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Wilmington Municipal Bond Fund Class Institutional (WTAIX)
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24/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 302.28M
Wilmington Municipal Bond Instl
12.22
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- Overview
- Profile
- Historical Data
- Holdings
WTAIX Overview
On this page you'll find an in-depth profile of Wilmington Municipal Bond Fund Class Institutional. Learn about the key management, total assets, investment strategy and contact information of WTAIX among other information.
Investment Strategy
The investment seeks a high level of income exempt from federal income tax, consistent with the preservation of capital. Under normal circumstances, the fund invests at least 80% of the value of its net assets in municipal securities that provide interest exempt from federal income tax. It may invest up to 20% of its assets in other types of fixed income securities that provide income that is subject to federal income tax. The fund seeks to maintain a weighted average maturity of three to ten years.
Contact Information
Address
100 e. Pratt Street,17th Floor
Baltimore,MD 21202
United States
Baltimore,MD 21202
United States
Phone
1-800-836-2211
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jason Hannon | - | 2019 | Now |
| Biography | Jason Hannon, CFA, is Vice President, Head of Municipal Strategy and Senior Portfolio Manager for WTIA . He plays a critical role in assessing market structure and guiding the risk measurement and research process. Most recently, Jason was a vice president at New York Private Bank & Trust/Emigrant Bank where he oversaw the municipal, MBS and treasury portfolios for separately managed accounts and the Bank’s Capital Markets Group. Previous roles include senior trader at Arbor Research & Trading and Vanguard. He holds a B.S. in Finance from the Pennsylvania State University. | ||
| John J. Malloy | Portfolio Manager | 2011 | Now |
| Biography | John J. Malloy, Jr., Vice President and Senior Municipal Bond Portfolio Manager, is responsible for managing tax exempt assets. He uses key rate duration to provide the client’s portfolio with the interest rate exposure of the proper benchmark index. He also conducts continual yield curve and volatility analyses in order to maximize total return and minimize risk across his municipal fixed income portfolios. John joined Wilmington Trust in 2006, specializing in municipal bond trading and portfolio management. Earlier in his career, he was a senior fixed income trader at The Vanguard Group. He holds an MBA in Finance from Saint Joseph’s University and a bachelor’s degree in Business Administration from Arcadia University. | ||
| Daniel Scholl | Vice President | 2019 | 2024 |
| Biography | Dan Scholl, CFA is an Administrative Vice President and Head of Municipal Fixed Income for WTIA, leading the team responsible for municipal fixed income investing as part of WTIA’s Fixed Income Group. In this role he will lead the municipal group in portfolio management, credit surveillance and work in collaboration with the internal sales partners in the field. Dan brings more than 30 years’ experience in the fixed income and municipal markets, including leadership positions in asset management and the public sector. Prior to joining Wilmington Trust in 2019 he served as co-head of tax-exempt fixed income at Schroder Investment Management since 2003. As a member of the global fixed income investment and management committees, Dan was responsible for over $130B in assets. Previous roles include director and senior portfolio manager for municipal fixed income for Morgan Grenfell Asset management and Deutsche Asset Management. He holds a M.G.A from the University of Pennsylvania in Government Administration and a B.A. from Ursinus College in Political Science and Finance. | ||
| Rebecca J. Rogers | Vice President | 2011 | 2019 |
| Biography | Rebecca J. Rogers, Vice President and Senior Portfolio Manager at Wilmington Trust Investment Advisors, is responsible for managing collective funds and separately managed portfolios of tax-exempt municipal bonds. Rebecca works with high-net-worth clients to develop customized investment portfolios based on their unique parameters for risk, return, and liquidity. After taking the time to listen to her client’s objectives and to understand any tax, legal, and personal considerations, Rebecca then structures a well-diversified portfolio in keeping with her recommended asset allocation program. Rebecca continually monitors and rebalances her clients’ portfolios to meet their evolving needs and to take advantage of new investment opportunities. Rebecca joined Wilmington Trust in 2010 from PNC Capital Advisors, where she was Director of Portfolio Management and Trading. She holds a B.A from Dickinson College. | ||
| Stephen P. Winterstein | Managing Director | 2011 | 2019 |
| Biography | Stephen P. Winterstein, Managing Director and Chief Municipal Fixed Income Strategist, is responsible for collaborating with senior staff to establish the municipal bond portfolio management and research processes at Wilmington Trust Investment Advisors. He also sets strategy for the firm’s institutional and individual clients. Most recently he was managing director of municipal fixed income with PNC Capital Advisors, LLC in Philadelphia for more than 12 years, where he established and led a team of 15 municipal fixed income professionals dedicated to municipal bond management for high-net-worth individuals and institutional clients. He earned his B.A in Economics from Millersville University, and his MBA from Lehigh University. Stephen is an active member of the National Federation of Municipal Analysts, the Fixed Income Analysts Society, Inc., and the Municipal Analysts Group of New York, and was the chairperson of the 2011 Municipal Bond Buyers Conference. He is also involved with Standard & Poor’s in the development and refinement of their family of tax-exempt municipal indexes. Mr. Winterstein serves on the Advisory Board of Directors for Lumesis, Inc., a Software-as-a-Service (SaaS), cloud-based financial technology company. In addition, he currently serves as a member of the Board of Directors for the Pennsylvania State System of Higher Education Foundation, Inc., and is a former board member of the Millersville University Foundation. | ||
| Robert F. Collins | Director | 2011 | 2018 |
| Biography | Robert F. Collins, CFA, Director of Municipal Fixed Income, leads the team responsible for municipal fixed income investing as part of WTIA’s Fixed Income Group. In this role he oversees credit analysis on municipal fixed income securities and portfolio management of tax-exempt municipal fixed income portfolios for Wilmington Trust’s high-net-worth clients. In addition, Rob is the portfolio manager. Rob first worked at Wilmington Trust from 1982 to 1999, during which time he held several positions of increasing responsibility. He began as a credit analyst and bond trader and progressed to become a tax-exempt fixed income portfolio manager and leader of the tax-exempt fixed income group. Rob also managed cash portfolios and assisted with the expansion of Wealth Advisory Services to support clients in California, Florida, and New York. Rob then worked for five years as a senior vice president at PNC Financial Corp., in Philadelphia, where he started and co-managed the investment group dedicated to managing municipal bond portfolios for high-net-worth clients. He was also a senior vice president at Delaware Investments in Philadelphia for five years. There, he was a senior portfolio manager of tax-exempt municipal bonds in mutual funds and institutional accounts. These portfolios included national and state-specific mandates, intermediate- and long-term funds, and high-yield funds. Rob holds a bachelor’s degree in Economics from Ursinus College in Collegeville, Pennsylvania. | ||
| Clayton M. Albright | Managing Director | 2010 | 2011 |
| Biography | Albright, III Vice President of RSMC and WTIM, is a member of the investment team primarily responsible for the day-to-day management of the Short/Intermediate Term Bond and Broad Market Bond Funds. Mr. Albright has been affiliated with the Wilmington Trust Corporation since 1976 and with RSMC since 1987. Since 1987, he has specialized in the management of intermediate and long-term fixed income funds. In 2007, he became Managing Director of Fixed Income, responsible for all fixed income products. | ||
| Dominick J. D'Eramo | Senior Vice President | 2010 | 2011 |
| Biography | Dominick J. D’Eramo, CFA, is Senior Vice President and Head of Fixed Income at Wilmington Trust Investment Advisors. He is a member of the investment team . Mr. D’Eramo has been affiliated with Wilmington Trust Corporation since 1986 and with WFMC since 1987 as a Fixed Income Trader. He was promoted to a Portfolio Manager in 1990. In 2007, he became Director of Institutional Fixed Income, responsible for all institutional fixed income products. A graduate of the University of Delaware with a bachelor's degree in Business Administration, Mr. D'Eramo earned his M.B.A. from Widener University and his designation as a Chartered Financial Analyst. Mr. D'Eramo is a member of the Financial Analysts of Philadelphia and has served as a grader for the Chartered Financial Analyst exam. | ||
| Scott Edmonds | Vice President, Portfolio Manager | 2002 | 2010 |
| Biography | Edmonds is Vice President of RSMC and WTIM. Edmonds has been affiliated with Wilmington Trust Corporation and RSMC since 1989 as an assistant portfolio manager. He was promoted to a portfolio manager in 1991. | ||
| Lisa W. More | Assistant Vice President, Portfolio Manager | 1999 | 2007 |
| Biography | More is assistant vice president and portfolio manager with Wilmington Trust, her employer since 1988. Previously, she was a registered investment representative with The Acacia Group from 1986 to 1988. More is a member of the Association for Investment Management and Research, the Financial Analysts of Wilmington, and the National Federation of Municipal Analysts. | ||
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