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אנא נסו לחפש ביטוי שונה
🟢 השווקים עולים. כל חברי הקהילה שלנו, עם מעל 120 אלף איש, יודעים מה לעשות לגבי זה. עכשיו זה גם בידיים שלך. קבלו 40% הנחה
(WIIBX) Segall Bryant & Hamill Plus Bond Fund Institutional Class
הוסף ל/הסר מתיק ההשקעות
הוסף לתיק האישי
9.12
+0.04
+0.44%
- דירוג Morningstar:
- סה"כ נכסים: 458.9M
Westcore Plus Bond Institutional
9.12
+0.04
+0.44%
- כללי
- גרף
- ניתוח טכני
- פורום
- סקירה
- פרופיל
- נתונים היסטוריים
- החזקות
WIIBX - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת Segall Bryant & Hamill Plus Bond Fund Institutional Class. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של WIIBX – וכן מידע נוסף.
פרטי התקשרות
כתובת
540 West Madison Street, Suite 1900
Chicago,IL 60661-2551
United States
Chicago,IL 60661-2551
United States
טלפון
312-474-1222
פקס
312-474-0521
אינטרנט
sbhic.com
מנהלים בכירים
| שם | כותרת | משנת | עד שנת |
|---|---|---|---|
| Gregory M. Shea | Senior Portfolio Manager | 2018 | עכשיו |
| ביוגרפיה | Gregory M. Shea, CFA, is a portfolio manager at Segall Bryant & Hamill, LLC. Mr. Shea joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, he served as a portfolio manager and credit research analyst on the fixed income team. Prior to joining Denver Investments in 2008, Mr. Shea worked as a high-yield credit analyst at Lehman Brothers Asset Management for four years. He also worked as an investment banking analyst at Banc of America Securities LLC for one year and held a bank credit analyst position at Bank of America for two years. Mr. Shea earned his B.S. and MSBA from Washington University. He has earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado. | ||
| Darren Hewitson | Senior Portfolio Manager | 2018 | עכשיו |
| ביוגרפיה | Darren G. Hewitson is also a senior portfolio manager and a principal at Segall Bryant & Hamill, LLC. Mr. Hewitson joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, he served as a portfolio manager on the fixed income team. Prior to joining Denver Investments in 2008, Mr. Hewitson worked as an accountant at 180 Connect and Munro & Noble Solicitors and Estate Agents. Mr. Hewitson earned a BAcc degree from the University of Glasgow, Scotland. He has earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado. | ||
| Troy A. Johnson | director | 2014 | עכשיו |
| ביוגרפיה | Troy A. Johnson, CFA, has been a portfolio manager of the Segall Bryant & Hamill Quality High Yield Fund since April 30, 2009. He is the director of Fixed Income research at Segall Bryant & Hamill, LLC. Mr. Johnson joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, he served as the director of Fixed Income research, a portfolio manager and credit research analyst on the Fixed Income team. Prior to joining Denver Investments in 2007, Mr. Johnson worked as a portfolio manager and analyst at Quixote Capital Management for six years, specializing in risk arbitrage. He also performed credit analysis of investment-grade and high-yield issues while ultimately serving as the senior fixed income analyst during his eight years at Invesco Funds Group, Inc. Mr. Johnson earned his B.S. from Montana State University and his M.S. from the University of Wisconsin. | ||
| Kenneth A. Harris | Senior Portfolio Manager | 2016 | 2022 |
| ביוגרפיה | Kenneth A. Harris, CFA, is a senior portfolio manager at Segall Bryant & Hamill, LLC. Mr. Harris joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, he served as the director of Fixed Income and as a portfolio manager on the Fixed Income team. Prior to joining Denver Investments in 2000, Mr. Harris was the treasurer of Blue Cross and Blue Shield of Colorado. Mr. Harris received a BBA from the University of Arizona and an MBA from the University of Colorado at Denver. | ||
| Mark R. McKissick | Senior Portfolio Manager | 2003 | 2016 |
| ביוגרפיה | Mark McKissick is a Senior Portfolio Manager for Schwab Asset Management. He is responsible for the day-to-day co-management of the Schwab Taxable Bond Mutual Funds and the Schwab Fixed-Income ETFs. Prior to joining Schwab in 2016, Mr. McKissick worked at Denver Investments for 17 years, most recently as a director of fixed income and portfolio manager. In this role he co-managed multiple bond strategies, as well as oversaw the firm’s fixed income business including the investment process, client service, and other administrative functions. He also served as a credit/security analyst from 1999 to 2005. Prior to that, he worked as a senior research analyst with Hotchkis & Wiley, a portfolio manager at Payden & Rygel, and a vice president in fixed income at Salomon Brothers. Mr. McKissick earned a Master of Business Administration with an emphasis in finance and international business from the University of Chicago and a Bachelor of Science in accounting and a Bachelor of Arts in economics from Oklahoma State University. He is a CFA® charterholder and is an inactive Certified Public Accountant (Ohio). | ||
| Lisa M. Snyder | Partner, Fixed-Income Research Analyst | 2009 | 2013 |
| ביוגרפיה | Lisa M. Snyder, CFA is a Vice President and Portfolio Manager at Denver Investments on the Fixed-Income Team. Prior to joining the firm in 2006, Ms. Snyder worked for eight years as a Performance Analyst for Ampersand Capital. She received a BA from Stanford University and an MS from the University of Denver. Ms. Snyder is a CFA charterholder and a member of the CFA Institute and the CFA Society of Colorado. | ||
| William E. Stafford | Vice President, fixed income Research Analyst | 2003 | 2007 |
| ביוגרפיה | Stafford is a vice president for Denver Investment Advisors. Stafford has been a fixed income research analyst with Denver Investment Advisors since 1998. Stafford holds the Chartered Financial Analyst designation. | ||
| Jerome R. Powers | Vice President, Portfolio Manager | 1997 | 2006 |
| ביוגרפיה | Powers is vice president and portfolio manager with Denver Investment Advisors, his employer since 1997. Previously, he spent two years at GNA Corporation where he served as vice president of investments and senior portfolio manager. Prior to that, he was employed at Northwestern Mutual Life Insurance Company where he left as vice president of public fixed income. Powers holds the Chartered Financial Analyst designation. | ||
| Glen T. Cahill | co-manager | 2000 | 2006 |
| ביוגרפיה | Cahill is vice president of Denver Investment Advisors and has been primarily responsible for the day-to-day co-management of Westcore Plus Bond Fund, since October 1, 2000. He also co-manages Westcore Colorado Tax-Exempt fund. He has been with the Adviser since 1984 and has been active in the management of fixed-income securities for 17 years. | ||
| Alex Lock | Vice President | 2004 | 2006 |
| ביוגרפיה | Lock is a vice president for Denver Investment Advisors, where he has been since 1989. He has been active in the management of fixed-income securities for 11 years. | ||
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