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Nome | Título | Desde | Até |
---|---|---|---|
Daniel Rabasco | Portfolio Manager | 2018 | Agora |
Biografia | Dan is the head of municipal bonds at Mellon Investments Corp, overseeing and guiding the investment management process for the firm’s tax-exempt strategies. Previously, he was the head of trading for tax-exempt bonds, responsible for managing the municipal bond trading desk. Before joining the firm, Dan directed the municipal bond group at Fleet where he was responsible for managing mutual fund, common trust fund and high net worth client assets. Previously, he was a portfolio manager at Evergreen Investments, where he managed national and state-specific mutual funds. His other responsibilities included hospital and high yield credit analysis. Dan began his career as a municipal analyst at Liberty Insurance Company. Dan has been in the investment industry since 1987. Dan holds a BA from Boston College and an MBA from Suffolk University. Dan has served as a member of the Municipal Securities Rulemaking Board's Investor Advisory Group (2004-2008). He holds the CFA® designation and is a member of the CFA Institute. | ||
Thomas C. Casey | Portfolio Manager | 2011 | Agora |
Biografia | Thomas C. Casey Director, Senior Portfolio Manager Tom is a senior portfolio manager for US Municipal Bond strategies. He is responsible for managing US Municipal Bond portfolios for institutional, insurance and high net worth clients. Previously, Tom worked as a trader and a portfolio analyst on the US Municipal team. Prior to joining the firm in 1993, Tom worked as an analyst at State Street Bank & Trust Company. Tom has been in the investment industry since 1988. Tom earned an MBA and a BA from Boston College. | ||
Christine L. Todd | President | 2012 | 2017 |
Biografia | Christine is President of Standish and Head of the Tax-Sensitive and Insurance Strategies. She manages tax-sensitive fixed income portfolios for larger institutional, insurance and high net worth clients. She joined the company in 1995 from Gannett, Welsh & Kotler, where she was vice president responsible for municipal bond research and trading. Christine has an M.B.A. from Boston University and a B.A. from Georgetown University. Christine is a Trustee for the Dedham Institution for Savings and a rotating member of its Board of Investment, as well as a member of Lahey Health System’s Investment Committee. She is a Trustee of The Fessenden School and part of the Finance Committee at Dedham Country Day School. Christine is also active in alumni affairs for Georgetown University and the Noble & Greenough School. Christine is a mentor at Year Up, which seeks to close the Opportunity Divide for urban youth. She is a member of the Boston Security Analysts Society and the National Federation of Municipal Analysts. Christine holds the CFA® designation and has 26 years of investment experience. | ||
Steven W. Harvey | Senior Vice President | 2009 | 2014 |
Biografia | Steve is Director of Relationship Management, leading the Tax Sensitive Fixed Income client service effort. He is also Senior Portfolio Manager for select institutional and mutual fund portfolios. Previously at Standish he was head of municipal bond research. He joined the company in 2000 from Appleton Partners, where he was Director of Fixed Income. Prior to that, he was municipal bond mutual fund manager and senior analyst at Fidelity Management & Research Company. He began his investment career at Standard & Poor’s Corporation as a public finance ratings analyst.He has 31 years of investment industry experience. | ||
Douglas J. Gaylor | Co-Portfolio Manager | 2008 | 2009 |
Biografia | Douglas J. Gaylor has been a co-portfolio manager. Douglas is a managing director and the head of tax-exempt securities at Guardian Life. Prior to joining Guardian Life in 2014, Douglas spent five years at Principal Global Investors, where he was director of municipal asset management. He also spent 14 years at The Dreyfus Corporation, where he ultimately served as lead portfolio manager of municipals. Previously, he was a municipal bond analyst, trader, and portfolio manager at PNC Bank-BlackRock and Wilmington Trust. He has more than 30 years of investment experience. Douglas holds a B.S. in financial administration from State University of New York at Brockport and an M.B.A. in financial planning and control from the State University of New York at Buffalo. | ||
Monica S. Wieboldt | Portfolio Manager, Trader | 1987 | 2008 |
Biografia | Wieboldt is a portfolio manager and trader at The Dreyfus Corporation. She also serves as vice president and investment officer for other investment companies advised and administered by Dreyfus. Prior to joining the company as an associate portfolio manager in 1983, Wieboldt spent six years with Bankers Trust Company as an assistant bond trader and municipal-bond trader in the trust department. |
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