SADDLE BROOK, NJ
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
ALLIANCE CALIFORNIA MUNICIPAL INCOME FUND | — | Since Aug 2018 | — |
WESTERN ASSET CORPORATE LOAN FUND INC. | — | Since Nov 2019 | — |
ADAMS NATURAL RESOURCES FUND, INC. | — | Since Jul 2020 | — |
NEW IRELAND FUND INC | — | Since Feb 2021 | — |
TORTOISE ENERGY INDEPENDENCE FUND, INC. | — | Since Apr 2021 | — |
TOTAL RETURN SECURITIES FUND | President and CEO | Since Mar 2026 | — |
MFS INVESTMENT GRADE MUNICIPAL TRUST | — | Since Feb 2026 | — |
BROOKFIELD DTLA FUND OFFICE TRUST INVESTOR INC. | — | Since Jun 2018 | — |
HIGH INCOME SECURITIES FUND | — | Since Mar 2019 | — |
SPECIAL OPPORTUNITIES FUND | President | Since Feb 2020 | — |