Sentences with phrase «municipal bond portfolio management»

He leads the firm's Municipal Bond Operating Committee, which oversees municipal bond portfolio management, research and trading activities.

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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.
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