Segall Bryant & Hamill Colorado Tax Free Fund Retail Class(WTCOX)

美國基金

從投資組合中新增/移除新增至觀察名單

10.43 -0.02 -0.19%

01/07 - 延遲資料. USD 貨幣 ( 免責聲明 )

種類: 基金

市場: 美國

發行者: Westcore

資產類別: 股票

晨星評級:
總資產: 108.14M

WTCOX綜觀

你可在本頁找到深入的Segall Bryant & Hamill Colorado Tax Free Fund Retail Class公司檔案，包括WTCOX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。

類別

Muni Single State Interm

總資產

108.14M

費用

0.65%

基金成立

33389

聯絡資訊

地址 540 West Madison Street, Suite 1900
Chicago,IL 60661-2551
United States

電話 312-474-1222

傳真 312-474-0521

網絡 sbhic.com

主要管理層

名稱	主旨	成立於	直至
Nicholas J. Foley	Municipal Credit Analyst	2016	now
自傳	Nicholas J. Foley is a senior portfolio manager at Segall Bryant & Hamill, LLC. Mr. Foley joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, he served as a portfolio manager and municipal credit analyst and trader on the Fixed Income team. Prior to joining Denver Investments in 2012, Mr. Foley was an associate portfolio manager and lead fixed income trader at the Bank of the West/BNP Paribas Group and a financial analyst with Janus Capital Group. Prior to that, he was a senior analyst at Washington Mutual Bank. Mr. Foley earned his B.A. from Gonzaga University.
Kenneth A. Harris	Senior Portfolio Manager	2005	2023
自傳	Kenneth A. Harris, CFA, is a senior portfolio manager at Segall Bryant & Hamill, LLC. Mr. Harris joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, he served as the director of Fixed Income and as a portfolio manager on the Fixed Income team. Prior to joining Denver Investments in 2000, Mr. Harris was the treasurer of Blue Cross and Blue Shield of Colorado. Mr. Harris received a BBA from the University of Arizona and an MBA from the University of Colorado at Denver.
Thomas B. Stevens	Portfolio Manager	1999	2013
自傳	Thomas B. Stevens, CFA is a Partner and Portfolio Manager at Denver Investments on the Fixed-Income Team. Prior to joining the firm in 1986, Mr. Stevens was a Vice President and Portfolio Manager for Fidelity Bank and a Fixed Income Portfolio Manager for National Investment Services of America. He began his investment career as a Fixed Income Trader for the National Bank of Detroit. Mr. Stevens received a BA from the University of Virginia and an MBA from Columbia University. He is a CFA charterholder and a member of the CFA Institute and the CFA Society of Colorado.
Glen T. Cahill	co-manager	2002	2004
自傳	Cahill is vice president of Denver Investment Advisors and has been primarily responsible for the day-to-day co-management of Westcore Plus Bond Fund, since October 1, 2000. He also co-manages Westcore Colorado Tax-Exempt fund. He has been with the Adviser since 1984 and has been active in the management of fixed-income securities for 17 years.
Robert O. Lindig	Vice President, Investment Officer	1991	1999
自傳	Lindig is a vice president and trust officer of First Interstate Bank of Denver NA, his employer since 1984. Previously, he worked for five years at B.C. Christopher. Lindig has 32 years of experience in the institutional bond market. He was born June 6, 1936 in New York City.

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