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
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Stefan Langer | Portfolio Manager | 2021 | now |
背景介紹 | Stefan Langer, CFA® is an Associate Portfolio Manager within the Adviser’s Fixed Income Team. He has served as a co-portfolio manager of the Rockefeller Intermediate Tax-Exempt National Bond Fund and Rockefeller Intermediate Tax-Exempt New York Bond Fund since March 2021. Prior to this role, he was a Municipal Credit Analyst responsible for maintaining a municipal bond credit database, analyzing new credits, and surveilling current issuer holdings. Prior to joining the Adviser in 2013, he worked at UBS Financial Services Inc. as a portfolio management intern. Mr. Langer holds a B.S. in Business Administration with concentrations in Finance & Investments and graduated with distinction from the University of North Carolina at Chapel Hill. | ||
Andrew M. Kello | Associate Portfolio Manager | 2016 | now |
背景介紹 | Andrew M. Kello, is a Portfolio Manager for Fixed Income within the Investment Group. Prior to joining Rockefeller in 2006 as a Portfolio Engineer, Mr. Kello worked at UBS Financial Services, Inc. as an Investment Associate for the Institutional Sales Group. He was also a Financial Advisor in their Private Client Group and a Client Service Associate. Mr. Kello holds a B.S. in Organizational Communication from Northeastern University. | ||
Michael Seo | Equity Analyst | 2020 | 2021 |
背景介紹 | Michael Seo, CFA, is Managing Director and Portfolio Manager of Global Equity strategies for Rockefeller Asset Management. Mr. Seo first joined the firm in March 1999 as a Performance Analyst and subsequently assumed the role of Equity Analyst covering the global industrials sector and the role of Director of Equity Research. Mr. Seo received a B.S. in Finance and Information Systems from the Stern School of Business at New York University and is a Chartered Financial Analyst® charterholder. | ||
Jimmy C. Chang | Chief Investment Strategist | 2020 | 2020 |
背景介紹 | Jimmy C. Chang, CFA, is the Chief Investment Strategist, a Senior Portfolio Manager and a Managing Director of Rockefeller & Co., with oversight of the Fixed Income group. | ||
Mark A. Iannarelli | portfolio manager | 2013 | 2020 |
背景介紹 | Mark Iannarelli, CFA®, is Director of Fixed-Income of Rockefeller & Co. Prior to joining Rockefeller in 2011, Mr. Iannarelli was a Senior Vice President and Portfolio Manager with Wasmer, Schroeder & Company, a taxable and tax-exempt fixed-income manager based in Naples, Florida from June 2004 to December 2010. Before assuming that role, Mr. Iannarelli was an Assistant Portfolio Manager with ING Investment Management, where he executed trading in taxable strategies and formulated portfolio strategy for municipal bond investment mandates. Mr. Iannarelli is a Chartered Financial Analyst charter holder, and has a B.A. in Finance from the University of Kentucky.Mark Iannarelli, CFA®, Director of Fixed income of the Adviser, has served as portfolio manager of the Core Taxable Bond Fund from the Fund’s inception in December 2013 to October 2016, and again since March 2019. | ||
Jimmy C. Chang | Chief Investment Strategist | 2016 | 2019 |
背景介紹 | Jimmy C. Chang, CFA, is the Chief Investment Strategist, a Senior Portfolio Manager and a Managing Director of Rockefeller & Co., with oversight of the Fixed Income group. |
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。
您举报该评论的原因为:
谢谢您!
您的举报将会被发送到管理员进行审核