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Allspring Managed Account Corebuilder® Shares - Series M (WFCMX)
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- Rating di Morningstar:
- Asset totali: 771,96M
Wells Fargo CoreBuilder Shares Series M
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WFCMX Panoramica
Su questa pagina troverai un profilo dettagliato su Allspring Managed Account Corebuilder® Shares - Series M. Scopri di più su gestione, asset totali, strategie di investimento e informazioni di contatto di WFCMX, ed altre informazioni.
Informazioni di contatto
Indirizzo
1415 Vantage Park Drive, 3rd Floor
Charlotte,NC 28203
United States
Charlotte,NC 28203
United States
Telefono
1-833-568-4255
Vertici Esecutivo
| Nome | Titolo | Dal | Fino a |
|---|---|---|---|
| Nicholos Venditti | Senior Portfolio Manager | 2020 | Adesso |
| Biografia | Nicholos Venditti is a senior portfolio manager and head of the Municipal Fixed Income team at Allspring Global Investments. He joined Allspring from its predecessor, Wells Fargo Asset Management (WFAM). Before joining WFAM, he was with Thornburg Investment Management as a portfolio manager and head of the municipal bond group. Earlier positions there include serving as a portfolio manager on seven mutual funds and separately managed accounts with total assets of approximately $10 billion. Prior to Thornburg, Nicholos held a variety of roles focused on municipal credit analysis at Financial Security Assurance/Assured Guaranty, where he began his investment industry career in 2007. He earned a bachelor’s degree in theoretical economics from Trinity University; a master’s degree in applied economics from the University of North Carolina, Greensboro, where he also served as an adjunct professor; and a master’s degree in finance from Syracuse University. He has earned the right to use the Chartered Financial Analyst® (CFA) designation. | ||
| Terry J. Goode | Senior Portfolio Manager | 2019 | Adesso |
| Biografia | Terry Goode is a senior portfolio manager for the Municipal Fixed Income team at Allspring Global Investments. He is responsible for managing national and state-specific mutual funds, insurance accounts, and separate accounts. Terry joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before this, he served as head of the WFAM Tax-Exempt Research team, leading the group responsible for providing credit research to the Municipal Fixed Income team. Prior to joining WFAM, Terry performed similar research duties and provided bond ratings as a director at Standard & Poor’s Credit Market Services. He held a similar position with Wells Fargo Bank’s health care division. Terry earned a bachelor’s degree in economics from the University of California, Los Angeles, and a master’s degree in business administration with an emphasis in finance and investment strategy from the Haas School of Business at the University of California, Berkeley. Terry is a member of the National Federation of Municipal Analysts and the Society of Municipal Analysts and served as former chair and member of the California Society of Municipal Analysts. | ||
| Adrian Van Poppel | Senior Portfolio Manager | 2018 | Adesso |
| Biografia | Adrian Van Poppel is a senior portfolio manager for the Municipal Fixed Income team at Allspring Global Investments. In this role, he is responsible for the management of state-specific mutual funds, national mutual funds, and institutional separate accounts. Adrian joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He began his investment industry career in 1996. Adrian earned a bachelor’s degree in business administration and economics and a master’s degree in financial analysis and investment management from Saint Mary’s College in Moraga, California. He is a member of the California Society of Municipal Analysts and the Municipal Bond Club of San Francisco. | ||
| Robert J. Miller | Senior Portfolio Manager | 2008 | Adesso |
| Biografia | Robert Miller is a senior portfolio manager for the Municipal Fixed Income team at Allspring Global Investments, where he manages mutual funds and separate accounts. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to joining WFAM, Robert worked for American Century Investments, where he was part of a team managing the firm’s municipal bond portfolios. Robert had direct responsibility for the firm’s national intermediate- and long-term investment-grade strategies. In addition, he managed several other state-specific funds for the firm. Robert also served as a member of its analytical team. Earlier, Robert was a municipal bond analyst with Moody’s Investors Service, where he served as an analyst in the States and High Profile Ratings Group as well as the Airport Credit Group, the Southeast Regional Ratings Group, and the Mid-Atlantic Regional Ratings Group. He also founded a small venture capital firm and served as a consultant with Black and Veatch and KPMG Peat Marwick, where he specialized in conducting financial feasibility studies in support of large infrastructure projects. Robert earned a bachelor’s degree in business administration with an emphasis in finance from San Jose State University and a master’s degree in business administration from the Leonard N. Stern School of Business at New York University. | ||
| Wendy Casetta | - | 2019 | 2020 |
| Biografia | Wendy has 32 years of experience. Her responsibilities include portfolio management, credit research and strategy development in the municipal sector. Wendy obtained her undergraduate degree from the University of Wisconsin-Oshkosh and her MBA from the University of North Florida. Prior to joining Baird Advisors, she spent 22 years at Wells Fargo Asset Management (WFAM) and its predecessor firm, Strong Capital Management. At WFAM, Wendy was a senior municipal portfolio manager where she was responsible for managing client municipal assets including mutual funds and institutional separate accounts. | ||
| Lyle Fitterer | - | 2008 | 2019 |
| Biografia | Mr. Fitterer is a Managing Director, Co-Lead of the Municipal Sector on the Baird Advisors team and Senior Portfolio Manager at Baird. He has 35 years of experience in the fixed income market. He began managing taxable fixed income portfolios in 1993 and since 2000 has exclusively managed municipal strategies. He plays a lead role in the formulation and implementation of investment strategy with a major portion of his time allocated to municipal portfolio management and credit research. He obtained his undergraduate degree in Accounting from the University of North Dakota. He earned the Chartered Financial Analyst designation in 1996 and is currently a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Mr. Fitterer served as the co-head of Global Fixed Income and the head of the Municipal Fixed Income team at Wells Fargo Asset Management. | ||
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