注冊以創建關於儀器的通知
你所追隨的作者的經濟活動和內容
免費註冊 已有帳戶？ 登入
🔥 本站AI選股策略科技巨擘, 至5月已上漲 +7.1%。把握股市正熱，加入行動。 領取40%折扣優惠
Delaware National High Yield Municipal Bond Fund Institutional Class(DVHIX)
從投資組合中新增/移除
新增至觀察名單
10.29
-0.01
-0.10%
- 晨星評級:
- 總資產: 2.37B
Delaware National Hi-Yld Muni Bd Instl
10.29
-0.01
-0.10%
DVHIX綜觀
你可在本頁找到深入的Delaware National High Yield Municipal Bond Fund Institutional Class公司檔案，包括DVHIX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
聯絡資訊
地址
Delaware Funds by Macquarie
Philadelphia,PA
United States
Philadelphia,PA
United States
電話
-
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| William Roach | Portfolio Manager | 2023 | now |
| 自傳 | Bill is a Co-Portfolio Manager for the firm’s municipal bond funds and client accounts, a role he assumed in May 2023. He was also a Senior Trader for the Municipal Bond Team within Macquarie Asset Management Fixed Income (MFI), a position he held from March 2019 until October 2023. Prior to joining the Municipal Bond Team in April 2015, Bill spent three years as an Internal Sales Consultant for the firm’s Client Solutions Group, where he managed relationships across the country and across asset classes. Before joining Macquarie, he worked at Merrill Lynch as an Investment Consultant and Analyst and at Creative Financial Group as a financial advisor. He earned a Bachelor of Science with dual concentrations in business administration and political science from Albright College and a Master of Business Administration with a concentration in finance from Villanova University. He holds the Chartered Financial Analyst® and Chartered Market Technician® designations. | ||
| Gregory A. Gizzi | Managing Director | 2012 | now |
| 自傳 | Gregory A. Gizzi is head of municipal bonds for Macquarie Asset Management Fixed Income (MFI) in the Americas, a role he assumed in February 2019. In this role, he is responsible for the overall operation of the strategy and is team lead on several of the tax-exempt strategies. Additionally, Gizzi continues to be responsible for MFI's taxable municipal business and the marketing efforts for the municipal product. Previously, Gizzi was co-portfolio manager of the firm's municipal bond funds and several client accounts, a role he held since November 2011. Before joining Macquarie Asset Management (MAM) in January 2008 as head of municipal bond trading, he spent six years as a vice president at Lehman Brothers for the firm's tax-exempt institutional sales effort. Prior to that, he spent two years trading corporate bonds for UBS before joining Lehman Brothers in a sales capacity. Gizzi has more than 20 years of trading experience in the municipal securities industry, beginning at Kidder Peabody in 1984, where he started as a municipal bond trader and worked his way up to institutional block trading desk manager. He later worked in the same capacity at Dillon Read. Gizzi earned his bachelor's degree in economics from Harvard University. | ||
| Stephen J. Czepiel | Managing Director | 2007 | now |
| 自傳 | Stephen J. Czepiel Managing Director, Head of Municipal Bonds Portfolio Management, Senior Portfolio Manager Stephen J. Czepiel leads the portfolio management of the firm's municipal bonds strategies for Macquarie Asset Management Fixed Income (MFI) in the Americas, a role he assumed in February 2019. He is a co-portfolio manager of the firm's municipal bond funds and client accounts, a role he has held since August 2007. He joined Macquarie Asset Management (MAM) in July 2004 as a senior bond trader. Previously, he was vice president at both Mesirow Financial and Loop Capital Markets. He began his career in the securities industry in 1982 as a municipal bond trader at Kidder Peabody and now has more than 20 years of experience in the municipal securities industry. Czepiel earned his bachelor's degree in finance and economics from Duquesne University. | ||
| Jake van Roden | Senior Vice President | 2019 | 2023 |
| 自傳 | Delaware Management Company Senior Vice President, Head of Municipal Trading, Portfolio Manager Jake van Roden is head of Macquarie’s municipal trading team. He is also a portfolio manager for the firm’s nine open-end state-specific municipal bond funds, as well as for several municipal bond client accounts, a role he assumed in December 2017. In February 2019, his portfolio management role expanded to include the closed-end municipal bond funds and the three national municipal open-end funds.He joined the municipal department in July 2004 as a generalist and became head of municipal trading in December 2012. Before that, van Roden interned at Macquarie Investment Management (MIM), which includes the former Delaware Investments, in the client services department. He received a bachelor’s degree in American studies with a minor in government from Franklin & Marshall College. | ||
| Joseph R. Baxter | Senior Vice President | 2003 | 2019 |
| 自傳 | 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. | ||
| Robert F. Collins | Director | 2004 | 2009 |
| 自傳 | Robert F. Collins, CFA, Director of Municipal Fixed Income, leads the team responsible for municipal fixed income investing as part of WTIA’s Fixed Income Group. In this role he oversees credit analysis on municipal fixed income securities and portfolio management of tax-exempt municipal fixed income portfolios for Wilmington Trust’s high-net-worth clients. In addition, Rob is the portfolio manager. Rob first worked at Wilmington Trust from 1982 to 1999, during which time he held several positions of increasing responsibility. He began as a credit analyst and bond trader and progressed to become a tax-exempt fixed income portfolio manager and leader of the tax-exempt fixed income group. Rob also managed cash portfolios and assisted with the expansion of Wealth Advisory Services to support clients in California, Florida, and New York. Rob then worked for five years as a senior vice president at PNC Financial Corp., in Philadelphia, where he started and co-managed the investment group dedicated to managing municipal bond portfolios for high-net-worth clients. He was also a senior vice president at Delaware Investments in Philadelphia for five years. There, he was a senior portfolio manager of tax-exempt municipal bonds in mutual funds and institutional accounts. These portfolios included national and state-specific mandates, intermediate- and long-term funds, and high-yield funds. Rob holds a bachelor’s degree in Economics from Ursinus College in Collegeville, Pennsylvania. | ||
| Patrick P. Coyne | Executive Vice President, Managing Director, Head | 1997 | 2005 |
| 自傳 | Coyne is the executive vice president, managing director and head of equity investments with Delaware Management Company. He began his career with Kidder, Peabody & Co., where he managed the firm's trading desk for four years. In 1989 he joined Delaware Investments, where he now heads up the equity investment department while co-managing mutual funds and nuclear decommissioning accounts. Coyne is a member of the Municipal Bond Club of Philadelphia. | ||
| M. L. Conery | Senior Portfolio Manager | 1997 | 2004 |
| 自傳 | M.L. Conery, who has 21 years of investment experience earned a bachelor's degree from Boston University and an MBA in Finance from the State University of New York at Albany, serves as Senior Portfolio Manager - Fixed Income. | ||
| Steven P. Eldredge | Managing Director | 1996 | 1997 |
| 自傳 | Eldredge is a managing director with Voyageur, his employer since July 1995. Previously, he was a chief operating officer with ABT Mutual Funds. Prior to ABT Mutual Funds, Eldredge spent 10 years as an investment manager with C&S National Bank of Florida. Eldredge holds the Chartered Financial Analyst designation. | ||
| Elizabeth H. Howell | Portfolio Manager | 1996 | 1997 |
| 自傳 | Howell joined Voyageur Asset Management in 1991, following three years as a portfolio manager at Windsor Asset Management. Her other previous investment experience includes two years as an analyst at Loomis, Sayles & Company and two years as an analyst at Eaton Vance Management. | ||
寫下您對Delaware National High Yield Municipal Bond Fund Institutional Class的看法
確定要刪除這個圖表？
刪除 取消
用新的圖表更換附上的圖表？
更換 取消
評論守則
在留言中加插圖表
確認封鎖
你確定要封鎖 %USER_NAME%？
此舉將會令你與 %USER_NAME% 之間無法看見對方的Investing.com貼文。
%USER_NAME% 已成功加入你的封鎖清單
你剛解除此人的封鎖，必須等候 48 小時後才可再次封鎖。
舉報此評論
我覺得這個評論是:
評論被加標記
謝謝！
您的報告已被發送到我們的版主審核