Wendy Casetta
Portfolio Manager-Fixed Income bei National Exchange Bank & Trust
Profil
Ms. Wendy Casetta is a Vice President & Portfolio Manager at National Exchange Bank & Trust.
In her role, she will be managing the fixed income portfolios for the bank.
She brings more than 28 years of investment experience.
Ms. Casetta was employed as a Portfolio Manager by Allspring Global Investments LLC, a Senior Research Analyst & Portfolio Manager by Strong Capital Management, Inc., and a Principal by Nicholas Co., Inc.
She received her undergraduate degree from the University of Wisconsin and an MBA from the University of North Florida.
Aktive Positionen von Wendy Casetta
| Unternehmen | Position | Beginn |
|---|---|---|
National Exchange Bank & Trust
 National Exchange Bank & Trust Investment ManagersFinance Founded in 1975, National Exchange Bank & Trust is a full-service bank and trust company located in Fond du Lac, Wisconsin. The firm is a subsidiary of Neb Corp. | Portfolio Manager-Fixed Income | 01.07.2022 |
Ehemalige bekannte Positionen von Wendy Casetta
| Unternehmen | Position | Ende |
|---|---|---|
Strong Capital Management, Inc.
 Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Portfolio Manager-Fixed Income | 26.01.2005 |
Nicholas Co., Inc.
 Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Corporate Officer/Principal | 30.06.1994 |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Portfolio Manager-Fixed Income | - |
Ausbildung von Wendy Casetta
| University of Wisconsin | Undergraduate Degree |
| University of North Florida | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Finance |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Finance |
Nicholas Co., Inc.
Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Finance |
National Exchange Bank & Trust
National Exchange Bank & Trust Investment ManagersFinance Founded in 1975, National Exchange Bank & Trust is a full-service bank and trust company located in Fond du Lac, Wisconsin. The firm is a subsidiary of Neb Corp. | Finance |
