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Northern CA Tax-Exempt
10.55
+0.01
+0.09%
NCATX綜觀
你可在本頁找到深入的Northern California Tax-Exempt Fund公司檔案，包括NCATX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
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Timothy P. Blair | Portfolio Manager | 2023 | now |
| 自傳 | Timothy Blair is Head of Municipal Bond Portfolio Management and Research. | ||
| Adam M. Shane | Portfolio Manager | 2018 | now |
| 自傳 | Adam Shane is Co-Head of Municipal Bond Portfolio Management on the Global Fixed Income team at Northern Trust Asset Management. In this capacity, Adam has responsibility for the oversight and management of both investment grade and high yield municipal bond strategies. Adam has held various positions in portfolio management, credit research, and product management at Northern Trust Asset Management, and prior to that at Nuveen. Adam has an MBA, with concentrations in accounting and finance. Adam is a CFA® charterholder and a member of the CFA Society of Chicago, the CFA Institute, the Chicago Municipal Analysts Society, and the National Federation of Municipal Analysts. He has more than 20 years of fixed income investment management experience. | ||
| Patrick D. Quinn | Vice President | 2022 | 2023 |
| 自傳 | Mr. Quinn is a Vice President of Northern Trust Investments, Inc. and has been manager of the Fund since May 2009. Mr. Quinn is also a Senior Portfolio Manager in the Enhanced Cash Group, which he joined in 2001. | ||
| Stephanie L. Woeppel | - | 2022 | 2022 |
| 自傳 | Ms. Woeppel joined NTI in 2012 and has served as the director of municipal credit research and as a senior research analyst. | ||
| Frederick A. Azar | Vice President | 2018 | 2022 |
| 自傳 | Fred A. Azar, Vice President of Northern Trust, is a portfolio manager in the tax-exempt fixed income group of Northern Trust Asset Management. In June 2018 he moved into his current role as manager of the Northern Arizona Tax-Exempt Fund, the Northern California Intermediate Tax-Exempt Fund, and the Northern California Tax-Exempt Fund. Mr. Azar joined Northern Trust in 2004. He has had previous positions as the Director of Fixed Income Business Management, Director of Core Strategies, and Senior Portfolio Manager in Short Duration Fixed Income. He began his career in 1991 with Harris Bank. Fred received a B.S. degree in Accounting and Business Administration and an M.B.A. from the University of Kansas. He is also a Certified Public Accountant . | ||
| Eric V. Boeckmann | Portfolio Manager | 1998 | 2018 |
| 自傳 | Eric V. Boeckmann, Senior Vice President and portfolio manager of Northern Trust Investments, Inc. He joined the firm in 1985. He is responsible for municipal bond mutual funds as well as a number of separately managed municipal bond portfolios, including common trust funds invested in municipal securities. He received a B.S. degree in Finance from the University of Illinois. | ||
| Eric M. Bergson | Vice President, Portfolio Manager | 1998 | 2000 |
| 自傳 | Bergson is vice president and portfolio manager with The Northern Trust Company, his employer since 1986. During the past five years, he has managed various municipal securities. Bergson is a member of the Investment Analysts Society of Chicago. Bergson holds the Chartered Financial Analyst designation. | ||
| Michael J. Lannan | Second Vice President, Portfolio Manager | 1997 | 1998 |
| 自傳 | Lannan is second vice president and portfolio manager with The Northern Trust, Company, his employer since 1986. During the past five years, he has managed various fixed income portfolios. Lannan earned his Chartered Financial Analyst designation in 1994. | ||
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