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Segall Bryant & Hamill Colorado Tax Free Fund Retail Class (WTCOX)

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10.43 -0.02    -0.19%
01/07 - 延迟数据. USD 货币 ( 免责声明 )
类型:  基金
市场:  美国
发行商:  Westcore
资产类别:  股票
  • 晨星评级:
  • 总资产: 108.14M
Westcore CO Tax-Exempt Retail 10.43 -0.02 -0.19%

WTCOX概述

 
本页面提供Segall Bryant & Hamill Colorado Tax Free Fund Retail Class的详细介绍,帮助您了解WTCOX的高管、总资产、投资策略和联系方式等信息。
种类

Muni Single State Interm

总资产

108.14M

费用

0.65%

开始日期

33389

联络信息

地址 540 West Madison Street, Suite 1900
Chicago,IL 60661-2551
United States
电话 312-474-1222
传真 312-474-0521
网址 sbhic.com

高管

名称 标题 任期
Nicholas J. Foley Municipal Credit Analyst 2016 now
背景介紹 Nicholas J. Foley is a senior portfolio manager at Segall Bryant & Hamill, LLC. Mr. Foley joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, he served as a portfolio manager and municipal credit analyst and trader on the Fixed Income team. Prior to joining Denver Investments in 2012, Mr. Foley was an associate portfolio manager and lead fixed income trader at the Bank of the West/BNP Paribas Group and a financial analyst with Janus Capital Group. Prior to that, he was a senior analyst at Washington Mutual Bank. Mr. Foley earned his B.A. from Gonzaga University.
Kenneth A. Harris Senior Portfolio Manager 2005 2023
背景介紹 Kenneth A. Harris, CFA, is a senior portfolio manager at Segall Bryant & Hamill, LLC. Mr. Harris joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, he served as the director of Fixed Income and as a portfolio manager on the Fixed Income team. Prior to joining Denver Investments in 2000, Mr. Harris was the treasurer of Blue Cross and Blue Shield of Colorado. Mr. Harris received a BBA from the University of Arizona and an MBA from the University of Colorado at Denver.
Thomas B. Stevens Portfolio Manager 1999 2013
背景介紹 Thomas B. Stevens, CFA is a Partner and Portfolio Manager at Denver Investments on the Fixed-Income Team. Prior to joining the firm in 1986, Mr. Stevens was a Vice President and Portfolio Manager for Fidelity Bank and a Fixed Income Portfolio Manager for National Investment Services of America. He began his investment career as a Fixed Income Trader for the National Bank of Detroit. Mr. Stevens received a BA from the University of Virginia and an MBA from Columbia University. He is a CFA charterholder and a member of the CFA Institute and the CFA Society of Colorado.
Glen T. Cahill co-manager 2002 2004
背景介紹 Cahill is vice president of Denver Investment Advisors and has been primarily responsible for the day-to-day co-management of Westcore Plus Bond Fund, since October 1, 2000. He also co-manages Westcore Colorado Tax-Exempt fund. He has been with the Adviser since 1984 and has been active in the management of fixed-income securities for 17 years.
Robert O. Lindig Vice President, Investment Officer 1991 1999
背景介紹 Lindig is a vice president and trust officer of First Interstate Bank of Denver NA, his employer since 1984. Previously, he worked for five years at B.C. Christopher. Lindig has 32 years of experience in the institutional bond market. He was born June 6, 1936 in New York City.
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