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Name | Title | Since | Until |
---|---|---|---|
Zach Winters | - | 2023 | Now |
Biography | CFA, Portfolio Manager and Senior Fixed Income Analyst, Victory Income Investors, a Victory Capital investment franchise, has co-managed the Fund since July 2023. Mr. Winters has 16 years of investment management experience, including 12 years with AMCO, which was acquired by the Adviser’s parent company in 2019. Along with his role as portfolio manager, Mr. Winters is also an analyst covering the commercial mortgage backed securities, cell tower, and lodging sectors. Prior to joining the fixed income team, he was on the equity research and asset allocation teams at AMCO. Education: B.B.A in finance, Texas State University; M.B.A., St. Mary’s University. He holds the CFA designation. | ||
James F. Jackson | Portfolio Manager | 2019 | Now |
Biography | James F. Jackson, Jr., CFA, Victory Capital Senior Portfolio Manager, Head of Fixed Income Portfolio Management, and co-Chief Investment Officer–USAA Investments, a Victory Capital Investment Franchise, has co-managed the Fund since inception. Mr. Jackson has 22 years of investment management experience including 10 years with AMCO, which was acquired by the Adviser's parent company in 2019. Education: M.B.A. with High Distinction, Ross School of Business, University of Michigan; B.S., United States Naval Academy. He holds the CFA designation and is a member of the CFA Institute and the CFA Society of San Antonio. | ||
R.Neal Graves | Assistant Vice President | 2013 | Now |
Biography | R. Neal Graves, CFA, CPA, is Victory Capital Senior Portfolio Manager–USAA Investments, a Victory Capital Investment Franchise Mr. Graves has 27 years of finance related experience including 19 years of investment management experience with AMCO, which was acquired by the Adviser’s parent company in 2019. About education, he earned M.P.A, University of Texas at Austin; B.B.A., University of Texas at Austin. He holds the CFA designation and is a member of the CFA Institute and the CFA Society of San Antonio. | ||
Donna J. Baggerly | Vice President | 2012 | 2019 |
Biography | Donna J. Baggerly, CFA, Vice President and portfolio manager with USAA Asset Management Company, her employer since 1995. Prior to joining the firm, she worked for Allstate Insurance Company from December 1990 to October 1995 and Franklin Life Insurance Company from 1987 to 1990. She holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of San Antonio. Se holds a M.B.A. from St. Mary's University and a B.S.B. from Eastern Illinois University. | ||
Margaret Weinblatt | Vice President, Portfolio Manager | 2002 | 2012 |
Biography | Weinblatt is vice president and portfolio manager with USAA Investment Management Company, her employer since January 2000. Previously, she was first vice president and chief investment officer with Countrywide Investments from June 1998 to November 1999. Prior to that, she was vice president and senior portfolio manager with Neuberger & Berman. She holds the Chartered Financial Analyst designation. | ||
Donna J. Baggerly | Vice President | 1999 | 2002 |
Biography | Donna J. Baggerly, CFA, Vice President and portfolio manager with USAA Asset Management Company, her employer since 1995. Prior to joining the firm, she worked for Allstate Insurance Company from December 1990 to October 1995 and Franklin Life Insurance Company from 1987 to 1990. She holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of San Antonio. Se holds a M.B.A. from St. Mary's University and a B.S.B. from Eastern Illinois University. | ||
Kenneth E. Willmann | Vice President, Assistant Vice President | 1995 | 1999 |
Biography | Willmann has been vice president of investments with USAA Investment Management Company since 1986. He joined the company as an assistant vice president in 1977. Willmann earned the Chartered Financial Analyst designation in 1978. | ||
Carl W. Shirley | Vice President | 1991 | 1995 |
Biography | Shirley joined USAA Investment Management Company in 1988 and currently serves as vice president. He was a vice president for MBank Capital Markets from 1984 to 1988 and for Scor Reinsurance Company from 1976 to 1984. Shirley is a Chartered Financial Analyst and a fellow of the San Antonio Society of Investment Analysts. He was born October 26, 1934 in Houston, Texas, and has done graduate work in finance at the University of Texas. |
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