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New Covenant Balanced Income Fund (NCBIX)
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20/05 - Dados em Atraso. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 75,91M
New Covenant Balanced Income
22,54
-0,03
-0,13%
NCBIX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de New Covenant Balanced Income Fund. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de NCBIX, entre outras informações.
Informações de Contato
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Anthony Karaminas | Head | 2017 | Agora |
| Biografia | Anthony Karaminas, CFA, serves as Head of SIMC Fixed Income & Multi-Asset, within SIMC's Investment Management Unit. In this role, Mr. Karaminas is responsible for Portfolio Management leadership and oversight duties for the entirety of the SIMC Fixed Income & Multi-Asset Business. Prior to joining SEI, he was an associate portfolio manager/analyst within the Multi-Manager Solution team at UBS Asset Management. He previously held the role of Sector Head of Global Fixed Income and Global High Yield funds research in London with S&P Capital IQ; prior to that, he served as an analyst in Melbourne, Australia. Anthony was also a senior analyst at Goldman Sachs JBWere. Anthony earned a Bachelor of Business (with honors) from Swinburne University in Melbourne, Australia. He is a CFA charterholder and a member of the CFA Institute. | ||
| Richard A. Bamford | Portfolio Manager | 2017 | Agora |
| Biografia | Richard A. Bamford serves as a Portfolio Manager for the Fixed Income Team within SIMC's Investment Management Unit. Mr. Bamford is responsible for investment grade debt and municipal bond portfolios. Mr. Bamford's duties include manager analysis and selection, strategy development and enhancement as well as investment research. Mr. Bamford has over 20 years of investment experience in investment management. Prior to joining SEI in 1999, Mr. Bamford worked as a Municipal Credit Analyst for Vanguard. Mr. Bamford received a Bachelor of Science in Economics/Finance and Accounting from the University of Scranton and an M.B.A. with a concentration in Finance from St. Joseph's University. | ||
| Erin K. Garrett | Portfolio Manager | 2017 | 2020 |
| Biografia | Erin Garrett is a portfolio manager in the T. Rowe Price ActivePlus Portfolios Program, Target Allocation Active Series and an associate portfolio manager for the Target Allocation strategies. Erin is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. Erin’s investment experience began in 2007, and she has been with T. Rowe Price since 2020, beginning in the Multi-Asset Division. Prior to this, Erin was employed by SEI as a portfolio manager, overseeing $45 billion in U.S. taxable and tax-exempt fixed income mutual funds and separate accounts. She was responsible for the selection of fund subadvisors and the allocations among these managers to optimize diversification of style, alpha source, and risk. She was shortlisted for best manager in the “Bonds” category for the 2019 Women in Asset Management Awards. Erin earned a B.S. in business administration/finance and an M.B.A., with concentrations in strategic management and international business, from Villanova University. | ||
| Steven Treftz | Portfolio Manager | 2014 | 2017 |
| Biografia | Steven Treftz, CFA, joined SIMC in 2012, and is responsible for the oversight, monitoring and manager selection for the Investment Management Unit's Multi Asset and Short Duration strategies. Prior to his employment at SEI, Mr. Treftz was employed by Citi Private Bank where he was responsible for maintaining the firm's research opinions on third party international, global and emerging market equity managers. Prior to his employment at Citi Private Bank Mr. Treftz was employed by Lockwood Advisors, Inc. where he was responsible for the management of one of the firm's mutual fund/ETF wrap portfolio programs. Mr. Treftz earned a Bachelor's degree in Finance and Risk Management from Temple University. Mr. Treftz is also a CFA Charterholder and member of the CFA Society of Philadelphia. | ||
| Derek Papastrat | Trade Execution Analyst | 2012 | 2014 |
| Biografia | Mr. Papastrat has served as a Trade Execution Analyst for SEI Investments Management Corporation since 2006. | ||
| John J. McCue | Director | 2012 | 2012 |
| Biografia | McCue has served as director of portfolio implementations for SIMC since 1995 and became director of money market investments in 2003. He is responsible for the implementation of asset allocation strategies. | ||
| Paul H. Stropkay | Senior Vice President & Chief Investment Officer | 2008 | 2012 |
| Biografia | Paul H. Stropkay, Senior Vice President & Chief Investment Officer ; New Covenant Trust Company (2008 – present);Director, Citizens Bank (2006 – present); Vice President (Partner); Harvey Investment Company, LLC (2001 – 2008) | ||
| David J. Elliott | Senior Managing Director | 2006 | 2009 |
| Biografia | David J. Elliott, CFA, FRM, Senior Managing Director, Co-Director of Quantitative Investments, and Director of Quantitative Portfolio Management. As director of portfolio management for the Quantitative Investment Group (QIG), David is responsible for overseeing the investment processes for QIG's global suite of products. He oversees the development of the group's portfolio construction platform and related analytical tools. He also contributes to research, particularly in the areas of portfolio construction and risk management. He has done extensive work on the development of the firm's global managed volatility strategies. David also collaborates with investors outside of QIG to deliver quantitative risk management tools and insights. Additionally, David is the lead portfolio manager on the Total Return Intersection product. The approach combines fundamental and quantitative inputs globally with the objective of maximizing risk-adjusted returns on an absolute basis. Prior to joining Wellington Management in 1995, David served as an independent information technology consultant to health care and financial service firms, focusing on applying business intelligence techniques to large databases. David received dual BS degrees in mathematics and computer and information sciences, Phi Beta Kappa, from the University of Massachusetts at Amherst (1989). Subsequently, he was admitted to the doctoral program at the Massachusetts Institute of Technology and completed all but his dissertation in the field of computational neuroscience. He holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society. He is also certified by the Global Association of Risk Professionals as a Financial Risk Manager (FRM). | ||
| Ronald A. Sauer | CEO | 2006 | 2009 |
| Biografia | Ronald A. Sauer, CEO, Chief Investment Officer and Senior Portfolio Manager, is the founder of Mazama and has been its Chief Executive Officer and Senior Portfolio Manager since the founding of the firm in 1997. Prior to founding the firm, he was the President and Director of Research for Black and Company, Inc., which he joined in 1983. Mr. Sauer has overall responsibility for the management of the investment team, oversees the portfolio construction process, conducts research and participates in the security selection process. | ||
| Stephen C. Brink | Portfolio Manager | 2006 | 2009 |
| Biografia | Mr. Brink co-founded Bridge City Capital in October 2008. Mr. Brink was a co-founder of Mazama Capital Management where he worked from Nov. 1997 to Jan. 2008. Mr. Brink held roles of increasing responsibility, including Senior Analyst, Portfolio Manager and Director of Research. Prior to Mazama, Mr. Brink spent 13 years at Capital Trust Company managing portfolios, client relationships and staff. Mr. Brink was Chief Investment Officer of CTC and, prior to its acquisition by US Trust, was a Board Member. | ||
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