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Sei Tax Exempt Trust Pennsylvania Municipal Bond Fund Class F (SEPAX)
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22/11 - Fechado. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 147,9M
SEI Pennsylvania Municipal Bond F (STET)
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SEPAX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Sei Tax Exempt Trust Pennsylvania Municipal Bond Fund Class F. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de SEPAX, entre outras informações.
Informações de Contato
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Anthony Karaminas | Head | 2023 | 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. | ||
| Daniel Falkowski | - | 2022 | Agora |
| Biografia | Mr. Falkowski serves as an Assistant Portfolio Manager for the Funds. His duties include managing due diligence and selection. Mr. Falkowski has over 14 years of investment experience. Prior to joining SEI in 2016, Mr. Falkowski was a Senior Investment Officer at the City of Philadelphia Board of Pensions and Retirement. Mr. Falkowski received both his B.S. and M.S. in Finance from Villanova University. | ||
| Daniel Rabasco | Portfolio Manager | 2010 | Agora |
| Biografia | Dan is the head of municipal bonds at Mellon Investments Corp, overseeing and guiding the investment management process for the firm’s tax-exempt strategies. Previously, he was the head of trading for tax-exempt bonds, responsible for managing the municipal bond trading desk. Before joining the firm, Dan directed the municipal bond group at Fleet where he was responsible for managing mutual fund, common trust fund and high net worth client assets. Previously, he was a portfolio manager at Evergreen Investments, where he managed national and state-specific mutual funds. His other responsibilities included hospital and high yield credit analysis. Dan began his career as a municipal analyst at Liberty Insurance Company. Dan has been in the investment industry since 1987. Dan holds a BA from Boston College and an MBA from Suffolk University. Dan has served as a member of the Municipal Securities Rulemaking Board's Investor Advisory Group (2004-2008). He holds the CFA® designation and is a member of the CFA Institute. | ||
| Richard A. Bamford | Portfolio Manager | 1999 | 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 | 2014 | 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 W. Harvey | Senior Vice President | 2007 | 2010 |
| Biografia | Steve is Director of Relationship Management, leading the Tax Sensitive Fixed Income client service effort. He is also Senior Portfolio Manager for select institutional and mutual fund portfolios. Previously at Standish he was head of municipal bond research. He joined the company in 2000 from Appleton Partners, where he was Director of Fixed Income. Prior to that, he was municipal bond mutual fund manager and senior analyst at Fidelity Management & Research Company. He began his investment career at Standard & Poor’s Corporation as a public finance ratings analyst.He has 31 years of investment industry experience. | ||
| David W. Baldt | Managing Director, co-manager | 1995 | 2005 |
| Biografia | Baldt is a head of U.S. tax exempt fixed income at Schroder. He was employed as an investment fund professional at Schroder since October 2003. Previously he worked as a managing director of Deutsche Asset Management and co-manager of the fund. Baldt holds the Chartered Financial Analyst designation. | ||
| Staats M. Pellett | Portfolio Manager | 1989 | 1995 |
| Biografia | Pellett is a portfolio manager with Bessemer Trust Company NA, his employer since 1976. Prior to joining Bessemer Trust, Pellet spent 11 years as a portfolio manager with Fireman's Fund Insurance Company. His experience also includes 10 years as a municipal-bond analyst with Moody's Investor's Service Inc. and Goldman Sachs & Company. Pellett is a member of the Municipal Forum of New York, the Security Analysts Group of San Francisco, and the New York Municipal Analysts Group. | ||
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