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The North Country Large Cap Equity Fund (NCEGX)

Fonds US

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21,35 +0,11 +0,52%

06/01 - En Différé. Devise en USD

Rating de Morningstar:
Actif total: 126,84M

Type: Fonds

Marché: États-Unis

Emetteur: North Country Funds

Catégorie d'actif: Action

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Vue d'ensemble NCEGX

Sur cette page vous trouverez un profil détaillé de The North Country Large Cap Equity Fund. Vous y trouverez notamment des informations sur la gestion, le total des actifs, la stratégie d'investissement et les coordonnées de NCEGX entre autres informations.

Catégorie

Large Blend

Actif total

126,84M

Dépenses

1,07%

Date de création

36951

Contact

Adresse 450 Wireless Boulevard
Hauppauge,NY 11788
United States

Téléphone -

Web www.arrowfinancial.com

Principaux dirigeants

Nom	Titre	Depuis	Jusqu’à
Frederick J. Schwerd	Portfolio Manager	2019	Maintenant
Biographie	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	Maintenant
Biographie	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	Maintenant
Biographie	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
Biographie	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
Biographie	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
Biographie	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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Mes dernières cotations

	Nom	Cours	Var.	Var.%
	North Country Equ.	21,35	+0,11	+0,52%