Stephen Shutz, Cfa
About Stephen Shutz, Cfa
Stephen Shutz Portfolio Manager
Stephen Shutz, CFA, serves as a Portfolio Manager and Director of the Tax-Exempt Fixed Income Business. In his role, he is responsible for overseeing the management and performance of tax-exempt fixed income investments, ensuring alignment with the firm's strategic objectives and regulatory guidelines.
Stephen Shutz CFA Designation
Stephen Shutz holds the Chartered Financial Analyst (CFA) designation, which signifies his expertise and knowledge in financial analysis, portfolio management, and investment ethics. This credential underscores his dedication to maintaining the highest standards of integrity and professionalism in the finance industry.
Stephen Shutz Tax-Exempt Fixed Income Specialist
As a specialist in tax-exempt fixed income investments, Stephen Shutz focuses on managing portfolios that minimize tax liabilities for investors. His expertise ensures that clients can optimize their investment returns by taking advantage of tax-exempt opportunities in the fixed income market.
Stephen Shutz and Sustainable Fixed Income Strategy
Stephen Shutz plays a pivotal role in the sustainable fixed income strategy at his firm. He is actively involved in the Tax-Exempt Sustainable Fixed Income Strategy, working to integrate sustainable practices into tax-exempt investments. This approach aims to align environmental and social goals with financial performance.
Collaboration Between Stephen Shutz and Amy Hauter
Stephen Shutz collaborates closely with Amy Hauter, CFA, on various sustainable fixed income projects. Their joint efforts focus on developing and implementing strategies that incorporate sustainability into fixed income investments while achieving competitive returns for investors.