Sector Portfolio Management

SECTOR PORTFOLIO MANAGEMENT

Investment Strategies

Home >>Who We Are >> Sector Portfolio Management

SECTOR PORTFOLIO MANAGEMENT

At Dwight, each sector portfolio manager is responsible for a specific sector of the fixed income market. The Sector Portfolio Management Team works closely with the Credit Research Team to develop sector strategy and individual security selection ideas. As such, portfolios are managed by a team of specialists rather than by one or two generalists pursuing individual strategies or styles.

Sector Portfolio Management

Joshua Kruk, CPA, CFA
MBS

Steven Clancy
MBS

Robert Clancy, FSA
Derivatives

Derrick Wulf, CFA
CMBS

Peter Milne
ABS

Jason Golder
MBS, CMBS, ABS

Eric Forand
MBS

Kati Tatro
MBS, CMBS, ABS

Keith McCarthy
Municipals

Scott McIntyre, CFA
Investment-Grade Corporates

John Bisset, CFA
Investment-Grade Corporates

Todd Henry
Investment-Grade Corporates

Edward Meigs, CFA
High-Yield Corporates

Sean Slein, CFA
High-Yield Corporates

Peter Vutz
International and Non-Dollar

About Dwight

Portfolio Manager Profiles

W3C XHTML 1.0 Certified

Joshua M. Kruk, CPA, CFA
	Executive Vice President, Portfolio Manager BS University of Vermont Joined the company in 1999 13 years financial services experience
Josh specializes in the mortgage-backed securities sector. Prior to becoming a Portfolio Manager, Mr. Kruk performed quantitative analysis for the Fixed Income Investment Team. Before joining Dwight, he was a Senior Auditor for Price Waterhouse LLP and a Senior Accountant for Bain Capital. He is a member of the firm's Management Committee, and a member of the Vermont CFA Society.

Steven J. Clancy
	Vice President, Portfolio Manager BA Cornell University Joined the company in 2007 4 years financial services experience
Steve specializes in mortgage-backed securities. Prior to joining Dwight, Steve was a Trader on the CMO Trading Desk at Nomura Securities Inc.

Robert P. Clancy, FSA
	Senior Vice President, Portfolio Manager BS Brown University Joined the company in 2001 37 years financial services experience
Bob specializes in derivatives and LDI solutions for fixed income portfolios. He was formerly at Dewey Square Investors Corporation and Standish, Ayer & Wood where he managed immunized as well as actively managed portfolios. Bob is well versed in asset/liability management and was one of three faculty members in the first insurance company asset/liability management seminar sponsored by the Society of Actuaries. Bob is a Fellow of the Society of Actuaries and is a Halmstad prize winner.

Derrick M. Wulf, CFA
	Senior Vice President, Portfolio Manager BS University of Vermont Joined the company in 1998 10 years financial services experience
Derrick specializes in commercial mortgage-backed securities and is the author of the weekly Market News feature appearing on www.Dwight.com. He was formerly at First Union Capital Markets. Derrick is a member of the Vermont CFA Society. Derrick is also a member of the firm's Risk Management Committee.

Peter M. Milne
	Senior Vice President, Portfolio Manager BS University of Vermont Joined the company in 1999 9 years financial services experience
Peter specializes in asset-backed securities. Prior to assuming portfolio management duties, Mr. Milne served as a Portfolio Analyst at Dwight.

Jason M. Golder
	Vice President, Portfolio Manager BA Middlebury College Joined the company in 2002 6 years financial services experience
Jason specializes in structured products, covering mortgage-backed securities, commercial mortgage-backed securities, and asset-backed securities. Prior to becoming a Portfolio Manager, Jason performed quantitative analysis for the Dwight Fixed Income Investment Team.

Eric J. Forand
	Assistant Vice President BS Northeastern University Joined the company in 2000 11 years financial services experience
Eric specializes in mortgage-backed securities. Prior to becoming a member of the Portfolio Management Team, he performed quantitative analysis for Dwight. He was formerly with NASDAQ and Fidelity Investments.

Kati L. Tatro
	BS Saint Michael's College Joined the company in 2004 4 years financial services experience
Kati specializes in structured products, covering asset-backed securities, commercial mortgage-backed securities, and mortgage-backed securities. Prior to joining Dwight, Kati served as a Portfolio Administrator and Fund Accountant at State Street Bank and Trust.

Keith C. McCarthy
	Vice President, Portfolio Manager BS Western Connecticut State University Joined the company in 2007 14 years financial services experience
Keith specializes in municipal bonds. Keith's previous experience with municipal bonds includes serving as a Municipal Portfolio Manager for Weiss, Peck, & Greer and as an Assistant on the Municipal Trading Desk at Gruntal &Co. Prior to joining Dwight, Keith served as a Principal with RJ Murphy & Associates, LLC.

Scott M. McIntyre, CFA
	Vice President, Portfolio Manager BA Union College MBA Union University Joined the company in 2004 12 years financial services experience
Scott specializes in investment-grade corporate bonds. Prior to becoming a Portfolio Manager, Scott was a member of Dwight's Credit Research team. He was formerly a Taxable Fixed Income Analyst at Gannett Welsh & Kotler and a Fixed Income Research Assistant at Loomis Sayles & Company, L.P. He is a member of the Boston Security Analysts Society and the Vermont CFA Society.

John E. Bisset, CFA
	Vice President, Portfolio Manager BS University of Vermont Joined the company in 2000 8 years financial services experience
John specializes in investment-grade corporate bonds. He was previously with Salomon Smith Barney Citibank Asset Management Group. John is a member of the Vermont CFA Society.

Todd L. Henry
	Assistant Vice President, Portfolio Manager BA University of Vermont Joined the company in 2007 3 years financial services experience
Todd specializes in investment-grade corporate bonds. Prior to joining Dwight, Todd served as a Fixed Income Operations Analyst at BlackRock Asset Management.

Edward B. Meigs, CFA
	Senior Vice President, Portfolio Manager AB Occidental College MBA Northwestern University Joined the company in 2001 18 years financial services experience
Ed specializes in below-investment-grade corporate bonds. He was formerly with Mt. Washington Investment Group, Falcon Asset Management, and Wheat First Securities, with responsibilities in portfolio management and credit research. Ed is a member of the Baltimore Securities Analyst Society, Inc.

Sean M. Slein, CFA
	Vice President, Portfolio Manager BS University of Notre Dame MBA University of Chicago Joined the company in 2001 18 years financial services experience
Sean specializes in below-investment-grade corporate bonds. Prior to joining Dwight, Sean was a Credit Analyst for the Mt. Washington Investment Group and an Options Strategist for the Chicago Mercantile Exchange. He is a member of the Baltimore Securities Analyst Society, Inc.

Peter Vutz
	Senior Vice President, Portfolio Manager BA Mercator Business School, Germany Joined the company in 2007 28 years financial services experience
Peter specializes in non-dollar securities and foreign markets. Prior to joining Dwight, he served as Senior International Portfolio Manager for Mellon Equity Associates LLP and Head of Global Trading at Federated Global Investment Management. Peter also served as Head of Fixed Income Sales for Commerzbank Capital Markets Corporation in New York and Director of Fixed Income Sales at HSBC Trinkaus & Burkhardt in New York, London, and Duesseldorf.