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(BVATX) Sterling Capital Virginia Intermediate Tax-Free Fund Institutional Shares
إضافة إلى/حذف من محفظة
أضف محفظة
10.76
+0.04
+0.37%
14/04 - تأخر البيانات. العملة ب USD
- تقييم وكالة (مورننغستار):
- مجموع الأصول: 31.11M
Sterling Capital VA Interm Tax-Free I
10.76
+0.04
+0.37%
- عام
- الرسم البياني
- تقني
- المنتدى
- نظرة عامة
- بيانات الشركة
- بيانات تاريخية
- الأدوات المملوكة
نظرة عامة - BVATX
تجد في هذه الصفحة تعريفًا تفصيليًا لـ Sterling Capital Virginia Intermediate Tax-Free Fund Institutional Shares. تعرف على أهم أعضاء الكادر الإداري لـBVATX وإجمالي أصولها واستراتيجيتها الاستثمارية وبيانات الاتصال بها، فضلاً عن معلومات أخرى.
معلومات الإتصال
العنوان
5th Floor,P.O. Box 9762
Providence,RI 02940-9762
United States
Providence,RI 02940-9762
United States
الهاتف
800-228-1872
الموقع الإلكتروني
www.sterlingcapitalfunds.com
كبار المسؤولين التنفيذيين
| اسم | العنوان | منذ | حتى |
|---|---|---|---|
| Mike P McVicker | Executive Director | 2016 | الآن |
| السيرة الذاتية | Michael P. McVicker, Executive Director, joined Sterling Capital Management in 1992 and has investment experience since 1992. Mike is Head of Municipal Credit Analysis and responsible for portfolio management of enhanced cash and short-intermediate municipal portfolios, as well as Associate Portfolio Manager responsibilities for the state-specific municipal bond portfolios for the Sterling Capital Funds. Prior to joining the Fixed Income team, he was Sterling’s Director of Operations managing the client reporting and performance team. Mike received his B.S.B.A. in Finance with a minor in Psychology from the University of North Carolina at Charlotte. | ||
| Robert F. Millikan | Executive Director | 2000 | الآن |
| السيرة الذاتية | Robert F. Millikan, CFA, Executive Director, joined BB&T Asset Management in 2000 and Sterling Capital Management through merger in October 2010. He has investment experience since 1990. Bob is responsible for managing the state-specific municipal bond fund portfolios for Sterling Capital Funds as well as for the tax-free funds’ investment policy, research and management. Prior to joining BB&T, he worked for First Citizens Bank as Vice President and Fixed Income Portfolio Manager for both taxable and tax-exempt accounts. Bob is a graduate of Wake Forest University where he received his BA in Economics. He is a past President of the North Carolina Society of Financial Analysts and also a past Chairman of the Board of Directors for the Carolinas Municipal Advisory Council. He is a CFA charterholder. He is currently serving on the CFA North Carolina Strategic Advisory Board. | ||
| Jeffrey J. Schappe | Managing Director | 2005 | 2006 |
| السيرة الذاتية | Mr. Schappe, CFA, is a Managing Director, Chief Market Strategist and Co-Portfolio Manager with Sterling Capital. He joined BB&T Asset Management in 2004 and Sterling Capital through merger in October 2010. Mr. Schappe has banking, research and investment experience since 1991 and holds a B.A. in Journalism and an M.B.A. in Finance, Investments and Banking from the University of Wisconsin, Madison. He is a CFA charterholder. | ||
| Eric Farls | Vice President, Investment Analyst | 2004 | 2006 |
| السيرة الذاتية | Farls is a vice president and investment analyst with the BB&T Asset Management, Inc., his employer since July 2000. He holds the Chartered Financial Analyst designation. | ||
| Richard B. Jones | Vice President, Portfolio Manager | 2004 | 2006 |
| السيرة الذاتية | Jones is a vice president and portfolio manager with Branch Banking and Trust Company, his employer since 1987. Prior to joining the firm, he worked for Bank One Trust Company for four years. Jones holds Chartered Financial Analyst designation. | ||
| David R. Ellis | Portfolio Manager | 1999 | 2006 |
| السيرة الذاتية | Ellis has been a portfolio manager with Branch Banking & Trust since June 1986. Prior to joining the company, he spent four years as a financial consultant with Merrill Lynch. | ||
| C. Steven Brennaman | Vice President | 1999 | 2000 |
| السيرة الذاتية | Steve joined American Express Financial Corporation in September of 2000 as Vice President and Senior Portfolio Manager for American Express Asset Management. Previously, he worked for BB&T Asset Management as a Vice President and Senior Portfolio Manager. | ||
| Keith F. Karlawish | Portfolio Manager | 1999 | 2000 |
| السيرة الذاتية | Karlawish is a portfolio manager with Branch Banking & Trust Company. He joined the company as a financial-analyst team leader in September 1991 and became a portfolio manager in June 1993. Previously, he spent a year as a senior market analyst with Coopers & Lybrand. Karlawish earned his Chartered Financial Analyst designation in 1993. | ||
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