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Daniel P. Hanson, CFA
- — Ivy Investment Management Company
- — 1 Years with Fund
- — 27 Years in Industry
Mr. Hanson is Senior Vice President and CIO of IICO, and President of the Trust. Mr. Hanson joined IICO in 2019. Prior to joining IICO, he served as a portfolio manager for BlackRock and served as an investment executive at BlackRock, Jarislowsky Fraser and JANA Partners. He earned a BA in Economics and French from Middlebury College, and an MBA, Accounting and Analytic Finance, from The University of Chicago. Mr. Hanson is a Chartered Financial Analyst.
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Mark G. Beischel, CFA
- — Ivy Investment Management Company
- — 5 Years with Fund
- — 28 Years in Industry
Mark Beischel is portfolio manager of Ivy Global Bond Fund and Ivy VIP Global Bond. He has been a portfolio manager of Ivy Global Bond since 2008 and of Ivy VIP Global Bond since 2010. He had been a portfolio manager of the former Waddell & Reed Advisors Global Bond Fund since 2002. He has held oversight of allocation levels and management of all allocation sleeves for Ivy Apollo Strategic Income Fund and co-oversight of allocation levels and management of all allocation sleeves for Ivy Apollo Multi- Asset Income Fund since 2015. On an interim basis as of April 2018, Mr. Beischel is co-portfolio manager of Ivy Bond Fund, Ivy Government Securities Fund, Ivy Crossover Credit Fund, Ivy Balanced Fund, Ivy VIP Bond and Ivy VIP Balanced. Mr. Beischel joined the organization in 1998 specializing in taxable investment-grade corporate credit analysis and emerging market credit analysis. He was appointed assistant vice president and named an assistant portfolio manager in 2000. He was appointed vice president in 2002 and senior vice president in 2006. Mr. Beischel was appointed Global Director of Fixed Income in 2011. Mr. Beischel graduated in 1991 with a BBA in Management from the University of Wisconsin-Eau Claire. He earned an MBA with an emphasis in Finance from the University of Denver in 1993. Mr. Beischel is a CFA charterholder. He is a member of the CFA Institute and the CFA Society of Kansas City.
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Chad Gunther
- — Ivy Investment Management Company
- — 5 Years with Fund
- — 23 Years in Industry
Chad Gunther is portfolio manager of Ivy High Income Fund, Ivy VIP High Income and Ivy High Income Opportunities Fund, managing the funds since 2014. He is portfolio manager of the High Income Strategy sleeve of Ivy Apollo Strategic Income Fund and of Ivy Apollo Multi-Asset Income Fund since 2015. Mr. Gunther joined the organization in 2003 as a high yield fixed income investment analyst. He was appointed assistant vice president and named assistant portfolio manager of the firm's High Income funds in 2008. He was appointed vice president in 2013 and senior vice president in 2014. Prior to joining the firm, Mr. Gunther was affiliated with Dialpad Communications as director of business operations. His responsibilities included the customer care, risk management and billing departments. Before joining Dialpad, Mr. Gunther was an associate analyst in equity research for George K. Baum & Company. He spent five years with Piper Jaffray before earning his master’s degree. Mr. Gunther graduated from the University of Kansas in 1993 with a BS in Business Administration with an emphasis in Economics. He earned an MBA with an emphasis in Finance from Washington University/St. Louis Olin Graduate School of Business in 2000.
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Robert Nightingale
- — Ivy Investment Management Company
- — 5 Years with Fund
- — 25 Years in Industry
Robert Nightingale is co-portfolio manager of Ivy Global Equity Income Fund and Ivy VIP Global Equity Income since 2018; he has been a portfolio manager of Ivy Global Equity Income Fund since 2012. Mr. Nightingale is co-portfolio manager of the Global Equity Income Strategy allocation sleeve of Ivy Apollo Multi-Asset Income Fund; he has been a portfolio manager of the fund since 2015. He was portfolio manager of the former Ivy European Opportunities Fund from 2013 to 2018. Mr. Nightingale joined the organization in 1996 as an equity investment analyst. He was appointed assistant vice president in 2000. He was named assistant portfolio manager to the International team in 2006. He was appointed vice president in 2009 and senior vice president in 2015. Mr. Nightingale graduated with a BS in Economics in 1987, and earned an MS in Urban and Regional Planning in 1989, from the University of Wisconsin. He earned an MS in Finance from the University of Wisconsin in 1997. While working on his MS in Finance, he interned with Madison Investment Advisors where he covered growth stocks. Prior to enrolling in the MS Finance program, Mr. Nightingale worked for the Wisconsin Department of Development for three years as an economist and planning analyst, where he was a staff analyst for the Governor’s Science & Technology Council. Mr. Nightingale is a member of the CFA Institute.
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Christopher J. Parker, CFA
- — Ivy Investment Management Company
- — 2 Years with Fund
- — 25 Years in Industry
Chris Parker is co-portfolio manager of Ivy Global Equity Income Fund and Ivy VIP Global Equity Income. He was portfolio manager since 2014 of Ivy Dividend Opportunities Fund and Ivy VIP Dividend Opportunities; in 2018, Ivy Dividend Opportunities Fund merged into the Ivy Global Equity Income Fund and Ivy VIP Dividend Opportunities’ name and investment strategy changed to Ivy VIP Global Equity Income. He is co-portfolio manager of the Global Equity Income Strategy allocation sleeve of Ivy Apollo Multi-Asset Income Fund since 2018. Mr. Parker joined the organization in 2008 as an equity investment analyst. He was named assistant portfolio manager of Ivy and Ivy VIP Value Funds and of Ivy and Ivy VIP Small Cap Core Funds in 2010. He was portfolio manager of Ivy and Ivy VIP Small Cap Core Funds from 2011 to 2014. He was appointed assistant vice president in 2010, vice president in 2011 and senior vice president in 2019. Prior to joining the firm, Mr. Parker was a vice president in Equity Research at Citigroup Asset Management. Mr. Parker graduated magna cum laude from Boston College, Wallace E. Carroll School of Management, with a BS in Finance in 1995. He earned an MBA with distinction, concentrations in Finance and Management/Strategy, from Northwestern University, Kellogg Graduate School of Management in 2001. While at Kellogg, he was an F.C. Austin Scholar.Mr. Parker is a CFA charterholder and a member of the CFA Institute.
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James Zelter
- — Apollo Credit Management, LLC.
- — 5 Years with Fund
- — 33 Years in Industry
Mr. Zelter has held his Fund responsibilities since October 2015. Mr. Zelter joined Apollo Global in 2006 and is Managing Partner and Chief Investment Officer of Apollo Capital Management, L.P., Apollo Global’s credit asset management business. He is also the Chief Executive Officer and director of Apollo Investment Corporation. Prior to joining Apollo Global, Mr. Zelter was with Citigroup Inc. and its predecessor companies from 1994 to 2006. From 2003 to 2005, Mr. Zelter was Chief Investment Officer of Citigroup Alternative Investments, and prior to that, he was responsible for the firm’s Global High Yield franchise. Mr. Zelter is a board member of DUMAC, the investment management company that oversees the Duke Endowment and Duke Foundation, and a Director of the Dalton School. Mr. Zelter has a degree in economics from Duke University.
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Joseph Moroney, CFA
- — Apollo Credit Management, LLC.
- — 2 Years with Fund
- — 27 Years in Industry
Joseph Moroney is a Partner in Credit and currently serves as Co-Head of Global Liquid Credit. He joined Apollo in 2008 to help establish Apollo’s Performing Credit business. Prior to joining Apollo, Mr. Moroney was with Aladdin Capital Management where he served as the Senior Managing Director of its Leveraged Loan Group. His investment management career includes experience at firms including Merrill Lynch Investment Managers and MetLife Insurance. Mr. Moroney graduated from Rutgers University with a BS in Ceramic Engineering and serves on Board of Overseers of the Rutgers Foundation. He is a Chartered Financial Analyst and a member of the CFA Society of New York.
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Matthew Sgrizzi, CFA
- — LaSalle Investment Management Securities
- — 5 Years with Fund
- — 19 Years in Industry
Matthew Sgrizzi, CFA, is a Managing Director of LaSalle Investment Management (Securities). Mr. Sgrizzi's responsibilities include managing separate account portfolios of public European property companies and the European portion of LaSalle Securities' global securities portfolio accounts. He graduated from Loyola University Maryland with a B.A. in Finance. Mr. Sgrizzi is a CFA Charterholder.
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Lisa Kaufman
- — LaSalle Investment Management Securities
- — 4 Years with Fund
- — 29 Years in Industry
Lisa Kaufman previously was a deputy portfolio manager at LaSalle. Kaufman has an MBA in Finance from Columbia Business School and an AB in Urban Studies and Political Science from Brown University.
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Benjamin Lentz, CFA
- — LaSalle Investment Management Securities
- — 1 Years with Fund
- — 21 Years in Industry
Ben Lentz is a Managing Director with LaSalle Investment Management Securities. He is a Portfolio Manager responsible for managing retail and industrial portions of LaSalle’s securities portfolios. His prior responsibilities at the firm included serving as a North America deputy portfolio manager, Director of Research and security analysis of publicly traded regional malls and hotels real estate companies. He earned a B.A. in Economics and Political Science from The Johns Hopkins University in 2000.
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Paul Meierdierck, CFA
- — LaSalle Investment Management Securities
- — 1 Years with Fund
- — 13 Years in Industry
Paul Meierdierck is a Managing Director with LaSalle Investment Management Securities. He is a Portfolio Manager responsible for managing office, residential and healthcare portions of LaSalle’s securities portfolios. He joined LaSalle in 2007. His prior responsibilities at the firm included security analysis of publicly traded residential and healthcare real estate companies in the United States and real estate companies in Canada. He earned a B.B.A. in Finance from James Madison University.Matthew Sgrizzi, CFA, is a Managing Director of LaSalle Investment Management (Securities). Mr. Sgrizzi's responsibilities include managing separate account portfolios of public European property companies and the European portion of LaSalle Securities' global securities portfolio accounts. He graduated from Loyola University Maryland with a B.A. in Finance. Mr. Sgrizzi is a CFA Charterholder.