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The North Country Large Cap Equity Fund (NCEGX)
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06/01 - Info retrasada. Valores en USD
- Rating de Morningstar:
- Total de activos: 126,84M
North Country Equity Growth
21,35
+0,11
+0,52%
Resumen NCEGX
En esta página encontrará un perfil detallado de The North Country Large Cap Equity Fund. Conozca la gestión clave, los activos totales, la estrategia de inversión y la información de contacto de NCEGX, entre otros datos.
Información de contacto
Lugar
450 Wireless Boulevard
Hauppauge,NY 11788
United States
Hauppauge,NY 11788
United States
Teléfono fijo
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Ejecutivos destacados
| Nombre | Título | Desde | Hasta |
|---|---|---|---|
| Frederick J. Schwerd | Portfolio Manager | 2019 | Ahora |
| Biografía | Mr. Schwerd, Portfolio Manager of North Country Investment Advisers, Inc, has been employed with GFNB since 2019. Prior to joining GFNB, Mr. Schwerd managed short-term and intermediate-term multi-asset fixed income accounts for institutional and high net worth clients at The Ayco Company (a Goldman Sachs Company). Mr. Schwerd received a Bachelor of Arts degree from Hartwick College. | ||
| Alina Kindron | Portfolio Manager | 2019 | Ahora |
| Biografía | Alina Kindron, Portfolio Manager of North Country Investment Advisers, has been employed with GFNB since 2007, and is an Assistant Vice President and Investment Officer of GFNB, managing investments for individuals, trusts, endowments, foundations and pension plans. Ms. Kindron is a graduate of the Academy of Economic Studies in Bucharest, Romania with a Bachelors degree in Finance, Insurance, Banking and Capital Markets. | ||
| Adam M. Horowitz | Portfolio Manager | 2018 | Ahora |
| Biografía | Adam M. Horowitz, Portfolio Manager of North Country Investment Advisers, has been employed with GFNB since 2018, and is an Officer and Investment Professional of GFNB, managing investments for individuals, trusts, endowments, foundations and pension plans. Prior to Joining GFNB, Mr. Horowitz served as a Portfolio Manager in the Private Wealth Management Division of another trust company. Mr. Horowitz received a Bachelor of Arts degree from The State University of New York at Albany and an MBA from The State University of New York at Albany. | ||
| Peter M. Capozzola | Portfolio Manager | 2018 | 2019 |
| Biografía | Peter M. Capozzola, CFA is Portfolio Manager of North Country Investment Advisers, Inc., has been employed as a Portfolio Manager with Glens Falls National Bank & Trust Company since August 2002, and is a Vice President and Investment Officer of Glens Falls National Bank & Trust Company ("GFNB"), managing investments for individuals, trusts, endowments, foundations and pension plans. He serves on the Investment Policy Committee of both GFNB and North Country Investment Advisers, Inc. Prior to joining GFNB, Mr. Capozzola served as the Compliance Officer and Comptroller at another trust company. Mr. Capozzola received a Bachelor of Arts degree in Business Economics from the State University of New York at Oneonta and earned an MBA in Investment and Portfolio Management from the Lubin Graduate School of Pace University in New York City. Mr. Capozzola also holds the Chartered Financial Analyst (CFA) designation awarded by the CFA Institute. | ||
| Manuel S. Orta | President | 2012 | 2018 |
| Biografía | Manuel S. Orta is the President and Portfolio Manager of North Country Investment Advisers, Inc., and is also Senior Vice President and the Financial Services Group Head of Glens Falls National Bank & Trust Company ("GFNB"). He chairs the Investment Policy Committee of both GFNB and North Country Investment Advisers, Inc. He has been in the field of portfolio managment since 1998. He joined the Investment Department of GFNB in 2006 where he serves as a portfolio manager in the Investment Department for individual and corporate retirement plans, personal trust, investment management accounts, foundations and not-for-profit relationships. Manuel S. Orta holds a Bachelor's degree in Economics and Finance from Plattsburgh State University and has earned the Certified Trust Financial Advisor (CTFA) designation from the Institute of Certified Bankers. Manuel S. Orta has also earned a degree in Portfolio Management through the New York Institute of Finance. | ||
| Michael S. Dier | Vice President, CIO, Chairman | 2001 | 2012 |
| Biografía | Dier is a vice president of GFNB, serves as the chief investment officer of GFNB and the Adviser. He is chairman of the Investment Policy Committee of both GFNB and the Adviser and also has responsibility for selecting and monitoring the performance of the mutual funds offered by GFNB to 401(k) plan participants. Dier joined the Investment Department of GFNB in 1989 after working previously as a portfolio manager for growth and bond funds in the bank trust department of a competing financial institution. | ||
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