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- 晨星评级:
- 总资产: 1.21B
Northern Intermediate Tax-Exempt
9.77
+0.02
+0.21%
NOITX概述
本页面提供Northern Intermediate Tax-Exempt Fund的详细介绍，帮助您了解NOITX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 |
|---|---|---|---|
| Timothy P. Blair | Portfolio Manager | 2023 | now |
| 背景介紹 | Timothy Blair is Head of Municipal Bond Portfolio Management and Research. | ||
| Adam M. Shane | Portfolio Manager | 2022 | now |
| 背景介紹 | Adam Shane is Co-Head of Municipal Bond Portfolio Management on the Global Fixed Income team at Northern Trust Asset Management. In this capacity, Adam has responsibility for the oversight and management of both investment grade and high yield municipal bond strategies. Adam has held various positions in portfolio management, credit research, and product management at Northern Trust Asset Management, and prior to that at Nuveen. Adam has an MBA, with concentrations in accounting and finance. Adam is a CFA® charterholder and a member of the CFA Society of Chicago, the CFA Institute, the Chicago Municipal Analysts Society, and the National Federation of Municipal Analysts. He has more than 20 years of fixed income investment management experience. | ||
| Patrick D. Quinn | Vice President | 2022 | 2023 |
| 背景介紹 | Mr. Quinn is a Vice President of Northern Trust Investments, Inc. and has been manager of the Fund since May 2009. Mr. Quinn is also a Senior Portfolio Manager in the Enhanced Cash Group, which he joined in 2001. | ||
| Stephanie L. Woeppel | - | 2022 | 2022 |
| 背景介紹 | Ms. Woeppel joined NTI in 2012 and has served as the director of municipal credit research and as a senior research analyst. | ||
| Nathan D. Miller | Vice President | 2018 | 2022 |
| 背景介紹 | Nate Miller is a Second Vice President at The Northern Trust Company, Chicago. He is a Portfolio Manager in the Municipal Fixed Income Group of Northern Trust Global Investments and is responsible for the management of a number of individual municipal bond portfolios.Mr. Miller joined Northern Trust in 1995 as an IMLG representative in Worldwide Operations and Technology. He relocated to Arizona in 1996 and worked as a Relationship Manager in the Corporate and Institutional Administration Group. He relocated back to Chicago in October 2003 and started as a Municipal Bond Trader for the Fixed Income Group within Northern Trust Global Investments NTGI prior to being named a Portfolio Manager in June 2005.Mr. Miller received a Bachelor of Science degree in Finance from the University of Illinois at Champaign – Urbana in 1994 and also studied in the Certified Employee Benefits Specialist program (CEBS) via the Wharton School of Business. | ||
| Timothy T.A. McGregor | Senior Vice President | 2000 | 2022 |
| 背景介紹 | Timothy T. A. McGregor, CFA, is Director of Municipal Fixed Income. Mr. McGregor is a Portfolio Manager for registered investment companies and individual accounts, and he specializes in tax-exempt portfolios as well as crossover mandates that require taxable market exposure. Mr. McGregor joined NTI in 1989. | ||
| Eric M. Bergson | Vice President, Portfolio Manager | 1994 | 2000 |
| 背景介紹 | Bergson is vice president and portfolio manager with The Northern Trust Company, his employer since 1986. During the past five years, he has managed various municipal securities. Bergson is a member of the Investment Analysts Society of Chicago. Bergson holds the Chartered Financial Analyst designation. | ||
| Peter J. Flood | Senior Vice President | 1998 | 1998 |
| 背景介紹 | Peter J. Flood is a Senior Vice President at the Northern Trust Company, Chicago. Peter heads Northern Trust’s Fixed Income Risk Management and Strategy Group, which is responsible for the portfolio and business risk management of domestic, global and joint venture activities. In addition, Peter chairs our Fixed Income Strategy Committee, which creates and guides the investment strategy for the firm’s institutional, fiduciary and agency relationships. Previously, Peter managed our Fixed Income Research Division, with responsibility for the credit analysis of taxable, global, high yield and municipal debt obligations used in our fixed income portfolios. Prior thereto; he led the firm’s municipal bond portfolio management team.Peter joined Northern Trust in 1979.He received a B.S degree from Loyala University, Chicago, and his M.B.A. degree from the University of Chicago Graduate School of Business. | ||
| Eric V. Boeckmann | Portfolio Manager | 1994 | 1998 |
| 背景介紹 | Eric V. Boeckmann, Senior Vice President and portfolio manager of Northern Trust Investments, Inc. He joined the firm in 1985. He is responsible for municipal bond mutual funds as well as a number of separately managed municipal bond portfolios, including common trust funds invested in municipal securities. He received a B.S. degree in Finance from the University of Illinois. | ||
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