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Sterling Capital Virginia Intermediate Tax-free Fund Institutional Shares (BVATX)

Fundos dos EUA

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11,02 +0,03 +0,27%

04/04 - Fechado. Moeda em USD

Classificação da Morningstar:
Total de ativos: 32,36M

Tipo: Fundo

Mercado: EUA

Emissor: Sterling Capital Funds

Classe de Ativo: Ações

BVATX - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Sterling Capital Virginia Intermediate Tax-free Fund Institutional Shares. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de BVATX, entre outras informações.

Categoria

Muni Single State Interm

Total de ativos

32,36M

Despesas

0,62%

Data de início

36297

Informações de Contato

Endereço 5th Floor,P.O. Box 9762
Providence,RI 02940-9762
United States

Telefone 800-228-1872

Site www.sterlingcapitalfunds.com

Principais Executivos

Nome	Título	Desde	Até
Mike P McVicker	Executive Director	2016	Agora
Biografia	Michael P. McVicker, Executive Director, joined Sterling Capital Management in 1992 and has investment experience since 1992. Mike is Head of Municipal Credit Analysis and responsible for portfolio management of enhanced cash and short-intermediate municipal portfolios, as well as Associate Portfolio Manager responsibilities for the state-specific municipal bond portfolios for the Sterling Capital Funds. Prior to joining the Fixed Income team, he was Sterling’s Director of Operations managing the client reporting and performance team. Mike received his B.S.B.A. in Finance with a minor in Psychology from the University of North Carolina at Charlotte.
Robert F. Millikan	Executive Director	2000	Agora
Biografia	Robert F. Millikan, CFA, Executive Director, joined BB&T Asset Management in 2000 and Sterling Capital Management through merger in October 2010. He has investment experience since 1990. Bob is responsible for managing the state-specific municipal bond fund portfolios for Sterling Capital Funds as well as for the tax-free funds’ investment policy, research and management. Prior to joining BB&T, he worked for First Citizens Bank as Vice President and Fixed Income Portfolio Manager for both taxable and tax-exempt accounts. Bob is a graduate of Wake Forest University where he received his BA in Economics. He is a past President of the North Carolina Society of Financial Analysts and also a past Chairman of the Board of Directors for the Carolinas Municipal Advisory Council. He is a CFA charterholder. He is currently serving on the CFA North Carolina Strategic Advisory Board.
Jeffrey J. Schappe	Managing Director	2005	2006
Biografia	Mr. Schappe, CFA, is a Managing Director, Chief Market Strategist and Co-Portfolio Manager with Sterling Capital. He joined BB&T Asset Management in 2004 and Sterling Capital through merger in October 2010. Mr. Schappe has banking, research and investment experience since 1991 and holds a B.A. in Journalism and an M.B.A. in Finance, Investments and Banking from the University of Wisconsin, Madison. He is a CFA charterholder.
Eric Farls	Vice President, Investment Analyst	2004	2006
Biografia	Farls is a vice president and investment analyst with the BB&T Asset Management, Inc., his employer since July 2000. He holds the Chartered Financial Analyst designation.
Richard B. Jones	Vice President, Portfolio Manager	2004	2006
Biografia	Jones is a vice president and portfolio manager with Branch Banking and Trust Company, his employer since 1987. Prior to joining the firm, he worked for Bank One Trust Company for four years. Jones holds Chartered Financial Analyst designation.
David R. Ellis	Portfolio Manager	1999	2006
Biografia	Ellis has been a portfolio manager with Branch Banking & Trust since June 1986. Prior to joining the company, he spent four years as a financial consultant with Merrill Lynch.
C. Steven Brennaman	Vice President	1999	2000
Biografia	Steve joined American Express Financial Corporation in September of 2000 as Vice President and Senior Portfolio Manager for American Express Asset Management. Previously, he worked for BB&T Asset Management as a Vice President and Senior Portfolio Manager.
Keith F. Karlawish	Portfolio Manager	1999	2000
Biografia	Karlawish is a portfolio manager with Branch Banking & Trust Company. He joined the company as a financial-analyst team leader in September 1991 and became a portfolio manager in June 1993. Previously, he spent a year as a senior market analyst with Coopers & Lybrand. Karlawish earned his Chartered Financial Analyst designation in 1993.

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BVATX - Comentários

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