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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Jarad Vasquez | Senior Portfolio Manager | 2017 | now |
自傳 | Jarad Vasquez, Senior Portfolio Manager at Allspring, has co-managed the Portfolio in his capacity with Allspring since November 2021 and had served as co-portfolio manager to the Portfolio in his capacity with the previous sub-adviser, Wells Capital Management, Inc., since October 2017. Mr. Vasquez joined Wells Capital Management, Inc. in 2007. Prior to joining Wells Capital Management, Inc., Mr. Vasquez was a trader at Susquehanna International Group and an options specialist on the Philadelphia Stock Exchange. Jarad earned a bachelor’s degree in management science from the Massachusetts Institute of Technology. | ||
Maulik Bhansali | Senior Portfolio Manager | 2017 | now |
自傳 | Maulik Bhansali is a senior portfolio manager and co-head of the Core Fixed Income team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to his current role, Maulik served as an equity research analyst responsible for quantitative modeling and portfolio construction in addition to fundamental analysis for various equity teams. Before Joining WFAM, he served as a retirement actuary at Watson Wyatt Worldwide. He began his investment industry career in 2001. Maulik earned a bachelor’s degree in economics and international studies, graduating cum laude, from Yale University and a master’s degree in financial engineering from the University of California, Berkeley. He is an Associate of the Society of Actuaries and has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
Thomas M. O'Connor | Senior Portfolio Manager | 2003 | 2020 |
自傳 | Thomas O’Connor is senior portfolio manager and co-head for the Wells Capital Management Montgomery Fixed Income team. Prior to joining the firm in 2000, Tom was a senior portfolio manager in charge of Agency mortgages at Vanderbilt Capital Advisors (formerly ARM Capital Advisors). Earlier, Tom was a senior trader of Agency mortgages in both a proprietary and market-making role at the Union Bank of Switzerland. He was also a senior trader at First Boston and Smith Barney. Tom has been in the investment industry since 1988. He earned a bachelor’s degree in business administration from the University of Vermont and has earned the right to use the CFA designation. | ||
Troy Ludgood | Senior Portfolio Manager | 2010 | 2018 |
自傳 | Troy Ludgood is senior portfolio manager and co-head for the Montgomery Fixed Income team at Wells Capital Management. Prior to joining the firm in 2004, Troy was a trader at Lehman Brothers, responsible for corporate, emerging markets, and non-dollar sovereign bonds. Before transitioning to the investment industry in 2000, Troy worked as an industrial engineer at Ahold and May Department Stores. He earned a bachelor’s degree in industrial engineering from Georgia Tech and earned his master’s degree in business administration from the Wharton School at the University of Pennsylvania. | ||
William C. Stevens | Vice President | 1992 | 2009 |
自傳 | William Stevens is a portfolio manager and co-head of the disciplined alpha team at Loomis, Sayles & Company. Bill began his investment industry career in 1980 and joined Loomis Sayles in 2009 from Wells Capital Management, where he was senior portfolio manager and co-head of the Montgomery fixed income team. He also served as chief fixed income officer. Previously, Bill was president and chief investment officer of Montgomery Asset Management with oversight responsibilities for all investment-related activities, and was co-head and founder of the fixed income division. Earlier, he launched the collateralized mortgage obligation and asset-backed securities trading department at Barclays de Zoete Wedd Securities, and headed the structured product department at Drexel Burnham Lambert, where he oversaw trading, structuring and research. Bill is a Phi Beta Kappa graduate of Wesleyan University and earned an MBA from the Harvard Business School. | ||
Marie Chandoha | Portfolio Manager | 1999 | 2007 |
自傳 | Chandoha joined Wells Capital Management in 2002 as a portfolio manager. Prior to that, she was a portfolio manager of the Fixed Income Fund Group at Montgomery Asset Management since joining the firm in 1999. From 1996 to 1999, she was chief bond strategist at Goldman Sachs. From 1994 to 1996, she was managing director of global fixed-income and economics research at Credit Suisse First Boston, where she managed the global bond and economics research department. | ||
Pete Wilson | Portfolio Manager | 1996 | 1998 |
自傳 | Wilson is a portfolio manager with Montgomery Asset Mgmt., his employer since April 1994. Between 1992 and 1994, he served as an associate in the fixed-income client services department of BARRA. Prior to that, he was an associate in the structured finance department at Security Pacific Merchant Bank, as well as on the mortgage trading desk at Chemical Bank. | ||
James I. Midanek | Member | 1992 | 1994 |
自傳 | Midanek has been a member of Midanek/Pak Advisors since June 2002. Prior to that, he was the chief investment officer/fixed income at Turner Investment Partners from 1998 to 2002. From 1994 to 1998, Midanek was the chief investment officer and founder of Solon Asset Management and portfolio manager of the short duration government funds. |
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