
Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
Daniel Rabasco | Portfolio Manager | 2012 | 2024 |
Tiểu sử | 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. | ||
Daniel Marques | Senior Portfolio Manager | 2009 | 2024 |
Tiểu sử | Mr. Marques is a Senior Portfolio Manager for US Municipal Bond strategies. He is responsible for managing US Municipal Bond portfolios for institutional, high net worth and mutual fund clients. He is also a leader of sustainability and ESG integration for US municipal bond portfolios and a lead portfolio manager for the US Municipal Impact strategy. Mr. Marques also provides municipal market analysis and performance attribution commentary for the team. Prior to joining the firm in 2000, he served as an investment research manager at Citizens Bank. Mr. Marques has been in the investment industry since 1992. He earned an MBA from Nichols College and a BS from the University of Massachusetts. He holds the CFA® designation and is a member of the CFA Institute. | ||
James Welch | Portfolio Manager | 2007 | 2012 |
Tiểu sử | James Welch - Portfolio Manager James is a portfolio manager at Principal Global Investors. He is responsible for managing tax exempt portfolios. James joined the firm in 2014. Prior to his current role, James served as a CIO-portfolio manager at Castleton Partners LLC. He received a bachelor's degree in economics from Pennsylvania State University. | ||
Joseph P. Darcy | Executive Vice President | 2007 | 2009 |
Tiểu sử | Joseph Darcy, Executive Vice President of Hartford Investment Management, has served as portfolio manager of the fund since February 1, 2010. Mr. Darcy, an investment professional since 1980, joined Hartford Investment Management in 2010. Mr. Darcy was with BNYMellon Asset Management from 1994 until joining Hartford Investment Management, most recently as a Senior VP and Senior Portfolio Manager, Tax-exempt Asset Management. Prior to BNYMellon Asset Management, Mr. Darcy was a Vice President and Portfolio Manager, Tax-Exempt Asset Management, with Merrill Lynch Asset Management. Mr. Darcy also held positions with Chemical Bank and Prudential Securities in Institutional Sales, Marketing, and Municipal Trading. | ||
Paul A Disdier | Senior Strategist | 2001 | 2008 |
Tiểu sử | Mr. Disdier has wide-ranging investment experience including managing open-end and closed-end mutual funds and separately managed accounts, providing global investment strategy, and conducting investment manager due diligence. Prior to joining SMC FIM in 2014, Mr. Disdier spent 25 years at the Dreyfus Corporation, the mutual fund subsidiary of BNY Mellon Investment Management. He served in a number of capacities including the Director of Municipal Securities ($24 billion AUM), Chairman of the Dreyfus Investment Committee, Co-Portfolio Manager of the Dreyfus asset allocation fund-of-funds, Director of Fixed Income Strategies, and Senior Global Markets Strategist. Previously, Mr. Disdier was a Vice-President and Portfolio Manager at Smith Barney Mutual Management Corporation where he established and managed a series of open-end tax-exempt mutual funds. Earlier in his investment career he was employed by Mellon Bank (East) and served in a variety of investment roles including Vice President and manager of the Trust Department’s Philadelphia fixed income division. Mr. Disdier received an MBA from Drexel University and a B.S. in Finance from Villanova University. | ||
Richard J. Moynihan | Senior Portfolio Manager, Head, Director or trustee | 1976 | 2001 |
Tiểu sử | Moynihan is a senior portfolio manager and head of the tax-exempt fixed-income area at The Dreyfus Corporation. He is also a director or trustee of several investment companies advised or administered by Dreyfus. Prior to joining the firm in 1973, he served as vice president and division executive at Chase Manhattan Bank. Moynihan is a member of the Association for Investment Management and Research and the New York Society of Security Analysts. |
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