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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Matthew Hage | Portfolio Manager | 2024 | now |
背景介紹 | Matthew joined MacKay Shields in 2024 as a trader and Portfolio Manager with primary focus on the investment-grade component of the market. Previously, he was a senior underwriter and institutional trader at both Citigroup and Bank of America Merrill Lynch. He has worked in the financial services industry since 2011. Prior to his municipal career, Matthew served on active duty in the United States Navy. He held various operations linked positions and ultimately was honorably discharged after achieving the rank of Lieutenant. Matthew earned a B.S. in Economics from the United States Naval Academy and an M.B.A. from the University of Maryland Business School. | ||
Erik Schleicher | - | 2024 | now |
背景介紹 | Mr. Schleicher is a Senior Vice President and Portfolio Manager at Baird. He has 20 years of experience and 13 years of experience managing fixed income portfolios, with a primary focus on the municipal market. His responsibilities include portfolio management, credit research and strategy development in the municipal sector. He obtained his undergraduate degree from the University of Wisconsin-Oshkosh and his MBA from the University of Wisconsin-Milwaukee. He earned the Chartered Financial Analyst designation in 2017 and is currently a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Mr. Schleicher was a Portfolio Manager with BMO Global Asset Management where he was responsible for managing tax-free fixed income strategies and credit research. | ||
Joseph Czechowicz | - | 2024 | now |
背景介紹 | Mr. Czechowicz is a Senior Vice President and Portfolio Manager at Baird. He has 17 years of experience and 12 years of experience managing fixed income portfolios, with a primary focus on the municipal market. His responsibilities include portfolio management, credit research and strategy development in the municipal sector. He obtained his undergraduate degree from the University of Wisconsin-Parkside and his MBA with a concentration in applied security analysis from the University of Wisconsin-Madison. He earned the Chartered Financial Analyst designation in 2017 and is a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Mr. Czechowicz was a portfolio manager with BMO Global Asset Management where he was responsible for managing tax-free fixed income strategies and credit research. | ||
Gabriel Diederich | - | 2024 | now |
背景介紹 | Mr. Diederich is a Senior Vice President and Portfolio Manager at Baird. He has 21 years of experience and 9 years of experience managing fixed income portfolios, with a primary focus on the municipal market. His responsibilities include helping to set and implement investment strategy with a major portion of his time allocated to municipal portfolio management and credit research. He obtained his undergraduate from the University of Wisconsin-Madison School of Business and his MBA from Marquette University magna cum laude. He earned the Chartered Financial Analyst designation in 2012 and is active in the CFA Society of Milwaukee. He is a member of the National Federation of Municipal Analysts and the Chicago Municipal Analysts Society. Prior to joining Baird Advisors, Mr. Diederich was a portfolio manager at Wells Fargo Asset Management where he was responsible for managing tax-free fixed income strategies. | ||
Duane McAllister | - | 2024 | now |
背景介紹 | Mr. McAllister is a Managing Director, Co-Lead of the Municipal Sector on the Baird Advisors team and Senior Portfolio Manager at Baird. He has 37 years of experience managing fixed income portfolios and since 1990 has exclusively managed municipal strategies. He plays a lead role in the formulation and implementation of investment strategy with a major portion of his time allocated to municipal portfolio management and credit research. He obtained his undergraduate degree from Northern Illinois University and earned the Chartered Financial Analyst designation in 1991. He is currently a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Mr. McAllister was a Managing Director and Senior Portfolio Manager at BMO Global Asset Management where he was the lead portfolio manager for tax-free fixed income strategies. | ||
Lyle Fitterer | - | 2024 | now |
背景介紹 | Mr. Fitterer is a Managing Director, Co-Lead of the Municipal Sector on the Baird Advisors team and Senior Portfolio Manager at Baird. He has 35 years of experience in the fixed income market. He began managing taxable fixed income portfolios in 1993 and since 2000 has exclusively managed municipal strategies. He plays a lead role in the formulation and implementation of investment strategy with a major portion of his time allocated to municipal portfolio management and credit research. He obtained his undergraduate degree in Accounting from the University of North Dakota. He earned the Chartered Financial Analyst designation in 1996 and is currently a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Mr. Fitterer served as the co-head of Global Fixed Income and the head of the Municipal Fixed Income team at Wells Fargo Asset Management. | ||
Michael Denlinger | - | 2021 | now |
背景介紹 | Mr. Denlinger joined MacKay Shields in 2019 and is currently a Director. Before joining the firm he was an institutional municipal credit trader at Bank of America Merrill Lynch with a primary focus on taxable and healthcare securities. Prior to trading credit, he was a high-grade municipal trader. Michael earned a Bachelor’s degree in Economics from Johns Hopkins University in 2014. He is a CFA Charterholder. He has been in the financial services industry since 2014. | ||
David M. Dowden | Managing Director | 2021 | now |
背景介紹 | David Dowden is a Managing Director and Portfolio Manager at MacKay Shields. He joined MacKay Shields in 2009. Before joining the firm he was Chief Investment Officer at Financial Guaranty Insurance Company. David was previously with Alliance Capital Management as a Senior Portfolio Manager and at Merrill Lynch & Co. as a Municipal Strategist. David has an AB from Brown University and an MBA from Columbia University. He has been in the investment management industry since 1989. | ||
Robert A. DiMella | Executive Managing Director | 2021 | now |
背景介紹 | Robert joined MacKay Shields in July 2009 when the firm acquired the assets of Mariner Municipal Managers LLC. He was the President and co-founder of Mariner Municipal Managers from 2007 to 2009. He has been a municipal portfolio manager since 1992, with a broad range of trading and portfolio management experience in the municipal markets. Robert was a Managing Director and Co-Head of BlackRock’s Municipal Portfolio Management Group (from 2006 to 2007). Prior to BlackRock’s merger with Merrill Lynch Investment Managers, he served as a Senior Portfolio Manager and Managing Director of the Municipal Products Group. He was employed by Merrill Lynch from 1993 to 2006. Robert is a member of the firm’s Senior Leadership Team. He earned his Master’s degree at Rutgers University Business School and an undergraduate degree at the University of Connecticut. He is a CFA Charterholder. | ||
Michael Maka | Portfolio Manager | 2020 | now |
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