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Rockefeller Core Taxable Bond Fund Institutional Class (RCFIX)

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Rockefeller Core Taxable Bond Instl historical data, for real-time data please try another search

9.15 -0.00 0.00%

31/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 54.72M

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RCFIX Overview

On this page you'll find an in-depth profile of Rockefeller Core Taxable Bond Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of RCFIX among other information.

Contact Information

Address Rockefeller
,
United States

Phone -

Web www.rockefellerfunds.com

Top Executives

Name	Title	Since	Until
Albert P. Sindall	Investment Analyst	2020	Now
Biography	Albert P. Sindall III (Trey), CFA® is a Portfolio Manager within Rockefeller Asset Management’s Fixed Income Team. Mr. Sindall is responsible for buy and sell decisions and portfolio construction on the firm’s taxable bond strategies as well as leading the corporate credit research effort. He has served as a co-portfolio manager of the Rockefeller Core Taxable Bond Fund since January 2020. Previously he was a Corporate Credit Analyst responsible for research on both new and existing corporate credits. Prior to joining Rockefeller’s Fixed Income Team in 2012, he was a Senior Performance Analyst with Rockit Solutions. Before he joined Rockefeller, Mr. Sindall worked as an Investment Performance Analyst at Cambridge Associates. Mr. Sindall is a Chartered Financial Analyst charter holder and holds a B.S. in Analytical Finance from Wake Forest University and is a member of the CFA Society New York.
Andrew M. Kello	Associate Portfolio Manager	2016	Now
Biography	Andrew M. Kello, is a Portfolio Manager for Fixed Income within the Investment Group. Prior to joining Rockefeller in 2006 as a Portfolio Engineer, Mr. Kello worked at UBS Financial Services, Inc. as an Investment Associate for the Institutional Sales Group. He was also a Financial Advisor in their Private Client Group and a Client Service Associate. Mr. Kello holds a B.S. in Organizational Communication from Northeastern University.
Mark A. Iannarelli	portfolio manager	2013	2020
Biography	Mark Iannarelli, CFA®, is Director of Fixed-Income of Rockefeller & Co. Prior to joining Rockefeller in 2011, Mr. Iannarelli was a Senior Vice President and Portfolio Manager with Wasmer, Schroeder & Company, a taxable and tax-exempt fixed-income manager based in Naples, Florida from June 2004 to December 2010. Before assuming that role, Mr. Iannarelli was an Assistant Portfolio Manager with ING Investment Management, where he executed trading in taxable strategies and formulated portfolio strategy for municipal bond investment mandates. Mr. Iannarelli is a Chartered Financial Analyst charter holder, and has a B.A. in Finance from the University of Kentucky.Mark Iannarelli, CFA®, Director of Fixed income of the Adviser, has served as portfolio manager of the Core Taxable Bond Fund from the Fund’s inception in December 2013 to October 2016, and again since March 2019.
Jimmy C. Chang	Chief Investment Strategist	2016	2019
Biography	Jimmy C. Chang, CFA, is the Chief Investment Strategist, a Senior Portfolio Manager and a Managing Director of Rockefeller & Co., with oversight of the Fixed Income group.

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