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Frost Total Return Bond Investor
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FATRX概述
本页面提供Frost Total Return Bond Fund Investor Class的详细介绍，帮助您了解FATRX的高管、总资产、投资策略和联系方式等信息。
联络信息
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Jeffery Elswick | Portfolio Manager, Analyst, Trader | 2008 | now |
| 背景介紹 | Jeffery joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 2006 and has over 18 years of investment experience. His primary responsibilities include managing all trading and analysis for the fixed income efforts. Today, Jeffery draws on his experience to lead the fixed income investment strategy and oversees a team of traders and analysts in the research process. Jeffery provides thought leadership on the economy and investment climate to clients and the firm. Prior to joining the Adviser, Jeffery served as a fixed income portfolio manager, analyst and trader at Capital One Financial Corporation for six years. He received a Master of Science in Finance degree from Texas A&M University and a Bachelor of Business Administration in Finance and Accounting degree from Texas A&M University – Commerce. | ||
| Tim Tucker | Senior Research Analyst | 2011 | 2012 |
| 背景介紹 | Tim Tucker joined Frost Investment Advisors, LLC in February 2011 and has more than 21 years of investment experience. Tim’s specialization includes credit analysis of high grade and high yield corporate bonds and structured products. He is a Co-Manager of the Frost Credit Fund and responsible for developing strategic and tactical views on sector allocation as well as security selection. Prior to joining the Adviser, he was a Director at THL Credit (the credit affiliate of Thomas H. Lee Partners, a private equity firm with more than $20 billion of capital under management) responsible for sourcing, structuring, underwriting, and monitoring of leveraged loans, high yield bonds, and mezzanine debt. Prior to THL, he was a Vice President of the Leveraged Capital Group at AIG responsible for sourcing, structuring, underwriting and monitoring first lien (non-syndicated), second lien, and traditional mezzanine financings for a global insurance company that managed a $550 billion fixed income portfolio. Previously, Tim was a Vice President at Kinsman Capital, LLC, a private equity firm that focused on leveraged buyouts of middle-market companies. Tim earned a Bachelor of Business Administration degree in Finance and a minor in Statistics, and graduated Cum Laude with honors from Southern Methodist University. | ||
| Nikhill Patel | Senior Credit Analyst | 2011 | 2012 |
| 背景介紹 | Nikhill Patel joined M&G in February 2021 and is a portfolio manager for M&G Investments (Americas). Prior to joining M&G, he worked at RBC on the High Yield Trading desk as a director, senior strategist covering retail, consumer, autos, and A&D. Before joining RBC in 2019, Nikhill worked at William Blair as head of credit research on the Fixed Income trading desk with responsibility for consumer, retail, technology, media, telecommunications, autos, and healthcare. Prior to joining William Blair in 2014, Nikhill was a co-portfolio manager and senior credit analyst at Frost Investment Advisors, and worked at Bank of America and Northern Trust with similar responsibilities covering consumer, retail, and healthcare sectors. Nikhill graduated from University of Illinois with a dual degree in Finance and Management Information Systems (MIS) in 2004. | ||
| Joseph G. Zhu-Carnevale | Senior Credit Analyst | 2008 | 2012 |
| 背景介紹 | Joseph G. Zhu-Carnevale, CFA, Senior Credit Analyst, is jointly and primarily responsible for the day-to-day management of the Frost Low Duration Bond Fund, the Frost Total Return Bond Fund, the Frost Municipal Bond Fund and the Frost Low Duration Municipal Bond Fund. Mr. Zhu-Carnevale joined The Frost National Bank in 2008 and has over 10 years of investment experience. Prior to joining The Frost National Bank, Mr. Zhu-Carnevale served as a Vice President of Risk Management at RBS Greenwich Capital from 2006 to 2008, served as a Fixed Income Analyst at Progressive Capital Management from 2004 to 2006, and served as a Capital Market Associate at Lehman Brothers from 2003-2004. He received a master's of business administration in finance and accounting from the University of Pennsylvania (Wharton), and a bachelor's of science in physics from FuDan University, Shanghai, China. | ||
| Yvette Maldonado | Trader | 2008 | 2011 |
| 背景介紹 | Yvette Maldonado, Trader and Analyst, is jointly and primarily responsible for the day-to-day management of the Frost Low Duration Bond Fund, the Frost Total Return Bond Fund, the Frost Municipal Bond Fund and the Frost Low Duration Municipal Bond Fund. Ms. Maldonado joined The Frost National Bank in 2007 and has over 2 years of investment experience. Prior to joining The Frost National Bank, Ms. Maldonado was an accountant with Valero Energy Corporation. She received a bachelor's of business administration in accounting from University of the Incarnate Word and a master's of business administration finance from Our Lady of the Lake University. | ||
| Markie Stark | Trade and Analyst | 2008 | 2011 |
| 背景介紹 | Markie Stark, Trader and Analyst. Ms. Stark joined The Frost National Bank in 2006 and has over 3 years of investment experience. She received a bachelor's of business administration in finance from Texas Tech University and is a Level 1 Candidate for the Chartered Financial Analyst designation. | ||
| Rebecca Holden | Trader | 2008 | 2011 |
| 背景介紹 | Rebecca Holden, Trader and Analyst. Ms. Holden joined The Frost National Bank in 2007 and has over 1 year of investment experience. Prior to joining The Frost National Bank, Ms. Holden worked for First Financial Bank. She received a bachelor's of business administration in finance from Hardin-Simmons University and is a candidate for the Chartered Financial Analyst designation. | ||
| Tom L. Stringfellow | CIO | 2008 | 2010 |
| 背景介紹 | Tom L. Stringfellow, CFA, CFP, CPA, CIC, President and CIO at Frost, serves as Fund CoManager of the Frost Mid Cap Equity Fund. Mr. Stringfellow is jointly and primarily responsible for the day-to-day management of the Frost Mid Cap Equity Fund. Mr. Stringfellow joined Frost Bank, the parent company of The Adviser, in 1980. He received a Bachelor of Arts degree in business administration from Southwest Texas State University, a Master of Arts degree in economics from St. Mary’s University and a Master of Business Administration degree from Texas A&M University - Corpus Christi. Mr. Stringfellow is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute. | ||
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