B. Clark Stamper Email and Phone Number
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Portfolio Manager with 36 years in the investment management industryManages tax-free municipal high grade, short duration High Net Worth and Corporate PortfoliosPreviously, Portfolio Manager of 4 Mutual Funds in three Fixed Income categories:High Yield/High Grade Municipal Bond Portfolio Manager for the One Billion Dollar Plus Evergreen (now Wells Fargo) Strategic Municipal Bond Fund (VMPYX, VMPAX) achieving a 20 year Five Star (*****) Morningstar risk-adjusted rating (two contiguous ten year periods from 6-1990 thru 6-2010) where he pioneered the "Managed" or "STRATEGIC" "At Large" "Go Anywhere" Municipal Bond Mutual Fund concept, seeking to achieve the highest levels of risk-adjusted performance. Mr. Stamper's Portfolio Management of this Fund was under three different Fund Managers: Davis Advisers (the first 9 years: 5 as a Davis Employee, then 4 as an employee of the Fund's Sub-Adviser, Stamper Capital), Evergreen Funds (the next 11 years: as an employee of the Fund's Sub-Adviser, Stamper Capital), Wells Fargo (approx. one year concurrent with Evergreen as an employee of the Fund's Sub-Adviser), and Wells Fargo (60 days under the Wells Fargo Strategic Municipal Bond Fund name, as an employee of the Fund's Sub-Adviser, Stamper Capital). Importantly, Wells Fargo took over Evergreen/Wachovia at the end of the 2008/2009 Financial Crisis. Approximately a year later in May 2010, a Wells Fargo municipal bond fund was merged into Evergreen Strategic Municipal Bond Fund ("The Survivor" - VMPYX, VMPAX, etc.) and its name was changed to Wells Fargo Strategic Municipal Bond Fund. Importantly, the Evergreen Fund Mr. Stamper was Portfolio Manager of for over 20 years was "The Survivor" - the track record of it under its new name (Wells Fargo Strategic Municipal Bond Fund) is the one under Mr. Stamper's Portfolio Management from June 1990 through mid July 2010. While Mr. Stamper was the Fund's Portfolio Manager for 20 years, Stamper Capital & Investments, Inc. was the Fund's Sub-adviser for 15 years. Concurrently, Portfolio Manager of a High Yield Taxable Junk Bond mutual fund for eight years,a Treasury/Mortgaged Backed Bond mutual fund for five years and another Treasury/Mortgaged Back Bond mutual fund for two years.Cut his teeth working his way up the ranks at a Savings & Loan, just after "DeReg" (Monetary Control Act) opened up the field of finance, as a Budget Analyst, Asset-liability Analyst, Treasury Operations Manager, Treasury & Mortgaged Backed Securities Portfolio Manager & Taxable High Yield Bond Analyst.
Stamper Capital & Investments, Inc.
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President, Chief Portfolio ManagerStamper Capital & Investments, Inc. Jul 1995 - PresentPresident & Chief Portfolio Manager (1995 to present)High Net Worth & Corporate Account Portfolio Manager, 1995 to PresentMutual Fund Portfolio Manager, 4 Mutual Funds:Wells Fargo (previously Evergreen) Strategic Municipal Bond Fund (VMPYX, VMPAX, VMPIX, etc.) (under many names* and three Advisers (Davis, 9 years; Evergreen, 11 years; Wells Fargo 1 year as owner of Evergreen; and 60 days under Wells Fargo and the current Fund name), and the Fund's Sub-Adviser Stamper Capital, 15 years) - 20 years total as Portfolio Manager of this Fund - from 1990 to 2010 (see above and below for more detail)Davis High Income Fund, 1990 to 1998 - High Yield Corporate BondsDavis Government Bond Fund, 1990 to 1995 - Treasuries and Mortgaged Backed BondsSelected U.S. Government Fund 1993 to 1995 - Treasuries and Mortgaged Backed Bonds*Chronologically, under Mr. Stamper's Portfolio Management, the Fund was named Venture Muni (+) Plus, Davis High Income Muni, and Evergreen High Income Muni, among others. Then the Fund was renamed Evergreen STRATEGIC Municipal Bond Fund in October 2004, fourteen years into Mr. Stamper's turn as Portfolio Manager of the Fund, based on his style of management taking advantage of the Fund's wide open prospectus to lower and raise credit quality and lengthen and shorten duration, among other strategies he implemented. Finally, in May 2010 the Fund was re-named Wells Fargo Strategic Municipal Bond fund. Importantly, the symbols (VMPYX, VMPAX, VMPIX, etc.) were always the same. (To make it more complicated, a while after the Fund was re-named Evergreen Strategic Municipal Bond Fund a different Evergreen fund was given one of its previous names: Evergreen High Income Muni - but it had its own, different symbols.) -
Chief Investment OfficerStamper Capital & Investments, Inc. May 2002 - PresentSelected, hired and uses T.D. Ameritrade as a CUSTODIAN for High Grade Municipal Bond Private Client Accounts that Mr. Stamper is Portfolio Manager of for Stamper Capital & Investments, Inc. Interfaces with T.D. Ameritrade custody and clearance, portfolio listings, etc. services to help manage some Stamper Capital High Net Worth Private Municipal Bond Accounts. -
Sub-Adviser: High Net Worth Private Account Portfolio ManagerWells Fargo Advisors Jun 2002 - Mar 2017High Net Worth Private Account Portfolio Management Sub-Adviser for Wells Fargo(June 2002 to March 2017) - High Grade Municipal Bonds -
Sub-Adviser: Municipal Bond Mutual Fund Portfolio ManagerWells Fargo Advisors May 2010 - Jul 2010Portfolio Manager for Wells Fargo Strategic Municipal Bond Fund Sub-adviser Stamper Capital & Investments, Inc. under Wells Fargo (60 days under the Wells Fargo Strategic Municipal Bond Fund name & 20 years total June 1990 to mid-July 2010 under all its other previous names* and all its Advisers: Davis, Evergreen, Wells Fargo and Fund Sub-Adviser Stamper Capital (see above, and below)For 20 years from June 1990 to July 2010 Mr. Stamper was Portfolio Manager of this Fund under various names but the same symbols (VMPYX, VMPAX, VMPIX, etc.) first as an employee of Davis Advisers to 1995 and then an employee of the Fund's Sub-Adviser, Stamper Capital & Investments, Inc. from 1995 to 1999 under Davis Advisers, from 1999 to 2010 for the Fund's Sub-Adviser Stamper Capital under Evergreen Funds, and the last 60 days under the Wells Fargo Strategic Municipal Bond Fund name for the Fund's Sub-Adviser Stamper Capital under Wells Fargo. Stamper Capital was the Fund's Sub-Adviser for 15 years, from 1995 through mid-July 2010, including when Mr. Stamper was Portfolio Manager of the Fund under Davis Advisers, Evergreen Funds and Wells Fargo (1 year Evergreen Legacy and 60 days under Wells Fargo, alone).* Chronologically, under Mr. Stamper's Portfolio Management the Fund was named Venture Muni (+) Plus, Davis High Income Muni, and Evergreen High Income Muni. Then the Fund was renamed Evergreen Strategic Municipal Bond Fund in October 2004, fourteen years into Mr. Stamper's turn as Portfolio Manager of the Fund. Then, in May 2010, a Wells Fargo municipal bond fund was merged into Evergreen Strategic Municipal Bond Fund ("The Survivor") and then, immediately after the merger, the name was changed to "Wells Fargo Strategic Municipal Bond Fund." Importantly, the track record of the Wells Fargo Strategic Municipal Bond Fund is that under Mr. Stamper's Portfolio Management for the twenty year period, from mid-June 1990 to mid-July 2010. -
Mutual Fund Portfolio Manager, Sub-AdviserEvergreen Investments, Division Of Wells Fargo (Legacy Wachovia Corp.) May 2009 - May 2010Portfolio Manager of Evergreen/Wells Fargo Strategic Municipal Bond Fund (VMPYX, VMPAX, VMPIX) June 1990 through July 2010 under Advisers Davis (9 years), Evergreen (11 years) , Evergreen a Division of Wells Fargo (Legacy of Wachovia)* (1 year), and Wells Fargo with the Fund named Wells Fargo Strategic Municipal Bond Fund (60 days) (see above, and below). (*Please note that Evergreen was controlled/owned by Wells Fargo for about a year from 2009 to 2010. LinkedIn calls it a Legacy Wachovia Corp. as Wachovia was the previous owner of Evergreen Funds. Wells Fargo took over Wachovia in 2009 and became the owner of Evergreen Funds. In 2010 Wells Fargo merged essentially all of Evergreen into its own Fund Family. However, in contrast, a Wells Fargo Municipal Bond Fund was merged into Evergreen Strategic Municipal Bond Fund, and then, immediately after the merger, the Fund's name was changed to Wells Fargo Strategic Municipal Bond Fund.) Thus, the Fund Mr. Stamper was Portfolio Manager of was "the survivor" with its symbols (VMPYX, VMPAX, VMPIX, etc.) and record still intact.
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Mutual Fund Portfolio Manager, Sub-AdviserEvergreen Investments 1999 - May 2010Portfolio Manager of Evergreen/Wells Fargo Strategic Municipal Bond Fund (VMPYX, VMPAX, VMPIX) (June 1990 through July 2010 under Davis (9 years), Evergreen (11 years), Evergreen owned by Wells Fargo (1 year), and Wells Fargo under the name Wells Fargo Strategic Municipal Bond Fund (60 days), per above and below). This Fund had many names during Mr. Stamper's 20 year tenure as its Portfolio Manager. Some of them were (chronologically): intially Venture Muni (+) Plus, Davis High Income Muni, Evergreen High Income Muni, Evergreen Strategic Municipal Bond Fund (October 2004), and finally Wells Fargo Strategic Municipal Bond fund (May 2010). Importantly, the symbols (VMPYX, VMPAX, VMPIX) were always the same. (To make it more complicated, after the Fund was named Evergreen Strategic Municipal Bond fund a different Evergreen fund was given the name Evergreen High Income Muni - but it had its own, different symbols.) Stamper Capital was the Fund's Sub-Adviser for 15 years, from 1995 through mid-July 2010, including when Mr. Stamper was Portfolio Manager of the Fund under Evergreen Funds. -
Mutual Fund Portfolio ManagerDavis Advisers 1990 - 1999Santa Fe, New Mexico AreaPortfolio Manager of Four Bond Mutual Funds, ConcurrentlyEmployee from 1990 to 1995Employee of the Funds' Sub-Adviser Stamper Capital & Investments, Inc. from 1995-1999Davis High Income Muni Mutual Fund (VMPYX, VMPAX, VMPIX) (1990 through 2010 - under Davis, Evergreen, and Wells Fargo (per above )) - Originally named Venture Muni (+) PlusHigh Yield Municipal Bonds Davis High Income [Taxable Bond Mutual] Fund (1990 through 1998) (VIPAX, VIPIX)Originally named Venture Income (+) PlusHigh Yield Corporate BondsDavis Government Bond [Mutual] Fund (1990 through 1995)Selected U.S. Government Bond [Mutual] Fund (1993 through 1995)Both U.S. Treasuries, Agencies and MBS
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Sr. Taxable High Yield Bond Credit Investment Analyst & Portfolio ManagerNational Securities & Research 1989 - 1990Senior Taxable Junk Bond Credit Investment Analyst for the National Bond FundPortfolio Manager, ABQ Bank High Yield Investment Portfolio
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Chief Financial Officer And Senior Taxable High Yield Bond AnalystDial Capital Management 1988 - 1989Chief Financial Officer and Senior Taxable High Yield Bond AnalystWe managed ABQ Bank's Taxable High Yield Bond Portfolio
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High Yield Credit Analyst, Treasury & Mortgaged Backed Portfolio Manager, Treasury Operations Mgr.Far West Savings & Loan 1984 - 1988Taxable High Yield Bond Credit AnalystTreasury Operations ManagerLiquidity Portfolio Manager (U.S. Treasuries)Mortgaged Backed Portfolio ManagerAsset/Liability AnalystOversaw Securities Accounting
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Budget AnalystFord Aerospace 1983 - 1984Budget Analyst for Divad Division of Ford Aerospace -
AccountantTitan Corporation 1980 - 1982Calculated monthly accounting cycle entries.
B. Clark Stamper Skills
B. Clark Stamper Education Details
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Finance, Infosystems -
Newport Harbor High School
Frequently Asked Questions about B. Clark Stamper
What company does B. Clark Stamper work for?
B. Clark Stamper works for Stamper Capital & Investments, Inc.
What is B. Clark Stamper's role at the current company?
B. Clark Stamper's current role is Chief Investment Officer at Stamper Capital & Investments, Inc..
What is B. Clark Stamper's email address?
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What is B. Clark Stamper's direct phone number?
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What schools did B. Clark Stamper attend?
B. Clark Stamper attended San Diego State University-California State University, Uc Irvine, Newport Harbor High School.
What skills is B. Clark Stamper known for?
B. Clark Stamper has skills like Portfolio Management, Fixed Income, Mutual Funds, Asset Management, Bonds, Finance, Investments, Asset Allocation, Investment Advisory, Series 63, Series 7, Equities.
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