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Felice Shiroma joins TCW as Relative Value Equities Portfolio Specialist

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The TCW Group, a global asset management firm, has appointed Felice Shiroma, as a senior portfolio specialist and client portfolio manager for the TCW Relative Value Group. 

In this capacity, she is responsible for managing client relationships and representing the firm’s Relative Value equity products, including the TCW Relative Value Large Cap, the TCW Relative Value Dividend Appreciation, and the TCW Relative Value Mid Cap strategies and funds. Shiroma is based in TCW’s New York office and reports to Diane Jaffee, CFA, Group Managing Director of US Equities and Senior Portfolio Manager.

“Having worked in the industry for 25 years and with an extensive research background, Felice has a broad understanding of investments and investor needs,” says Jaffee. “Her experience on both the buy-side and the sell-side will be extremely valuable as TCW continues to grow its equity platform, and as we deepen the relationships with our clients, investment teams, and marketing professionals.”

Shiroma joins TCW from Charles Schwab where she was a managing director in the investment advisory business. During her tenure with Schwab, she was responsible for separately managed account research and served on the investment committee for the Schwab Mutual Fund Lists and Schwab Managed Portfolios. Prior to Schwab, Shiroma was an investment manager for Morningstar Investment Services in Chicago and previously served as a senior ratings analyst at Moody’s Investor Services in New York.

Shiroma received her bachelor’s degree in American studies from Yale College and a master’s degree in business administration in finance from the Kellogg Graduate School of Management at Northwestern University. She is also a Chartered Financial Analyst (CFA).

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