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Allspring Pennsylvania Tax-Free Fund - Class Inst (EKVYX)
Thêm/Gỡ bỏ từ một Danh Mục
Thêm vào Danh Mục
10.32
-0.01
-0.10%
23/07 - Dữ Liệu Trì Hoãn. Tiền tệ tính theo USD
- Xếp Hạng Morningstar:
- Tổng Tài Sản: 63.18M
Wells Fargo Pennsylvania Tax-Free Inst
10.32
-0.01
-0.10%
Tổng quan EKVYX
Đây là nơi bạn có thể tìm kiếm hồ sơ chuyên sâu về Allspring Pennsylvania Tax-Free Fund - Class Inst. Tìm hiểu về các nhân sự quản lý chủ chốt, tổng tài sản, chiến lược đầu tư và thông tin liên hệ của EKVYX cùng nhiều thông tin khác.
Thông Tin Liên Lạc
Địa Chỉ
1415 Vantage Park Drive, 3rd Floor
Charlotte,NC 28203
United States
Charlotte,NC 28203
United States
Điện thoại
1-833-568-4255
Các Chuyên Viên Hàng Đầu
| Tên | Tiêu đề | Kể từ | Cho tới |
|---|---|---|---|
| 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. | ||
| Bruce R. Johns | Research Analyst and Portfolio Manager | 2011 | bây giờ |
| Tiểu sử | Bruce Johns is a senior portfolio manager for the Municipal Fixed Income team at Allspring Global Investments. In this role, he manages national short to intermediate maturity strategies and certain state-specific mutual funds. Bruce joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to his current role, he served as a front end trader for the team. Before that, Bruce was a senior research analyst at Strong Capital Management, and earlier, he led the Fixed Income Settlements Operations team. He began his investment industry career in 1998. Bruce earned a bachelor’s degree in business and finance from the University of Wisconsin, Parkside. He is a member of the National Federation of Municipal Analysts and the Minnesota Society of Municipal Analysts. | ||
| Robert J. Miller | Senior Portfolio Manager | 2009 | bây giờ |
| Tiểu sử | Robert Miller is a senior portfolio manager for the Municipal Fixed Income team at Allspring Global Investments, where he manages mutual funds and separate accounts. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to joining WFAM, Robert worked for American Century Investments, where he was part of a team managing the firm’s municipal bond portfolios. Robert had direct responsibility for the firm’s national intermediate- and long-term investment-grade strategies. In addition, he managed several other state-specific funds for the firm. Robert also served as a member of its analytical team. Earlier, Robert was a municipal bond analyst with Moody’s Investors Service, where he served as an analyst in the States and High Profile Ratings Group as well as the Airport Credit Group, the Southeast Regional Ratings Group, and the Mid-Atlantic Regional Ratings Group. He also founded a small venture capital firm and served as a consultant with Black and Veatch and KPMG Peat Marwick, where he specialized in conducting financial feasibility studies in support of large infrastructure projects. Robert earned a bachelor’s degree in business administration with an emphasis in finance from San Jose State University and a master’s degree in business administration from the Leonard N. Stern School of Business at New York University. | ||
| Mathew M. Kiselak | Principal | 2008 | 2010 |
| Tiểu sử | Mathew M. Kiselak, Principal of Vanguard. He has worked in investment management since 1987, has managed investment portfolios since 1990, and has been with Vanguard since 2010. Education: B.S., Pace University. | ||
| Charles E. Jeanne | Vice President | 1999 | 2009 |
| Tiểu sử | Jeanne has been affiliated with EIMC or one of its predecessors since July 1989 and has been a portfolio manager since January 1992 and a vice president since 1996. He is a member of the Association for Investment Management and Research. Jeanne holds a Chartered Financial Analyst designation. | ||
| Joseph R. Baxter | Senior Vice President | 1998 | 1999 |
| Tiểu sử | Mr. Baxter is the head of DIFA’s municipal bond department and is responsible for setting the department’s investment strategy. He is also a co-portfolio manager of DMBT’s municipal bond funds and several client accounts. Before joining Delaware Investments in 1999 as head municipal bond trader, he held investment positions with First Union, most recently as a municipal portfolio manager with the Evergreen Funds. Mr. Baxter received a bachelor’s degree in finance and marketing from La Salle University. | ||
| Jocelyn Thayer | Investment Officer | 1997 | 1999 |
| Tiểu sử | Turner joined First Fidelity Bank as an investment officer in 1992. She had 15 prior years experience managing taxable and tax-exempt fixed-income portfolios for One Federal Asset Management, a division of Shawmut Bank, and for Rhode Island Hospital Trust N.A. | ||
| Daniel Rabasco | Portfolio Manager | 1994 | 1997 |
| 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. | ||
| Betsy A. Hutchings | portfolio manager/senior Vice President | 1994 | 1994 |
| Tiểu sử | Hutchings joined Keystone Custodian Funds in 1988 as a portfolio manager and became a senior vice president in 1995. Previously, Hutchings spent four years as an assistant vice president with Scudder, Stevens & Clark, and four years as a pricing coordinator with John Nuveen & Company. Hutchings wrote an article on Micronesia which was published in Aqua Expeditions and A Global Guide to Scuba Diving and Snorkeling. | ||
| Dawn S. D'Alelio | Vice President, Portfolio Manager | 1993 | 1994 |
| Tiểu sử | D'Alelio is a vice president and portfolio manager with Keystone Custodian Funds Inc. She has nine years of professional experience. D'Alelio is a member of both the Boston Municipal Analysts Forum and the Boston Security Analysts Society. She earned her Chartered Financial Analyst designation in 1990. | ||
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