注册以创建品种、
财经事件和所关注作者内容的提醒
免费注册 已有账户？ 登录
🔥 我们的AI选股策略科技巨头，自五月以来已大涨7.1%。立即领略AI风采，抓住热门股机遇。
领取六折优惠
Delaware National High Yield Municipal Bond Fund Institutional Class (DVHIX)
从投资组合添加/删除
添加至投资组合
10.29
-0.01
-0.10%
- 晨星评级:
- 总资产: 2.29B
Delaware National Hi-Yld Muni Bd Instl
10.29
-0.01
-0.10%
DVHIX概述
本页面提供Delaware National High Yield Municipal Bond Fund Institutional Class的详细介绍，帮助您了解DVHIX的高管、总资产、投资策略和联系方式等信息。
联络信息
地址
Delaware Funds by Macquarie
Philadelphia,PA
United States
Philadelphia,PA
United States
电话
-
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| William Roach | Portfolio Manager | 2023 | now |
| 背景介紹 | Bill is a Co-Portfolio Manager for the firm’s municipal bond funds and client accounts, a role he assumed in May 2023. He was also a Senior Trader for the Municipal Bond Team within Macquarie Asset Management Fixed Income (MFI), a position he held from March 2019 until October 2023. Prior to joining the Municipal Bond Team in April 2015, Bill spent three years as an Internal Sales Consultant for the firm’s Client Solutions Group, where he managed relationships across the country and across asset classes. Before joining Macquarie, he worked at Merrill Lynch as an Investment Consultant and Analyst and at Creative Financial Group as a financial advisor. He earned a Bachelor of Science with dual concentrations in business administration and political science from Albright College and a Master of Business Administration with a concentration in finance from Villanova University. He holds the Chartered Financial Analyst® and Chartered Market Technician® designations. | ||
| Gregory A. Gizzi | Managing Director | 2012 | now |
| 背景介紹 | Gregory A. Gizzi is head of municipal bonds for Macquarie Asset Management Fixed Income (MFI) in the Americas, a role he assumed in February 2019. In this role, he is responsible for the overall operation of the strategy and is team lead on several of the tax-exempt strategies. Additionally, Gizzi continues to be responsible for MFI's taxable municipal business and the marketing efforts for the municipal product. Previously, Gizzi was co-portfolio manager of the firm's municipal bond funds and several client accounts, a role he held since November 2011. Before joining Macquarie Asset Management (MAM) in January 2008 as head of municipal bond trading, he spent six years as a vice president at Lehman Brothers for the firm's tax-exempt institutional sales effort. Prior to that, he spent two years trading corporate bonds for UBS before joining Lehman Brothers in a sales capacity. Gizzi has more than 20 years of trading experience in the municipal securities industry, beginning at Kidder Peabody in 1984, where he started as a municipal bond trader and worked his way up to institutional block trading desk manager. He later worked in the same capacity at Dillon Read. Gizzi earned his bachelor's degree in economics from Harvard University. | ||
| Stephen J. Czepiel | Managing Director | 2007 | now |
| 背景介紹 | Stephen J. Czepiel Managing Director, Head of Municipal Bonds Portfolio Management, Senior Portfolio Manager Stephen J. Czepiel leads the portfolio management of the firm's municipal bonds strategies for Macquarie Asset Management Fixed Income (MFI) in the Americas, a role he assumed in February 2019. He is a co-portfolio manager of the firm's municipal bond funds and client accounts, a role he has held since August 2007. He joined Macquarie Asset Management (MAM) in July 2004 as a senior bond trader. Previously, he was vice president at both Mesirow Financial and Loop Capital Markets. He began his career in the securities industry in 1982 as a municipal bond trader at Kidder Peabody and now has more than 20 years of experience in the municipal securities industry. Czepiel earned his bachelor's degree in finance and economics from Duquesne University. | ||
| Jake van Roden | Senior Vice President | 2019 | 2023 |
| 背景介紹 | Delaware Management Company Senior Vice President, Head of Municipal Trading, Portfolio Manager Jake van Roden is head of Macquarie’s municipal trading team. He is also a portfolio manager for the firm’s nine open-end state-specific municipal bond funds, as well as for several municipal bond client accounts, a role he assumed in December 2017. In February 2019, his portfolio management role expanded to include the closed-end municipal bond funds and the three national municipal open-end funds.He joined the municipal department in July 2004 as a generalist and became head of municipal trading in December 2012. Before that, van Roden interned at Macquarie Investment Management (MIM), which includes the former Delaware Investments, in the client services department. He received a bachelor’s degree in American studies with a minor in government from Franklin & Marshall College. | ||
| Joseph R. Baxter | Senior Vice President | 2003 | 2019 |
| 背景介紹 | Mr. Baxter is the head of DIFA’s municipal bond department and is responsible for setting the department’s investment strategy. He is also a co-portfolio manager of DMBT’s municipal bond funds and several client accounts. Before joining Delaware Investments in 1999 as head municipal bond trader, he held investment positions with First Union, most recently as a municipal portfolio manager with the Evergreen Funds. Mr. Baxter received a bachelor’s degree in finance and marketing from La Salle University. | ||
| Robert F. Collins | Director | 2004 | 2009 |
| 背景介紹 | Robert F. Collins, CFA, Director of Municipal Fixed Income, leads the team responsible for municipal fixed income investing as part of WTIA’s Fixed Income Group. In this role he oversees credit analysis on municipal fixed income securities and portfolio management of tax-exempt municipal fixed income portfolios for Wilmington Trust’s high-net-worth clients. In addition, Rob is the portfolio manager. Rob first worked at Wilmington Trust from 1982 to 1999, during which time he held several positions of increasing responsibility. He began as a credit analyst and bond trader and progressed to become a tax-exempt fixed income portfolio manager and leader of the tax-exempt fixed income group. Rob also managed cash portfolios and assisted with the expansion of Wealth Advisory Services to support clients in California, Florida, and New York. Rob then worked for five years as a senior vice president at PNC Financial Corp., in Philadelphia, where he started and co-managed the investment group dedicated to managing municipal bond portfolios for high-net-worth clients. He was also a senior vice president at Delaware Investments in Philadelphia for five years. There, he was a senior portfolio manager of tax-exempt municipal bonds in mutual funds and institutional accounts. These portfolios included national and state-specific mandates, intermediate- and long-term funds, and high-yield funds. Rob holds a bachelor’s degree in Economics from Ursinus College in Collegeville, Pennsylvania. | ||
| Patrick P. Coyne | Executive Vice President, Managing Director, Head | 1997 | 2005 |
| 背景介紹 | Coyne is the executive vice president, managing director and head of equity investments with Delaware Management Company. He began his career with Kidder, Peabody & Co., where he managed the firm's trading desk for four years. In 1989 he joined Delaware Investments, where he now heads up the equity investment department while co-managing mutual funds and nuclear decommissioning accounts. Coyne is a member of the Municipal Bond Club of Philadelphia. | ||
| M. L. Conery | Senior Portfolio Manager | 1997 | 2004 |
| 背景介紹 | M.L. Conery, who has 21 years of investment experience earned a bachelor's degree from Boston University and an MBA in Finance from the State University of New York at Albany, serves as Senior Portfolio Manager - Fixed Income. | ||
| Steven P. Eldredge | Managing Director | 1996 | 1997 |
| 背景介紹 | Eldredge is a managing director with Voyageur, his employer since July 1995. Previously, he was a chief operating officer with ABT Mutual Funds. Prior to ABT Mutual Funds, Eldredge spent 10 years as an investment manager with C&S National Bank of Florida. Eldredge holds the Chartered Financial Analyst designation. | ||
| Elizabeth H. Howell | Portfolio Manager | 1996 | 1997 |
| 背景介紹 | Howell joined Voyageur Asset Management in 1991, following three years as a portfolio manager at Windsor Asset Management. Her other previous investment experience includes two years as an analyst at Loomis, Sayles & Company and two years as an analyst at Eaton Vance Management. | ||
写出您对于 Delaware National High Yield Municipal Bond Fund Institutional Class 的看法
确定删除此图表？
删除 取消
用新图表更换现在所附的图表？
更换 取消
评论指南
在评论中添加图表
确认屏蔽
确定屏蔽%USER_NAME%？
如果屏蔽，您和%USER_NAME%都无法看到相互在Investing.com上发布的信息。
%USER_NAME%已成功添加至屏蔽列表
由于您刚刚取消屏蔽此人，因此必须等待48小时才能重新屏蔽。
举报该评论
您举报该评论的原因为：
该评论已被标注
谢谢您!
您的举报将会被发送到管理员进行审核