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Allspring Utility and Telecommunications Fund - Class A (EVUAX)
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- モーニングスターの評価:
- 総資産: 282.31M
Wells Fargo Util and Telecomms A
17.61
-0.02
-0.11%
EVUAX 概要
このページではAllspring Utility and Telecommunications Fund - Class Aの基本的な企業情報をご覧になれます。 EVUAX の主要な経営陣、総資産、投資戦略、連絡先情報など。
連絡先
住所
1415 Vantage Park Drive, 3rd Floor
Charlotte,NC 28203
United States
Charlotte,NC 28203
United States
電話
1-833-568-4255
役員トップ
| 名前 | タイトル | 以来 | まで |
|---|---|---|---|
| Andy Smith | Portfolio manager | 2024 | now |
| 伝記 | Andy joined AXA Framlington in April 2008 as Portfolio Manager within the healthcare team with specific responsibility for the AXA Framlington Biotech Fund. Previously, he spent three years at SV Life Sciences where he was responsible for managing a global biotechnology investment fund. From 2004 to 2005 he worked at Schroders as Director and Fund Manager, Global Equities. Between 2002 and 2004 he worked within the Asset Management division of the 3i Group as Investment Manager and then Director. | ||
| Kent Newcomb | Portfolio Manager | 2019 | now |
| 伝記 | Kent is a portfolio manager for the Compass Equity team. Kent started in the securities industry in 1985 as an equity analyst for A.G. Edwards. Prior to assuming his current duties in 2015, he had research responsibility for the firm's DSIP list and the industrial and utilities sectors. Mr. Newcomb was a portfolio manager of the Wells Fargo Asset Management Compass Equity team, where he manages the Managed DSIP plan portfolios. He received his bachelor of arts degree in economics from Northwestern University and his master in business administration with a concentration in finance from Washington University. Kent has earned the right to use the Chartered Financial Analyst® (CFA®)designation, is a member of the CFA Institute, and the St. Louis Society of Financial Analysts. | ||
| Jack Spudich | Managing Director | 2019 | now |
| 伝記 | Jack Spudich is a senior portfolio manager and team leader of the Compass Strategies team. Mr. Spudich joined Wells Capital Management in 2018. Prior to 2018, Mr. Spudich was employed by Wells Fargo Advisors since 2009. Mr. Spudich is a portfolio manager and team leader of the Wells Fargo Asset Management Compass Equity team, where he co-manages the managed DSIP, current equity income, and income multi-asset portfolios. Before, Jack was with A.G. Edwards., and prior to that, Jack was a certified public accountant and audit manager for an international accounting firm. He earned a bachelor's degree in accountancy from the University of Illinois and has earned the right to use the Chartered Financial Analyst® (CFA®) designation. Jack is also a member of CFA Institute and CFA Society St. Louis. | ||
| Timothy P. O'Brien | Managing Partner, Portfolio Manager | 2002 | 2019 |
| 伝記 | Tim Obrien. Mr. O’Brien co-founded Crow Point Partners in 2006 and is the firm’s Chief Investment Officer. Mr. O’Brien is the lead portfolio manager. He has also worked at Loomis Sayles and PNC Bank. He is a magna cum laude graduate of the University of Massachusetts, and the University of Pennsylvania’s Wharton School of Business, from which he received his MBA. Mr. O’Brien is a Chartered Financial Analyst. | ||
| Andrew Tuttle | Portfolio Manager | 2018 | 2019 |
| 伝記 | Andrew Tuttle has more than thirteen years investment experience in investment banking, distressed debt, equity research and portfolio management. In addition to his current duties as a portfolio manager, Mr. Tuttle is also Crow Point’s research director and covers all industry sectors. Previously, he worked at Cantor Fitzgerald, Jefferies & Co., Thomas Weisel Partners, and First Union National Bank. He is a graduate of Columbia University, where he received his MBA, and the College of William and Mary, where he received a Bachelor of Arts degree. Mr. Tuttle is a Chartered Financial Analyst. | ||
| Leslie B. Rich | Vice President, Portfolio Manager | 2000 | 2002 |
| 伝記 | Rich is vice president and portfolio manager with Evergreen Investment Management, her employer since February 2000. Previously, she was an equity analyst and research associate with Neuberger Berman from January 1997 to February 2000. Rich is a Chartered Financial Analyst. | ||
| Doris A. Kelley-Watkins | Vice President | 1997 | 2002 |
| 伝記 | Kelley-Watkins is a vice president with Evergreen Asset Management, her employer since 1996. Previously, she was a research analyst with Merrill Lynch Research from 1976 to 1996. | ||
| Matthew D. Finn | Portfolio Manager | 1999 | 2000 |
| 伝記 | Mr. Finn has served as portfolio manager of Thrivent Large Cap Value Fund since 2004. He was managing director and senior portfolio manager of First American Large Cap Value Fund from 2003 to 2004, head of equities for Advantus Capital Management Inc. from 2001 to 2003, and chief investment officer of the growth and income group for Evergreen Investment Management Co. from 1998 to 2001. Mr. Finn holds the Chartered Financial Analyst designation. | ||
| Paul A. DiLella | Vice President, Senior Investment Officer | 1996 | 1999 |
| 伝記 | DiLella is a vice president and senior investment officer with First Union, his employer since 1982. He is also an Air Force ROTC scholarship graduate of the University of Connecticut. DiLella currently resides in Charlotte, North Carolina with his wife and two sons. He is also an active and avid semi-professional magician. | ||
| Management Team | - | 1996 | 1996 |
| 伝記 | Team Managed | ||
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