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Cornerstone Advisors Core Plus Bond Fund Institutional Shares (CACTX)
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10.08
0.00
0%
31/08 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 354.86M
Cornerstone Advisors Core Plus Bd Instl
10.08
0.00
0%
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CACTX Overview
On this page you'll find an in-depth profile of Cornerstone Advisors Core Plus Bond Fund Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of CACTX among other information.
Contact Information
Address
74 W. Broad Street, Suite 340
Bethlehem,PA 18018
United States
Bethlehem,PA 18018
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Bryan T. Whalen | Managing Director | 2016 | 2021 |
| Biography | Bryan T. Whalen, CFA Group Managing Director U.S. Fixed Income Mr. Whalen is a Generalist Portfolio Manager in the U.S. Fixed Income Group. Mr. Whalen joined TCW in 2009 during the acquisition of Metropolitan West Asset Management LLC (MetWest) as co-head of the Securitized Products division. Prior to joining TCW, Mr. Whalen was a partner and co-head of MetWest's Securitized Products division. Prior to joining MetWest in 2004, he was a director in the fixed income department at Credit Suisse First Boston in New York. Previously, he was a vice president at Donaldson, Lufkin & Jenrette. Mr. Whalen earned a BA in Economics from Yale University. He is a CFA charterholder. | ||
| Peter Cramer | - | 2016 | 2021 |
| Biography | Cramer has been employed by BGFA and BGI as a portfolio manager since 2007. Prior to becoming a portfolio manager, Mr. Cramer was employed as a trader with PIMCO, responsible for investment grade corporate trading and strategy from 2005-2007, and as a portfolio manager/trader with Payden & Rygel from 2003-2005. Mr. Cramer earned a BA in Economics and Psychology from Claremont McKenna College and is a CFA charterholder. | ||
| Peter W. Palfrey | Portfolio Manager | 2016 | 2021 |
| Biography | Peter W. Palfrey, CFA, Vice President and portfolio manager for the Loomis Sayles fixed income group, began his investment career in 1983 and joined Loomis Sayles in 2001. Prior to joining Loomis Sayles, he worked for Back Bay Advisors as Senior Vice President and Portfolio Manager, and for MONY Capital Management as Investment Vice President and Portfolio Manager. Peter holds the designation of Chartered Financial Analyst. He received his B.A. from Colgate University. | ||
| Victor Harned | Director | 2016 | 2021 |
| Biography | ictor Harned, CFA, CMT, joined Sun Life Capital Management (U.S.) LLC and its predecessor firm, Prime Advisors, Inc. in 2006. He is a Chartered Financial Analyst charterholder and a Chartered Market Technician. Mr. Harned received a B.A. in Economics from the University of New Hampshire and M.B.A. from Suffolk University. | ||
| Steve Sims | Director | 2016 | 2021 |
| Biography | Steven Sims, Director joined Sun Life Capital Management (U.S.) LLC and its predecessor firm Prime Advisors, Inc. in 2006. He has over 29 years of investment experience in the fixed income marketplace. Steve has worked as a secondary market municipal trader at Seattle Northwest Securities, where he focused on general market credits. Steve has also worked as a secondary market trader at UBS Financial Services, Keycorp and US Bancorp. Mr. Sims received his undergraduate degree from the University of Washington and an M.B.A. from Seattle University. | ||
| Mindy Berg | Managing Director | 2016 | 2021 |
| Biography | Mindy Berg, Managing Director, joined Sun Life Capital Management (U.S.) LLC and its predecessor firm, Prime Advisors, in 2000. Ms. Berg received a B.A. in Business Administration with concentrations in Finance and Marketing from Gonzaga University. | ||
| Christine Yuhui Zhu | Quantitative Research Analyst | 2016 | 2021 |
| Biography | Ms. Zhu is Portfolio Manager, Vice President, Director of Portfolio Construction and Quantitative Analysis for Templeton Global Macro. She focuses on portfolio construction, derivatives/quantitative strategies in global market, performance attribution and risk management. Ms. Zhu joined Franklin Templeton in 2007, initially in the Portfolio Analysis and Investment Risk team as a senior consultant. In 2010, she joined the global macro group with focuses on portfolio construction, derivatives/quantitative strategies in global market, and risk management. Prior to joining Franklin Templeton, Ms. Zhu was a senior associate at MSCI Barra where her experience included fixed income analytics and risk exposure calculation. She also worked in the technology department at Oracle and at China Construction Bank. Ms. Zhu holds an M.B.A. with investment focus from the University of California at Berkeley, and earned her M.S. in computer science and engineering from the University of Notre Dame. She is fluent in mandarin Chinese. | ||
| Michael J. Hasenstab | CIO (Chief Investment Officer) | 2016 | 2021 |
| Biography | Michael Hasenstab, Ph.D., is EVP and CIO for Templeton Global Macro, responsible for global macroeconomic and country-specific analysis, and interest rate, currency and sovereign credit market outlooks. He is an economic advisor to the CEO of Franklin Resources, Inc., providing perspective and insight through the lens of Templeton Global Macro.Dr. Hasenstab holds a Ph.D. in economics from the Asia Pacific School of Economics and Management at Australian National University, a master's degree in economics of development from the Australian National University, and a B.A. from Carleton College | ||
| Tad Rivelle | CIO (Chief Investment Officer - Fixed Income) | 2016 | 2021 |
| Biography | Tad Rivelle Group Managing Director Chief Investment Officer–Fixed Income Co-Director Fixed Income Tad Rivelle is Chief Investment Officer, Fixed Income. Prior to joining TCW, Tad served as Chief Investment Officer for MetWest, an independent institutional investment manager that he cofounded. The MetWest investment team has been recognized for a number of performance related awards, including Morningstar’s Fixed Income Manager of the Year. Mr. Rivelle was also the co-director of fixed income at Hotchkis & Wiley and a portfolio manager at PIMCO. Tad holds a BS in Physics from Yale University, an MS in Applied Mathematics from University of Southern California, and an MBA from the UCLA Anderson School of Management. | ||
| Laird R. Landmann | Group Managing Director | 2016 | 2021 |
| Biography | Laird R. Landmann Group Managing Director Co-Director Fixed Income U.S. Fixed Income Mr. Landmann is a Generalist Portfolio Manager in the U.S. Fixed Income Group. He joined TCW in 2009 during the acquisition of Metropolitan West Asset Management LLC (MetWest). Mr. Landmann currently serves on the boards of the Trust Company of the West and the Metropolitan West Mutual Funds. He is a leader of the MetWest investment team that was recognized as Morningstar's Fixed Income Manager of the Year for 2005 and has been nominated for the award eight times. Prior to founding MetWest in 1996, Mr. Landmann was a principal and the co-director of fixed income at Hotchkis and Wiley. He also served as a portfolio manager and vice president at PIMCO. Mr. Landmann holds an AB in Economics from Dartmouth College and an MBA from the University of Chicago Booth School of Business. | ||
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