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The investment seeks to provide a high and stable level of income exempt from federal taxes and Tennessee state taxes (if applicable) derived from Tennessee municipal securities without incurring undue risk to principal. The fund’s assets will be invested so that at least 80% of the income will be exempt from Federal income taxes and Tennessee income taxes (if applicable) or it will have at least 80% of its net assets invested in securities exempt from Federal income taxes and Tennessee income taxes (if applicable).
Name | Title | Since | Until |
---|---|---|---|
Brian Tibe | Portfolio Manager | 2015 | Now |
Biography | Mr. Tibe is a 1996 graduate of the University of Kentucky with a major in Finance. He has been employed by Dupree & Company, Inc. since 2005 serving as an Investment Advisor. Tibe has been employed in the securities industry since 1996, previously with Fidelity Investments and Charles Schwab. | ||
Vincent Harrison | Lead Portfolio Manager | 1999 | Now |
Biography | Mr. Harrison is a 1993 graduate of Eastern Kentucky University, with majors in Finance and Real Estate. He was employed by Dupree & Co. in 1994 and worked in bond accounting until 1999 when he became an Assistant Manager. He became Lead Portfolio Manager in 2004. | ||
Eugene Gard | Associate Portfolio Manager | 2008 | 2015 |
Biography | Gard is a 2001 graduate of the United States Naval Academy and served in the U. S. Navy until 2007. He joined Dupree & Co. in 2008 as an Associate Portfolio Manager. He achieved the CFA designation in 2012. | ||
Thomas P. Dupree | founded Dupree Funds | 2004 | 2007 |
Biography | Mr. Dupree is the chairman of Dupree & Company, Inc. and the president of Dupree Mutual Funds. From 1955 to 1980, he worked in municipal bond sales as a trader and institutional salesman. He founded Dupree Mutual Funds in 1979. He has more than 50 years of experience in the municipal bond industry. | ||
William T. Griggs | executive Vice President | 1993 | 2004 |
Biography | Griggs is an executive vice president with Dupree & Company, his employer since 1989. Previously, he spent three years with Edward D. Jones & Company, where he had served as a branch manager. He also spent 12 years in public financial management as a chief financial officer. Griggs is a Certified Public Accountant |
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