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Wells Fargo Ultra Short-Term Income Inst
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SADIX - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת Allspring Ultra Short-Term Income Fund - Class Inst. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של SADIX – וכן מידע נוסף.
פרטי התקשרות
כתובת
1415 Vantage Park Drive, 3rd Floor
Charlotte,NC 28203
United States
Charlotte,NC 28203
United States
טלפון
1-833-568-4255
אינטרנט
www.allspringglobal.com
מנהלים בכירים
| שם | כותרת | משנת | עד שנת |
|---|---|---|---|
| Janet S. Rilling | Senior Portfolio Manager | 2022 | עכשיו |
| ביוגרפיה | Janet Rilling is a senior portfolio manager and the head of the Plus Fixed Income team at Allspring Global Investments. In this capacity, she has oversight and portfolio management responsibilities for separate accounts, mutual funds, and commingled vehicles across a range of strategies. Janet joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). She joined WFAM from Strong Capital Management. Prior to joining WFAM, she was a high-yield and investment-grade credit research analyst and a portfolio manager. Janet began her investment industry career in 1990 as an auditor with Coopers & Lybrand, specializing in the manufacturing and financial services industries. She earned a bachelor’s degree in accounting and finance and a master’s degree in finance from the University of Wisconsin, Madison. Janet is a certified public accountant and has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| Michal Stanczyk | Portfolio Manager | 2021 | עכשיו |
| ביוגרפיה | Michal Stanczyk is a portfolio manager and research analyst for the Plus Fixed Income team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to joining WFAM, Michal worked for Wells Fargo within the Wholesale Leadership Pipeline Program. He began his investment industry in 2006. Michal earned a bachelor’s degree in economics from Indiana Wesleyan University. | ||
| Michael J. Schueller | Portfolio Manager | 2019 | עכשיו |
| ביוגרפיה | Michael (Mike) Schueller is a senior portfolio manager for the Plus Fixed Income team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He joined WFAM as a senior investment research analyst from Strong Capital Management, where he held a similar position. Mike rejoined Strong in 2000, having left the firm to start a trust department for Community Bank & Trust in Sheboygan, Wisconsin. Before that, he served as associate counsel for Strong’s legal department. Prior to this, Mike practiced law with Reinhart, Boerner, Van Deuren, Norris & Rieselbach, S.C., in Milwaukee, specializing in corporate reorganizations, mergers, and acquisitions. He began his investment industry career in 1998. Mike earned a bachelor’s degree in economics from the University of Minnesota and a law degree from the University of Wisconsin, Madison. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| Noah M. Wise | Senior Portfolio Manager | 2013 | עכשיו |
| ביוגרפיה | Noah Wise is a senior portfolio manager for the Plus Fixed Income team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Noah joined WFAM as a research analyst and later became a portfolio manager. Prior to joining the firm, Noah worked as a lead market maker for Interactive Brokers. Noah began his investment industry career in 2001. He earned a bachelor’s degree in finance and a master’s degree in business administration with an emphasis in securities analysis from the University of Wisconsin, Madison. Noah has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| Christopher Y. Kauffman | Senior Portfolio Manager | 2010 | עכשיו |
| ביוגרפיה | Christopher Kauffman is a senior portfolio manager for the Plus Fixed Income team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Christopher joined WFAM from Tattersall Advisory Group, where he served in a similar role. Before that, he was an investment officer for NISA Investment Advisors, where he was responsible for MBS analysis, risk assessment, and trading. He began his investment industry career in 1997. Christopher earned a bachelor’s degree in finance and economics and a master’s degree in business administration with an emphasis in finance from Washington University in St. Louis. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Institute. | ||
| Jay N. Mueller | Portfolio Manager | 2004 | 2021 |
| ביוגרפיה | Jay Mueller is a senior portfolio manager for the Multi-Sector Fixed Income – Plus and High Yield team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Jay joined WFAM from Strong Capital Management, where he held the role of director of fixed income. Before that, he was a portfolio manager with the Strong Money Market and Strong Heritage Money Funds. He also authored "Quarterly View," a quarterly newsletter on current topics affecting the economy. Before that, Jay was a portfolio manager and security analyst at R. Meeder & Associates, and earlier, he served as an investment analyst at Harris Bancorp. Throughout his career, Jay has managed equity derivatives, bond portfolios, money market funds, international cash portfolios, municipal portfolios, and index funds. Jay earned a bachelor's degree in economics from the University of Chicago. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| Thomas M. Price | Co-Portfolio Manager | 2002 | 2018 |
| ביוגרפיה | Tom Price, Co-Portfolio Manager, High Yield. Tom Price is a co-portfolio manager, High Yield for National Investment Services. He joined the firm in August 2020 and has over 25 years of investment experience. As a member of the high yield team, he is responsible for idea generation, credit research, structure and collateral analysis. Prior to joining National Investment Services, Tom had multiple roles at Wells Fargo Asset Management where he served as a credit analyst, portfolio manager and team (2005-2020). Prior to joining Wells Fargo, Tom was a high yield bond and private placement analyst at Northwestern Mutual Life Insurance. Tom holds a B.A. in business administration from the University of Michigan and an M.B.A. in finance from the Kellogg Graduate School of Management at Northwestern University. | ||
| D. James Newton | Portfolio Manager | 2008 | 2013 |
| ביוגרפיה | Newton II joined Wells Capital Management in 2005 as a portfolio manager and head of investment grade credit research. Prior to joining Wells Capital Management, he served as a high-grade fixed-income analyst with Strong Capital Management since 2002. He was at Northwestern Mutual Life Insurance Company from 1998 to 2002. Newton II holds the Chartered Financial Analyst and Certified Public Accountant designations. | ||
| Thomas A. Sontag | Portfolio Manager | 1998 | 2004 |
| ביוגרפיה | Thomas A. Sontag, Managing Director, joined the firm in 2004. Tom is the Head of Global Securitized & Structured Products and serves as a co-portfolio manager and Senior Portfolio Manager on multiple fixed income strategies. He is a member of the senior investment team that sets overall portfolio strategy for Global Investment Grade. Tom also leads the Global Securitized team in determining exposure across various portfolio strategies. Prior to joining the firm, Tom served as a portfolio manager with Strong Capital Management for six years. His responsibilities included co-managing five mutual funds as well as separate institutional accounts. Previously, Tom worked in the Fixed Income divisions of Bear Stearns (1986 to 1998 as a managing director) and Goldman Sachs (1982 to 1985). Tom earned a BBA and an MBA from the University of Wisconsin. | ||
| Jeffrey A. Koch | Co-Head | 1991 | 2002 |
| ביוגרפיה | Jeff Koch, CFA, joined LGIMA as a Senior Portfolio Manager in 2012 and was promoted to Co-Head of Fixed Income in 2013. In 2019, he was promoted to Head of Active Fixed Income. Mr. Koch has over 30 years of investment grade and high yield fixed income experience. Mr. Koch earned a B.S. in Economics from the University of Minnesota, Morris and an M.B.A. with an emphasis in Finance from Washington University. Prior to joining Metropolitan West Asset Management, Mr. Koch had been at Strong Capital Management for over 13 years where he was responsible for building their high yield bond business. Prior to joining Strong, he was employed by Fossett Corporation as a market maker clerk. | ||
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