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The investment seeks total return (consisting of current income that is exempt from regular federal income tax and capital appreciation). The fund invests at least 80% of its net assets plus investment borrowings in investments the income from which is exempt from federal income tax, but not necessarily the federal alternative minimum tax. The fund invests, as a non-fundamental policy, at least 80% of its net assets, plus borrowings for investment purposes, in municipal bonds.
Name | Title | Since | Until |
---|---|---|---|
David W. Rossmiller | Managing Director | 2020 | Now |
Biography | Mr. David W. Rossmiller, Managing Director and Head of Fixed Income for Bessemer Investment Management LLC. Mr. Rossmiller joined the firm in May 2010. He was the Global Head of Fixed Income for Deutsche Bank Private Wealth Management from 2003 until he joined Bessemer. Mr. Rossmiller joined Bankers Trust in 1993, which was later acquired by Deutsche Bank in 1999. Mr. Rossmiller attended the University of Michigan from 1975 to 1977, and received a Bachelor of Music in 1980 from the Hartt School of Music and a Master of Public and Private Management in 1985 from Yale University. | ||
Kevin Akinskas | Managing Director | 2020 | Now |
Biography | Mr. Kevin Akinskas, Managing Director of the Adviser and Head of Municipal Bonds at Bessemer, an affiliate of the Adviser. Mr. Akinskas joined the Adviser in February 2020. He was the Director of Muni Institutional & Wealth Management at BlackRock from 2006 until he joined the Adviser. Prior to that, Mr. Akinskas was the Private Investors Portfolio Manager at Merrill Lynch Investment Managers from 2005 until he joined BlackRock. Mr. Akinskas received in 2006 a MBA in Finance and Management and in 2002 a BS in Mechanical Engineering from Rutgers University. | ||
Bruce A. Whiteford | Vice President, Manager | 1998 | 2020 |
Biography | Mr. Bruce A. Whiteford, Managing Director of Bessemer Investment Management LLC. Mr. Whiteford joined Bessemer Trust Company, N.A. in 1996 and Bessemer Investment Management LLC in 2001. Prior to joining Bessemer, Mr. Whiteford was Vice President, Manager in U.S. Fixed Income Funds Group, Chase Asset Management, a division of Chase Manhattan Bank, N.A., from 1986 to 1996. Mr. Whiteford graduated from the University of South Carolina with a BS in Finance. |
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