disciplined Value Fund

John is the lead portfolio manager for the dividend-focused Large Cap Value strategies. In this role, he was responsible for creating our Income Stock strategy to meet demand from clients seeking attractively valued higher dividend income while not sacrificing dividend growth. He has managed the team’s dividend strategies since 2005 and is the lead portfolio manager for the Equity Income strategy which emphasizes dividend growth stocks. He is also a senior research analyst on the Dynamic Large Cap Value strategy, responsible for the Consumer, Technology and Communication Services sectors. Previously, John was a senior research analyst on the Large Cap Value team and joined the firm in 1992.

John received a BS in accounting and information management systems, with distinction, from Babson College and an MS in finance from Boston College. John holds the CFA designation and is a member of the CFA Institute and the CFA Society Boston.

Brian C. Ferguson

Executive Vice President, Senior Portfolio Manager
Nationwide BNY Mellon Disciplined Value Fund

Brian is the senior portfolio manager on the Dynamic Large Cap Value Equity strategy, a position he has held since 2003. He is the head of the Large Cap Value team and also the analyst responsible for the Health Care and Financials sectors. Previously, he was a portfolio manager of the firm's Mid Cap Value strategy. Brian joined the firm in 1997 as a research analyst on the Small and Mid Cap Opportunistic Value team.

Before joining the firm, Brian was a research analyst at Wellington Management. Prior to that, he was an assistant director of General Electric Capital Corp.'s corporate treasury group and graduated from GE's Financial Management Program.

Brian received a BA in economics and international relations from Bucknell University and an MBA with a concentration in finance from Columbia Business School.

David S. Intoppa

Director, Senior Research Analyst
Nationwide BNY Mellon Disciplined Value Fund

Dave is a senior research analyst covering the Energy, Industrials, Materials and Utilities sectors. Dave is also a member of the BNY Mellon Proxy Committee.

Prior to joining the firm, Dave was a research associate at State Street Research & Management Co., covering the Energy sector. He has been in the investment industry since 2000.

Dave earned a BA in economics from Tufts University and an MBA in finance and accounting from New York University.

Dimitri Curtil

Managing Director, CIO, Head of Multi-Asset
Nationwide BNY Mellon Dynamic U.S. Core Fund

Dimitri is Mellon’s CIO, Head of Multi-Asset. He oversees the team of portfolio managers and researchers responsible for the firm’s multi-asset strategies. He also leads development and enhancement of the research underpinning the firm’s multi-asset strategies. Dimitri and his team develop tools and models for all asset classes including equities, debt, currency, commodities and volatility. His areas of research include absolute return and total return strategies as well as alternative risk premia and tail risk hedging solutions. Previously, he was head of asset allocation research.

Dimitri has been active in the research field since 1998. Prior to joining the firm in 2006, he worked as a computational systems engineer at Lawrence Berkeley National Lab. Previously, he was the founder and manager of an engineering consultancy in France. Dimitri earned an MS in computer science from Imperial College in London and an MSc in mechanical engineering from Zurich Federal Institute of Technology.

Torrey Zaches, CFA

Director, Portfolio Manager
Nationwide BNY Mellon Dynamic U.S. Core Fund

Torrey is a portfolio manager. He oversees a team of portfolio managers covering multi-asset strategies with a focus on global total return portfolios. Torrey is responsible for the implementation of these strategies, including strategy refinements, risk management and portfolio management efficiencies.

Prior to joining the firm in 1998, Torrey worked at Mercer Global Advisors providing global asset allocation investment solutions to small businesses and high net worth clients. Torrey has been in the investment industry since 1994.

Torrey earned an MBA from the University of Southern California and a BA in economics from the University of California at Santa Barbara. He holds the CFA® designation and is a member of the CFA Institute.

Marlene Walker Smith

Director, Head of Equity Portfolio Management
Nationwide NYSE Arca Tech 100 Index Fund

Marlene is head of equity index portfolio management. She leads the team of equity index portfolio managers managing US and non- US equity index portfolios and is responsible for the refinement and implementation of the entire equity index portfolio management process.

Previously, Marlene served as a senior portfolio manager within the equity index team and prior to joining the equity index team was an equity trader for the firm. Prior to joining the firm in 1995, Marlene was a trader for Banc One Investment Advisors Corporation and a brokerage services manager for Mid Atlantic Capital Corporation. Marlene has been in the investment industry since 1990.

Marlene earned an MBA in finance from the University of Pittsburgh and a BA in history and Russian from Washington & Jefferson College.

David France, CFA

Vice President, Senior Portfolio Manager, Team Manager
Nationwide NYSE Arca Tech 100 Index Fund

David is a senior portfolio manager and team manager in the equity index portfolio management group. He manages and leads a team of portfolio managers responsible for US and non-US equity index portfolios.

Prior to joining the firm in 2009, he was an investment advisor with PNC Wealth Management. Previously, he worked as an investment analyst with Greycourt, an independent advisory firm serving wealthy families and foundations, and before that he held various fixed income and equity support positions at T. Rowe Price. David has been in the investment industry since 1995.

David earned an MS in finance from Loyola University Maryland and a BSBA in accounting from Duquesne University. He holds the CFA® designation and is a member of CFA Institute and CFA Society Pittsburgh.

Michael Stoll

Vice President, Senior Portfolio Manager, Team Manager
Nationwide NYSE Arca Tech 100 Index Fund

Michael is a senior portfolio manager and team manager in equity index portfolio management group. He manages and leads a team of portfolio managers responsible for US and non-US equity index portfolios.

Prior to joining the firm and industry in 2005, he was a senior manager in consulting engineering at Northgate Environmental Management.

Michael earned an MBA and an MS in geotechnical engineering from the University of California at Berkeley and a BS in civil engineering from the University of California at Irvine.

Todd Frysinger, CFA

Vice President, Senior Portfolio Manager, Team Manager
Nationwide NYSE Arca Tech 100 Index Fund

Todd is a senior portfolio manager and team manager in the equity index portfolio management group. He manages and leads a team of portfolio managers responsible for US and non-US equity index portfolios.

Prior to joining the firm in 2007, Todd served as assistant portfolio manager for Mellon Financial Corporation’s Corporate Treasury group, managing fixed income investment portfolios. Todd has been in the investment industry since 1996.

Todd holds the CFA® designation and is a member of CFA Institute and CFA Society Pittsburgh. He earned an MS in finance from Boston College and a BS in finance and management from Elizabethtown College.

Vlasta Sheremeta, CFA

Vice President, Senior Portfolio Manager, Team Manager
Nationwide NYSE Arca Tech 100 Index Fund

Vlasta is a senior portfolio manager and team manager in the equity index portfolio management group. She manages and leads a team of portfolio managers responsible for US and non-US equity index portfolios.

Prior to joining the firm in 2011, she provided trade execution support to the FX trading desk at BNY Mellon. Vlasta has been in the investment industry since 2010.

Vlasta earned an MBA from Carnegie Mellon University and a BS in business administration from the University of Pittsburgh. She holds the CFA® designation and is a member of the CFA Institute and the CFA Society of Pittsburgh.

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