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Nhận ƯU ĐÃI 40%
SEI Tax Exempt Trust Tax-Advantaged Income Fund Class F (SEATX)
Thêm/Gỡ bỏ từ một Danh Mục
Thêm vào Danh Mục
9.25
-0.03
-0.32%
- Xếp Hạng Morningstar:
- Tổng Tài Sản: 797.04M
SEI Tax-Advantaged Income F (STET)
9.25
-0.03
-0.32%
Tổng quan SEATX
Đây là nơi bạn có thể tìm kiếm hồ sơ chuyên sâu về SEI Tax Exempt Trust Tax-Advantaged Income Fund Class F. Tìm hiểu về các nhân sự quản lý chủ chốt, tổng tài sản, chiến lược đầu tư và thông tin liên hệ của SEATX cùng nhiều thông tin khác.
Thông Tin Liên Lạc
Các Chuyên Viên Hàng Đầu
| Tên | Tiêu đề | Kể từ | Cho tới |
|---|---|---|---|
| Anthony Karaminas | Head | 2023 | bây giờ |
| Tiểu sử | Anthony Karaminas, CFA, serves as Head of SIMC Fixed Income & Multi-Asset, within SIMC's Investment Management Unit. In this role, Mr. Karaminas is responsible for Portfolio Management leadership and oversight duties for the entirety of the SIMC Fixed Income & Multi-Asset Business. Prior to joining SEI, he was an associate portfolio manager/analyst within the Multi-Manager Solution team at UBS Asset Management. He previously held the role of Sector Head of Global Fixed Income and Global High Yield funds research in London with S&P Capital IQ; prior to that, he served as an analyst in Melbourne, Australia. Anthony was also a senior analyst at Goldman Sachs JBWere. Anthony earned a Bachelor of Business (with honors) from Swinburne University in Melbourne, Australia. He is a CFA charterholder and a member of the CFA Institute. | ||
| Satomi Yarnell | Portfolio Manager | 2022 | bây giờ |
| Tiểu sử | Satomi Yarnell joined Spectrum in 2015. Ms. Yarnell earned a M.A. in Economics from Waseda University. Ms. Yarnell has earned the right to use the Chartered Financial Analyst designation and is a Chartered Member of Security Analyst Association of Japan (CMA). | ||
| Daniel Falkowski | - | 2022 | bây giờ |
| Tiểu sử | 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. | ||
| Kerry Laurin | Analyst | 2020 | bây giờ |
| Tiểu sử | Kerry Laurin is a senior municipal research analyst and portfolio manager for the Global Fixed Income Research team at Allspring Global Investments. She joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before that, Kerry was a research analyst for Heartland Advisors, where she covered the taxable fixed income, consumer, and utility equity sectors. Previously, Kerry served as a compliance officer for M&I Investment Management. She began her investment industry career in 1999. Kerry earned a bachelor’s degree in English from Marquette University and a master’s degree in accounting from the University of Wisconsin, Milwaukee. She is a certified public accountant and has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| Dennis Derby | Portfolio Manager | 2017 | bây giờ |
| Tiểu sử | Mr. Derby joined Wells Capital Management or one of its predecessor firms in 1995, where he currently serves as a Senior Research Analyst and Portfolio Manager with the Tax- Exempt Fixed-Income team. | ||
| Terry J. Goode | Senior Portfolio Manager | 2017 | bây giờ |
| Tiểu sử | Terry Goode is a senior portfolio manager for the Municipal Fixed Income team at Allspring Global Investments. He is responsible for managing national and state-specific mutual funds, insurance accounts, and separate accounts. Terry joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before this, he served as head of the WFAM Tax-Exempt Research team, leading the group responsible for providing credit research to the Municipal Fixed Income team. Prior to joining WFAM, Terry performed similar research duties and provided bond ratings as a director at Standard & Poor’s Credit Market Services. He held a similar position with Wells Fargo Bank’s health care division. Terry earned a bachelor’s degree in economics from the University of California, Los Angeles, and a master’s degree in business administration with an emphasis in finance and investment strategy from the Haas School of Business at the University of California, Berkeley. Terry is a member of the National Federation of Municipal Analysts and the Society of Municipal Analysts and served as former chair and member of the California Society of Municipal Analysts. | ||
| David Hammer | Executive Vice President | 2015 | bây giờ |
| Tiểu sử | Mr. Hammer is a managing director in the Newport Beach office and leads municipal bond portfolio management, with oversight of the firm's municipal investment grade, high yield, taxable, and separately managed accounts. He is the lead portfolio manager on PIMCO's municipal bond fund complex, including investment grade, high yield, state-specific, closed-end funds, and interval fund. Prior to rejoining PIMCO in 2015, he was a managing director at Morgan Stanley, where he was head of municipal trading, risk management, and research. He has 21 years of investment experience and holds an undergraduate degree from Syracuse University. | ||
| Manu Krishnan | Portfolio Manager | 2007 | bây giờ |
| Tiểu sử | Manu Krishnan joined Spectrum in 2004. Mr. Krishnan earned a B.S. in Mechanical Engineering from the College of Engineering, Osmania University, India, an M.S. in Mechanical Engineering from the University of Delaware, and an M.B.A. in Finance from Cornell University. Mr. Krishnan has earned the right to use the Chartered Financial Analyst designation. | ||
| Roberto Giangregorio | - | 2007 | bây giờ |
| Tiểu sử | Mr. Giangregorio joined Spectrum in 2003. Previously, he was an intern with the Cayuga MBA Fund LLC where he covered Utility Sector equities. He also worked for the Ford Motor Company for over eight years as an engine design engineer. Mr. Giangregorio holds a BS (Mechanical Engineering) from S.U.N.Y. at Stony Brook, a MS (Mechanical Engineering) from the University of Wisconsin-Madison and a MBA (Finance) with distinction from Cornell University. | ||
| Richard A. Bamford | Portfolio Manager | 2007 | bây giờ |
| Tiểu sử | 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. | ||
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