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Victory Growth and Tax Strategy Fund (USBLX)
Thêm/Gỡ bỏ từ một Danh Mục
Thêm vào Danh Mục
28.54
0.00
0.00%
31/07 - Dữ Liệu Trì Hoãn. Tiền tệ tính theo USD
- Xếp Hạng Morningstar:
- Tổng Tài Sản: 738.53M
USAA Growth and Tax Strategy
28.54
0.00
0.00%
Tổng quan USBLX
Đây là nơi bạn có thể tìm kiếm hồ sơ chuyên sâu về Victory Growth and Tax Strategy Fund. Tìm hiểu về các nhân sự quản lý chủ chốt, tổng tài sản, chiến lược đầu tư và thông tin liên hệ của USBLX cùng nhiều thông tin khác.
Thông Tin Liên Lạc
Địa Chỉ
15935 La Cantera Parkway, Building Two
San Antonio,TX 78256
United States
San Antonio,TX 78256
United States
Điện thoại
210-694-9700
Web
www.vcm.com
Các Chuyên Viên Hàng Đầu
| Tên | Tiêu đề | Kể từ | Cho tới |
|---|---|---|---|
| Lance Humphrey | Executive Director | 2022 | bây giờ |
| Tiểu sử | Lance Humphrey, CFA, Senior Portfolio Manager and Head of Portfolio Management, VictoryShares and Solutions, has co-managed the Funds since 2016. Mr. Humphrey has 17 years of investment management experience, 12 years of which were with USAA Asset Management Company (“AMCO”), which was acquired by the Adviser’s parent company in 2019. Education: M.B.A., University of Texas – San Antonio and a B.A., finance, Texas State University. He holds the CFA designation and is a member of the CFA Society of San Antonio. | ||
| Lela Dunlap | - | 2022 | bây giờ |
| Tiểu sử | Lela Dunlap, CFA, Portfolio Manager, VictoryShares and Solutions, has co-managed the Fund since October 2021. Ms. Dunlap has 17 years of investment management experience, five years of which were with AMCO, which was acquired by the Adviser’s parent company in 2019. She holds the CFA designation and is a member of the CFA Society of San Antonio. | ||
| Lauren Spalten | - | 2021 | bây giờ |
| Tiểu sử | Lauren Spalten is a Portfolio Manager with USAA Investments, A Victory Capital Investment Franchise, and has managed the Funds since March 2021. In 2018, Ms. Spalten joined USAA Investments as a Municipal Analyst covering the Southeast region. Prior to joining USAA, Lauren was an Associate Director at Standard & Poor's (now S&P Global Ratings), where she specialized in evaluating creditworthiness of state and local governments across the Southwest United States. Lauren has additional experience in commercial real estate development and business plan development, primarily for medical and non-profit entities. | ||
| Mannik S. Dhillon | President | 2019 | bây giờ |
| Tiểu sử | Mannik S. Dhillon serves as President of VictoryShares and Solutions for Victory Capital. In his role, he leads and oversees the firms' exchange-traded and solutions business. He is also responsible for setting the strategy and initiating the development and implementation of Victory's strategic beta-based offerings. Additionally, he manages the solutions provided by our investment franchises, which includes product enhancements, extensions and innovations designed to best meet the needs of clients. Mr. Dhillon also contributes to the evaluation of capabilities of potential new franchises as part of the firm's acquisition strategy. | ||
| Andrew Hattman | Portfolio Manager | 2019 | bây giờ |
| Tiểu sử | Andrew Hattman, CFA, CAIA, is a Portfolio Manager with USAA Investments, a Victory Capital Investment Franchise, and has managed the Victory High Income Municipal Bond Fund and Victory Tax-Exempt Fund since April 2020. Prior to joining Victory Capital Management Inc., Mr. Hattman worked for USAA Asset Management Company, which was acquired by the Adviser’s parent company in 2019. Mr. Hattman holds CFA and CAIA designations. | ||
| Regina G. Conklin | Senior Portfolio Manager | 2019 | 2023 |
| Tiểu sử | Regina G. Conklin, CFA, CPA, is a Senior Portfolio Manager with USAA Investments, a Victory Capital Investment Franchise, and has managed the Victory High Income Municipal Bond Fund and Victory Tax-Exempt Fund since April 2020. Ms. Conklin has over 24 years of investment management experience. She worked 28 years with USAA Asset Management Company, which was acquired by Victory Capital Management Inc.’s parent company in 2019. Ms. Conklin is a member of the CFA Institute, the CFA Society of San Antonio, and the National Federation of Municipal Analysts. | ||
| Michelle Kelley | - | 2022 | 2022 |
| Tiểu sử | Michelle Kelley is a Senior Portfolio Manager and team leader on the Global Equity team responsible for implementation of several quantitative equity strategies specializing in Quality Dividend Focus, Quality ESG, and Tax Advantaged Equity. Prior to joining Global Equity in 2011, Michelle was a Senior Investment Consultant serving ultra-high net worth clients. In this position, Michelle worked with clients to develop investment policies, asset allocation recommendations, and investment manager selection. Michelle received a B.S. degree in Finance, with high distinction, from the University of Illinois at Chicago. She received her MBA from the University of Chicago with concentrations in Finance and Economics. She is a CFA charterholder and a member of the CFA Society of Chicago. Michelle has also received the Certified Financial Planner™ designation. In addition to Michelle’s work at Northern, she is an adjunct professor at Governors State University. | ||
| Mary Lukic | second vice president/portfolio Manager | 2019 | 2022 |
| Tiểu sử | 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. | ||
| Andy Kunzweiler | Portfolio Manager | 2022 | 2022 |
| Tiểu sử | Andy Kunzweiler, CFA is a Portfolio Manager on the Direct Indexing team at Morningstar Investment Management. He specializes in implementing portfolios that enable investors to achieve their unique investment, tax, and risk objectives. Prior to joining Direct Indexing at Morningstar Andy was a Senior Portfolio Manager at Northern Trust where he managed direct indexing portfolios for clients ranging from foundations and endowments to corporations and nuclear decommissioning trusts, to family offices and ultra-high net worth individuals. Andy began his career in the analyst program at UBS Investment Bank and graduated from Boston College. He is a CFA charterholder and a member of the CFA Institute and CFA Society of Chicago. | ||
| Jacob C. Weaver | Head | 2012 | 2022 |
| Tiểu sử | Jake Weaver is a Director on the Global Equity team, where he is responsible for the Index and various Engineered Equity portfolio management teams. Jake is also a Senior Portfolio Manager responsible for the implementation of several Engineered Equity strategies specializing in Tax Advantaged Equity and Quality Dividend Focus strategies. Prior to rejoining the Global Equity team in Chicago in 2010, Jake was the Head of International Indexing in Northern Trust’s London office, overseeing a team of portfolio managers investing to various international indexes. Prior to this role, Jake spent six years as a portfolio manager focused on Engineered Equity strategies including Quality Small Cap Core and Tax Advantaged Equity. Jake received a B.S. degree in Finance from the University of Illinois at Urbana-Champaign and an MBA from the University of Chicago Booth School of Business with concentrations in Finance and Organizational Behavior. He is a CFA charterholder and a Certified Public Accountant. He is a member of the CFA Society of Chicago and the CFA Institute. | ||
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