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Nome | Título | Desde | Até |
---|---|---|---|
Sean Kelleher | Senior Portfolio Manager | 2009 | Agora |
Biografia | Mr. Kelleher, President, Chief Investment Strategist (Fixed Income) and Senior Portfolio Manager of the Adviser, joined the Adviser’s fixed income management team in 2009. In 2008, prior to joining the Adviser’s fixed income management team, Mr. Kelleher worked with M2Capital LLC to develop a distressed bank acquisition and asset management strategy. From 1999 to 2007, Mr. Kelleher worked as a senior vice president and portfolio manager for AllianceBernstein LP. He managed the firm’s mortgage and asset-backed investments as well as its mortgage hedge fund business and structured their securities arbitrage conduit and term financing facilities. He was a member of the firm’s six person Fixed Income Investment Committee. Prior to this, Mr. Kelleher managed the Passthrough Trading Desk at Deutsche Bank and Nomura Securities International and co-managed the CMO Trading Desk at Merrill Lynch. He founded Merrill Lynch’s efforts in mortgage-based interest rate swaps and started his career in risk management. Mr. Kelleher is a Chartered Financial Analyst and earned his Bachelor of Science in Finance from the McIntire School of Commerce at the University of Virginia. | ||
Maggie Bautista | Assistant Vice President | 2009 | Agora |
Biografia | Ms Bautista, Assistant Vice President and Portfolio Manager of Shay Assets Management, Inc, joined the Shay Assets Management, Inc’s fixed income management team as an Assistant Portfolio Manager in 2006 and as a Portfolio Manager in 2009. From 1991 to 2006, Ms. Bautista served as a portfolio administrator for Shay Assets Management, Inc. Prior to joining Shay Financial Services, Inc. in 1986, Ms. Bautista worked for Harris Bank in Chicago, Illinois. | ||
William Callan | Chairman | 2014 | 2014 |
Biografia | Mr. Callan, Chairman and Portfolio Manager of the Adviser, joined the Adviser’s fixed income management team in 2014. Prior to joining the Adviser, Mr. Callan served as President of Declaration Management & Research LLC (“Declaration”) from 1992 to 2012. While at Declaration, Mr. Callan was primarily responsible for overseeing Declaration’s overall business strategy, portfolio management operations, research and product development and served as the Chairman of Declaration’s investment committee. Mr. Callan was a Senior Vice President of Declaration’s predecessor company, The JHM Group, from 1988 to 1992, and was with Merrill Lynch Capital Markets from 1984 to 1988. Mr. Callan received his BBA in Finance from Baruch College, City University of New York, and holds FINRA Series 7 and 24 designations. | ||
David F. Adamson | President | 2008 | 2011 |
Biografia | Adamson is the president and Chief Investment Strategist (Fixed Income) of the Adviser. He joined the fixed income team in 2008 when he became President of the Adviser. Adamson was President, Shay Financial Services, Inc. from 2007 to 2008, Executive Vice President of Shay Financial Services, Inc. from 2005 to 2007 and Vice President of Shay Financial Services, Inc. from 2000 to 2005. He previously served as a portfolio manager of the AMF Funds from 1987 to 1994. | ||
David Woods | Portfolio Manager | 2009 | 2010 |
Biografia | Wood is a portfolio manager of Shay Assets Management, Inc. He joined Shay Assets Management's fixed income team in 2008. From 2006 to 2008, Woods was an analyst for the company's operations and portfolio management teams. | ||
Kevin T. Blaser | Member | 2003 | 2009 |
Biografia | Mr. Blaser joined Shay Assets Management, Inc. in 2003. Prior to joining the fixed-income management team, Kevin worked for the Portfolio Strategies Group of Shay Financial Services, Inc. Before joining Shay in 1998, Mr. Blaser worked for an institutional broker/dealer in the Detroit, MI area. He is currently a Chartered Financial Analyst (CFA) candidate and holds a BA in Economics from Michigan State University. | ||
Beatriz B. Barros | Capital Markets Analyst | 2007 | 2008 |
Biografia | Barros joined Shay Assets Management in 2007. From 2005 to 2006 Barros was a Capital Markets Analyst for CNH Capital. Prior to that, she was an Investment Analyst for GM Asset Management and a Market Analyst for General Motors do Brasil. | ||
David Petrosinelli | funds Manager | 1999 | 2008 |
Biografia | Petrosinelli is vice president and portfolio manager of the Adviser. He joined the Adviser's fixed income portfolio management team in 1999. From 1998 to 1999, Petrosinelli managed the Operating and Bond Proceed Funds for the Chicago Public Schools. Prior to that, he was assistant vice president and portfolio manager for the Celtic Group. His primary focus is in the government and mortgage securities markets. Petrosinelli is a Chartered Financial Analyst holder. | ||
Rodger D. Shay | President, fixed income portfolio management team | 2005 | 2008 |
Biografia | Mr. Shay, Jr., president of the Adviser, co-leads with Mr. Sammons the team that is responsible for the day-to-day management of the Funds’ investments. Mr. Shay, Jr. joined the fixed income portfolio management team in 2005 when he became President of the Adviser. He was senior vice president of the Adviser from 1997 to 2005. Mr. Shay, Jr. is an interested trustee of the trust and the president and chief executive officer of Shay Financial Services, Inc. | ||
Richard Blackburn | Senior Vice President, Senior Portfolio Manager | 1991 | 2007 |
Biografia | Blackburn has been senior vice president and senior portfolio manager of the Adviser since 1991. From 1982 to 1991, he was employed by the Adviser primarily as an account executive and financial consultant. Blackburn has 34 years of experience in the securities industry. His previous employers include Harris Bank, Chicago; Merrill Lynch; and the First National Bank of Chicago. His primary focus is in the mortgage securities markets, particularly in the area of floating and/or adjustable rate securities. |
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