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解锁高级数据：最高 立减50%InvestingPro 手慢无
- 晨星评级:
- 总资产: 138.29M
Aquila Tax-Free Trust of Oregon Y
10.24
-0.02
-0.19%
ORTYX概述
本页面提供Aquila Tax-Free Trust of Oregon Class Y的详细介绍，帮助您了解ORTYX的高管、总资产、投资策略和联系方式等信息。
联络信息
地址
120 West 45th Street, Suite 3600
New York,NY 10036
United States
New York,NY 10036
United States
电话
800-437-1020
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| James Thompson | Vice President | 2023 | now |
| 背景介紹 | Mr. Thompson has served as a portfolio manager for Aquila Investment Management LLC since 2009. Prior to joining the Aquila Group of Funds, Thompson was a Senior Vice President, underwriter and municipal bond trader with Wells Fargo Brokerage Services and First Security Bank in Salt Lake City. He was also a member of the municipal credit committee of each firm. From 1987 to 1991, Mr. Thompson was employed with Wedbush Morgan Securities in Los Angeles where he helped establish the municipal unit investment trust sales desk. Prior to that, he was a financial and operations principal, municipal trader and manager of the municipal underwriting desk for Financial Market Securities, based in Orange, CA. Thompson is a native of Utah and attended California State University, Fullerton. | ||
| Anthony A. Tanner | Portfolio Manager | 2023 | now |
| 背景介紹 | Mr. Tanner joined the Aquila Investment Management LLC portfolio management team on March 2018. Prior to joining Aquila, Mr. Tanner was a Senior Wealth Manager at BNY Mellon Wealth Management from 2016 to 2018, a Senior Client Advisor at BMO Private Bank from 2014 to 2015, and a Senior Fixed Income Manager at Wells Fargo Private Bank from 2010 to 2014.Mr. Tanner has over 30 years of experience in the financial services industry. Before that, Mr. Tanner was a vice president of OppenheimerFunds' Rochester Division from 1991-2003. Previously, he served as a municipal bond trader and underwriter with Stifel, Nicolaus & Co. from 1986 to 1988. From 1984 to 1986, he was an investment banking officer at Centerre Bank in St. Louis, Mo. Mr. Tanner received an MBA in finance from the University of Rochester, Simon Business School, and a Bachelor’s degree in business from St. Louis University. He is a CFA Charterholder and a member of the CFA Institute and the Phoenix CFA Society. | ||
| Timothy E Iltz | Vice President | 2018 | now |
| 背景介紹 | Tim Iltz is a municipal bond credit analyst with over 13 years of experience in the fixed income industry. He is responsible for the ongoing analysis of existing holdings of the Tax-Free Trust of Oregon and Oregon municipal bond underwritings to recommend whether they should be included as part of client portfolios. Prior to joining the firm, he worked in fixed income banking for Wedbush Securities in Portland and has over 11 years of public finance investment banking experience including the full spectrum of bond issues available to local governments. Tim earned a BS in finance and business administration with a minor in economics from the University of Oregon. | ||
| Christopher B. Johns | Portfolio Manager | 2011 | 2023 |
| 背景介紹 | Mr. Christopher has served as the portfolio manager of Aquila Tax- Free Trust of Oregon since 2011. Mr. Johns is a Senior Vice President of the Davidson Fixed Income Management, Inc. and has been an officer of it and its predecessor companies since 1992. From 1984 through 1992, he was a portfolio manager at the former United Bank of Denver, which acted as investment adviser to the Fund from its inception through 1992. He was formerly a portfolio manager of Toledo Trust Company. He holds the degree of BBA in Finance from the University of Cincinnati | ||
| Michael S. Hamilton | Senior Vice President | 1997 | 2011 |
| 背景介紹 | Michael S. Hamilton entered the financial services industry in 1989 when he joined FAF. He became a portfolio manager in 1992 and most recently served as Senior Fixed-Income Portfolio Manager at FAF until joining Nuveen Asset Management. He joined Nuveen Asset Management as Senior Vice President and Portfolio Manager on January 1, 2011 in connection with its acquisition of a portion of FAF’s asset management business. | ||
| Edgar M. Potts | Portfolio Manager | 1996 | 2000 |
| 背景介紹 | Potts joined Qualivest as a portfolio manager in 1977, following six years as a portfolio manager with Crocker Bank. He says he emphasizes relative value and yield-versus-risk in his portfolio management. Potts is a member of the Association for Investment Management and Research. Born May 23, 1933 in Baltimore, Maryland, his outside interests include music and fishing. | ||
| Stephen Galiani | Director | 1996 | 1997 |
| 背景介紹 | Galiani joined Wells Capital Management in 1997. Prior to Wells Capital Management, he served as Director of Fixed Income from 1995 to 1997 for Qualivest Capital Management. He was President from 1990 to 1995 of Galiani Asset Management Corporation, an independent advisory practice. | ||
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