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Name | Title | Since | Until |
---|---|---|---|
Phillip Hooks | - | 2024 | Now |
Biography | Phillip Hooks is a portfolio manager and research analyst for tax-exempt portfolios at Seix Investment Advisors, an affiliated manager of Virtus Investment Partners. He is responsible for setting credit policy and exposure limits, performing credit analysis on current and prospective holdings, and making relative value investment recommendations for issuers in the municipal bond market. Before joining Seix's predecessor firm in 2009, Mr. Hooks worked as a municipal analyst for Evergreen Investment Management Company where he served as the lead analyst for several mutual funds. Mr. Hooks earned a B.S. in Finance from the University of Florida, holds the Chartered Financial Analyst(r) (CFA(r)) designation, and is a member of the CFA Society of Orlando. He began his career in the investment industry in 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 | 1992 | 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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