Allianz Global Investors Fund - Allianz Income and Growth P EURRegister to Unlock Ratings |
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| Biography | |
| David Oberto is a lead portfolio manager, income and growth at Voya Investment Management. Prior to joining Voya, he was a portfolio manager and director at Allianz Global Investors, where he held portfolio management, research and trading responsibilities for the income and growth strategies team. and served as portfolio manager for the U.S. High Yield Bond strategy and was also responsible for managing multiple closed-end and open-end mutual funds. Prior to that, he was a portfolio administrator, a credit default swaps (CDS) account manager and a trade-closer at Bain Capital. David earned a BSBA with a concentration in finance and a minor in economics from Fordham University and an MS in finance from the D’Amore-McKim School of Business at Northeastern University. |
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| Fund Manager | Justin Kass |
| Manager Start Date | 01/03/2022 |
| Career Start Year | 1998 |
| Education |
| 1997, University of California, Davis, B.S. |
| 2000, University of California, Los Angeles (Anderson), M.B.A. |
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| Biography | |
| Justin Kass is chief investment officer, co-head of income and growth at Voya Investment Management. Prior to joining Voya, he was a portfolio manager, managing director, CIO and co-head of U.S. income and growth strategies at Allianz Global Investors, where he held portfolio management, research and trading responsibilities for the income and strategies team. Prior to that at Allianz Global Investors, Justin held portfolio manager responsibilities for the U.S. convertible strategy and was a lead portfolio manager for the income and growth strategy since its inception and was also responsible for managing multiple closed-end and open-end mutual funds. Justin earned a BS from the University of California, Davis and an MBA from the UCLA Anderson School of Management. He is a CFA® Charterholder. |
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| Fund Manager | Ethan Turner |
| Manager Start Date | 15/03/2023 |
| Career Start Year | 2005 |
| Education |
| San Diego State University, B.S. |
| UCLA Anderson School, M.B.A. |
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| Biography | |
| Ethan Turner is a portfolio manager, income and growth at Voya Investment Management. Prior to joining Voya, he was an analyst and vice president at Allianz Global Investors, where he held research responsibilities for the income and growth strategies team and was previously a trading assistant. Prior to that, Ethan was a lead analyst covering the financial sector at Relational Investors and a financial analyst at Sunstone Hotel Investors. Ethan earned a BS from San Diego State University and an MBA from the Anderson School of Management at the University of California, Los Angeles. He is a CFA® Charterholder. |
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| Fund Manager | William (Brit) Stickney |
| Manager Start Date | 01/03/2022 |
| Career Start Year | 1989 |
| Education |
| 1989, Miami University of Ohio, B.S. |
| 2000, Northwestern University, M.B.A. |
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| Biography | |
| William (Brit) Stickney is co-head of income and growth at Voya Investment Management. Prior to joining Voya, he was a portfolio manager, managing director and co-head at Allianz Global Investors, where he held portfolio management and research responsibilities for the income and growth strategies team. Prior to that, he was a vice president of institutional fixed-income sales with ABN AMRO, Inc., where his primary focus was on high yield corporate securities. Previously, he worked for Cowen & Company and Wayne Hummer & Company. Brit earned a BS in finance from Miami University, Ohio and an MBA from the Kellogg School of Management, Northwestern University. |
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| Fund Manager | Michael Yee |
| Manager Start Date | 01/03/2022 |
| Career Start Year | 1994 |
| Education |
| 1999, San Diego State University, M.B.A. |
| 1993, University of California–San Diego, B.S. |
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| Biography | |
| Michael Yee is a lead portfolio manager, income and growth at Voya Investment Management. Prior to joining Voya, Michael was a portfolio manager and managing director at Allianz Global Investors, where he held portfolio management, research and trading responsibilities for the income and growth strategies team. He also served as a lead portfolio manager for the income and growth strategy since inception and was responsible for managing multiple closed-end and open-end mutual funds. Prior to that, Michael was an analyst for the global and systematic team with responsibilities focused on U.S. large cap equity strategies and worked in global portfolio administration and client service. Previously, he was a financial consultant for Priority One Financial/Liberty Foundation. Michael earned a BS from the University of California, San Diego, and an MBA from San Diego Stat e University. |
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