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
解锁高级数据：最高 立减50%InvestingPro 手慢无
SEI Tax Exempt Trust New York Municipal Bond Fund Class F (SENYX)
从投资组合添加/删除
添加至投资组合
SEI New York Municipal Bond F (STET)
10.14
-0.01
-0.10%
SENYX概述
本页面提供SEI Tax Exempt Trust New York Municipal Bond Fund Class F的详细介绍，帮助您了解SENYX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 |
|---|---|---|---|
| Daniel Falkowski | - | 2022 | now |
| 背景介紹 | Mr. Falkowski serves as an Assistant Portfolio Manager for the Funds. His duties include managing due diligence and selection. Mr. Falkowski has over 14 years of investment experience. Prior to joining SEI in 2016, Mr. Falkowski was a Senior Investment Officer at the City of Philadelphia Board of Pensions and Retirement. Mr. Falkowski received both his B.S. and M.S. in Finance from Villanova University. | ||
| Daniel Rabasco | Portfolio Manager | 2010 | now |
| 背景介紹 | Dan is the head of municipal bonds at Mellon Investments Corp, overseeing and guiding the investment management process for the firm’s tax-exempt strategies. Previously, he was the head of trading for tax-exempt bonds, responsible for managing the municipal bond trading desk. Before joining the firm, Dan directed the municipal bond group at Fleet where he was responsible for managing mutual fund, common trust fund and high net worth client assets. Previously, he was a portfolio manager at Evergreen Investments, where he managed national and state-specific mutual funds. His other responsibilities included hospital and high yield credit analysis. Dan began his career as a municipal analyst at Liberty Insurance Company. Dan has been in the investment industry since 1987. Dan holds a BA from Boston College and an MBA from Suffolk University. Dan has served as a member of the Municipal Securities Rulemaking Board's Investor Advisory Group (2004-2008). He holds the CFA® designation and is a member of the CFA Institute. | ||
| Richard A. Bamford | Portfolio Manager | 1999 | now |
| 背景介紹 | Richard A. Bamford serves as a Portfolio Manager for the Fixed Income Team within SIMC's Investment Management Unit. Mr. Bamford is responsible for investment grade debt and municipal bond portfolios. Mr. Bamford's duties include manager analysis and selection, strategy development and enhancement as well as investment research. Mr. Bamford has over 20 years of investment experience in investment management. Prior to joining SEI in 1999, Mr. Bamford worked as a Municipal Credit Analyst for Vanguard. Mr. Bamford received a Bachelor of Science in Economics/Finance and Accounting from the University of Scranton and an M.B.A. with a concentration in Finance from St. Joseph's University. | ||
| Erin K. Garrett | Portfolio Manager | 2014 | 2020 |
| 背景介紹 | Erin Garrett is a portfolio manager in the T. Rowe Price ActivePlus Portfolios Program, Target Allocation Active Series and an associate portfolio manager for the Target Allocation strategies. Erin is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. Erin’s investment experience began in 2007, and she has been with T. Rowe Price since 2020, beginning in the Multi-Asset Division. Prior to this, Erin was employed by SEI as a portfolio manager, overseeing $45 billion in U.S. taxable and tax-exempt fixed income mutual funds and separate accounts. She was responsible for the selection of fund subadvisors and the allocations among these managers to optimize diversification of style, alpha source, and risk. She was shortlisted for best manager in the “Bonds” category for the 2019 Women in Asset Management Awards. Erin earned a B.S. in business administration/finance and an M.B.A., with concentrations in strategic management and international business, from Villanova University. | ||
| Steven W. Harvey | Senior Vice President | 2007 | 2010 |
| 背景介紹 | Steve is Director of Relationship Management, leading the Tax Sensitive Fixed Income client service effort. He is also Senior Portfolio Manager for select institutional and mutual fund portfolios. Previously at Standish he was head of municipal bond research. He joined the company in 2000 from Appleton Partners, where he was Director of Fixed Income. Prior to that, he was municipal bond mutual fund manager and senior analyst at Fidelity Management & Research Company. He began his investment career at Standard & Poor’s Corporation as a public finance ratings analyst.He has 31 years of investment industry experience. | ||
| Raymond J. Kubiak | Analyst | 1998 | 2005 |
| 背景介紹 | Mr. Kubiak is a portfolio manager who leads the Intermediate Duration and Municipal/Crossover strategies for LIM. He has over 30 years of investment experience. Before joining LIM in 2010, Ray was Sr. Vice President and Director of Insurance Client Strategies at Standish Mellon Asset Management (SMAM). He and his team managed over $10 billion in assets for insurance companies. At SMAM’s predecessor firm, Standish Ayer & Wood, Ray headed the municipal bond and crossover strategies for the firm, managed portfolios for a wide variety of taxable clients, and was director of municipal bond research. He was a partner and served on the firm’s executive committee. Ray has also managed the fixed income assets of Lee Munder Capital’s private client group, has experience in global bonds and sovereign credit analysis, and was an analyst at Moody’s. He received his Bachelor of Arts from Canisius College, Master of Public Administration from the University of Pittsburgh and a Master of Science in Finance from Boston College. He is a CFA charterholder and a past Chairman of the National Federation of Municipal Analysts. | ||
写出您对于 SEI Tax Exempt Trust New York Municipal Bond Fund Class F 的看法
确定删除此图表？
删除 取消
用新图表更换现在所附的图表？
更换 取消
评论指南
在评论中添加图表
确认屏蔽
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。
举报该评论
您举报该评论的原因为：
该评论已被标注
谢谢您!
您的举报将会被发送到管理员进行审核