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名称 | 标题 | 任期 | 至 |
---|---|---|---|
James DiChiaro | Senior Portfolio Manager | 2023 | now |
背景介紹 | Mr. DiChiaro joined INSIGHT NORTH AMERICA LLC (“INSIGHT”) 's Fixed Income Group in 1999 (via predecessor company, Cutwater Asset Management) and has worked in the financial services industry since 1998. As a senior portfolio manager, Mr. DiChiaro’s responsibilities include managing the firm’s core, core plus, select income, and high yield strategies. Mr. DiChiaro also has an extensive history in managing long duration taxable and tax-exempt strategies as well as money market portfolios. Mr. DiChiaro holds a BS degree from Fordham University and an MBA from Pace University. | ||
Scott Zaleski | Senior Portfolio Manager | 2019 | now |
背景介紹 | Scott Zaleski, CFA. Mr. Zaleski is a senior portfolio manager at INA. He has been employed by INA or a predecessor company of INA since June 2014. | ||
David R. Bowser | Portfolio Manager | 2008 | now |
背景介紹 | David R. Bowser, CFA Director, Senior Portfolio Manager David is a senior portfolio manager for the Global Multi-Sector team. He is responsible for managing multi-sector Core and Core Plus portfolios. David was previously a US select credit portfolio manager and investment-grade credit sector strategist. His previous portfolio management responsibilities involved managing custom investment grade and high yield credit portfolios. Prior to joining the firm in 2000, David spent seven years as an investment grade and high yield credit analyst at Loomis, Sayles & Company, L.P. David has been in the investment industry since 1987. David obtained an MBA from Boston University and a BA from Rollins College. He holds the CFA® designation and is a member of the CFA Institute. | ||
Gautam Khanna | Head | 2022 | 2024 |
背景介紹 | Mr. Khanna is Head of U.S. Multi-Sector Fixed Income and a senior portfolio manager at INA. Gautam joined Insight's Fixed Income Group as a senior portfolio manager in 2003. Gautam leads the management of Insight's flagship US core, core plus and high yield strategies. Prior to Cutwater, Gautam was a member of the high yield team at Times Square Capital Management, where he focused on credit management for CBOs as well as high yield total return accounts. Gautam is a member of the New York Society of Security Analysts. He holds a BS (Hons) from the Rochester Institute of Technology and an MBA degree (with distinction) from Cornell University. He is also a CFA charterholder and is a Certified Public Accountant (CPA). | ||
Nathaniel A Hyde | Portfolio Manager | 2018 | 2022 |
背景介紹 | Nathaniel Hyde, CFA, Portfolio Manager, has served as portfolio manager since 2022 and joined Insight in 2007. He was Vice President, Portfolio Manager on the Global and Multi-Sector Fixed Income Team where he specializes in local and hard currency emerging market debt. Nate previously served as a sovereign analyst contributing to interest rate and currency strategy for global and emerging market portfolios. Nate has been in the investment industry since 2006 and has spent his entire career with the firm. Nate earned a BA from Bowdoin College. He holds the CFA® designation and is a member of the CFA Institute and the CFA Society of Boston. | ||
David Horsfall | Portfolio Manager | 2011 | 2017 |
背景介紹 | Mr. Horsfall serves as a member of the portfolio management team and the strategy group primarily focused on broad market and longer duration fixed income strategies. Prior to joining LIM in 2022, David managed a corporate bond hedge fund at Monashee Investment Management. Previously, he was the deputy chief investment officer at Standish Mellon and held portfolio manager roles for unconstrained, long duration, and core plus strategies. He also was an adjunct professor of Capital Markets and Finance at Boston University's Questrom School of Business. David earned a Bachelor of Arts in Economics from St. Lawrence University and a Master of Business Administration from Boston College. He is a CFA charterholder and a member of the CFA Institute and the CFA Society Boston. | ||
Peter C. Vaream | Senior Portfolio Manager | 2008 | 2012 |
背景介紹 | Vaream has been employed by Dreyfus since April 2008. He is also a senior portfolio manager for active core fixed income strategies at Standish Mellon. Vaream joined Standish Mellon in 2007. Prior to joining Standish Mellon, he was a senior member of the fixed income strategy group at MFS Investment Management since 1993. | ||
Catherine Ann Powers | Head | 2005 | 2008 |
背景介紹 | Powers is a co-portfolio manager of Dreyfus. She has been employed by Dreyfus since September 2001. She is also a senior portfolio manager for active core strategies, responsible for high grade core and core plus fixed-income strategies, with Standish Mellon. Powers joined Standish Mellon in 1988. Powers holds the Chartered Financial Analyst designation. | ||
Christopher M. Pellegrino | Senior Portfolio Manager | 2005 | 2005 |
背景介紹 | Pellegrino has been employed by Dreyfus as a portfolio manager since October 1994. He is a senior portfolio manager at Standish Mellon Asset Management LLC (SMAM). Pellegrino has been employed by SMAM since July 2003 and was employed by Mellon Bank, N.A. and Mellon Bond Associates (which merged with SMAM in July 2003) since August 1988. | ||
Management Team | - | 2002 | 2005 |
背景介紹 | Team Managed |
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