
Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
Thomas C. Casey | Portfolio Manager | 2014 | bây giờ |
Tiểu sử | Thomas C. Casey Director, Senior Portfolio Manager Tom is a senior portfolio manager for US Municipal Bond strategies. He is responsible for managing US Municipal Bond portfolios for institutional, insurance and high net worth clients. Previously, Tom worked as a trader and a portfolio analyst on the US Municipal team. Prior to joining the firm in 1993, Tom worked as an analyst at State Street Bank & Trust Company. Tom has been in the investment industry since 1988. Tom earned an MBA and a BA from Boston College. | ||
Daniel Rabasco | Portfolio Manager | 2012 | bây giờ |
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. | ||
Steven W. Harvey | Senior Vice President | 2009 | 2014 |
Tiểu sử | 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. | ||
James Welch | Portfolio Manager | 2011 | 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. | ||
Douglas J. Gaylor | Co-Portfolio Manager | 1996 | 2009 |
Tiểu sử | Douglas J. Gaylor has been a co-portfolio manager. Douglas is a managing director and the head of tax-exempt securities at Guardian Life. Prior to joining Guardian Life in 2014, Douglas spent five years at Principal Global Investors, where he was director of municipal asset management. He also spent 14 years at The Dreyfus Corporation, where he ultimately served as lead portfolio manager of municipals. Previously, he was a municipal bond analyst, trader, and portfolio manager at PNC Bank-BlackRock and Wilmington Trust. He has more than 30 years of investment experience. Douglas holds a B.S. in financial administration from State University of New York at Brockport and an M.B.A. in financial planning and control from the State University of New York at Buffalo. | ||
Paul A Disdier | Senior Strategist | 1988 | 1996 |
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. |
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