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Northern California Intermediate Tax-exempt Fund (NCITX)

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9.91 0.00    0%
22/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 244.2M
Northern CA Intermediate Tax-Exempt 9.91 0.00 0%

NCITX Overview

 
On this page you'll find an in-depth profile of Northern California Intermediate Tax-exempt Fund. Learn about the key management, total assets, investment strategy and contact information of NCITX among other information.
Category

Muni California Intermediate

Total Assets

244.2M

Expenses

0.45%

Inception Date

36434

Contact Information

Address 50 South Lasalle
Chicago,IL 60603
United States
Phone +1 8005959111

Top Executives

Name Title Since Until
Timothy P. Blair Portfolio Manager 2023 Now
Biography Timothy Blair is Head of Municipal Bond Portfolio Management and Research.
Adam M. Shane Portfolio Manager 2018 Now
Biography Adam Shane is Co-Head of Municipal Bond Portfolio Management on the Global Fixed Income team at Northern Trust Asset Management. In this capacity, Adam has responsibility for the oversight and management of both investment grade and high yield municipal bond strategies. Adam has held various positions in portfolio management, credit research, and product management at Northern Trust Asset Management, and prior to that at Nuveen. Adam has an MBA, with concentrations in accounting and finance. Adam is a CFA® charterholder and a member of the CFA Society of Chicago, the CFA Institute, the Chicago Municipal Analysts Society, and the National Federation of Municipal Analysts. He has more than 20 years of fixed income investment management experience.
Patrick D. Quinn Vice President 2022 2023
Biography Mr. Quinn is a Vice President of Northern Trust Investments, Inc. and has been manager of the Fund since May 2009. Mr. Quinn is also a Senior Portfolio Manager in the Enhanced Cash Group, which he joined in 2001.
Stephanie L. Woeppel - 2022 2022
Biography Ms. Woeppel joined NTI in 2012 and has served as the director of municipal credit research and as a senior research analyst.
Frederick A. Azar Vice President 2018 2022
Biography Fred A. Azar, Vice President of Northern Trust, is a portfolio manager in the tax-exempt fixed income group of Northern Trust Asset Management. In June 2018 he moved into his current role as manager of the Northern Arizona Tax-Exempt Fund, the Northern California Intermediate Tax-Exempt Fund, and the Northern California Tax-Exempt Fund. Mr. Azar joined Northern Trust in 2004. He has had previous positions as the Director of Fixed Income Business Management, Director of Core Strategies, and Senior Portfolio Manager in Short Duration Fixed Income. He began his career in 1991 with Harris Bank. Fred received a B.S. degree in Accounting and Business Administration and an M.B.A. from the University of Kansas. He is also a Certified Public Accountant .
Eric V. Boeckmann Portfolio Manager 1999 2018
Biography Eric V. Boeckmann, Senior Vice President and portfolio manager of Northern Trust Investments, Inc. He joined the firm in 1985. He is responsible for municipal bond mutual funds as well as a number of separately managed municipal bond portfolios, including common trust funds invested in municipal securities. He received a B.S. degree in Finance from the University of Illinois.
Joel Silva Portfolio Manager 1999 2000
Biography Joel Silva, Managing Director, Head of the Atlanta Portfolio Management team within Index Fixed Income (IFI) Portfolio Management in the Americas. Mr. Silva's team is responsible for the management of municipal strategies as well as Canadian institutional index and iShares products. Mr. Silva is also responsible for research and implementation of ESG strategies across Index Fixed Income and partner groups within the Portfolio Management Group (PMG). Prior to joining BGI in 2007, Mr. Silva was a Managing Director with Stone & Youngberg LLC where he traded and underwrote municipal securities.
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