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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Gregory M. Shuman | Portfolio Manager | 2014 | now |
Daniel S. Solender | Director | 2006 | now |
自傳 | Mr. Solender is the lead portfolio manager of the municipal bond capabilities. Mr. Solender joined Lord Abbett in 2006 and was named Partner in 2008. His prior experience includes: Vice President and Portfolio Manager at Nuveen Investments; Principal and Portfolio Manager at Vanguard Group; Assistant Vice President and Portfolio Manager at Nuveen Advisory Corp.; Financial Analyst/Assistant Manager, Research and Product Development at Citibank. Mr. Solender received a BA from the University of Columbia and an MBA from the University of Chicago. He is the holder of a Chartered Financial Analyst designation and has been in the investment business since 1987. | ||
Peter Scott Smith | Portfolio Manager | 2001 | 2010 |
自傳 | Smith is a portfolio manager and trader with Lord Abbett & Company, his employer since 1992. He has been in the investment business since 1989. | ||
Walter U. Menendez | Assistant Portfolio Manager, senior Trader | 2006 | 2007 |
自傳 | . | ||
Philip Fang | Portfolio Manager | 1993 | 2007 |
自傳 | Philip Fang is Portfolio Manager of Invesco Capital Management LLC, has been responsible for certain Funds in the Trust since July 2010 and has been associated with Invesco Capital Management since 2007. | ||
Timothy T. Browse | Co-Portfolio Manager | 2001 | 2003 |
自傳 | Timothy T. Browse, CFA, is Director of BlackRock, Inc. since 2008 and Vice President of BlackRock, Inc. from 2006 to 2007. Prior that,Mr. Browse is the Fund's portfolio manager and has been primarily responsible for the day-to-day management of the Fund's portfolio since 2004. Mr. Browse is a Vice President (Tax-Exempt Fixed Income) and portfolio manager with the Tax-Exempt Fixed Income group of Merrill Lynch Investment Managers, L.P. He was a Vice President, portfolio manager and team leader of the Municipal Investments Team with Lord Abbett & Co. from 2000 to 2003. Mr. Browse was a Vice President and portfolio manager in the municipal fund management group of Eaton Vance Management, Inc. from 1992 to 2000. | ||
Zane E. Brown | - | 1995 | 2001 |
John R. Mousseau | CEO & Director of Fixed Income | 1993 | 2001 |
自傳 | John Mousseau is currently the Chief Executive Officer, and Director of Fixed Income at Cumberland Advisors. In this capacity, John also serves as a portfolio manager and has overall responsibility for portfolio construction, management, analysis, trading, and research for all tax-free and taxable bond accounts. His comments and analyses have appeared in The Bond Buyer, Barron’s, the Wall Street Journal, Bloomberg, Forbes, the Philadelphia Inquirer, and the New York Times. He has also been a contributor to the Municipal Finance Journal. In addition, he has appeared on Bloomberg Television and Radio, Reuters, CNBC, and on Sarasota-Manatee’s local media for commentary on fixed-income investments and the broader financial markets. He also co-authored the book "Adventures in Muniland". John continues to speak at various industry conferences and has spoken as a guest lecturer at Florida International University and Oxford University. He has also taught as an instructor at the New York Institute of Finance and the Bond Market Association. John has over 35 years of investment management experience. Prior to joining Cumberland in 2000, he was the Director of Municipal Bond Investments for Lord Abbett & Company. He also worked previously for Shearson Lehman Brothers and E.F. Hutton. John holds an B.A. in economics from Georgetown University and an M.A. in economics from Brown University, and he is a Chartered Financial Analyst (CFA). He is a member of the Philadelphia Council for Business Economics (PCBE), the National Federation of Municipal Analysts (NFMA), the National Association of Business Economics (NABE), the Washington Association of Money Managers (WAMM), and the National Economists Club (NEC). He is also a member and past chair of the Municipal Bond Buyers Conference. John resides in Sarasota, Florida, is active in alumni affairs at Georgetown University, and is a past president of the Rotary Club of Sarasota Bay. He is a member of the Tampa Bay chapter of the CFA Institute and a member of the Gulf Coast CEO Forum. | ||
Barbara A. Grummel | Portfolio Manager | 1993 | 1996 |
自傳 | Grummel is a portfolio manager for Tempest, Isenhart, Chafee, Lansdowne & Associates, her employer since 1997. Prior to joining the firm, she was executive vice president at Lord, Abbett & Company, her employer since 1991. From 1986 to 1990, she was a vice president and portfolio manager for Merrill Lynch Asset Management, having previously served the company as a junior underwriter. | ||
Robert S. Dow | - | 1993 | 1996 |
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