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Rockefeller Intermediate Tax Exempt National Bond Fund Institutional Class (RCTEX)

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Informação histórica sobre Rockefeller Interm TxExmpt Ntnl Bd Instl, para informação em tempo real por favor tente outra pesquisa

9,52 -0,00 0,00%

31/08 - Atraso dados. Moeda em USD

Tipo: Fundo

Mercado: E.U.A.

Emissor: Rockefeller & Co.

Classe de Ativo: Açao

Classificação da Morningstar:
Ativos Totais: 51,86M

Rockefeller Intermediate Tax Exempt National Bond Fund Institutional Class - Vista Geral

Nesta página encontrará um perfil aprofundado de Rockefeller Intermediate Tax Exempt National Bond Fund Institutional Class. Fique a saber mais sobre as pessoas-chave, o total de ativos, a estratégia de investimento e a informação de contacto de RCTEX, e mais.

Categoria

Muni National Interm

Ativos Totais

51,86M

Despesas

0,70%

Data de Início

41634

Informações de Contacto

Endereço Rockefeller
,
United States

Telefone -

Web www.rockefellerfunds.com

Principais Executivos

Nome	Título	Desde	Até
Stefan Langer	Portfolio Manager	2021	Agora
Biografia	Stefan Langer, CFA® is an Associate Portfolio Manager within the Adviser’s Fixed Income Team. He has served as a co-portfolio manager of the Rockefeller Intermediate Tax-Exempt National Bond Fund and Rockefeller Intermediate Tax-Exempt New York Bond Fund since March 2021. Prior to this role, he was a Municipal Credit Analyst responsible for maintaining a municipal bond credit database, analyzing new credits, and surveilling current issuer holdings. Prior to joining the Adviser in 2013, he worked at UBS Financial Services Inc. as a portfolio management intern. Mr. Langer holds a B.S. in Business Administration with concentrations in Finance & Investments and graduated with distinction from the University of North Carolina at Chapel Hill.
Andrew M. Kello	Associate Portfolio Manager	2016	Agora
Biografia	Andrew M. Kello, is a Portfolio Manager for Fixed Income within the Investment Group. Prior to joining Rockefeller in 2006 as a Portfolio Engineer, Mr. Kello worked at UBS Financial Services, Inc. as an Investment Associate for the Institutional Sales Group. He was also a Financial Advisor in their Private Client Group and a Client Service Associate. Mr. Kello holds a B.S. in Organizational Communication from Northeastern University.
Michael Seo	Equity Analyst	2020	2021
Biografia	Michael Seo, CFA, is Managing Director and Portfolio Manager of Global Equity strategies for Rockefeller Asset Management. Mr. Seo first joined the firm in March 1999 as a Performance Analyst and subsequently assumed the role of Equity Analyst covering the global industrials sector and the role of Director of Equity Research. Mr. Seo received a B.S. in Finance and Information Systems from the Stern School of Business at New York University and is a Chartered Financial Analyst® charterholder.
Jimmy C. Chang	Chief Investment Strategist	2020	2020
Biografia	Jimmy C. Chang, CFA, is the Chief Investment Strategist, a Senior Portfolio Manager and a Managing Director of Rockefeller & Co., with oversight of the Fixed Income group.
Mark A. Iannarelli	portfolio manager	2013	2020
Biografia	Mark Iannarelli, CFA®, is Director of Fixed-Income of Rockefeller & Co. Prior to joining Rockefeller in 2011, Mr. Iannarelli was a Senior Vice President and Portfolio Manager with Wasmer, Schroeder & Company, a taxable and tax-exempt fixed-income manager based in Naples, Florida from June 2004 to December 2010. Before assuming that role, Mr. Iannarelli was an Assistant Portfolio Manager with ING Investment Management, where he executed trading in taxable strategies and formulated portfolio strategy for municipal bond investment mandates. Mr. Iannarelli is a Chartered Financial Analyst charter holder, and has a B.A. in Finance from the University of Kentucky.Mark Iannarelli, CFA®, Director of Fixed income of the Adviser, has served as portfolio manager of the Core Taxable Bond Fund from the Fund’s inception in December 2013 to October 2016, and again since March 2019.
Jimmy C. Chang	Chief Investment Strategist	2016	2019
Biografia	Jimmy C. Chang, CFA, is the Chief Investment Strategist, a Senior Portfolio Manager and a Managing Director of Rockefeller & Co., with oversight of the Fixed Income group.

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Cotações Recentes

	Nome	Custo	Variação	% de Var.
	Rockefeller Inter.	9,52	-0,00	0,00%