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Name | Title | Since | Until |
---|---|---|---|
Jeremy I. Lehmann | Assistant Portfolio Manager | 2020 | Now |
Alan R. Kurtz | Portfolio Manager | 2013 | Now |
Biography | Mr. Kurtz is a portfolio manager for the convertible strategy. Mr. Kurtz joined Lord Abbett's Operations Department in 2000. In 2002, he joined the convertible investment team as a sector analyst. He subsequently added responsibility for trading the convertible strategy, and in 2007 was asked to manage the day-to-day operations of the convertible separately managed account strategy. In 2013, he became a portfolio manager of the convertible strategy. Mr. Kurtz received a BA from Hartwick College and an MBA from New York University. He has been in the investment business since 2000. | ||
Darnell C. Azeez | Portfolio Manager | 2019 | 2019 |
Biography | Darnell Azeez leads Lord Abbett’s Value Equity team and contributes to the management of the firm’s Dividend strategies. Mr. Azeez re-joined Lord Abbett in 2015. Prior to his current role, he served as a Portfolio Manager on the firm’s taxable fixed income team. His previous experience includes serving as a Equity Research Analyst at TAMRO Capital Partners; Equity Research Analyst, Director of Public Fund Marketing and Advisor Consultant at Lord Abbett. He has worked in the financial services industry since 2002. He has worked in the financial services industry since 2002. He earned a BA in economics and business from Lafayette College and is a holder of the Chartered Financial Analyst® (CFA) designation. | ||
Steven F. Rocco | Lead Portfolio Manager | 2016 | 2019 |
Biography | Mr. Rocco is Partner and Director of Taxable Fixed Income of Lord Abbett. Mr. Rocco is a lead portfolio manager for the high yield fixed income strategy and also contributes as portfolio manager to the multi-sector fixed-income strategy. Mr. Rocco joined Lord Abbett in 2004 and was named Partner in 2011. Mr. Rocco joined Lord Abbett as an associate portfolio manager and then transitioned to lead portfolio manager for our short duration and corporate bond strategies. He was previously a Consultant at FactSet. Mr. Rocco received a BA from Cornell University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 2001. | ||
Robert A. Lee | Partner | 2013 | 2019 |
Biography | Robert A. Lee is a Partner and Chief Investment Officer at the Lord Abbett & Company. Mr. Lee joined Lord Abbett in 1997 and was named Partner in 2002. His prior experience includes: Portfolio Manager and Vice President at ARM Capital Advisors; Assistant Portfolio Manager and Assistant Vice President at Kidder Peabody Asset Management; and Fixed Income Research Analyst at The First Boston Corporation. Mr. Lee received a BS from the University of Pennsylvania. He has been in the investment business since 1991. | ||
Christopher J. Towle | N/A | 2003 | 2014 |
Biography | Mr. Towle is the lead portfolio manager of the bank loans, bond debenture, and convertibles strategies and also oversees the high yield strategy. Mr. Towle joined Lord Abbett in 1987 and was named Partner in 1998. His prior experience includes: Assistant Vice President and Portfolio Manager at American International Group; Investment Officer and Analyst at Savings Bank Trust Company; Senior Securities Trader at the Union Trust Company. Mr. Towle received a BA from Rutgers University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1980. | ||
Frank T. Timons | Chief Executive Officer | 2012 | 2013 |
Biography | Francis J. Timons is the founder, Chief Executive Officer and Chief Investment Officer of the Sub-Advisor. Prior to founding the SL Advisors, LLC in October 2013, Mr. Timons had several roles at Lord Abbett & Co including Portfolio Manager for the convertible strategy (2012-2013); Portfolio Manager for the large cap core and large cap value strategies (2010-2012); and Research Analyst specializing in technology companies (2007-2010). Mr. Timons was also a Research Analyst at Robert W. Baird & Co (2004–2007) and a Senior Strategist at Sun MicroSystems focusing on venture capital investments (2001-2004). Mr. Timons graduated with a Bachelor of Arts from University of Notre Dame, a Juris Doctorate from Notre Dame Law School and a Master of Business Administration from University of Chicago, Graduate School of Business. | ||
Maren Lindstrom | Director | 2003 | 2009 |
Biography | Lindstrom came to the firm in 2000 from UBS where she served as Director Convertible Sales/US Convertible Research. Prior experience includes Vice President-Convertible Sales at Deutsche Bank; and Portfolio Manager/Vice President at Nicholas Applegate Capital Management. |
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