My Fund Comparison
Initilizing list...
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Renee Baker
Marketing Manager—Aberdeen Asset Management
Renee Baker is a marketing manager responsible for developing and executing marketing strategies for Aberdeen Asset Management’s U.S. closed-end fund complex. She is also responsible for the funds’ investor relations program. She joined Aberdeen in 2014 from OppenheimerFunds where she was responsible for institutional marketing. Renee has 16 years of experience in the financial services industry and holds a B.S. from Rutgers University and a M.B.A. from Penn State, Smeal College of Business.
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Collin Bell
Senior Client Portfolio Manager—Goldman Sachs Asset Management
Collin Bell is a senior client portfolio manager on Goldman Sachs Asset Management’s Fundamental Equity team, responsible for US Value and related equity income portfolios, including Income Builder, REITs and Master Limited Partnership (MLP) strategies. Previously, he was a research analyst for the Real Estate Securities team.He joined Goldman Sachs in the Investment Management Division in 1997 and was named managing director in 2013. Collin earned a bachelor’s degree from Amherst College.
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Amy Charles
Managing Director, Closed-End Fund and ETF Research—Nuveen Investments
Amy Charles, the Managing Director and Director of Closed-End Fund and ETF Research, is responsible for setting general research policy and strategy. She joined Raymond James Financial in November 1995 and joined the Closed-End Fund Research group in September of 1998. Prior to joining Closed-End Fund Research, she spent two and a half years in the Equity Research Department. She has been the Director of Closed-End Fund Research since May of 2000. She holds a B.A. from Florida Metropolitan University. Ms. Charles has been quoted in several publications including Business Week and has been a speaker at numerous conferences throughout the year.
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Michael Cimini
Head of Investor Relations—Prospect Capital Corporation
Michael Cimini is the Head of Investor Relations and has more than 15 years of investor relations (“IR”) experience. Prior to joining Prospect in 2014, Michael was a Managing Director at The IGB Group, a boutique financial communications firm where he developed and executed comprehensive IR programs for specialty finance companies. From 2001 to 2006, he served as Vice President at KCSA Strategic Communications, a full-service communications agency. Michael received a BA in Journalism/Mass Communications from St. Bonaventure University and an MBA in Finance from Baruch College in New York. He is a member of the National Investor Relations Institute.
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Gib Cooper
Senior Credit Research Analyst—Western Asset (Legg Mason)
Gib Cooper is a Senior Credit Research Analyst for Western Asset with primary responsibilities in the Oil & Gas sector. Mr. Cooper has twenty-seven years of industry experience, and he has been with Western Asset since 1998. Mr. Cooper’s energy expertise was recently profiled in Barron’s as part of the front page topic concerning challenges and opportunities for energy investors.
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Jon Diorio
Managing Director—BlackRock
Jon Diorio is a member of BlackRock’s Product Management and Development Group. Mr. Diorio is responsible for U.S. retail product management, development and strategy within Blackrock’s U.S. Wealth Advisory division. In addition, Mr. Diorio is responsible for overseeing BlackRock’s Closed-End Fund business. Prior to joining BlackRock, he held various roles at DWS Investments, the asset management arm of Deutsche Bank. Most recently, Mr. Diorio was a Director in DWS’s retail sales division. In previous roles, he was head of closed-end funds for DWS, along with a portfolio specialist for DWS’s alternative mutual funds. Mr. Diorio earned a BA degree in Finance from Loyola University and an MBA degree with a concentration in Finance and Economics from NYU, Stern School of Business. In addition, he earned the Certified Investment Management Analyst designation through the Investment Management Consultants Association in conjunction with the Wharton School of the University of Pennsylvania. He has his series 6, 7, 24, and 63 licenses.
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Cara Esser
Senior Analyst & Strategist, Manager Research—Morningstar, Inc.
Cara Esser is a closed-end fund strategist and senior analyst covering fixed-income strategies on Morningstar’s manager research team. She oversees the firm’s closed-end fund research and, in her role as senior analyst, specializes in offerings from asset managers including Lord Abbett, T. Rowe Price, and Calamos. Before assuming her current role in 2013, Esser focused on the closed-end funds universe as a senior analyst. Before joining Morningstar in 2010, Esser was an associate financial analyst for the American Association of Individual Investors, a non-profit investor education organization. Esser holds a bachelor’s degree in finance and banking from the University of Missouri, Columbia and a master’s degree in business administration from DePaul’s Kellstadt Graduate School of Business.
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Anne Kritzmire
Managing Director, Closed-End Funds & Global Structured Products—Nuveen Investments
Anne Kritzmire oversees strategic marketing and support, financial advisor and investor education, industry relations and comprehensive data services for Nuveen Investments’ family of closed-end funds and exchange-traded commodity products. She leads an integrated program of advisor and investor support activities, including the award-winning websites www.CEFconnect.com and www.nuveen.com/cef, as well as advertising, educational initiatives, analyst relations and sales support. She has been quoted extensively in business media such as Barron’s, The Wall Street Journal, Bloomberg, and InvestmentNews. She has also appeared on NBC, Bloomberg Television and Morningstar.com. Ms. Kritzmire joined Nuveen Investments in 1999 as vice president and director, client development, to develop the firm’s customer relationship management strategy across multiple product platforms and sales channels.
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Rennie McConnochie
Senior Business Development Manager—Aberdeen Asset Management
Rennie McConnochie joined Aberdeen Asset Management in February 2013 as a Senior Business Development Manager working in the closed-end fund area. Rennie has worked in the investment industry for 29 years. Previously, he was responsible for the European Equity business and, later, for investment research in the region for Merrill Lynch. He then became CEO of Bridgewell PLC, an investment bank in London. Before joining Aberdeen in New York, he was a partner at RP Capital, an investment and advisory company specializing in emerging markets.
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Gregory Mino, CFA
Managing Director, Head of Equity & Real Asset Oversight—Nuveen Investments
Greg Mino leads Nuveen’s Equity & Real Asset Oversight team and is a key liaison with Nuveen’s affiliated and non-affiliated sub-advisers that manage equity and real asset strategies. His responsibilities include overseeing all aspects of investment issues on behalf of Nuveen Fund Advisors (NFA) including reporting to various Boards and related groups. These include the Nuveen Fund Board for all open- and closed-end funds, Nuveen’s UCITS Board, and the Nuveen Commodities Asset Management Independent Committee. Greg is a member of Nuveen’s Product Development Team, and serves on various Nuveen committees related to fund investment management oversight, valuation, disclosure, and distribution soft dollar oversight, as well as Nuveen’s 401(k) and Retirement Committees.
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Jonathan Morgan
President & CEO—Canadian General Investments, Limited
Jonathan Morgan is principal of Morgan Meighan & Associates and President and CEO of Canadian General Investments, Limited and Canadian World Fund Limited. Jonathan has over 10 years’ experience in the industry. In addition to being the lead investor relations representative, his responsibilities include portfolio management, strategic planning, business development and security analysis. Jonathan is a Certified Investment Manager (CIM).
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Aaron Peck
Chief Financial Officer & Chief Investment Officer—Monroe Capital Corporation
Aaron Peck has been a managing director of Monroe Capital since September 2012, where he is responsible for strategic initiatives. From 2002 to 2003 and from 2004 to June 2011, he worked in various capacities at Deerfield Capital Management LLC, including serving as its Co-Chief Investment Officer and as Managing Director of its Middle Market Lending Group. He also helped establish and served as chief portfolio manager for Deerfield Capital Corp. (fka Deerfield Triarc Capital Corp.), a publicly-traded externally-managed specialty finance hybrid mortgage REIT. For Deerfield Capital Corp., Mr. Peck was the primary point of contact for institutional and retail investors, equity research analysts, investment bankers and lenders. Mr. Peck also served as a member of Deerfield Capital’s Executive Committee, Investment Committee and Risk Management Committee.
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Ed Russell
Managing Director—Tortoise Capital Advisors, LLC
Ed Russell joined Tortoise Capital in 2006. Since joining the firm, Mr. Russell has participated in marketing all of Tortoise’s new closed- and open-end funds. He served as president of Tortoise Capital Resources (TTO) from April 2007 to June 2012. Mr. Russell serves as a director for Abraxas Petroleum Corp. (NASDAQ: AXAS). Previously, Mr. Russell was a managing director at Stifel, Nicolaus & Company Inc., where he headed the energy and power group. At Stifel, Mr. Russell was responsible for all energy and power transactions, including all of the debt and equity transactions for the Tortoise funds, starting with the first fund’s initial public equity offering in February 2004.
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Resources
abrdn CEF Investor Center
Asset TV — CEF Channel
CEF Connect
Cohen & Steers CEFs Knowledge Center
Harvest — CEFA Channel
Franklin Templeton CEFs
Seeking Alpha — CEFA Channel
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