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Name | Title | Since | Until |
---|---|---|---|
Rob D. Burn | Portfolio Manager | 2024 | Now |
Biography | As a fixed income portfolio manager, Rob develops and implements strategic and tactical investment strategies using fundamental and quantitative analysis. He focuses on portfolio construction and risk management and is part of the Broad Markets Team. Before joining Wellington Management in 2007, Rob was a senior mechanical engineer at Lockheed Martin and held engineering positions in telecom and manufacturing. He earned his MBA from the University of Chicago and his MS and BS in mechanical engineering from MIT. Rob is a CFA charterholder and a member of the CFA Institute and CFA Society Boston. | ||
Samuel Epee-Bounya | Portfolio Manager | 2024 | Now |
Biography | Samuel Epee-Bounya, Senior Managing Director and Portfolio Manager on the Broad Markets Team of Wellington Management, has served as a portfolio manager responsible for the Bond Fund since November 30, 2024. Mr. Epee-Bounya joined Wellington Management as an investment professional and has served on the US broad market team of Wellington Management since 2010. | ||
Campe Goodman | Senior Managing Director | 2015 | Now |
Biography | Campe Goodman, CFA, Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management. Campe is a fixed income portfolio manager on the US Broad Market Team. Prior to joining Wellington Management in 2000, Campe spent four years at the Massachusetts Institute of Technology studying macroeconomics and finance in a doctoral program in economics. He received his AB in mathematics, magna cum laude, from Harvard College (1995). In addition, Campe holds the Chartered Financial Analyst designation. | ||
James F. Keegan | Senior Vice President | 2008 | 2015 |
Biography | As CIO, Jim has oversight responsibilities for the investment teams and specific portfolio management responsibilities within the investment grade team. He also leads the Seix Investment Policy Group. Prior to joining Seix, Jim was Head of Investment Grade Corporate & High Yield Bond Management for American Century Investments. In this role he was responsible for portfolio management, strategy, credit research and trading. Prior to this, Jim was Chief Investment Officer at Westmoreland Capital Management and Managing Director of Investment Grade and High Yield Fixed Income at UBS Global Asset Management. At UBS he was Chairman of the Investment Strategy and Credit Policy Committee and directly responsible for management of a number of funds. Earlier in his career he was Director of Research and Chairman of the Credit Strategy Committee at Bankers Trust. Jim received a B.S. degree (Magna Cum Laude) in Business Management from St. Francis College and an M.B.A. degree (Beta Gamma Sigma) from Fordham University. | ||
Michael Rieger | Senior Vice President | 2007 | 2015 |
Biography | Michael is a seasoned senior portfolio manager focused on the securitized sector. He is a member of the Seix Investment Policy Group. Before joining Seix, Michael was a portfolio manager at AIG Global Investment, where he managed an ABS portfolio covering the full rating spectrum in addition to non-agency senior residential MBS, adjustable rate senior mortgage portfolio and international AAA residential MBS portfolios. Michael began his investment management career at Aetna Life and Casualty's Portfolio Hedging Group as an analyst. Michael received an A.B. degree (Cum Laude) in Mathematics from Dartmouth College. | ||
Adrien Webb | Managing Director | 2005 | 2015 |
Biography | Adrien Webb, CFA Senior Portfolio Manager – Global Credit Joined Seix Investment Advisors LLC 2000, Industry Experience since 1995 Adrien is an experienced senior portfolio manager focused on global corporate and sovereign debt and a member of the Seix Investment Policy Group. Before joining Seix in 2000, Adrien was a vice president and senior fixed income analyst at Conning Asset Management where he was responsible for managing $6 billion in fixed income assets. He built an excellent record in managing both investment grade and high yield portfolios and began his career as a research analyst at Conning. Adrien received a B.S.B.A. degree in Finance (Summa Cum Laude) from the University of Missouri and is a CFA Charterholder. | ||
Perry Troisi | Managing Director and Senior Portfolio Manager | 2005 | 2015 |
Biography | Perry is a managing director and head of investment grade, where he focuses on corporate, government-related and securitized (residential mortgage-backed, commercial mortgage-backed, and asset-backed securities) asset classes. Perry is responsible for strategic oversight of the firm’s investment grade bond portfolio management activities and is the senior portfolio manager of all investment grade (taxable) portfolios. He is a member of the Seix Investment Policy Group. Before joining Seix in 1999, he was a portfolio manager at GRE Insurance Group, where he was responsible for all North American fixed income assets within the group. Prior to that, he was a portfolio manager and analyst at Home Insurance Company, focused primarily on mortgage backed securities. Perry began his career as an account analyst at Goldman, Sachs & Company. He received a B.S. degree in Economics and Computer Coordinate w/Economics from Trinity College and an M.B.A. degree in Finance from New York University. | ||
John Talty | Executive Vice President | 2005 | 2008 |
Biography | Talty has served as executive vice president since joining Trusco in May 2004. Prior to joining Trusco, Talty served as president and senior portfolio manager of Seix Investment Advisors, Inc. from January 1993 to May 2004. He has more than 25 years of investment experience. Talty holds the Chartered Financial Analyst designation. | ||
David Oser | Portfolio Manager | 2000 | 2005 |
Biography | Oser is a portfolio manager with ShoreBank management. |
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