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Aquila Tax-Free Fund For Utah A
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UTAHX - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת NYLI MacKay Utah Muni Class Z. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של UTAHX – וכן מידע נוסף.
פרטי התקשרות
כתובת
51 Madison Avenue
New York,NY 10036
United States
New York,NY 10036
United States
טלפון
+1 212 9386500
פקס
212-938-8181
אינטרנט
www.nylim.com/institutional
מנהלים בכירים
| שם | כותרת | משנת | עד שנת |
|---|---|---|---|
| Michael Perilli | Portfolio Manager | 2024 | עכשיו |
| ביוגרפיה | Michael is a trader and Portfolio Manager on the municipal bond team focused on high yield. Michael joined MacKay Shields in 2023. Before joining the firm he was a portfolio manager and trader on the municipal mutual fund desk at BlackRock focusing on both high yield and investment grade municipal bonds. From 2011-2014, he was a trader on the municipal separately managed account desk. Michael earned a Bachelor’s degree in Accounting from The College of New Jersey in 2007. He is a CFA Charterholder. He has been in the financial services industry since 2008. | ||
| Michael Denlinger | - | 2024 | עכשיו |
| ביוגרפיה | Mr. Denlinger joined MacKay Shields in 2019 and is currently a Director. Before joining the firm he was an institutional municipal credit trader at Bank of America Merrill Lynch with a primary focus on taxable and healthcare securities. Prior to trading credit, he was a high-grade municipal trader. Michael earned a Bachelor’s degree in Economics from Johns Hopkins University in 2014. He is a CFA Charterholder. He has been in the financial services industry since 2014. | ||
| Scott Sprauer | Managing Director | 2024 | עכשיו |
| ביוגרפיה | Scott is a Senior Managing Director. He is joined MacKay Shields in 2009. Before joining the firm he was Head Trader, Fixed Income, at Financial Guaranty Insurance Company. Scott was previously with Dreyfus Corporation and Merrill Lynch Investment Managers as a Municipal Bond Portfolio Manager/Trader. He has a BSBA from Villanova University. Scott has been in the investment management industry since 1991. | ||
| Matthew Hage | Portfolio Manager | 2024 | עכשיו |
| ביוגרפיה | Matthew joined MacKay Shields in 2024 as a trader and Portfolio Manager with primary focus on the investment-grade component of the market. Previously, he was a senior underwriter and institutional trader at both Citigroup and Bank of America Merrill Lynch. He has worked in the financial services industry since 2011. Prior to his municipal career, Matthew served on active duty in the United States Navy. He held various operations linked positions and ultimately was honorably discharged after achieving the rank of Lieutenant. Matthew earned a B.S. in Economics from the United States Naval Academy and an M.B.A. from the University of Maryland Business School. | ||
| David M. Dowden | Managing Director | 2024 | עכשיו |
| ביוגרפיה | David Dowden is a Managing Director and Portfolio Manager at MacKay Shields. He joined MacKay Shields in 2009. Before joining the firm he was Chief Investment Officer at Financial Guaranty Insurance Company. David was previously with Alliance Capital Management as a Senior Portfolio Manager and at Merrill Lynch & Co. as a Municipal Strategist. David has an AB from Brown University and an MBA from Columbia University. He has been in the investment management industry since 1989. | ||
| Anthony A. Tanner | Portfolio Manager | 2018 | 2024 |
| ביוגרפיה | Mr. Tanner joined the Aquila Investment Management LLC portfolio management team on March 2018. Prior to joining Aquila, Mr. Tanner was a Senior Wealth Manager at BNY Mellon Wealth Management from 2016 to 2018, a Senior Client Advisor at BMO Private Bank from 2014 to 2015, and a Senior Fixed Income Manager at Wells Fargo Private Bank from 2010 to 2014.Mr. Tanner has over 30 years of experience in the financial services industry. Before that, Mr. Tanner was a vice president of OppenheimerFunds' Rochester Division from 1991-2003. Previously, he served as a municipal bond trader and underwriter with Stifel, Nicolaus & Co. from 1986 to 1988. From 1984 to 1986, he was an investment banking officer at Centerre Bank in St. Louis, Mo. Mr. Tanner received an MBA in finance from the University of Rochester, Simon Business School, and a Bachelor’s degree in business from St. Louis University. He is a CFA Charterholder and a member of the CFA Institute and the Phoenix CFA Society. | ||
| Royden Durham | Portfolio Manager | 2017 | 2024 |
| ביוגרפיה | Mr. Durham has served as a portfolio manager since 2017. He also serves as a member of the portfolio management teams of Aquila Churchill Tax-Free Fund of Kentucky and Aquila Tax-Free Fund For Utah. Mr. Durham has over forty years of experience in the financial services industry. Most recently Mr. Durham served in a trust capacity for JP Morgan Chase. Prior to that, he was a portfolio manager for Regions Morgan Keegan Trust and the Louisville Trust Company. He is a graduate of Heidelberg College with a B.A. in Economics and German. | ||
| James Thompson | Vice President | 2009 | 2024 |
| ביוגרפיה | Mr. Thompson has served as a portfolio manager for Aquila Investment Management LLC since 2009. Prior to joining the Aquila Group of Funds, Thompson was a Senior Vice President, underwriter and municipal bond trader with Wells Fargo Brokerage Services and First Security Bank in Salt Lake City. He was also a member of the municipal credit committee of each firm. From 1987 to 1991, Mr. Thompson was employed with Wedbush Morgan Securities in Los Angeles where he helped establish the municipal unit investment trust sales desk. Prior to that, he was a financial and operations principal, municipal trader and manager of the municipal underwriting desk for Financial Market Securities, based in Orange, CA. Thompson is a native of Utah and attended California State University, Fullerton. | ||
| Todd W. Curtis | Senior Vice President | 2009 | 2018 |
| ביוגרפיה | Curtis worked with Aquila Investment Management, his employer since 2004. Mr. Curtis serves as portfolio manager and senior vice president. He also serves as a member of the portfolio management teams. Previously, he had been a vice president and senior portfolio manager with Banc One Investment Advisors since 1993. Prior to that, he spent 12 years with Valley National Bank as a portfolio manager, vice president, and trust-securities trading manager. Curtis is a member of the Phoenix Society of Financial Analysts. Mr. Curtis is a graduate of Cornell College, has received an MBA degree from Arizona State University and is a Chartered Financial Analyst. | ||
| Kimball Young | Principal | 2001 | 2009 |
| ביוגרפיה | Young is senior vice president with Aquila Management Company, his employer since 1992. In addition, he was a principal of Lewis Young Robertson & Burningham from 1995 to 2001. He was senior vice president-public finance with Kemper Securities from 1981 until 1992. | ||
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