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Manning & Napier New York Tax Exempt Series Fund Class A (EXNTX)
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20/01 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 1.55M
Manning & Napier NY Tax Exempt Series
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- Overview
- Profile
- Historical Data
- Holdings
EXNTX Overview
On this page you'll find an in-depth profile of Manning & Napier New York Tax Exempt Series Fund Class A. Learn about the key management, total assets, investment strategy and contact information of EXNTX among other information.
Investment Strategy
The investment seeks to provide as high a level of current income exempt from federal income tax and New York State personal income tax as the Advisor believes is consistent with the preservation of capital. The fund invests primarily in municipal bonds and other securities the income from which is exempt from federal income tax and New York State personal income tax. It will, under normal circumstances, invest at least 80% of its assets in securities the income from which is exempt from federal and New York income tax, including the Alternative Minimum Tax.
Contact Information
Address
290 Woodcliff Drive
Fairport,NY 14450
United States
Fairport,NY 14450
United States
Phone
+1 585 3256880
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Marc Bushallow | Managing Director, Fixed Income | 2015 | Now |
| Biography | Marc Bushallow is the Managing Director of Fixed Income at Manning & Napier. Prior to becoming Managing Director, Marc was a Senior Analyst in the Fixed Income Group, concentrating on analysis of below investment-grade corporate bonds. He also spent some time at the firm as an Assistant performing quantitative and macroeconomic research. Today, Marc works on economic overviews and the top-down positioning of the firm's fixed income portfolios. He oversees the firm's high-yield, nontraditional, and core fixed income strategies, and is also a member of the firm's Investment Policy Group. Marc joined Manning & Napier in 1999 and left to pursue a master's degree in 2002, returning to the firm in 2008. Before returning to Manning & Napier, Marc spent four years at Barclays Capital, gaining sell-side experience requiring the evaluation and recommendation of high-yield credit, including both cash and derivative products. He acquired and applied detailed understanding of new issue syndication, trading, bond structure and covenants, etc. During that time, Marc and his team were two-time runners-up in the Institutional Investor All-Europe Fixed-Income Research Team poll for High-Yield Consumer Products. Marc earned his BA in Economics from the State University of New York at Geneseo and his MSc in Economics from the London School of Economics & Political Science. He is also a CFA charterholder. | ||
| Elizaveta Akselrod | Senior Analyst | 2015 | Now |
| Biography | Elizaveta Akselrod is a Senior Analyst for the Fixed Income Group at Manning & Napier. She is the firm’s principal municipal bond specialist, with responsibility for municipal bond credit research. Additionally, Elizaveta oversees the firm’s tax-exempt portfolios and the firms’ separately managed municipal bond accounts. Elizaveta has been with Manning & Napier since 2006. Prior to joining the firm, she worked at Bear Stearns & Co. as a Trading Floor Sales Assistant, supporting traders, salespersons, and analysts as well as booking and reviewing trades. Elizaveta earned her BA in Economics from Binghamton University and an MBA in Finance from Rochester Institute of Technology. | ||
| James A. Nawrocki | Vice President, Investment Officer | 2004 | 2018 |
| Biography | Jim Nawrocki is a Senior Analyst for the Fixed Income Group at Manning & Napier.In this capacity, Jim is a fixed income “generalist” and oversees the Firm’s taxable separately managed fixed income accounts.He has been with Manning & Napier since 2004. Prior to joining the Firm, Jim was Vice President and Manager of Trust Fixed Income at Citizens Bank where he was responsible for taxable and tax-exempt fixed income investing. Jim holds his BS in Education from the State University of New York at Oswego and an MBA in Management from Rochester Institute of Technology. | ||
| Jack W. Bauer | Senior Analyst | 2006 | 2015 |
| Biography | Jack Bauer is a member of the Senior Research Group and the Managing Director of Fixed Income at Manning & Napier. In this capacity, he is responsible for the oversight of the firm’s Fixed Income Group. Prior to joining Manning & Napier in 1990, he worked as a Fixed Income Portfolio Manager at Chase Manhattan Bank and as an Industry Economist with the Federal Government’s Department of Energy. Mr. Bauer earned his BS in Mathematics from St. John Fisher College, his MA in Economics from Georgetown University, and his MBA from the University of Rochester. | ||
| Ebrahim Busheri | Director of Investments | 2012 | 2013 |
| Biography | Ebrahim Busheri is the Director of Investments at Manning & Napier. Over his firm tenure, spanning from 1988 to 2001 and again from 2011 through present day, Ebrahim has held positions as Head of Emerging Growth Group; Head of Technology Group; Head of Consumer Group; and Director of Research. During his hiatus from Manning & Napier he worked as the Director of Investments at W.P. Stewart and as a Consultant for Heritage Capital. Ebrahim earned his BA in Accounting and Economics from Muskingum College and his MBA in Finance from the University of Rochester. He is a CFA charterholder. | ||
| Christopher F. Petrosino | Managing Director, Quantitative Strategies Group | 2012 | 2013 |
| Biography | Christopher Petrosino is the Managing Director of the Quantitative Strategies Group at Manning & Napier. He is responsible for leading the group’s systematic equity and multi-asset class portfolio management and investment research efforts. Christopher is a key contributor to the firm’s market and economic overviews with a focus on asset allocation and risk management. Christopher joined the firm in 2001. He earned undergraduate degrees in Economics and Statistics from the University of Rochester and a MS in Statistics from the Rochester Institute of Technology. He is also a CFA charterholder. | ||
| Brian W. Lester | Senior Analyst | 2009 | 2013 |
| Biography | Brian Lester is a member of the Senior Research Group and the Managing Director of the Life Sciences Group at Manning & Napier. In this capacity, he is responsible for analyzing investment opportunities within the Life Sciences sector. Prior to joining Manning & Napier in 1998, he worked as a Market Researcher for The Sutherland Group. Mr. Lester earned his BS in Agriculture, Resource, and Managerial Economics from Cornell University and is a CFA® charterholder. (Chartered Financial Analyst® is a trademark owned by CFA Institute.) | ||
| Virge J. Trotter | Senior Analyst | 2009 | 2013 |
| Biography | "Virge Trotter is the Managing Director of the Services Group and a member of the U.S. Equity Core Team at Manning & Napier. In this capacity, he is responsible for analyzing investment opportunities within the Financials, Media, Business Services, and Transportation industries. Prior to joining Manning & Napier in 1997, he worked as a Vice President and Portfolio Manager at Thomas White International, Ltd. Virge earned his BS in Electrical Engineering from Iowa State University and his MBA in Finance from The University of Chicago. He is also a CFA® charterholder. | ||
| Christian A. Andreach | Co-Head of Equities and Managing Director, Consumer Group | 2006 | 2013 |
| Biography | Christian Andreach is Co-Head of Equities; Managing Director, Consumer Group; Head of U.S. Equity Core Team; member of the firm's Investment Policy Group; and a member of the Global and Non-U.S. Equity Core Teams. As Managing Director, Christian is responsible for analytical coverage of stocks within the Consumer sector and oversight of analysts in that group. As Head of the U.S. Equity Core Team and member of the Global and Non-U.S. Equity Core Teams, Christian votes on stock recommendations made for our bottom-up, U.S. equity, global equity, non-U.S. equity, and multi-asset class portfolios. | ||
| Jeffrey W. Donlon | Senior Analyst | 2006 | 2013 |
| Biography | Jeff Donlon is the Managing Director of Manning & Napier’s Global Strategies Group and a member of the Firm’s Non-U.S. Equity Core Team. As Managing Director of the Global Strategies Group, Jeff is responsible for leading a group of analysts that perform top-down research on countries outside of the U.S. Research generated by the Global Strategies Group provides input to the Firm’s global overview and is shared with bottom-up equity analysts to inform investment opportunities in specific countries, sectors, and industries across the globe. Jeff is part of the portfolio management team responsible for voting on stock recommendations made for our bottom-up, non-U.S. equity investment strategies. Jeff has been with Manning & Napier since 1998, learning the Firm’s research philosophies and strategies through his progression from research assistant and associate positions, to research analyst and, ultimately, managing director and portfolio management team positions. His experience with the Firm’s research disciplines is vast, having spent time in a variety of sector groups, including Capital Goods and Materials, Consumer, and Technology Groups, as well as an initial assignment with what is now known as the Global Strategies Group. Prior to his current roles, Jeff was Managing Director of the Technology Group, a leadership position he held for more than ten years during which he managed a team of research analysts, associates, and assistants focused on bottom-up equity research in the Technology sector. He also has more than ten years experience voting on stocks for Manning & Napier’s bottom-up equity and multi-asset class portfolios. Jeff earned his BS in Finance from Canisius College and his MBA from Duke University. He is also a CFA charterholder. | ||
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