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Rockefeller Intermediate Tax Exempt National Bond Fund Institutional Class (RCTEX)

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Rockefeller Interm TxExmpt Ntnl Bd Instl historical data, for real-time data please try another search

9.52 -0.00 0.00%

31/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Rockefeller & Co.

Asset Class: Equity

Morningstar Rating:
Total Assets: 51.86M

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RCTEX Overview

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

Contact Information

Address Rockefeller
,
United States

Phone -

Web www.rockefellerfunds.com

Top Executives

Name	Title	Since	Until
Stefan Langer	Portfolio Manager	2021	Now
Biography	Stefan Langer, CFA® is an Associate Portfolio Manager within the Adviser’s Fixed Income Team. He has served as a co-portfolio manager of the Rockefeller Intermediate Tax-Exempt National Bond Fund and Rockefeller Intermediate Tax-Exempt New York Bond Fund since March 2021. Prior to this role, he was a Municipal Credit Analyst responsible for maintaining a municipal bond credit database, analyzing new credits, and surveilling current issuer holdings. Prior to joining the Adviser in 2013, he worked at UBS Financial Services Inc. as a portfolio management intern. Mr. Langer holds a B.S. in Business Administration with concentrations in Finance & Investments and graduated with distinction from the University of North Carolina at Chapel Hill.
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.
Michael Seo	Equity Analyst	2020	2021
Biography	Michael Seo, CFA, is Managing Director and Portfolio Manager of Global Equity strategies for Rockefeller Asset Management. Mr. Seo first joined the firm in March 1999 as a Performance Analyst and subsequently assumed the role of Equity Analyst covering the global industrials sector and the role of Director of Equity Research. Mr. Seo received a B.S. in Finance and Information Systems from the Stern School of Business at New York University and is a Chartered Financial Analyst® charterholder.
Jimmy C. Chang	Chief Investment Strategist	2020	2020
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.
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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	Name	Price	Chg.	Chg. %
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