He leads the firm's Municipal Bond Operating Committee, which oversees
municipal bond portfolio management, research and trading activities.
Not exact matches
He also works as a Fixed - Income
Portfolio Manager on the Financial Reserves
Management Team, focusing on maximizing relative - value opportunities in the
municipal bond portion of these
portfolios.
Prior to joining Wellington
Management in 2010, Brad spent 12 years at Putnam Investments, most recently as a
portfolio manager in their
Municipal Bond Department where he helped manage 11 open - end mutual funds and two closed - end funds (2006 — 2009).
Prior to joining Wellington
Management in 2010, Brad spent 12 years at Putnam Investments, most recently as a
portfolio manager in their
Municipal Bond Department where he helped manage 11 open - end mutual funds and two closed - end funds (2006 — 2009).
He also works as a Fixed - Income
Portfolio Manager on the Financial Reserves
Management Team, focusing on maximizing relative - value opportunities in the
municipal bond portion of these
portfolios.
Joseph F. Marvan, CFA, Senior Managing Director and Fixed - Income
Portfolio Manager, is the portfolio manager for the Hartford Total Return Bond Fund and the Hartford Inflation Plus Fund and is involved in portfolio management and securities analysis for the Hartford Strategic Income Fund, the Hartford Municipal Real Return Fund and The Hartford Total Return
Portfolio Manager, is the
portfolio manager for the Hartford Total Return Bond Fund and the Hartford Inflation Plus Fund and is involved in portfolio management and securities analysis for the Hartford Strategic Income Fund, the Hartford Municipal Real Return Fund and The Hartford Total Return
portfolio manager for the Hartford Total Return
Bond Fund and the Hartford Inflation Plus Fund and is involved in
portfolio management and securities analysis for the Hartford Strategic Income Fund, the Hartford Municipal Real Return Fund and The Hartford Total Return
portfolio management and securities analysis for the Hartford Strategic Income Fund, the Hartford
Municipal Real Return Fund and The Hartford Total Return
Bond ETF.
Christopher Harshman is a vice president of Eaton Vance
Management and
municipal portfolio manager on Eaton Vance's tax - advantaged
bond strategies team.
Prior to Schroders, Susan was a Vice President and
Portfolio Manager of U.S. Fixed Income at Deutsche Asset
Management, formerly Morgan Grenfell & Co, specializing in
Municipal bonds.
Brian Barney is a vice president of Eaton Vance
Management, director of institutional
portfolio strategies and
municipal portfolio manager on Eaton Vance's tax - advantaged
bond strategies team.
Craig Brandon is a vice president of Eaton Vance
Management, co-director of
municipal investments and
portfolio manager on Eaton Vance's
municipal bond team.
Devin Cooch is a vice president of Eaton Vance
Management and
municipal portfolio manager and trader on Eaton Vance's tax - advantaged
bond strategies team.
Filed Under: Investing, Personal Finance Tagged With: asset
management, finance, Municipal Bonds, Personal Finance, personal finances, portfolio management, taxation in the united states, Wealth
management, finance,
Municipal Bonds, Personal Finance, personal finances,
portfolio management, taxation in the united states, Wealth
management, taxation in the united states, Wealth
ManagementManagement
With the ability to draw on the
bond, equity, and macroeconomic experts at Wellington
Management, the
portfolio managers seek to exploit inefficiencies across more than a million
bonds in the
municipal bond markets and build a
portfolio that is diversified by geography, sector, and credit quality.
• Robert R. Meredith & Co — 1998 — 1999 •
Municipal Bond Trader • UBS, Financial Services — 1999 — 2009 • Financial Advisor, First Vice President and Senior
Portfolio Manager • Bernard Caroli Wealth
Management — 2009 — Present • Managing Partner
«All of a sudden you don't have a long
bond in your
portfolio, you have a 10 - year security,» said Robert Amodeo, head of
municipals in New York for Western Asset
Management Co., which holds $ 25 billion of the securities.