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Segall Bryant & Hamill Quality High Yield Fund Institutional Class (0P00009COI)
Portföy'e Ekle/Kaldır
Portföye Ekle
Westcore Flexible Income Fund Institutional Class
8,430
-0,000
0,00%
- Genel Bakış
- Profil
- Geçmiş Veriler
- Varlıklar
0P00009COI Genel Bakış
Bu sayfada Segall Bryant & Hamill Quality High Yield Fund Institutional Class hakkında detaylı bir profile ulaşabilirsiniz. Yönetim, toplam varlıklar, yatırım stratejisi, iletişim bilgileri ve 0P00009COI için diğer bilgileri görüntüleyin.
İrtibat Bilgisi
Adres
540 West Madison Street, Suite 1900
Chicago,IL 60661-2551
United States
Chicago,IL 60661-2551
United States
Telefon
312-474-1222
Faks
312-474-0521
Site
sbhic.com
Üst Düzey Yöneticiler
| İsim | Başlık | B.Tarihi | Bitiş |
|---|---|---|---|
| Gregory M. Shea | Senior Portfolio Manager | 2016 | Şimdi |
| Biyografi | Gregory M. Shea, CFA, is a portfolio manager at Segall Bryant & Hamill, LLC. Mr. Shea 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 credit research analyst on the fixed income team. Prior to joining Denver Investments in 2008, Mr. Shea worked as a high-yield credit analyst at Lehman Brothers Asset Management for four years. He also worked as an investment banking analyst at Banc of America Securities LLC for one year and held a bank credit analyst position at Bank of America for two years. Mr. Shea earned his B.S. and MSBA from Washington University. He has earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado. | ||
| Troy A. Johnson | director | 2009 | Şimdi |
| Biyografi | Troy A. Johnson, CFA, has been a portfolio manager of the Segall Bryant & Hamill Quality High Yield Fund since April 30, 2009. He is the director of Fixed Income research at Segall Bryant & Hamill, LLC. Mr. Johnson 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 research, a portfolio manager and credit research analyst on the Fixed Income team. Prior to joining Denver Investments in 2007, Mr. Johnson worked as a portfolio manager and analyst at Quixote Capital Management for six years, specializing in risk arbitrage. He also performed credit analysis of investment-grade and high-yield issues while ultimately serving as the senior fixed income analyst during his eight years at Invesco Funds Group, Inc. Mr. Johnson earned his B.S. from Montana State University and his M.S. from the University of Wisconsin. | ||
| Mark R. McKissick | Senior Portfolio Manager | 2003 | 2016 |
| Biyografi | Mark McKissick, CFA, is a Managing Director and Senior Portfolio Manager for Charles Schwab Investment Management, Inc. (CSIM). He is responsible for the day-to-day co-management of Schwab's Taxable Bond Funds. His primary focus is on government securities. Prior to joining CSIM in 2016, Mr. McKissick worked at Denver Investments for 17 years, most recently as a Director of Fixed Income and Portfolio Manager where he co-managed multiple bond strategies, as well as oversaw the firm's fixed income business including the investment process, client service, reporting, marketing and communication, personnel and compliance. He also served as a Credit/Security Analyst from 1999-2005. Prior to that, he worked as a Senior Research Analyst with Hotchkis & Wiley, a Portfolio Manager at Payden & Rygel, and a Vice President-Fixed Income at Salomon Brothers. Mr. McKissick earned a Bachelor of Science in Accounting and a Bachelor of Arts in Economics from Oklahoma State University, and a Master of Business Administration with an emphasis in Finance and International Business from the University of Chicago. He is a CFA(r) charterholder. | ||
| William E. Stafford | Vice President, fixed income Research Analyst | 2003 | 2007 |
| Biyografi | Stafford is a vice president for Denver Investment Advisors. Stafford has been a fixed income research analyst with Denver Investment Advisors since 1998. Stafford holds the Chartered Financial Analyst designation. | ||
| Jerome R. Powers | Vice President, Portfolio Manager | 1997 | 2006 |
| Biyografi | Powers is vice president and portfolio manager with Denver Investment Advisors, his employer since 1997. Previously, he spent two years at GNA Corporation where he served as vice president of investments and senior portfolio manager. Prior to that, he was employed at Northwestern Mutual Life Insurance Company where he left as vice president of public fixed income. Powers holds the Chartered Financial Analyst designation. | ||
| Alex Lock | Vice President | 2000 | 2006 |
| Biyografi | Lock is a vice president for Denver Investment Advisors, where he has been since 1989. He has been active in the management of fixed-income securities for 11 years. | ||
| John R. Cormey | - | 1992 | 1997 |
| Biyografi | John is a senior portfolio manager and a Director of CoBiz Wealth. Prior to that, he was responsible for management and oversight of CoBiz Wealth, and was president of CoBiz Investment Management LLC. He has been with CoBiz since 2001 as managing director at Wagner Investment Management, which merged with Alexander Capital Management Group to become CoBiz Investment Management. Previously, he was head of the Fixed Income Department at Denver Investment Advisors, where he worked for 25 years. John is a CFA charter holder since 1980, and has been a portfolio manager since 1972. He received his bachelor's degree in accounting and finance from University of Colorado. He is actively involved with the Colorado Historical Foundation, and is a current member and past president of the CFA Society of Colorado. | ||
| O. Jay Bahr | - | 1988 | 1992 |
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