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Abrdn Intermediate Municipal Income Fund Institutional Class (ABEIX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 39.77M
Aberdeen Tax-Free Income Institutional
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- Overview
- Profile
- Historical Data
- Holdings
ABEIX Overview
On this page you'll find an in-depth profile of Abrdn Intermediate Municipal Income Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of ABEIX among other information.
Investment Strategy
The investment seeks a high level of current income that is exempt from federal income taxes. The fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in investment grade fixed income securities that qualify as tax-exempt municipal obligations. Tax-exempt municipal obligations include municipal obligations that pay interest that is free from U.S. federal income tax. These obligations are issued by states, U.S. territories and their political subdivisions, such as counties, cities and towns.
Contact Information
Address
1 Bread Street
London,PA EC4M 9HH
United Kingdom
London,PA EC4M 9HH
United Kingdom
Phone
866-667-9231
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jonathan Mondillo | Co-Portfolio Manager | 2018 | Now |
| Biography | Jonathan Mondillo is Head of Municipals on the Municipal Bond Team at abrdn. He is responsible for overseeing three municipal bond mutual funds that span investment grade ultra-short maturities to high yield credits. Jonathan joined the firm in 2018 from Alpine Woods Capital Investors, LLC, when two mutual funds he managed were acquired by Aberdeen Standard Investments. Prior to that, Jonathan worked for Fidelity Capital Markets. Jonathan graduated with a B.S. in Finance from Bentley University. | ||
| Miguel Laranjeiro | Portfolio Manager | 2018 | Now |
| Biography | Miguel Laranjeiro is an Investment Manager at Aberdeen Standard Investments. Miguel is responsible for municipal credit analysis in the high yield sector as well as high grade tax backed sectors. Miguel joined Aberdeen Standard Investments in 2018 from Alpine Woods Capital Investors where he was focused on credit analysis in the Public Finance sector for Alpine's two municipal funds, Alpine Ultra Short Municipal Income Fund (ATOIX) and Alpine High Yield Managed Duration Fund (AHYMX). Previously, Miguel worked for Thomson Reuters as an analyst focused primarily on Fundamentals Analysis in the Emerging Markets sectors. | ||
| Mark Taylor | Investment Director | 2018 | 2022 |
| Biography | Mark Taylor is an Investment Director and Head of Municipal Bond Research at abrdn. Mark joined abrdn as a result of an agreement with Alpine Woods Capital Investors, LLC to transfer certain assets related to the investment management business of Alpine in May 2018. Mark joined the company in February 2012 as Head of Municipal Bond Research and was made a Portfolio Manager in May 2013. Mark is a public-finance industry veteran with over 28 years of muni fixed income experience. Previously, Mark was a VP at Barclays Capital in the global financial risk management team, where his group managed an over $5 billion portfolio of municipal liquidity facilities and LOCs. As the senior group member, he was responsible for high yield credits, all high profile credits, and assigning trading limits/credit analysis for all Supranational banks (i.e. World Bank, International Monetary Fund – IMF), World Trade Organization (WTO), as well as the United Nations and its umbrella organizations. Earlier, Mark was a VP at MBIA on the insured portfolio management team where he oversaw a $375 billion municipal insured portfolio, including workout strategies. He began the first six years of his career as a muni bond analyst at Moody’s Investors Service. Mark earned his BS in Business Administration with a concentration in Finance and Insurance from Northeastern University. | ||
| Lesya Paisley | Director | 2015 | 2021 |
| Biography | Lesya Paisley, CFA is a Portfolio Manager on the Global Fixed Income team. She is responsible for managing Multi-Sector strategies at MacKay Shields. Prior to joining MacKay Shields, Lesya served as Investment Director and ESG Portfolio Manager, North America at Aberdeen Standard Investments. She was responsible for managing US dollar strategies including Credit, Corporates, and Core/Core+ strategies and was instrumental in the firm’s ESG policy and product development including Sustainable and Responsible Investment and Climate Transition Fund. Before Aberdeen, she worked at Deutsche Asset Management as a Credit Research Analyst. Combined, Lesya spent well over a decade in Credit Research covering a variety of sectors including Emerging Markets, High Yield, Investment Grade, and Municipals. Lesya is a CFA charterholder and earned a BSc degree in Finance and Accounting from the University of Virginia, McIntire School of Commerce. She has been in the investment industry since 2003. | ||
| Edward Grant | - | 2011 | 2019 |
| Biography | Edward Grant is a Senior Investment Manager on the North American Fixed Income team. Edward joined Aberdeen following the acquisition of Deutsche Asset Management's London and Philadelphia fixed income businesses in 2005. Before joining Aberdeen, Edward worked for PNC and Deutsche Bank Capital Corp where he was a fixed income portfolio manager. Previously, Edward worked for Raymond James & Associates as head of corporate research. Prior to that, Edward worked for American Century Investments and ING Investment Management as credit analyst. Edward graduated with a BS from Lebanon Valley College, Pennsylvania, and a MBA from Widener University, Pennsylvania. | ||
| Michael Degernes | Portfolio Manager | 2011 | 2016 |
| Biography | Michael Degernes is a senior portfolio manager on the U.S. Fixed Income Team. Mr. Degernes joined Aberdeen via the acquisition of Deutsche Asset Management’s London and Philadelphia fixed income businesses in 2005. Previously Mr. Degernes worked at Bank of America and Bank of America Securities where he was managing director and fixed income analyst. Previously, Mr. Degernes worked for NationsBank Leasing as senior vice president for utility leasing and financial structuring. Prior to that, Mr. Degernes worked for Nova Northwest, Inc. as chief financial officer. Mr. Degernes also worked for PacifiCorp as vice president of finance and assistant treasurer responsible for execution of short and long-term financing. Mr. Degernes began his career with Washington Utilities & Transport Commission as economist and expert witness in utility rate cases. Mr. Degernes graduated with a BS from Washington State University and a MS from University of California, Davis. | ||
| James G. Faunce | Portfolio Manager | 2011 | 2014 |
| Biography | James Faunce is a portfolio manager on the US fixed income team. James joined Aberdeen following the acquisition of Deutsche Asset Management's London and Philadelphia fixed income businesses in 2005. Previously, James worked at Harleysville Asset Management as fixed income investment analyst. Prior to that, James worked for Miller Anderson & Sherrerd as an analyst for global fixed income. James also worked for SEI Corp where he was a fund accountant for international equity and fixed income mutual funds. James graduated with a BA from Ursinus College, Pennsylvania, and is a CFA Charterholder. | ||
| William Hines | Investment Director | 2011 | 2014 |
| Biography | Bill Hines is an Investment Director on the North American Fixed Income team. Bill began his career in 1998 with Delaware Investments before joining Deutsche Asset Management in 2000. Bill joined the company via the acquisition of Deutsche Asset Management's London and Philadelphia fixed income businesses in 2005, where he held the position of Fixed Income Trader and Portfolio Analyst. Bill graduated with a BS in Business Administration from Temple University and an MBA in Finance from Drexel University. | ||
| J. Christopher Gagnier | Managing Director | 2011 | 2013 |
| Biography | Christopher Gagnier is head of US fixed income. Chris joined Aberdeen via the acquisition of Deutsche Asset Management's London and Philadelphia fixed income businesses in 2005. Previously, Chris worked for Paine Webber where he spent 13 years in fixed income. Prior to that, he was a loan officer for Continental Bank in international lending. | ||
| Lori A. Cohane | Portfolio Manager and Senior Research Analyst | 2008 | 2011 |
| Biography | Lori Cohane, Managing Director, manages tax-advantaged fixed income portfolios. She joined in 2002 from Morgan Stanley Investment Group, where she served as Executive Director and head of fixed income portfolio management. Previously, she was portfolio manager and senior credit analyst of municipal bond portfolios at Salomon Brothers Asset Management and an underwriter at AMBAC Indemnity Corp. Ms. Cohane has 30 years of investment experience and holds a BS in Finance from the State University of New York at Albany. | ||
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