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

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Dados históricos de Rockefeller Interm TxExmpt Ntnl Bd Instl, para cotação em tempo real realize outra pesquisa, por favor

9,52 -0,00 0,00%

31/08 - Fechado. Moeda em USD

Classificação da Morningstar:
Total de ativos: 51,86M

Tipo: Fundo

Mercado: EUA

Emissor: Rockefeller & Co.

Classe de Ativo: Ações

RCTEX - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Rockefeller Intermediate Tax Exempt National Bond Fund Institutional Class. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de RCTEX, entre outras informações.

Categoria

Muni National Interm

Total de ativos

51,86M

Despesas

0,70%

Data de início

41634

Informações de Contato

Endereço Rockefeller
,
United States

Telefone -

Site 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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