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Wells Fargo Strategic Municipal Bd Inst
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STRIX綜觀
你可在本頁找到深入的Allspring Strategic Municipal Bond Fund - Class Inst公司檔案，包括STRIX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
地址
1415 Vantage Park Drive, 3rd Floor
Charlotte,NC 28203
United States
Charlotte,NC 28203
United States
電話
1-833-568-4255
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Nicholos Venditti | Senior Portfolio Manager | 2020 | now |
| 自傳 | Nicholos Venditti is a senior portfolio manager and head of the Municipal Fixed Income team at Allspring Global Investments. He joined Allspring from its predecessor, Wells Fargo Asset Management (WFAM). Before joining WFAM, he was with Thornburg Investment Management as a portfolio manager and head of the municipal bond group. Earlier positions there include serving as a portfolio manager on seven mutual funds and separately managed accounts with total assets of approximately $10 billion. Prior to Thornburg, Nicholos held a variety of roles focused on municipal credit analysis at Financial Security Assurance/Assured Guaranty, where he began his investment industry career in 2007. He earned a bachelor’s degree in theoretical economics from Trinity University; a master’s degree in applied economics from the University of North Carolina, Greensboro, where he also served as an adjunct professor; and a master’s degree in finance from Syracuse University. He has earned the right to use the Chartered Financial Analyst® (CFA) designation. | ||
| Terry J. Goode | Senior Portfolio Manager | 2019 | now |
| 自傳 | Terry Goode is a senior portfolio manager for the Municipal Fixed Income team at Allspring Global Investments. He is responsible for managing national and state-specific mutual funds, insurance accounts, and separate accounts. Terry joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before this, he served as head of the WFAM Tax-Exempt Research team, leading the group responsible for providing credit research to the Municipal Fixed Income team. Prior to joining WFAM, Terry performed similar research duties and provided bond ratings as a director at Standard & Poor’s Credit Market Services. He held a similar position with Wells Fargo Bank’s health care division. Terry earned a bachelor’s degree in economics from the University of California, Los Angeles, and a master’s degree in business administration with an emphasis in finance and investment strategy from the Haas School of Business at the University of California, Berkeley. Terry is a member of the National Federation of Municipal Analysts and the Society of Municipal Analysts and served as former chair and member of the California Society of Municipal Analysts. | ||
| Robert J. Miller | Senior Portfolio Manager | 2010 | now |
| 自傳 | Robert Miller is a senior portfolio manager for the Municipal Fixed Income team at Allspring Global Investments, where he manages mutual funds and separate accounts. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to joining WFAM, Robert worked for American Century Investments, where he was part of a team managing the firm’s municipal bond portfolios. Robert had direct responsibility for the firm’s national intermediate- and long-term investment-grade strategies. In addition, he managed several other state-specific funds for the firm. Robert also served as a member of its analytical team. Earlier, Robert was a municipal bond analyst with Moody’s Investors Service, where he served as an analyst in the States and High Profile Ratings Group as well as the Airport Credit Group, the Southeast Regional Ratings Group, and the Mid-Atlantic Regional Ratings Group. He also founded a small venture capital firm and served as a consultant with Black and Veatch and KPMG Peat Marwick, where he specialized in conducting financial feasibility studies in support of large infrastructure projects. Robert earned a bachelor’s degree in business administration with an emphasis in finance from San Jose State University and a master’s degree in business administration from the Leonard N. Stern School of Business at New York University. | ||
| Wendy Casetta | Senior Research Analyst | 2010 | 2020 |
| 自傳 | Wendy Casetta is a senior portfolio manager for the Wells Fargo Asset Management (WFAM) Municipal Fixed Income team. She joined Wells Fargo Asset Management (WFAM) from Strong Capital Management where she held a similar position. Prior to joining Strong, Wendy was a fixed income trader and investment associate at Barnett Capital Advisors in Jacksonville, FL. She began her investment industry career in 1993 as a registered representative at the Nicholas Company in Milwaukee, WI. Wendy earned a bachelor’s degree in finance from the University of Wisconsin, Oshkosh, and a master’s degree in business administration from the University of North Florida, Jacksonville. | ||
| Lyle Fitterer | - | 2010 | 2019 |
| 自傳 | Mr. Fitterer is a Managing Director, Co-Lead of the Municipal Sector on the Baird Advisors team and Senior Portfolio Manager at Baird. He has 35 years of experience in the fixed income market. He began managing taxable fixed income portfolios in 1993 and since 2000 has exclusively managed municipal strategies. He plays a lead role in the formulation and implementation of investment strategy with a major portion of his time allocated to municipal portfolio management and credit research. He obtained his undergraduate degree in Accounting from the University of North Dakota. He earned the Chartered Financial Analyst designation in 1996 and is currently a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Mr. Fitterer served as the co-head of Global Fixed Income and the head of the Municipal Fixed Income team at Wells Fargo Asset Management. | ||
| B. Clark Stamper | Founder, President | 1990 | 2010 |
| 自傳 | Founded Stamper Capital & Investments, Inc. in July 1995 and is the President and Portfolio Manager of the company. Portfolio Manager of Evergreen Strategic Municipal Bond Fund from 1990 to Present. Portfolio Manager of the Davis High Income Fund from 1990 to 1998. Portfolio Manager of the Davis Government Bond Fund from 1990 to 1995. Portfolio Manager ABQ Bank High Yield Portfolio 1988 to 1990. Portfolio Manager FW Savings Treasury + MBS Portfolio 1985-1987. Asset Liability Analyst FW Savings 1984-1985. | ||
| Talton R. Embry | - | 1985 | 1990 |
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