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
- 晨星评级:
- 总资产: 2.38B
State Farm Balanced
90.46
+0.65
+0.72%
STFBX概述
本页面提供State Farm Balanced Fund的详细介绍，帮助您了解STFBX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 |
|---|---|---|---|
| Mark C. Sodergren | Vice President, Senior Portfolio Manager, Researcher | 2021 | now |
| 背景介紹 | Mark Sodergren is the Head of Quantitative Strategies, responsible for research and implementation of several quantitative equity strategies. Prior to joining Northern, Mark was a Portfolio Manager at Barclays Global Investors focused on active US large cap strategies. Mark spent 6 years at Citigroup Asset Management as a portfolio manager and researcher focused on both active international and domestic portfolios. Mark received his B.A. degree in Quantitative Economic and Decision Sciences from University of California, San Diego and an M.B.A from the University of Chicago. Mark is a CFA Charterholder. | ||
| David M. Alongi | Senior Vice President | 2021 | now |
| 背景介紹 | Mr. Alongi is a Senior Vice President at NTI where he is responsible for the management and trading process for passive fixed income portfolios. Mr. Alongi joined NTI in 2000. | ||
| Michael R. Chico | quantity manager | 2021 | now |
| 背景介紹 | Michael Chico is a Vice President at the Northern Trust Investments, Inc. He is a Fixed Income Portfolio Manager in the Fixed Income group and is responsible for quantitatively managing and trading fixed income accounts for Northern Trust clients. Mike originally joined Northern Trust in 2005 as Fixed Income Securities Trader with Northern Trust Securities, Inc., where he focused on structured products, non-USD fixed income securities, MBS/ABS, and Treasury securities. Prior to joining Northern Trust, he was vice president of MBS Trading at J.P. Morgan Securities, Inc, formerly Banc One Capital Markets, Inc.Mike received his B.A. degree in Economics from the University of Pennsylvania and his M.B.A. in Finance and Economics from The University of Chicago Graduate School of Business. He is a CFA charterholder in the CFA Society of Chicago. Michael R. Chico is Vice President of NTI. Mr. Chico joined NTI in 2007 and is responsible for managing various fixed-income funds. | ||
| Mary Lukic | second vice president/portfolio Manager | 2021 | now |
| 背景介紹 | Mary Lukic, CFP® is a Senior Vice President at the Northern Trust Company, Chicago. Mary is a Team Leader on the Global Equity team where she is responsible for the Tax Advantaged Equity team and various Engineered Equity portfolio management strategies. She is also a Senior Portfolio Manager responsible for implementation of Tax Advantaged Equity strategies, Quality Dividend Focus and Quality ESG strategies. Mary has extensive experience working with high net worth families, nuclear decommissioning trusts, settlement trusts, insurance companies, VEBAs, foundations and other taxable and tax exempt clients. Prior to joining Global Equity in 2006, Mary worked as a relationship manager in the Wealth Management Fiduciary department responsible for trust administration and working with families to provide comprehensive and flexible investment management, fiduciary and tax solutions to families and individuals. Mary received her B.S. degree in Finance from Illinois State University and an M.B.A. degree in finance and accounting from the University of Chicago Booth School of Business. She is a Certified Financial Planner™ and a member of the Financial Planning Association. | ||
| Christine Tinker | Portfolio Manager | 2021 | now |
| 背景介紹 | Christine Tinker is a Portfolio Manager on the Global Equity team within Northern Trust Asset Management. She is responsible for the implementation of several quantitative equity strategies specializing in Tax Advantaged Equity strategies for high net worth and institutional investors. Prior to joining Northern’s Global Equity team in 2015, Christine was a Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management where she managed investment portfolios for high net worth individuals. Christine received a B.S. degree in Finance from the University of Illinois at Urbana-Champaign. Christine is a CFA Charterholder. Christine is a member of the CFA Institute, a member of the CFA Society of Chicago and Co-Chairof the CFA Society Chicago Women’s Network. | ||
| Robert Stephan | Assistant Vice President | 2020 | 2021 |
| Jon Wilson | Assistant Vice President | 2020 | 2021 |
| John Malito | Assistant Vice President | 2016 | 2021 |
| Lisa Rogers | Assistant Vice President | 2016 | 2021 |
| Paul Eckley | Senior Vice President | 1991 | 2020 |
| 背景介紹 | Eckley is a senior vice president--Investments at State Farm Mutual Automobile Insurance Company. Mr. Eckley has been involved in all aspects of managing equity portfolios for State Farm Mutual Automobile Insurance Company and its affiliated entities. | ||
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