The North Country Large Cap Equity Fund(NCEGX)

美國基金

從投資組合中新增/移除新增至觀察名單

21.35 +0.11 +0.52%

06/01 - 延遲資料. USD 貨幣

種類: 基金

市場: 美國

發行者: North Country Funds

資產類別: 股票

晨星評級:
總資產: 126.84M

NCEGX綜觀

你可在本頁找到深入的The North Country Large Cap Equity Fund公司檔案，包括NCEGX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。

類別

Large Blend

總資產

126.84M

費用

1.07%

基金成立

36951

聯絡資訊

地址 450 Wireless Boulevard
Hauppauge,NY 11788
United States

電話 -

網絡 www.arrowfinancial.com

主要管理層

名稱	主旨	成立於	直至
Frederick J. Schwerd	Portfolio Manager	2019	now
自傳	Mr. Schwerd, Portfolio Manager of North Country Investment Advisers, Inc, has been employed with GFNB since 2019. Prior to joining GFNB, Mr. Schwerd managed short-term and intermediate-term multi-asset fixed income accounts for institutional and high net worth clients at The Ayco Company (a Goldman Sachs Company). Mr. Schwerd received a Bachelor of Arts degree from Hartwick College.
Alina Kindron	Portfolio Manager	2019	now
自傳	Alina Kindron, Portfolio Manager of North Country Investment Advisers, has been employed with GFNB since 2007, and is an Assistant Vice President and Investment Officer of GFNB, managing investments for individuals, trusts, endowments, foundations and pension plans. Ms. Kindron is a graduate of the Academy of Economic Studies in Bucharest, Romania with a Bachelors degree in Finance, Insurance, Banking and Capital Markets.
Adam M. Horowitz	Portfolio Manager	2018	now
自傳	Adam M. Horowitz, Portfolio Manager of North Country Investment Advisers, has been employed with GFNB since 2018, and is an Officer and Investment Professional of GFNB, managing investments for individuals, trusts, endowments, foundations and pension plans. Prior to Joining GFNB, Mr. Horowitz served as a Portfolio Manager in the Private Wealth Management Division of another trust company. Mr. Horowitz received a Bachelor of Arts degree from The State University of New York at Albany and an MBA from The State University of New York at Albany.
Peter M. Capozzola	Portfolio Manager	2018	2019
自傳	Peter M. Capozzola, CFA is Portfolio Manager of North Country Investment Advisers, Inc., has been employed as a Portfolio Manager with Glens Falls National Bank & Trust Company since August 2002, and is a Vice President and Investment Officer of Glens Falls National Bank & Trust Company ("GFNB"), managing investments for individuals, trusts, endowments, foundations and pension plans. He serves on the Investment Policy Committee of both GFNB and North Country Investment Advisers, Inc. Prior to joining GFNB, Mr. Capozzola served as the Compliance Officer and Comptroller at another trust company. Mr. Capozzola received a Bachelor of Arts degree in Business Economics from the State University of New York at Oneonta and earned an MBA in Investment and Portfolio Management from the Lubin Graduate School of Pace University in New York City. Mr. Capozzola also holds the Chartered Financial Analyst (CFA) designation awarded by the CFA Institute.
Manuel S. Orta	President	2012	2018
自傳	Manuel S. Orta is the President and Portfolio Manager of North Country Investment Advisers, Inc., and is also Senior Vice President and the Financial Services Group Head of Glens Falls National Bank & Trust Company ("GFNB"). He chairs the Investment Policy Committee of both GFNB and North Country Investment Advisers, Inc. He has been in the field of portfolio managment since 1998. He joined the Investment Department of GFNB in 2006 where he serves as a portfolio manager in the Investment Department for individual and corporate retirement plans, personal trust, investment management accounts, foundations and not-for-profit relationships. Manuel S. Orta holds a Bachelor's degree in Economics and Finance from Plattsburgh State University and has earned the Certified Trust Financial Advisor (CTFA) designation from the Institute of Certified Bankers. Manuel S. Orta has also earned a degree in Portfolio Management through the New York Institute of Finance.
Michael S. Dier	Vice President, CIO, Chairman	2001	2012
自傳	Dier is a vice president of GFNB, serves as the chief investment officer of GFNB and the Adviser. He is chairman of the Investment Policy Committee of both GFNB and the Adviser and also has responsibility for selecting and monitoring the performance of the mutual funds offered by GFNB to 401(k) plan participants. Dier joined the Investment Department of GFNB in 1989 after working previously as a portfolio manager for growth and bond funds in the bank trust department of a competing financial institution.

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