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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Jeffrey Burger | Senior Portfolio Manager | 2012 | now |
背景介紹 | Mr. Burger is a Senior Portfolio Manager for US Municipal Bond strategies. He is responsible for managing US Municipal Bond strategies for institutional, high net worth and mutual fund clients. Previously, Mr. Burger served as a senior analyst for the firm, specializing in land-secured and special tax bonds. Prior to joining the firm in 2009, he worked at Columbia Management as a portfolio manager and senior research analyst and at Fitch Ratings as a senior-level analyst. Mr. Burger is a former chairman and member of the executive committee and board of governors for the National Federation of Municipal Analysts. He is also a former president of the Boston Municipal Analysts Forum. Mr. Burger has been in the investment industry since 1998. He earned an MPA from the Maxwell School of Citizenship and Public Affairs at Syracuse University and a BA degree, cum laude, in policy studies and public relations from Syracuse University. | ||
Daniel Barton | Portfolio manager | 2009 | now |
背景介紹 | Daniel Barton, CFA and Jeffrey Burger, CFA are the fund's primary portfolio managers, positions they have held since December 2009 and March 2012, respectively. Messrs. Barton and Burger are jointly and primarily responsible for managing the fund's portfolio. Mr. Barton is a director and head of research for tax sensitive strategies at Mellon Investments Corporation. He has been employed by Mellon or a predecessor company of Mellon since 2005, and by BNYM Investment Adviser since December 2009. Mr. Burger is a director and senior portfolio manager for tax sensitive strategies at Mellon. He has been employed by Mellon or a predecessor company of Mellon since July 2009, and by BNYM Investment Adviser since December 2009. Messrs. Barton and Burger manage the fund in their capacity as employees of BNYM Investment Adviser and also manage certain other municipal bond funds advised by BNYM Investment Adviser | ||
James Welch | Portfolio Manager | 2009 | 2012 |
背景介紹 | James Welch - Portfolio Manager James is a portfolio manager at Principal Global Investors. He is responsible for managing tax exempt portfolios. James joined the firm in 2014. Prior to his current role, James served as a CIO-portfolio manager at Castleton Partners LLC. He received a bachelor's degree in economics from Pennsylvania State University. | ||
Joseph P. Darcy | Executive Vice President | 2009 | 2009 |
背景介紹 | Joseph Darcy, Executive Vice President of Hartford Investment Management, has served as portfolio manager of the fund since February 1, 2010. Mr. Darcy, an investment professional since 1980, joined Hartford Investment Management in 2010. Mr. Darcy was with BNYMellon Asset Management from 1994 until joining Hartford Investment Management, most recently as a Senior VP and Senior Portfolio Manager, Tax-exempt Asset Management. Prior to BNYMellon Asset Management, Mr. Darcy was a Vice President and Portfolio Manager, Tax-Exempt Asset Management, with Merrill Lynch Asset Management. Mr. Darcy also held positions with Chemical Bank and Prudential Securities in Institutional Sales, Marketing, and Municipal Trading. | ||
Michael Petty | Senior Managing Director | 1997 | 2009 |
背景介紹 | Mike joined MacKay Shields in July 2009. Before joining the firm he was a Portfolio Manager for Mariner Municipal Managers. He has been a municipal bond portfolio manager since 1992, and has worked in the municipal products market since 1985. Mike has a broad array of trading, portfolio management, and sales experience. Prior to joining Mariner Municipal Managers, he was a Senior Portfolio Manager at Dreyfus Corporation from 1997 to 2009. From 1992 to 1997, he served as a Portfolio Manager for Merrill Lynch Investment Managers. He is a member of the firm’s Management Committee. Mike graduated from Hobart College with a B.S. in Mathematics and Economics. | ||
Samuel J. Weinstock | Portfolio Manager, Trader | 1987 | 1997 |
背景介紹 | SAM WEINSTOCK, Portfolio Manager and Research Analyst Sam Weinstock joined A.R. Schmeidler & Co., Inc. in 2010 with primary responsibilities in portfolio management and fixed income research. Prior to joining the firm, Mr. Weinstock managed the $4.5 billion fixed income portfolio of Nord LB. Mr. Weinstock previously worked for the Dreyfus Corporation for over 20 years where he won numerous awards managing taxable and tax-exempt mutual funds, as well as separate accounts. Throughout Mr. Weinstock’s career, his investment philosophy has stressed conservative, income-oriented strategies across multiple bond sectors to build wealth in varying market conditions. Mr. Weinstock is a cum laude graduate of the University of Florida. |
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