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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Michal Stanczyk | Portfolio Manager | 2015 | now |
自傳 | Michal Stanczyk is a portfolio manager and research analyst for the Plus Fixed Income team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to joining WFAM, Michal worked for Wells Fargo within the Wholesale Leadership Pipeline Program. He began his investment industry career in 2006. Michal earned a bachelor’s degree in economics from Indiana Wesleyan University. | ||
Christopher Y. Kauffman | Senior Portfolio Manager | 2008 | now |
自傳 | Christopher Kauffman is a senior portfolio manager for the Plus Fixed Income team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Christopher joined WFAM from Tattersall Advisory Group, where he served in a similar role. Before that, he was an investment officer for NISA Investment Advisors, where he was responsible for MBS analysis, risk assessment, and trading. He began his investment industry career in 1997. Christopher earned a bachelor’s degree in finance and economics and a master’s degree in business administration with an emphasis in finance from Washington University in St. Louis. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Institute. | ||
Michael J. Bray | Portfolio Manager | 2010 | 2015 |
自傳 | Michael Bray is the managing director of taxable fixed income and senior portfolio manager for the Wells Capital Management Customized Fixed Income team. He began his investment industry career in 1988. Prior to joining Wells Capital Management in 2005, he was managing director at State Street Research and Management, focusing on mutual fund and institutional account management. He also gained experience while with Merrill Lynch & Company as vice president of mortgage securities research and sales. Earlier, he was an analyst with Manufacturers Hanover Company, specializing in mortgage and derivative securities. Michael earned a bachelor's degree in math and actuarial science from the University of Connecticut, Storrs, and a master's degree in business administration with an emphasis in finance from The Pennsylvania State University. He has earned the right to use the CFA designation. | ||
Richard Applebach | Senior Portfolio Manager | 2008 | 2010 |
自傳 | Richard Applebach is a senior portfolio manager with Evergreen Investments affiliate Tattersall Advisory Group (TAG) on Evergreen Adjustable Rate Fund, Evergreen U.S. Government Fund and the mortgage securities sleeve of the closed-end Evergreen Multi-Sector Income Fund. Previously he served as a senior portfolio specialist for TAG as the primary fixed income portfolio management contact professional for institutional core bond, high yield, and structured product accounts. Rich has been with TAG or an Evergreen affiliate firm since 2002. Prior to joining Tattersall, he served as a fixed income manager with Invesco (2000-2002) and Bank of America (1996-2002) where he focused on managing core bond portfolios and specialized in evaluating agency, non-agency residential, and commercial mortgage backed securities for the portfolios. Rich has been working in the investment management field since 1987. | ||
Todd C. Kuimjian | Vice President, Senior Research Analyst | 2008 | 2010 |
自傳 | Kuimjian is a vice president and senior research analyst for TAG. From 1994 until joining TAG in May 2001, he served as a senior research analyst for First Capital Group and a research analyst for Mentor Investment Advisors. Kuimjian holds the Chartered Financial Analyst designation. | ||
Robert D. Rowe | Director, Senior Portfolio Manager | 2006 | 2008 |
自傳 | Rowe is a Director and Senior Portfolio Manager of the Mortgage-Backed and Structured Products Group at TAG. He has been a portfolio manager with TAG or one of its affiliated companies since 1998. | ||
Lisa Brown-Premo | Managing Director, Senior Portfolio Manager | 2001 | 2008 |
自傳 | Premo is a managing director and senior portfolio manager with Tattersall Advisory Group, Inc. She has been with the company since 1986. Prior to that, she served as Managing Director of Mortgage-Backed Securities Retail and Proprietary Trading for Wachovia Capital Markets Corporation. | ||
Bob Rowe | Senior Analyst | 2001 | 2006 |
自傳 | Rowe is a portfolio manager with Evergreen Investment Management, his employer since April 2001. From August 1998 until joining the firm, he was a senior analyst within the structured products area in the customized fixed income group of Evergreen Institutional Asset Management. Prior, starting in May 1996, he was an assistant vice president at the Bank of Boston. | ||
Gary Pzegeo | Managing Director | 1997 | 2001 |
自傳 | Gary Pzegeo, CFA, Managing Director, is a co-manager of CIBC Private Wealth Advisors, Inc. Mr. Pzegeo has been associated with the firm and/or its affiliates since 2007. Prior to 2007, he served as senior portfolio specialist and senior portfolio manager of high yield bonds at Evergreen Investments. Previously, he was a vice president, portfolio manager and head of taxable bonds at Gannet, Welsh & Kotler. He also served as managing director and portfolio manager with Evergreen Investments from 1990-2001. From 1990 through 1997, Pzegeo served as a fixed income analyst and trader with EIMC, becoming a portfolio manager in 1997. Mr. Pzegeo has been in the financial services industry for more than 29 years. And he has earned the designation of chartered financial analyst. | ||
Christopher P. Conkey | vice president/senior Portfolio Manager | 1991 | 1999 |
自傳 | Conkey is a vice president and senior portfolio manager with the Keystone Group. Prior to joining Keystone in 1988, he was a vice president and portfolio manager for Constitution Capital Management for five years. Conkey holds a Chartered Financial Analyst Certificate, and is a member of the Bond Analysts Society of Boston and the Government Bond Club of New England. |
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