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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Adam M. Shane | Portfolio Manager | 2023 | 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. | ||
Nathan D. Miller | Vice President | 2021 | now |
自傳 | Nate Miller is a Second Vice President at The Northern Trust Company, Chicago. He is a Portfolio Manager in the Municipal Fixed Income Group of Northern Trust Global Investments and is responsible for the management of a number of individual municipal bond portfolios.Mr. Miller joined Northern Trust in 1995 as an IMLG representative in Worldwide Operations and Technology. He relocated to Arizona in 1996 and worked as a Relationship Manager in the Corporate and Institutional Administration Group. He relocated back to Chicago in October 2003 and started as a Municipal Bond Trader for the Fixed Income Group within Northern Trust Global Investments NTGI prior to being named a Portfolio Manager in June 2005.Mr. Miller received a Bachelor of Science degree in Finance from the University of Illinois at Champaign – Urbana in 1994 and also studied in the Certified Employee Benefits Specialist program (CEBS) via the Wharton School of Business. | ||
Reid Frankenberg | - | 2021 | 2023 |
自傳 | Northern Trust Investments, Inc. | ||
Mike Zaroogian | Assistant Vice President | 2016 | 2021 |
自傳 | Assistant Vice President—State Farm Investment Management Corp.; Investment Professional—State Farm Mutual Automobile Insurance Company | ||
Robert Reardon | Assistant Vice President | 1998 | 2021 |
自傳 | Mr. Reardon is Assistant Vice President at State Farm Investment Management Corp. and the Investment Executive—State Farm Mutual Automobile Insurance Company. Mr. Reardon has been involved in all aspects of managing tax advantaged fixed income portfolios for State Farm Mutual Automobile Insurance Company and its affiliated entities. | ||
Joe Young | Vice President | 2011 | 2016 |
自傳 | Joe Young is Vice President of State Farm Investment Management Corp, Senior Investment Officer of State Farm Mutual Automobile Insurance Company. | ||
Donald Heltner | Vice President | 2003 | 2011 |
自傳 | Heltner is a vice president of Fixed Income at State Farm Mutual Automobile Insurance Company, and has been associated with the Balanced Fund since 2003. Over the past five years, Heltner has been involved in all aspects of managing fixed income portfolios for State Farm Mutual Automobile Insurance Company and its affiliated entities. | ||
Kurt Moser | - | 1988 | 2004 |
Julian Bucher | - | 1988 | 2004 |
Rex J. Bates | - | 1977 | 1991 |
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