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Guidemark® Tax-exempt Fixed Income Fund Service Shares (GMTEX)
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29/03 - Dados em Atraso. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 2,76M
GuideMark Tax-Exempt Fixed Income Fund Service Sha
10,491
-0,001
-0,01%
GMTEX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Guidemark® Tax-exempt Fixed Income Fund Service Shares. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de GMTEX, entre outras informações.
Informações de Contato
Endereço
7A Greenridge Park
Nashua,NH 003060
United States
Nashua,NH 003060
United States
Telefone
603-888-5500 x202
Fax
866-888-5561
Site
www.AssetMark.com
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Jake van Roden | Senior Vice President | 2019 | 2021 |
| Biografia | Delaware Management Company Senior Vice President, Head of Municipal Trading, Portfolio Manager Jake van Roden is head of Macquarie’s municipal trading team. He is also a portfolio manager for the firm’s nine open-end state-specific municipal bond funds, as well as for several municipal bond client accounts, a role he assumed in December 2017. In February 2019, his portfolio management role expanded to include the closed-end municipal bond funds and the three national municipal open-end funds.He joined the municipal department in July 2004 as a generalist and became head of municipal trading in December 2012. Before that, van Roden interned at Macquarie Investment Management (MIM), which includes the former Delaware Investments, in the client services department. He received a bachelor’s degree in American studies with a minor in government from Franklin & Marshall College. | ||
| Gregory A. Gizzi | co‑portfolio manager | 2012 | 2021 |
| Biografia | Gregory A. Gizzi Senior Vice President, Head of Municipal Bonds, Senior Portfolio Manager Gregory A. Gizzi is head of municipal bonds in the Americas, a role he assumed in February 2019. In this role, he is responsible for the overall operation of the strategy and is team lead on several of the tax-exempt strategies. Additionally, Gizzi continues to be responsible for the taxable municipal business and the marketing efforts for the municipal product. Previously, Gizzi was co-portfolio manager of the firm’s municipal bond funds and several client accounts, a role he held since November 2011. Before joining Macquarie Investment Management (MIM) in January 2008 as head of municipal bond trading, he spent six years as a vice president at Lehman Brothers for the firm’s tax-exempt institutional sales effort. Prior to that, he spent two years trading corporate bonds for UBS before joining Lehman Brothers in a sales capacity. Gizzi has more than 20 years of trading experience in the municipal securities industry, beginning at Kidder Peabody in 1984, where he started as a municipal bond trader and worked his way up to institutional block trading desk manager. He later worked in the same capacity at Dillon Read. Gizzi earned his bachelor’s degree in economics from Harvard University. | ||
| Stephen J. Czepiel | Senior Vice President | 2006 | 2021 |
| Biografia | Stephen J. Czepiel Senior Vice President, Head of Municipal Bonds Portfolio Management, Senior Portfolio Manager Stephen J. Czepiel leads the portfolio management of the firm’s municipal bonds strategies, a role he assumed in February 2019. He is a co-portfolio manager of the firm’s municipal bond funds and client accounts, a role he has held since August 2007. He joined Macquarie Investment Management (MIM) in July 2004 as a senior bond trader. Previously, he was vice president at both Mesirow Financial and Loop Capital Markets. He began his career in the securities industry in 1982 as a municipal bond trader at Kidder Peabody and now has more than 20 years of experience in the municipal securities industry. Czepiel earned his bachelor’s degree in finance and economics from Duquesne University. | ||
| Joseph R. Baxter | Senior Vice President | 2006 | 2019 |
| Biografia | Mr. Baxter is the head of DIFA’s municipal bond department and is responsible for setting the department’s investment strategy. He is also a co-portfolio manager of DMBT’s municipal bond funds and several client accounts. Before joining Delaware Investments in 1999 as head municipal bond trader, he held investment positions with First Union, most recently as a municipal portfolio manager with the Evergreen Funds. Mr. Baxter received a bachelor’s degree in finance and marketing from La Salle University. | ||
| Michael J. Sheyker | Vice President, Portfolio Manager, Senior Research Analyst, Equity Analyst, | 2006 | 2017 |
| Biografia | Michael manages separate accounts for the Municipal Fixed Income Team, focused primarily in the Mid-Atlantic states. He also co-manages the national portfolio. He began his career in the fnancial industry when he joined Nuveen Asset Management in 1988. Before moving over to the portfolio management team in 2004, Michael was a senior research analyst for three years, serving as lead analyst for the transportation and public power sectors. He previously held assignments as the manager of the Asset Pricing Analysis Group and as an equity analyst. Michael received a B.S. in fnance from Illinois State University and an M.B.A. from Northern Illinois University. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago. | ||
| John V. Miller | Co-Head (Fixed-Income) | 2006 | 2017 |
| Biografia | John leads the municipals fixed income strategic direction and investment perspectives for Nuveen. He also manages several municipal bond strategies and closed-end funds. John is a trusted public voice in discussing key issues and trends within the municipal market. He is a frequent guest on CNBC, Bloomberg Television and Fox Business News. His perspective is often sought out by leading industry media such as The Wall Street Journal, Barron’s, Bloomberg News and Morningstar. Before being named the co-head of fixed income in 2011, he was chief investment officer for the firm’s municipal bond team starting in 2007. He was named a managing director and head of portfolio management for Nuveen Asset Management in 2006. John became a portfolio manager in 2000 after starting at the firm as a municipal credit analyst in 1996. He began working in the financial industry at a private account management firm in 1993. John earned a B.A. in Economics and Political Science from Duke University, an M.A. in Economics from Northwestern University and an M.B.A. in Finance with honors from the University of Chicago. He holds the Chartered Financial Analyst designation and is a member of the CFA institute and the CFA society of Chicago. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA institute. | ||
| Martin J. Doyle | Managing Director | 2006 | 2017 |
| Biografia | Marty oversees the investment team that manages separately managed account portfolios in the Municipal Fixed Income Group. He also serves as portfolio manager for a number of national and institutional client portfolios. Marty started working in the financial services industry in 1987 when he joined Nuveen Investments. Prior to assuming his current role in 1998, he was a municipal research analyst covering several sectors for four years. He was also a unit investment trust pricing analyst, responsible for pricing and selling bonds for the UITs for four years. Marty earned a B.A. in economics from the University of Illinois and an M.B.A. in finance from Loyola University, Chicago. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago. | ||
| Robert F. Collins | Director | 2006 | 2009 |
| Biografia | Robert F. Collins, CFA, Director of Municipal Fixed Income, leads the team responsible for municipal fixed income investing as part of WTIA’s Fixed Income Group. In this role he oversees credit analysis on municipal fixed income securities and portfolio management of tax-exempt municipal fixed income portfolios for Wilmington Trust’s high-net-worth clients. In addition, Rob is the portfolio manager. Rob first worked at Wilmington Trust from 1982 to 1999, during which time he held several positions of increasing responsibility. He began as a credit analyst and bond trader and progressed to become a tax-exempt fixed income portfolio manager and leader of the tax-exempt fixed income group. Rob also managed cash portfolios and assisted with the expansion of Wealth Advisory Services to support clients in California, Florida, and New York. Rob then worked for five years as a senior vice president at PNC Financial Corp., in Philadelphia, where he started and co-managed the investment group dedicated to managing municipal bond portfolios for high-net-worth clients. He was also a senior vice president at Delaware Investments in Philadelphia for five years. There, he was a senior portfolio manager of tax-exempt municipal bonds in mutual funds and institutional accounts. These portfolios included national and state-specific mandates, intermediate- and long-term funds, and high-yield funds. Rob holds a bachelor’s degree in Economics from Ursinus College in Collegeville, Pennsylvania. | ||
| Peter Moukios | Senior Vice President | 2001 | 2006 |
| Biografia | Peter Moukios, Senior Vice President, joined the firm in 2008. Pete is a Portfolio Manager for the Municipal Fixed Income team. Additionally, he co-manages the sub-advised SEI Short Duration Bond Fund. Prior to this, he was a portfolio manager in Municipal Securities at Weiss, Peck & Greer, where he worked since 1987. Previously he worked at Manufacturers Hanover Trust where he was the supervisor of broker custody. Pete is a member of the Municipal Analysts Group of New York and a member of the National Federation of Municipal Analysts. He holds a BS degree in management from St. John's University and a MBA from Fordham University. | ||
| Stephen Blake Miller | Portfolio Manager | 2001 | 2006 |
| Biografia | S. Blake Miller, CFA, Managing Director, joined the firm in 2008. Blake is a Senior Portfolio Manager for the Municipal Fixed Income team. Additionally, he co-manages the Neuberger Berman New York, California and Municipal Fund Inc. closed-end bond funds as well as the Neuberger Berman Municipal Intermediate Bond Fund, the Neuberger Berman Municipal Impact Fund and the Neuberger Berman Municipal High Income Fund. Prior to this, he was the head of Municipal Securities at Weiss, Peck & Greer, where he worked since 1986 and was responsible for all aspects of municipal fixed income investing, including portfolio management, investment strategy, and trading. Blake holds a BS degree from the McIntire School of Commerce, the University of Virginia. He has been awarded the Chartered Financial Analyst designation. | ||
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