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Sei Tax Exempt Trust Intermediate-term Municipal Fund Class F (SEIMX)
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00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 1.53B
SEI Intermediate-Term Municipal F (STET)
11.16
+0.01
+0.09%
- Overview
- Profile
- Historical Data
- Holdings
SEIMX Overview
On this page you'll find an in-depth profile of Sei Tax Exempt Trust Intermediate-term Municipal Fund Class F. Learn about the key management, total assets, investment strategy and contact information of SEIMX among other information.
Investment Strategy
The investment seeks the highest level of income exempt from federal income tax as is consistent with the preservation of capital. The fund will invest, under normal circumstances, at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in investment grade municipal securities that pay interest that is exempt from federal income tax, including, but not limited to, municipal bonds, notes and commercial paper.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| William Roach | Portfolio Manager | 2023 | Now |
| Biography | Bill is a Co-Portfolio Manager for the firm’s municipal bond funds and client accounts, a role he assumed in May 2023. He was also a Senior Trader for the Municipal Bond Team within Macquarie Asset Management Fixed Income (MFI), a position he held from March 2019 until October 2023. Prior to joining the Municipal Bond Team in April 2015, Bill spent three years as an Internal Sales Consultant for the firm’s Client Solutions Group, where he managed relationships across the country and across asset classes. Before joining Macquarie, he worked at Merrill Lynch as an Investment Consultant and Analyst and at Creative Financial Group as a financial advisor. He earned a Bachelor of Science with dual concentrations in business administration and political science from Albright College and a Master of Business Administration with a concentration in finance from Villanova University. He holds the Chartered Financial Analyst® and Chartered Market Technician® designations. | ||
| Anthony Karaminas | Head | 2023 | Now |
| Biography | Anthony Karaminas, CFA, serves as Head of SIMC Fixed Income & Multi-Asset, within SIMC's Investment Management Unit. In this role, Mr. Karaminas is responsible for Portfolio Management leadership and oversight duties for the entirety of the SIMC Fixed Income & Multi-Asset Business. Prior to joining SEI, he was an associate portfolio manager/analyst within the Multi-Manager Solution team at UBS Asset Management. He previously held the role of Sector Head of Global Fixed Income and Global High Yield funds research in London with S&P Capital IQ; prior to that, he served as an analyst in Melbourne, Australia. Anthony was also a senior analyst at Goldman Sachs JBWere. Anthony earned a Bachelor of Business (with honors) from Swinburne University in Melbourne, Australia. He is a CFA charterholder and a member of the CFA Institute. | ||
| Daniel Falkowski | - | 2022 | Now |
| Biography | Mr. Falkowski serves as an Assistant Portfolio Manager for the Funds. His duties include managing due diligence and selection. Mr. Falkowski has over 14 years of investment experience. Prior to joining SEI in 2016, Mr. Falkowski was a Senior Investment Officer at the City of Philadelphia Board of Pensions and Retirement. Mr. Falkowski received both his B.S. and M.S. in Finance from Villanova University. | ||
| Brad W. Libby | Managing Director | 2019 | Now |
| Biography | Brad W. Libby, Managing Director and Fixed Income Portfolio Manager/Credit Analyst of Wellington Management. Mr. Libby joined Wellington Management as an investment professional in 2010. Prior to joining Wellington Management, Mr. Libby is Senior Vice President and Tax Exempt Specialist on the Tax Exempt Fixed Income team. He is a Portfolio Member of Putnam's tax-exempt fixed income funds. He originally joined Putnam in 1996 as an Investment Associate in the Tax Exempt Fixed Income Group before leaving to pursue an M.B.A.; he returned as a Tax Exempt Bond Analyst in 2001. | ||
| Gregory A. Gizzi | Managing Director | 2012 | Now |
| Biography | Gregory A. Gizzi is head of municipal bonds for Macquarie Asset Management Fixed Income (MFI) in the Americas, a role he assumed in February 2019. In this role, he is responsible for the overall operation of the strategy and is team lead on several of the tax-exempt strategies. Additionally, Gizzi continues to be responsible for MFI's taxable municipal business and the marketing efforts for the municipal product. Previously, Gizzi was co-portfolio manager of the firm's municipal bond funds and several client accounts, a role he held since November 2011. Before joining Macquarie Asset Management (MAM) in January 2008 as head of municipal bond trading, he spent six years as a vice president at Lehman Brothers for the firm's tax-exempt institutional sales effort. Prior to that, he spent two years trading corporate bonds for UBS before joining Lehman Brothers in a sales capacity. Gizzi has more than 20 years of trading experience in the municipal securities industry, beginning at Kidder Peabody in 1984, where he started as a municipal bond trader and worked his way up to institutional block trading desk manager. He later worked in the same capacity at Dillon Read. Gizzi earned his bachelor's degree in economics from Harvard University. | ||
| Daniel Rabasco | Portfolio Manager | 2010 | Now |
| Biography | Dan is the head of municipal bonds at Mellon Investments Corp, overseeing and guiding the investment management process for the firm’s tax-exempt strategies. Previously, he was the head of trading for tax-exempt bonds, responsible for managing the municipal bond trading desk. Before joining the firm, Dan directed the municipal bond group at Fleet where he was responsible for managing mutual fund, common trust fund and high net worth client assets. Previously, he was a portfolio manager at Evergreen Investments, where he managed national and state-specific mutual funds. His other responsibilities included hospital and high yield credit analysis. Dan began his career as a municipal analyst at Liberty Insurance Company. Dan has been in the investment industry since 1987. Dan holds a BA from Boston College and an MBA from Suffolk University. Dan has served as a member of the Municipal Securities Rulemaking Board's Investor Advisory Group (2004-2008). He holds the CFA® designation and is a member of the CFA Institute. | ||
| Stephen J. Czepiel | Managing Director | 2007 | Now |
| Biography | Stephen J. Czepiel Managing Director, Head of Municipal Bonds Portfolio Management, Senior Portfolio Manager Stephen J. Czepiel leads the portfolio management of the firm's municipal bonds strategies for Macquarie Asset Management Fixed Income (MFI) in the Americas, a role he assumed in February 2019. He is a co-portfolio manager of the firm's municipal bond funds and client accounts, a role he has held since August 2007. He joined Macquarie Asset Management (MAM) in July 2004 as a senior bond trader. Previously, he was vice president at both Mesirow Financial and Loop Capital Markets. He began his career in the securities industry in 1982 as a municipal bond trader at Kidder Peabody and now has more than 20 years of experience in the municipal securities industry. Czepiel earned his bachelor's degree in finance and economics from Duquesne University. | ||
| Richard A. Bamford | Portfolio Manager | 1999 | Now |
| Biography | Richard A. Bamford serves as a Portfolio Manager for the Fixed Income Team within SIMC's Investment Management Unit. Mr. Bamford is responsible for investment grade debt and municipal bond portfolios. Mr. Bamford's duties include manager analysis and selection, strategy development and enhancement as well as investment research. Mr. Bamford has over 20 years of investment experience in investment management. Prior to joining SEI in 1999, Mr. Bamford worked as a Municipal Credit Analyst for Vanguard. Mr. Bamford received a Bachelor of Science in Economics/Finance and Accounting from the University of Scranton and an M.B.A. with a concentration in Finance from St. Joseph's University. | ||
| Jake van Roden | Senior Vice President | 2019 | 2023 |
| Biography | Delaware Management Company Senior Vice President, Head of Municipal Trading, Portfolio Manager Jake van Roden is head of Macquarie’s municipal trading team. He is also a portfolio manager for the firm’s nine open-end state-specific municipal bond funds, as well as for several municipal bond client accounts, a role he assumed in December 2017. In February 2019, his portfolio management role expanded to include the closed-end municipal bond funds and the three national municipal open-end funds.He joined the municipal department in July 2004 as a generalist and became head of municipal trading in December 2012. Before that, van Roden interned at Macquarie Investment Management (MIM), which includes the former Delaware Investments, in the client services department. He received a bachelor’s degree in American studies with a minor in government from Franklin & Marshall College. | ||
| Erin K. Garrett | Portfolio Manager | 2014 | 2020 |
| Biography | Erin Garrett is a portfolio manager in the T. Rowe Price ActivePlus Portfolios Program, Target Allocation Active Series and an associate portfolio manager for the Target Allocation strategies. Erin is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. Erin’s investment experience began in 2007, and she has been with T. Rowe Price since 2020, beginning in the Multi-Asset Division. Prior to this, Erin was employed by SEI as a portfolio manager, overseeing $45 billion in U.S. taxable and tax-exempt fixed income mutual funds and separate accounts. She was responsible for the selection of fund subadvisors and the allocations among these managers to optimize diversification of style, alpha source, and risk. She was shortlisted for best manager in the “Bonds” category for the 2019 Women in Asset Management Awards. Erin earned a B.S. in business administration/finance and an M.B.A., with concentrations in strategic management and international business, from Villanova University. | ||
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