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William Blair Short Duration Bond Class N (WBRRX)
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8.290
0.000
0%
14/04 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 11.83M
William Blair Income Fund Class N
8.290
0.000
0%
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WBRRX Overview
On this page you'll find an in-depth profile of William Blair Short Duration Bond Class N. Learn about the key management, total assets, investment strategy and contact information of WBRRX among other information.
Contact Information
Address
150 North Riverside Plaza
Chicago,IL 60606
United States
Chicago,IL 60606
United States
Phone
+1 312 236-1600
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Vesta Marks | Managing Director | 2021 | 2022 |
| Biography | Vesta Marks, CFA, an Associate of William Blair Investment Management, LLC, most recently was a portfolio manager and Managing Director of Fixed Income and Risk Management at Tortoise Capital Advisors. Before joining Tortoise in 2019, he served as Executive Director and Portfolio Manager at Palmer Square Capital Management LLC from 2015 to 2018. Prior to Palmer Square, Vesta was a Portfolio Manager at Semper Capital Management from 2007 to 2014. Vesta joined Semper Capital Management in 2003. Mr. Vesta is a member of the CFA Institute. He is also a member of the Chartered Alternative Investment Analyst Association. Education: Bachelor of Science degree in mathematics from the Massachusetts Institute of Technology (MIT). Vesta has many years of experience in the financial services industry, primarily focused on the analysis and portfolio management of securitized debt instruments. Vesta has primary responsibility for asset-backed and commercial mortgage-backed analysis and trading as well as responsibility for analysis and trading of short duration securities, non-agenc and agency RMBS. He also served as a portfolio analyst at Earnest Partners, modeling and analyzing portfolios of small business loans, GNMA project loans and RMBS. In addition, he formerly worked as a sell-side analyst at Independent Banker's Bank of Florida, where he analyzed banks' securities portfolios, worked with ALM committees, and assessed the valuation and risks of loan portfolios. | ||
| Ruta Ziverte | Head of Fixed Income | 2020 | 2022 |
| Biography | Ruta Ziverte, a Partner of William Blair Investment Management, LLC, has co‑managed the Bond Fund since 2021, has co‑managed the Income Fund since 2020, and managed the Low Duration Fund since 2021. Ms. Ziverte oversees the fixed income team at William Blair. She was responsible for developing and executing our fixed-income growth strategy (in conjunction with other members of the team), team leadership, and select portfolio management. Before joining William Blair in 2019, Ruta worked at Oppenheimer Funds, where she was the portfolio manager for the Global High Yield Fund and co-portfolio manager for the Global Strategic Income Fund. She also led a team of fixed-income credit analysts. Before joining Oppenheimer Funds in 2015, Ruta worked at GE Asset Management, where she most recently served as executive managing director and high-yield portfolio manager. Previously at GE, Ruta was a team leader and senior analyst, co-managing a leveraged finance research team, and was responsible for developing and implementing the firm's credit processes and procedures. Earlier in her career, Ruta was a credit analyst with Citigroup/Travelers Life and Annuity. She also worked at Phoenix Investment Partners. Ruta received a B.S. Finance from the University of Latvia and an M.B.A. from Rensselaer Polytechnic Institute. | ||
| Christopher T. Vincent | Partner | 2002 | 2020 |
| Biography | Christopher T. Vincent, a Partner of William Blair Investment Management, LLC. Mr. Vincent oversees the fixed-income team at William Blair. He joined William Blair in 2002. Previously, he was a managing director/senior portfolio manager with Zurich Scudder Investments for fourteen years. Prior to that, he was with Ralston Purina Company for five years in the Treasury department where he was responsible for fixed-income investments for the company’s benefit plans. He has the Chartered Financial Analyst designation and is a member of the CFA Society of Chicago and the CFA Institute. Education: B.S., University of Missouri; M.B.A., Saint Louis University. | ||
| James Kaplan | Principal, co-fund Manager | 1999 | 2008 |
| Biography | Kaplan, a principal of William Blair & Company, L.L.C., has co-managed the fund since 1999. He is responsible for the day to day management of the structured mortgage backed and asset-backed securities portion. He joined the firms Investment Management Department in 1994 as a fixed-income portfolio manager. Prior to that, Kaplan was with First Union National Bank for twelve years. Kaplan is a Chartered Financial Analyst designation holder and a member of the Investment Analysts Society of Chicago. | ||
| Bentley Myer | Principal | 1993 | 2002 |
| Biography | Myer is a principal with William Blair & Company, his employer since 1991. Previously, he served as chief investment officer with LaSalle National Trust from 1983 to 1991. Prior to that, he was head of the municipal investment section of the trust department of Harris Trust & Savings Bank and an account executive with Merrill Lynch. Myer is a member of the Association for Investment Management and Research and the Chicago Analysts Society. | ||
| James (Rocky) L. Barber | Senior Vice President, Director | 1990 | 1993 |
| Biography | James “Rocky” Barber, CFA, joined RNC Genter Capital Management LLC at the end of 2004 as Senior Vice President, Director of Equities, and a member of the Executive Management, Equity Strategy, and Investment Policy Committees of the Advisor. He began his career in 1975 as an analyst for the Stanford University Endowment, operating one of the first institutional options programs in the country. In 1977 he joined Alliance Capital Management, where he spent eight years as a Vice President and Portfolio Manager in both the equity and fixed income departments. In 1986 he joined William Blair & Co. for an 18-year tenure, during which he served as Principal and Portfolio Manager until the end of 2004, when he joined RNC Genter. In 1993, he founded the William Blair & Co. Large-Cap Equity Product. Mr. Barber earned an M.B.A., an M.S., and a B.S. from Stanford University. | ||
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