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Nome | Título | Desde | Até |
---|---|---|---|
Adam Mackey | Vice President | 2007 | Agora |
Biografia | Adam is head of Municipal Fixed Income and a senior portfolio manager. In his role as a managing director, he supervises credit and quantitative research, portfolio management and trading, and municipal client relations. Adam is responsible for establishing the municipal fixed income strategy for the firm, and, as a senior portfolio manager, he oversees trading and strategy implementation in the municipal bond mutual funds, institutional municipal portfolios, and separately managed municipal accounts. Prior to joining the firm in 2001, he was a fixed income trader at the Vanguard Group where he focused on municipal bonds and derivatives. Adam earned a Bachelor of Science in Business Administration degree from Kutztown University and an M.B.A. in finance from St. Joseph’s University. He is a member of various industry organizations, including the CFA Society of Philadelphia. | ||
Rebecca J. Rogers | Vice President | 2009 | 2011 |
Biografia | Rebecca J. Rogers, Vice President and Senior Portfolio Manager at WTIA, is responsible for managing collective funds and separately managed portfolios of tax-exempt municipal bonds. Rebecca works with high-net-worth clients to develop customized investment portfolios based on their unique parameters for risk, return, and liquidity. After taking the time to listen to her client’s objectives and to understand any tax, legal, and personal considerations, Rebecca then structures a well-diversified portfolio in keeping with her recommended asset allocation program. Rebecca continually monitors and rebalances her clients’ portfolios to meet their evolving needs and to take advantage of new investment opportunities. Rebecca joined Wilmington Trust in 2010 from PNC Capital Advisors, where she was Director of Portfolio Management and Trading. She holds a B.A from Dickinson College. | ||
Stephen P. Winterstein | Managing Director | 2007 | 2010 |
Biografia | Stephen P. Winterstein, Managing Director and Chief Municipal Fixed Income Strategist, is responsible for collaborating with senior staff to establish the municipal bond portfolio management and research processes at Wilmington Trust Investment Advisors. He also sets strategy for the firm’s institutional and individual clients. Most recently he was managing director of municipal fixed income with PNC Capital Advisors, LLC in Philadelphia for more than 12 years, where he established and led a team of 15 municipal fixed income professionals dedicated to municipal bond management for high-net-worth individuals and institutional clients. He earned his B.A in Economics from Millersville University, and his MBA from Lehigh University. Stephen is an active member of the National Federation of Municipal Analysts, the Fixed Income Analysts Society, Inc., and the Municipal Analysts Group of New York, and was the chairperson of the 2011 Municipal Bond Buyers Conference. He is also involved with Standard & Poor’s in the development and refinement of their family of tax-exempt municipal indexes. Mr. Winterstein serves on the Advisory Board of Directors for Lumesis, Inc., a Software-as-a-Service (SaaS), cloud-based financial technology company. In addition, he currently serves as a member of the Board of Directors for the Pennsylvania State System of Higher Education Foundation, Inc., and is a former board member of the Millersville University Foundation. | ||
Amy L. Heiser | Assistant Vice President, co-Portfolio Manager | 2005 | 2007 |
Biografia | Amy L. Heiser currently acts as the Assistant Vice President of MCA. Heiser is the co-portfolio manager for each fund and has been working at MCA since 2005. Heiser began her investment career in 2000. Heiser holds the Chartered Financial Analyst designation. | ||
Ronald M. Shostek | Vice President, Portfolio Manager | 2000 | 2007 |
Biografia | Shostek, Vice President, serves as the portfolio manager for the Tax-Exempt Bond Funds with the assistance of a co-portfolio manager. He joined Mercantile in 2000. He has managed the Funds since 2000. From 1992 through 1999 he was a portfolio manager, trader and underwriter of tax-exempt securities at Student Loan Marketing Association and its broker/dealer subsidiary, Education Securities, Inc. Shostek is a Chartered Financial Analyst designation holder. | ||
Mark G. McGlone | President | 2003 | 2005 |
Biografia | Mark is president and chief investment officer of PNC Capital Advisors. He is responsible for PNC’s multi-strategy investment management organization that provides investment solutions across a wide array of investment vehicles, styles, and asset classes. Prior to being named to this position in May 2014, he served as managing director and chief risk officer. He also was chairman of the Risk Committee and a member of the firm- and enterprise-wide investment and operational committees. Mark joined PNC in 2007 through its acquisition of Mercantile Safe Deposit & Trust, where he began his career in 1981, and was appointed senior vice president and head of taxable fixed income for PNC Capital Advisors. In 2009, he became director of Taxable Fixed Income Risk Management, Trading, and Credit Analysis. Mark earned a Bachelor of Arts degree in political economy from Johns Hopkins University and a Master of Science degree in finance from Loyola University-Maryland. " | ||
Kingsley Wood | Vice President, Portfolio Manager | 1998 | 2000 |
Biografia | Wood is vice president and portfolio manager with J.P. Morgan. Prior, he was a vice president and portfolio manager with Mercantile Safe-Deposit & Trust, his employer since 1998. Before joining the firm, he was an institutional tax-exempt bond trader with ABN-AMRO Bank in Chicago from 1993 to 1998. He has nine years of investment experience. |
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