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Income Strategies Portfolio ("Income Strategies Portfolio") - seeks to provide high current income by investing primarily in a diversified portfolio of U.S. companies' debt instruments, including corporate loans, which are rated in the lower rating categories of the established rating services (Baa or lower by Moody's Investors Service, Inc. ("Moody's") or BBB or lower by Standard & Poor's Ratings Service ("S&P") or unrated debt instruments of comparable quality in the opinion of the Investment Adviser. As a secondary objective, the Income Strategies Portfolio will seek capital appreciation.
Name | Title | Since | Until |
---|---|---|---|
David Delbos | Managing Director | 2018 | Now |
Biography | Managing Director of BlackRock, Inc. since 2012; Director of BlackRock, Inc. from 2007 to 2011; Vice President of BlackRock, Inc. from 2005 to 2006. | ||
Mitchell S. Garfin | Managing Director | 2018 | Now |
Biography | Managing Director of BlackRock, Inc. since 2009 and Co-Head of U.S. Leveraged Finance; Director of BlackRock, Inc. from 2005 to 2008. | ||
Carly Wilson | Portfolio Manager | 2018 | Now |
Biography | Carly Wilson, Director, is a portfolio manager on the Global Long Short Credit team. Before this role, she was a portfolio manager on the Leveraged Finance Credit Team responsible for managing Bank Loan strategies. Prior to joining BlackRock in 2009, Ms. Wilson was an Associate and trader in the US Leveraged Loans group at R3 Capital Partners. Previously, she was with Lehman Brothers for four years, most recently in the Global Principal Strategies team. Earlier, she was in Lehman Brothers' Equity and Capital Structure Arbitrage Group. Ms. Wilson earned a BS degree in economics from the University of Pennsylvania Wharton School of Business in 2004. | ||
Abigail Parzanese | - | 2018 | Now |
Biography | Director of BlackRock, Inc. since 2022; Vice President of BlackRock, Inc. from 2018 to 2021; Associate of BlackRock, Inc. from 2016 to 2017; Associate at Morgan Stanley from 2014 to 2016; Analyst at Morgan Stanley from 2012 to 2014. | ||
James Keenan | Managing Director | 1997 | 2023 |
Biography | Mr. Keenan is a Managing Director of BlackRock, Inc. since 2008 and Head of the Leveraged Finance Portfolio Team from 2006 to 2007;Prior to joining BlackRock in 2004, He was a senior high yield trader at Columbia Management Group from 2003 to 2004. Mr. Keenan began his investment career at UBS Global Asset Management where he held roles as a trader, research analyst and a portfolio analyst from 1998 through 2003. Mr. Keenan holds the Chartered Financial Analyst designation. | ||
C. Adrian Marshall | Managing Director | 2009 | 2018 |
Biography | Mr. Marshall has been Managing Director of BlackRock, Inc. since 2013; Director of BlackRock, Inc. from 2007 to 2013; Vice President of BlackRock, Inc. from 2004 to 2007. | ||
Leland Hart | Portfolio Manager | 2009 | 2016 |
Biography | Leland Hart is primary portfolio manager from Dreyfus Corporation. Mr. Hart is a Managing Director and Head of U.S. Loans and High Yield at Alcentra. Mr. Hart has been Managing Director of BlackRock, Inc. since 2009; Partner of R3 Capital Partners ("R3") in 2009; Managing Director of R3 from 2008 - 2009; Managing Director of Lehman Brothers from 2006 - 2008; Executive Director of Lehman Brothers from 2003 - 2006. | ||
Kevin Booth | Portfolio Manager | 2001 | 2009 |
Biography | Kevin Booth has been a co-portfolio manager. Kevin has been a managing director of Guardian Life since November 2009. Within the high yield and corporate loan portfolio management team, he is responsible for issuer and security selection for the Fund, as well as industry allocations. Prior to joining Guardian Life, Kevin was a managing director at BlackRock/Merrill Lynch Investment Managers, and was co-head of BlackRock’s leveraged finance business through January 2009, specializing in portfolios consisting of leveraged bank loans, high yield bonds, and distressed obligations. He joined Merrill Lynch Investment Managers in 1991. Kevin holds a B.A. in Economics from Harpur College, SUNY Binghamton, and an M.B.A. in Finance, from New York University. Kevin is a CFA Charterholder. | ||
Joseph P. Matteo | Vice President | 2001 | 2009 |
Biography | Matteo is a vice president at Merrill Lynch Investment Management, his employer since 1997. Prior, he was vice president at The Bank of New York from 1994 through 1997. |
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