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Name | Title | Since | Until |
---|---|---|---|
Phillip Hooks | - | 2024 | Now |
Biography | Mr. Hooks is a portfolio manager and research analyst for Seix’s tax-exempt portfolios and provides analysis for all the Investment Grade Tax-Exempt Bond Funds. Mr. Hooks joined Seix Investment Advisors’ predecessor firm in 2009 as a research analyst. He has worked in investment management since 2005 | ||
Dusty Self | Managing Director, Head of Tax-Exempt, Sr PM | 2018 | Now |
Biography | Dusty is a managing director and Head of Tax-Exempt. In this capacity, Dusty is responsible for strategic oversight of the investment grade tax-exempt strategies and a member of the Seix Investment Policy Group. Dusty was promoted to portfolio manager in 2008. Prior to becoming a portfolio manager, Dusty worked as a portfolio specialist and then a performance analyst. Prior to beginning her career in investment management with Seix's predecessor firm, she worked for Barnett Bank in the Commercial Loans division. Dusty received a B.S. in Business Management from the University of Maryland and is a member of the National Federation of Municipal Analysts and the Southern Municipal Finance Society. | ||
Ron Schwartz | Senior Portfolio Manager | 1994 | 2023 |
Biography | Fund, Inc., as well as investment-grade tax-exempt strategies for a Duff & Phelps affiliate. Mr. Schwartz has worked in the investment management industry since 1982, and has more than 30 years of experience focused on investment-grade municipal strategies. He is often quoted and featured in national financial publications, including The Wall Street Journal and Bond Buyer, and has been a frequent guest on Bloomberg. Mr. Schwartz earned a B.A. in Business Administration from Adelphi University and is a CFA charterholder, as well as a member of the CFA Society of Orlando and National Federation of Municipal Analysts. |
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