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Delaware Tax-free Arizona Fund Class A (0P00002Q6O)
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15/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 42.34M
Delaware Tax-Free Arizona Fund Class A
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0P00002Q6O Overview
On this page you'll find an in-depth profile of Delaware Tax-free Arizona Fund Class A. Learn about the key management, total assets, investment strategy and contact information of 0P00002Q6O among other information.
Investment Strategy
The investment seeks as high a level of current income exempt from federal income tax and from the Arizona state personal income tax as is consistent with preservation of capital. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in municipal securities the income from which is exempt from federal income tax, including the federal alternative minimum tax, and from Arizona state personal income taxes. It will generally have a dollar-weighted average effective maturity of between 5 and 30 years.
Contact Information
Address
Delaware Funds by Macquarie
Philadelphia,PA
United States
Philadelphia,PA
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| William Roach | Portfolio Manager | 2023 | Now |
| Biography | Bill is a Co-Portfolio Manager for the firm’s municipal bond funds and client accounts, a role he assumed in May 2023. He was also a Senior Trader for the Municipal Bond Team within Macquarie Asset Management Fixed Income (MFI), a position he held from March 2019 until October 2023. Prior to joining the Municipal Bond Team in April 2015, Bill spent three years as an Internal Sales Consultant for the firm’s Client Solutions Group, where he managed relationships across the country and across asset classes. Before joining Macquarie, he worked at Merrill Lynch as an Investment Consultant and Analyst and at Creative Financial Group as a financial advisor. He earned a Bachelor of Science with dual concentrations in business administration and political science from Albright College and a Master of Business Administration with a concentration in finance from Villanova University. He holds the Chartered Financial Analyst® and Chartered Market Technician® designations. | ||
| Gregory A. Gizzi | Managing Director | 2012 | Now |
| Biography | Gregory A. Gizzi is head of municipal bonds for Macquarie Asset Management Fixed Income (MFI) in the Americas, a role he assumed in February 2019. In this role, he is responsible for the overall operation of the strategy and is team lead on several of the tax-exempt strategies. Additionally, Gizzi continues to be responsible for MFI's taxable municipal business and the marketing efforts for the municipal product. Previously, Gizzi was co-portfolio manager of the firm's municipal bond funds and several client accounts, a role he held since November 2011. Before joining Macquarie Asset Management (MAM) in January 2008 as head of municipal bond trading, he spent six years as a vice president at Lehman Brothers for the firm's tax-exempt institutional sales effort. Prior to that, he spent two years trading corporate bonds for UBS before joining Lehman Brothers in a sales capacity. Gizzi has more than 20 years of trading experience in the municipal securities industry, beginning at Kidder Peabody in 1984, where he started as a municipal bond trader and worked his way up to institutional block trading desk manager. He later worked in the same capacity at Dillon Read. Gizzi earned his bachelor's degree in economics from Harvard University. | ||
| Stephen J. Czepiel | Managing Director | 2007 | Now |
| Biography | Stephen J. Czepiel Managing Director, Head of Municipal Bonds Portfolio Management, Senior Portfolio Manager Stephen J. Czepiel leads the portfolio management of the firm's municipal bonds strategies for Macquarie Asset Management Fixed Income (MFI) in the Americas, a role he assumed in February 2019. He is a co-portfolio manager of the firm's municipal bond funds and client accounts, a role he has held since August 2007. He joined Macquarie Asset Management (MAM) in July 2004 as a senior bond trader. Previously, he was vice president at both Mesirow Financial and Loop Capital Markets. He began his career in the securities industry in 1982 as a municipal bond trader at Kidder Peabody and now has more than 20 years of experience in the municipal securities industry. Czepiel earned his bachelor's degree in finance and economics from Duquesne University. | ||
| Jake van Roden | Senior Vice President | 2017 | 2023 |
| Biography | Delaware Management Company Senior Vice President, Head of Municipal Trading, Portfolio Manager Jake van Roden is head of Macquarie’s municipal trading team. He is also a portfolio manager for the firm’s nine open-end state-specific municipal bond funds, as well as for several municipal bond client accounts, a role he assumed in December 2017. In February 2019, his portfolio management role expanded to include the closed-end municipal bond funds and the three national municipal open-end funds.He joined the municipal department in July 2004 as a generalist and became head of municipal trading in December 2012. Before that, van Roden interned at Macquarie Investment Management (MIM), which includes the former Delaware Investments, in the client services department. He received a bachelor’s degree in American studies with a minor in government from Franklin & Marshall College. | ||
| Joseph R. Baxter | Senior Vice President | 2004 | 2019 |
| Biography | Mr. Baxter is the head of DIFA’s municipal bond department and is responsible for setting the department’s investment strategy. He is also a co-portfolio manager of DMBT’s municipal bond funds and several client accounts. Before joining Delaware Investments in 1999 as head municipal bond trader, he held investment positions with First Union, most recently as a municipal portfolio manager with the Evergreen Funds. Mr. Baxter received a bachelor’s degree in finance and marketing from La Salle University. | ||
| Robert F. Collins | Director | 2004 | 2009 |
| Biography | Robert F. Collins, CFA, Director of Municipal Fixed Income, leads the team responsible for municipal fixed income investing as part of WTIA’s Fixed Income Group. In this role he oversees credit analysis on municipal fixed income securities and portfolio management of tax-exempt municipal fixed income portfolios for Wilmington Trust’s high-net-worth clients. In addition, Rob is the portfolio manager. Rob first worked at Wilmington Trust from 1982 to 1999, during which time he held several positions of increasing responsibility. He began as a credit analyst and bond trader and progressed to become a tax-exempt fixed income portfolio manager and leader of the tax-exempt fixed income group. Rob also managed cash portfolios and assisted with the expansion of Wealth Advisory Services to support clients in California, Florida, and New York. Rob then worked for five years as a senior vice president at PNC Financial Corp., in Philadelphia, where he started and co-managed the investment group dedicated to managing municipal bond portfolios for high-net-worth clients. He was also a senior vice president at Delaware Investments in Philadelphia for five years. There, he was a senior portfolio manager of tax-exempt municipal bonds in mutual funds and institutional accounts. These portfolios included national and state-specific mandates, intermediate- and long-term funds, and high-yield funds. Rob holds a bachelor’s degree in Economics from Ursinus College in Collegeville, Pennsylvania. | ||
| Andrew M. McCullagh | Vice President | 1991 | 2005 |
| Biography | McCullagh joined Delaware Investments in 1997, where he served as Vice President/Senior Portfolio Manager for Delaware Management Company (a series of Delaware Management Business Trust) and Delaware Investment Advisers (a series of Delaware Management Business Trust). Before joining the firm, McCullagh has served as an executive vice president at Voyageur Asset Management since April 1990. Previously, he was a vice president at Kirchner Moore & Co. for 12 years. Before that, he worked with municipal bonds at Boettcher & Company and Smith Barney & Company. McCullagh was named to the "Who's Who" list of Global Business Leaders for 1993-94. | ||
| Steven P. Eldredge | Managing Director | 1995 | 1997 |
| Biography | Eldredge is a managing director with Voyageur, his employer since July 1995. Previously, he was a chief operating officer with ABT Mutual Funds. Prior to ABT Mutual Funds, Eldredge spent 10 years as an investment manager with C&S National Bank of Florida. Eldredge holds the Chartered Financial Analyst designation. | ||
| Christopher R. Dougall | Vice President, Senior Portfolio Manager | 1993 | 1995 |
| Biography | Dougall joined Voyageur Asset Management as a vice president and senior municipal portfolio manager in 1993. Previously, he was a principal and portfolio manager with Harris Investment Management from 1988 to 1993, an analyst with Driehaus Securities from 1987 to 1988, and an analyst and portfolio manager with Hotchkiss Associates from 1985 to 1987. | ||
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