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Allspring Short-term Municipal Bond Fund - Class Inst (WSBIX)
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Wells Fargo Short-Term Municipal Bd Inst
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WSBIX Panoramica
Su questa pagina troverai un profilo dettagliato su Allspring Short-term Municipal Bond Fund - Class Inst. Scopri di più su gestione, asset totali, strategie di investimento e informazioni di contatto di WSBIX, 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. | ||
| Bruce R. Johns | Research Analyst and Portfolio Manager | 2019 | Adesso |
| Biografia | Bruce Johns is a senior portfolio manager for the Municipal Fixed Income team at Allspring Global Investments. In this role, he manages national short to intermediate maturity strategies and certain state-specific mutual funds. Bruce joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to his current role, he served as a front end trader for the team. Before that, Bruce was a senior research analyst at Strong Capital Management, and earlier, he led the Fixed Income Settlements Operations team. He began his investment industry career in 1998. Bruce earned a bachelor’s degree in business and finance from the University of Wisconsin, Parkside. He is a member of the National Federation of Municipal Analysts and the Minnesota Society of Municipal Analysts. | ||
| Brandon Pae | - | 2020 | 2022 |
| Biografia | Brandon Pae—Brandon Pae is a portfolio manager and senior analyst for the Allspring Global Investments Holdings, LLC (Allspring Holdings) Municipal Fixed Income team. Prior to joining Allspring Holdings in 2012, Brandon served as a public finance investment banker at Barclays Capital/Lehman Brothers. In this capacity, Brandon was responsible for all aspects of municipal bond origination, including financial modeling, bond structuring, and credit analysis. During his graduate studies, Brandon served as a capital projects analyst at UC Berkeley where he developed an analytical framework for evaluating future debt issuance. Brandon began his investment industry career in 2004 as a financial analyst intern at KNN Public Finance. Brandon earned bachelor’s degrees with honors in economics and political science from the University of California, Berkeley. He also earned a master’s degree in business administration from Haas School of Business at the University of California, Berkeley. | ||
| Wendy Casetta | Senior Research Analyst | 2007 | 2020 |
| Biografia | Wendy Casetta is a senior portfolio manager for the Wells Fargo Asset Management (WFAM) Municipal Fixed Income team. She joined Wells Fargo Asset Management (WFAM) from Strong Capital Management where she held a similar position. Prior to joining Strong, Wendy was a fixed income trader and investment associate at Barnett Capital Advisors in Jacksonville, FL. She began her investment industry career in 1993 as a registered representative at the Nicholas Company in Milwaukee, WI. Wendy earned a bachelor’s degree in finance from the University of Wisconsin, Oshkosh, and a master’s degree in business administration from the University of North Florida, Jacksonville. | ||
| Lyle Fitterer | - | 2000 | 2019 |
| Biografia | Lyle has over 30 years of investment experience managing fixed income portfolios, with a primary focus on the municipal market. 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. Lyle received his undergraduate degree in accounting from the University of North Dakota. He was awarded the Chartered Financial Analyst designation in 1996. Lyle is currently a member of the CFA Institute and is a member of the CFA Society of Milwaukee. Prior to joining Baird Advisors, Lyle served as the co-head of Global Fixed Income and the head of the Municipal Fixed Income team at Wells Fargo Asset Management (WFAM). | ||
| Steven D. Harrop | Portfolio Manager | 1995 | 2000 |
| Biografia | Harrop is a portfolio manager with Strong Capital Management, his employer since 1991. Previously, he was a portfolio manager with USAA Investment Management Company. Harrop has earned his Chartered Financial Analyst designation. | ||
| Thomas J. Conlin | Portfolio Manager | 1995 | 1995 |
| Biografia | Conlin is a portfolio manager with Heartland Advisors, his employer since 1996. Previously, he was managing director of the municipal fixed income department at Strong Capital Management. Prior to joining Strong in 1991, he was with Stein Roe & Farnham in Chicago for 14 years, where he served as both portfolio manager and director of municipal research. Conlin holds the Chartered Financial Analyst and a Chartered Investment Counselor designations. | ||
| Greg D. Winston | Portfolio Manager | 1995 | 1995 |
| Biografia | Winston is a portfolio manager with Heartland Advisors, his employer since 1996. Previously, he was with Strong Capital Management in 1988 and became a portfolio manager in 1995. | ||
| G. Nolan Smith | Analyst | 1991 | 1995 |
| Biografia | Smith joined Strong/Corneliuson Capital Management in February 1989. Previously, he spent two years as a municipal-bond analyst with USAA Investment Company and three years as a lieutenant in the U.S. Navy. He uses a credit-intensive, top-down investment strategy, emphasizing sector rotation and relative value. Smith is a member of the National Association of Municipal Bond Analysts. | ||
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