Over 34 years experience in the investment management business with a specialty as a fixed income portfolio manager. I have served as a Director of Fixed income overseeing the investment policy, research and trading. I currently manage 4 single state Intermediate Tax-Free bond mutual funds (NC, SC, VA and WV) and $1.5B of national tax-free SMA accounts. I have been recognized by Lipper as the manager of the top performing Other State Intermediate Tax-Free fund (for either the three or five year period) from 2009-2013. I am a Past President of the CFA North Carolina Society, a former Chairman of the Board of the Carolinas Municipal Advisory Council and current member of the CFA North Carolina Strategic Advisory Board. Specialties: Tax-Free bond portfolio management, trading
Listed skills include Fixed Income, Portfolio Management, Muicipal Bond Portolio Manager, Municipal Bond Specialist, and 13 others.