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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Douglas Gibbs | Director | 2017 | now |
自傳 | Douglas Gibbs is a Director and Portfolio Manager / Senior High Yield Municipal Analyst of City National Rochdale. Prior to joining City National Rochdale in January 2016, he served as a senior analyst for Invesco (and Van Kampen Investments before it was acquired by Invesco in 2010) where he was responsible for the acquisition and surveillance of non-rated and below investment grade municipal credits for both Invesco open-end mutual funds and closed-end funds from 2000 until December 2015. Prior to that, from 1997 to 2000, he was an investment grade municipal analyst for Van Kampen Investments. Mr. Gibbs earned his B.A. from Illinois Wesleyan University in Bloomington, Illinois and an M.B.A. from the Kellstadt Graduate School of Business at DePaul University in Chicago. | ||
Brian Winters | Senior Analyst | 2017 | now |
自傳 | Brian Winters is a Director and Portfolio Manager / Senior High Yield Municipal Analyst of City National Rochdale. Prior to joining City National Rochdale in March 2016, he served as Senior Fixed Income Analyst with Invesco, where he was a senior member of the municipal credit team responsible for investment analysis of high yield municipal bonds. Mr. Winters began his career with Van Kampen Investments (1989-1996) and later Morgan Stanley (1996-2010) where he focused on investment grade and high yield municipal and corporate credit analysis. Mr. Winters received his MS in Finance from the Kellstadt Graduate School of Business and an MA in Economics from the Graduate School of Liberal Arts and Social Sciences, both at DePaul University. He also received a BS in Finance from the University of Illinois at Urbana-Champaign. | ||
William Black | Managing Director | 2016 | now |
自傳 | William Black is a Managing Director and Senior Portfolio Manager of City National Rochdale, LLC. Mr. Black has over 30 years of experience in the financial services industry. Prior to that, from 1998 to 2008, he was a municipal bond analyst specializing in high yield securities at Van Kampen Investments and Invesco (after it acquired Van Kampen). Mr. Black earned his BS from Washington University in St. Louis and an MBA from the Kellogg Graduate School of Management at Northwestern University. He holds the Chartered Financial Analyst designation. | ||
Michael J. Walls | Senior Vice President | 2013 | 2016 |
自傳 | Michael J. Walls is Senior Vice President of IICO, Vice President of the Trust, and Vice President of and portfolio manager for other investment companies for which IICO serves as investment manager. He has served as a portfolio manager with IICO since March 2007, and has been an employee of the company since March 1999, joining the company as an investment analyst. He earned a BA in Economics and German from Denison University, and an MBA with an emphasis in Finance from Xavier University. Mr. Walls holds a Certificate of General Insurance. |
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