He is a member of the CFA Institute, the National Federation of Municipal Analysts, and the Chicago Municipal Analysts Society.ĭouglas Gibbs, with more than 23 years of experience in the financial industry, will be responsible for municipal credit research. He also received a Bachelor in Science in Finance from the University of Illinois at Urbana-Champaign. Winters received his Masters of Science in Finance from the Kellstadt Graduate School of Business and a Masters Degree in Economics from the Graduate School of Liberal Arts and Social Sciences, both at DePaul University. Winters began his career with Van Kampen Investments and later worked at Morgan Stanley, where he focused on municipal and corporate credit analysis. Prior to joining City National Rochdale, he served as senior fixed-income analyst with Invesco, where he was a senior member of the municipal credit team responsible for investment analysis of high-yield municipal bonds. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute, and is also a member of the National Federation of Municipal Analysts.īrian Winters, with more than 26 years of experience, will be responsible for high-yield municipal credit analysis. ![]() He has received numerous awards from his peers for his credit work, was the keynote speaker for the National Federation of Municipal Analysts 2014 High Yield Municipal conference, and has been featured often in the media. ![]() Louis and a Masters in Business Administration from the Kellogg Graduate School of Management at Northwestern University, specializing in Finance and Public Management. Prior to joining Van Kampen, he was an investment banker specializing in municipal bonds, beginning in 1984.īlack earned his Bachelor of Science in Engineering and Public Policy from Washington University in St. and Invesco (after it acquired Van Kampen). ![]() From 1998 until 2008 he was a municipal bond analyst specializing in high yield securities at Van Kampen Investments Inc. Black, with more than 30 years of experience in the financial services industry, was named the senior portfolio manager for the City National Rochdale Municipal High Income Fund.īlack was formerly with Invesco, where he was co-lead portfolio manager for the $7.5 billion Invesco High Yield Municipal Fund from 2008 until December 2015. "We are very excited to add more depth with one of the most experienced and talented teams in the municipal high-yield space.” “City National Rochdale has offered its clients a robust municipal capability for many years," said Greg Kaplan, the director of fixed income at City National Rochdale, which manages more than $17 billion in fixed income assets. ![]() The fund is currently sub-advised by outside manager Waddell & Reed, but will be managed by City National Rochdale’s new team starting April 1. The City National Rochdale Municipal High Income Fund, which was started on December 30, 2013, had $755.6 million in assets (as of December 31, 2015). “Our municipal high-yield bond fund has been an attractive investment for our clients and we are looking forward to having our own high yield municipal team at City National Rochdale leading this important investment strategy for our clients.” “We are pleased that this talented and experienced team with a distinguished track record of success has joined City National Rochdale,” said Garrett D’Alessandro, chief executive officer at City National Rochdale in New York, which manages nearly $28 billion in assets. Black joins as senior portfolio manager and Brian Winters and Doug Gibbs have joined as senior credit analysts. CHICAGO, Ma(GLOBE NEWSWIRE) - City National Rochdale, a subsidiary of City National Bank, announced today that it has hired a new high-yield municipal bond team that includes a senior portfolio manager and two senior analysts for its City National Rochdale Municipal High Income Fund and expects to open a new Chicago office in April.
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