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The investment seeks maximum income consistent with prudent investment management and the preservation of capital. The fund seeks to achieve its investment objective by investing at least 80% of its net assets under normal circumstances in debt securities. It invests primarily in a variety of investment-grade debt securities, such as mortgage-backed securities, corporate bonds, U.S. government securities, investment-grade municipal obligations and money market instruments. The fund normally has a weighted average maturity of approximately five to ten years, but is subject to no limitation with respect to the maturities of the instruments.
Name | Title | Since | Until |
---|---|---|---|
Calvin Jones | portfolio manager | 2020 | 2021 |
Biography | Calvin Jones, CFA, is a portfolio manager of Highland Fixed Income Fund and a Managing Director of Fixed Income at FFA. Mr. Jones is a senior member of the FFA investment management team and is responsible for working closely with FFA’s financial advisors to develop investment strategies utilizing income assets to help clients achieve their financial goals. In his role, Mr. Jones serves on the company’s Investment and Asset Allocation committees and is responsible for leading and overseeing the firm’s fixed income assets. Mr. Jones joined FFA in 2011. His previous experience at ProShare Advisors included trading and analysis in global equity and derivatives markets for the world’s largest manager of leveraged and inverse funds. Mr. Jones earned a Bachelor of Engineering degree from the University of Pittsburgh and a Master of Science in Mathematical Finance degree from the University of North Carolina at Charlotte. He is a member of the CFA Institute and the CFA Society of Los Angeles. | ||
John Hakopian | Portfolio Manager | 2014 | 2021 |
Biography | Mr. Hakopian is Portfolio Manager and President of First Foundation Advisors (“FFA”) and a Director of First Foundation Inc. and First Foundation Bank. Mr. Hakopian oversees the vision, strategy, operations and development of the investment management service for FFA. Having been with FFA since its inception in 1990, Mr. Hakopian has been closely involved in developing and delivering the firm’s investment services. He became President in 2009. Mr. Hakopian earned a Bachelor of Arts degree in economics in three years from the University of California, Irvine and an MBA in Finance from the University of Southern California. | ||
Susan King Riechel | Managing Director | 2014 | 2017 |
Biography | Ms. Riechel is Managing Director of Fixed Income Investments at First Foundation Advisors (“FFA”). Ms. Riechel joined FFA in 2010. Ms. Riechel is responsible for directing the firm’s actively managed fixed income strategy for high-net-worth individuals, foundations, endowments and retirement funds. In her role as managing director, she oversees the firm’s taxable and non-taxable fixed income investments. Ms. Riechel has over thirty years of experience in investment management and banking. Prior to joining FFA, she was Managing Director - Fixed Income at Covington Capital Management in Los Angeles from June 2009 until September 2010. Formerly, Ms. Riechel was also Managing Director at Columbia Management, a successor firm to U.S. Trust Company where she was Managing Director, Head of Fixed Income serving offices on the west coast. Ms. Riechel started her investment management career at First Interstate Bank where she was Director of Institutional Asset Management - Fixed Income. She began her banking career at Lloyds Bank PLC, New York and was formerly the head of global funding at Security Pacific Bank. Ms. Riechel graduated with a Bachelor of Arts degree in History from University of New Hampshire, Durham. She holds an MBA with a concentration in Finance and Banking from the Lubin School of Business at Pace University. | ||
Mark H. Johnson | Senior Vice President | 2007 | 2014 |
Biography | Mark Johnson, CFA, is a Senior Managing Director of State Street Global Advisors (“SSGA”) and SSGA Funds Management, Inc. and Head of Portfolio Management of the investment management group. He is co-responsible for managing all actively managed fixed income strategies as well as the insurance general account product offering. Mr. Johnson joined SSGA through its acquisition of GE Asset Management Incorporated (“GEAM”) in July 2016. Prior to joining SSGA, Mr. Johnson had served in various senior investment roles at GEAM since 2002. | ||
William M. Healey | Senior Vice President | 1993 | 2014 |
Biography | William M. Healey is a Senior Vice President and Chief Investment Officer – Core Fixed Income Investments of GEAM. He joined GEAM in 1996 as a portfolio manager. He became Vice President in June 2001, Senior Vice President in January 2007 and Chief Investment Officer – Core Fixed Income Investments in April 2012. Prior to joining GEAM, Mr. Healey spent over 10 years in the fixed income group at MetLife. | ||
Vita Marie Pike | Senior Vice President | 2005 | 2014 |
Biography | Vita Marie Pike is a Senior Vice President and Chief Investment Officer – Risk Assets Fixed Income Investments of GE Asset Management. She has served on the portfolio management team for the Income Fund since June 2004. Ms. Pike Joined GE in January 2001 and GEAM in January 2002 as a Vice President and Senior Portfolio Manager and became Senior Vice President in November 2010 and Chief Investment Officer – Risk Assets Fixed Income Investments in April 2012. Prior to joining GEAM she was with Alliance Capital for over nine years serving in a number of different capacities including portfolio manager. | ||
Paul M. Colonna | President | 2005 | 2013 |
Biography | Paul M. Colonna is the President and Chief Investment Officer – Fixed Income and a Director at GEAM. Mr. Colonna joined GEAM in February 2000 as a portfolio manager and since January 2005, he has led the team of portfolio managers for the Income Fund and ST Interest Fund. Mr. Colonna became President — Fixed Income in March 2007. Prior to joining GEAM, Mr. Colonna was a senior portfolio manager with the Federal Home Loan Mortgage Corporation, overseeing the Mortgage Investment Group. | ||
Lewis Tatananni | Senior Corporate Trader | 2007 | 2010 |
Biography | Tatananni is a senior corporate trader at GE Asset Management. He joined GE Asset Management in October 2002 and was responsible for executing the interest rate derivative hedging programs for GE Asset Managements insurance clients. Tatananni joined GE in 1999 as an associate at GE Capital Treasury and was responsible for debt origination and derivative execution. | ||
James F. Palmieri | Assistant Portfolio Manager | 2006 | 2010 |
Biography | Palmieri is an assistant portfolio manager of GE Asset Management. Prior to joining GE Asset Management in March 2006, he was a director of Investments for Constitution Corporate Federal Credit Union from February 2005 to March 2006 and a Portfolio Manager for CIGNA Investment Management from January 2000 to February 2005. | ||
Mark Delaney | Vice President | 2002 | 2008 |
Biography | Delaney is a vice president of GE Asset Management. Prior to joining GE Asset Management, Delaney was senior portfolio manager at Smith Graham since August 1994. Delaney holds the Chartered Financial Analyst designation. |
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