
Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
Nicholos Venditti | Senior Portfolio Manager | 2020 | bây giờ |
Tiểu sử | Nicholos Venditti is a senior portfolio manager and head of the Municipal Fixed Income team at Allspring Global Investments. He joined Allspring from its predecessor, Wells Fargo Asset Management (WFAM). Before joining WFAM, he was with Thornburg Investment Management as a portfolio manager and head of the municipal bond group. Earlier positions there include serving as a portfolio manager on seven mutual funds and separately managed accounts with total assets of approximately $10 billion. Prior to Thornburg, Nicholos held a variety of roles focused on municipal credit analysis at Financial Security Assurance/Assured Guaranty, where he began his investment industry career in 2007. He earned a bachelor’s degree in theoretical economics from Trinity University; a master’s degree in applied economics from the University of North Carolina, Greensboro, where he also served as an adjunct professor; and a master’s degree in finance from Syracuse University. He has earned the right to use the Chartered Financial Analyst® (CFA) designation. | ||
James Randazzo | Senior Portfolio Manager | 2019 | bây giờ |
Tiểu sử | James (Jim) Randazzo is a senior portfolio manager for the Global Liquidity Solutions and Municipal Fixed Income teams at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to WFAM, Jim was with Evergreen or one of its predecessor firms since 2000. Earlier, he served as a financial analyst at KPMG, as a financial advisor for Prudential Securities, and as a trader for HSBC. He began his investment industry career in 1993 at Greenwich Partners, Inc. Jim earned a bachelor’s degree in finance from Iona College and a master’s degree in business administration with an emphasis in finance from the University of Connecticut. | ||
Bruce R. Johns | Research Analyst and Portfolio Manager | 2017 | 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. | ||
Wendy Casetta | Senior Research Analyst | 2005 | 2020 |
Tiểu sử | Wendy Casetta is a senior portfolio manager for the Wells Fargo Asset Management (WFAM) Municipal Fixed Income team. She joined Wells Fargo Asset Management (WFAM) from Strong Capital Management where she held a similar position. Prior to joining Strong, Wendy was a fixed income trader and investment associate at Barnett Capital Advisors in Jacksonville, FL. She began her investment industry career in 1993 as a registered representative at the Nicholas Company in Milwaukee, WI. Wendy earned a bachelor’s degree in finance from the University of Wisconsin, Oshkosh, and a master’s degree in business administration from the University of North Florida, Jacksonville. | ||
Lyle Fitterer | - | 2000 | 2019 |
Tiểu sử | Mr. Fitterer is a Managing Director, Co-Lead of the Municipal Sector on the Baird Advisors team and Senior Portfolio Manager at Baird. He has 35 years of experience in the fixed income market. He began managing taxable fixed income portfolios in 1993 and since 2000 has exclusively managed municipal strategies. He plays a lead role in the formulation and implementation of investment strategy with a major portion of his time allocated to municipal portfolio management and credit research. He obtained his undergraduate degree in Accounting from the University of North Dakota. He earned the Chartered Financial Analyst designation in 1996 and is currently a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Mr. Fitterer served as the co-head of Global Fixed Income and the head of the Municipal Fixed Income team at Wells Fargo Asset Management. | ||
Julio C. Bonilla | Vice President | 2007 | 2010 |
Tiểu sử | Julio Bonilla is a Portfolio Manager at Schroders, which involves managing all Multi-Sector portfolios including the Value portfolios as a municipal bond specialist. He joined Schroders in 2013 and is based in New York. Julio was a Portfolio Manager at STW Fixed Income Management from 2010 to 2013, which involved managing $11 billion in Multi-Sector portfolios including Core, Long Duration and Tax-Aware strategies. He was a Senior Portfolio Manager at Wells Capital Management from 2000 to 2010, which involved cultivating an expertise in municipal fixed income management and was responsible for account activity from trading to portfolio strategy. He was an Associate at Wells Fargo Institutional Brokerage from 1997 to 2000, which involved sales and trading fixed income securities. Qualifications: CFA Charterholder; MBA in Finance from Pepperdine University; BA in Political Science from University of San Diego. | ||
Mary-Kay H. Bourbulas | Portfolio Manager | 2000 | 2005 |
Tiểu sử | Bourbulas joined Strong Capital Management as a portfolio manager in 1991. Previously, she spent six years with Stein Roe & Farnham, where she served as an assistant portfolio manager. | ||
Steven D. Harrop | Portfolio Manager | 1995 | 2000 |
Tiểu sử | Harrop is a portfolio manager with Strong Capital Management, his employer since 1991. Previously, he was a portfolio manager with USAA Investment Management Company. Harrop has earned his Chartered Financial Analyst designation. |
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