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Municipal SMA Portfolio Management & CPMs

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About Municipal SMA Portfolio Management & CPMs

Portfolio Management Team

The municipal portfolio management team provides portfolio construction, transition management and tax optimizations aligned to clients' investment objectives and customization needs. Working closely with sector-specialized analysts, portfolio managers are able to capitalize on inherent municipal market inefficiencies and effectively manages market risk through a rigorous evaluation of securities, sectors, bond structure, yield curve positioning and duration positioning.

Client Portfolio Management Team

The client portfolio management (CPM) team enhances services for clients and financial professionals by acting as their liaison with research, portfolio management, operations and marketing. CPMs aid in ongoing client and prospect support by helping define investment policy statements and tailoring portfolios, discussing portfolio positioning and activity updates, and providing market and thought leadership insights.

Portfolio managers
Martin Doyle image
Martin J. Doyle, CFA® Director of SMA Portfolio Management
Steven Krupa
Steven J. Krupa Senior Portfolio Manager
Blair, David
David J. Blair, CFA® Portfolio Manager
Jack Boyd
Jack F. Boyd Portfolio Manager, Municipals
No photo available author silhouette
Daniel R. Dunnigan Portfolio Manager, Municipals
Tom Ellis
Thomas C. Ellis Portfolio Manager
Christopher Fama
Christopher P. Fama Portfolio Manager
Evan Kallberg
Evan C. Kallberg, CFA® Portfolio Manager
Patrick Maher
Patrick R. Maher Portfolio Manager
James McMillin
James P. McMillin Portfolio Manager
Michael Sheyker
Michael J. Sheyker, CFA® Portfolio Manager
Client portfolio managers
Barron, Christopher
Christopher G. Barron Head of Municipal Client Portfolio Mgmt
Antoine Sooyun
Soo Y. Chun-Antoine Client Portfolio Manager, Municipals
Andrew Luberto photo
Andrew J. Luberto, CFA® Client Portfolio Manager
Fernando Ramirez
Fernando A. Ramirez Client Portfolio Manager
Michael Wisinski
Michael D. Wisinski Junior Client Portfolio Manager
Michael Davern
Michael S. Davern, CFA® Client Portfolio Manager
Nicole Betti
Nicole M. Betti Client Portfolio Manager, Municipals
Suzanne Downing
Suzanne R. Downing Client Portfolio Manager
Michael McElduff
Mike McElduff Client Portfolio Manager
Diana Rojas
Diana Rojas Client Portfolio Manager
No photo
Matt Cruse Director, Global Strategy Group
No photo
Nicholas Henry Client Portfolio Manager, Municipals
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The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her financial professionals.

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