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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Brendan Murphy | Senior Portfolio Manager | 2024 | now |
自傳 | Mr. Murphy, CFA, is Head of Global Fixed Income, North America, at INA. He has been employed by INA or a predecessor company of INA since 2005. He was managing director of global and multi-sector strategies. Previously, he served as director and senior portfolio manager of global strategies responsible for managing non-U.S., global and opportunistic bond portfolios. Before being promoted to portfolio manager in 2009, he was a senior trader responsible for trading developed and emerging market non-USD securities as well as all foreign currencies. Mr. Murphy joined Mellon in 2005 from State Street Research, where he was a senior trader responsible for investment grade corporate bonds. He holds a B.A. from Trinity College. | ||
Scott Zaleski | Senior Portfolio Manager | 2024 | now |
自傳 | Scott Zaleski, CFA. Mr. Zaleski is a senior portfolio manager at INA. He has been employed by INA or a predecessor company of INA since June 2014. | ||
James DiChiaro | Senior Portfolio Manager | 2022 | now |
自傳 | Mr. DiChiaro joined INSIGHT NORTH AMERICA LLC (“INSIGHT”) 's Fixed Income Group in 1999 (via predecessor company, Cutwater Asset Management) and has worked in the financial services industry since 1998. As a senior portfolio manager, Mr. DiChiaro’s responsibilities include managing the firm’s core, core plus, select income, and high yield strategies. Mr. DiChiaro also has an extensive history in managing long duration taxable and tax-exempt strategies as well as money market portfolios. Mr. DiChiaro holds a BS degree from Fordham University and an MBA from Pace University. | ||
Gautam Khanna | Head | 2022 | 2024 |
自傳 | Mr. Khanna is Head of U.S. Multi-Sector Fixed Income and a senior portfolio manager at INA. Gautam joined Insight's Fixed Income Group as a senior portfolio manager in 2003. Gautam leads the management of Insight's flagship US core, core plus and high yield strategies. Prior to Cutwater, Gautam was a member of the high yield team at Times Square Capital Management, where he focused on credit management for CBOs as well as high yield total return accounts. Gautam is a member of the New York Society of Security Analysts. He holds a BS (Hons) from the Rochester Institute of Technology and an MBA degree (with distinction) from Cornell University. He is also a CFA charterholder and is a Certified Public Accountant (CPA). | ||
William M. Bellamy | Director of Income Strategies and Portfolio Manager | 2002 | 2022 |
自傳 | Bill is a graduate of Cornell University, BS and Duke University, MBA. He previously worked for Merrill Lynch Capital Markets as an Assistant Vice President, Clayton Brown & Associates as a Vice President, First Union Capital Markets as a Vice President and Trusco Capital Management as a Vice President. He holds the Chartered Financial Analyst® designation and is registered as an Investment Adviser Representative. | ||
H. B. Thomson | Senior Vice President | 2005 | 2009 |
自傳 | Thomson is a senior vice president, joined TS&W in 2001 and has over 26 years of investment experience. Prior to joining TS&W, Thomson was a management director and senior equity research analyst at First Union Securities, Inc. | ||
Horace P. Whitworth | Senior Vice President | 1992 | 2009 |
自傳 | Horace Whitworth is the CEO overseeing Board of Managers, parent company reporting, and business planning. He is also the firm’s CFO. Horace began his career in the investment industry in 1981. Prior to joining TSW in 1986, he was a Portfolio Manager and Research Analyst for institutional funds at Wachovia Bank and a Portfolio Manager for endowment funds at Mercantile Safe-Deposit & Trust. Horace also worked for Coopers & Lybrand as a CPA and served on the Investment Advisor Association Board from 1998-2007. He is a board member of Heart of Virginia Council B.S.A. and Trustee for St. Catherine’ School Foundation and Episcopal Diocese of Virginia Schools. Horace is a graduate of the University of Virginia and holds the Chartered Financial Analyst® designation. | ||
Charles A. Gomer | Senior Vice President | 1992 | 2002 |
自傳 | Charles A. Gomer, III (age 66) joined Davenport & Company LLC in 2011 and currently serves as Senior Vice President. From 2002 until 2011, Mr. Gomer was a principal and Managing Director for August Partners, LLC, a registered investment adviser. |
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