TIAA-CREF Bond Plus R
Name
Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
0.2%
1 yr return
-6.2%
3 Yr Avg Return
-5.9%
5 Yr Avg Return
-2.4%
Net Assets
$4.95 B
Holdings in Top 10
14.8%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 0.55%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 251.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$0
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
TCBRX - Profile
Distributions
- YTD Total Return 0.6%
- 3 Yr Annualized Total Return -5.9%
- 5 Yr Annualized Total Return -2.4%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 2.20%
- Dividend Yield 3.9%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameTIAA-CREF Core Plus Bond Fund
-
Fund Family NameTIAA Investments
-
Inception DateMar 31, 2006
-
Shares OutstandingN/A
-
Share ClassRetirement
-
CurrencyUSD
-
Domiciled CountryUnited States
-
ManagerKevin Lorenz
TCBRX - Performance
Return Ranking - Trailing
Period | TCBRX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 0.2% | -50.1% | 6.9% | 17.93% |
1 Yr | -6.2% | -25.4% | 139.4% | 26.09% |
3 Yr | -5.9%* | -13.0% | 100.8% | 45.03% |
5 Yr | -2.4%* | -10.0% | 55.1% | 48.10% |
10 Yr | -1.7%* | -7.4% | 12.3% | 51.48% |
* Annualized
Return Ranking - Calendar
Period | TCBRX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2022 | -16.2% | -75.2% | 1360.6% | 57.74% |
2021 | -1.9% | -14.5% | 1027.9% | 72.70% |
2020 | 1.4% | -9.6% | 118.7% | 49.29% |
2019 | 1.5% | -11.4% | 5.8% | 34.77% |
2018 | -0.7% | -49.5% | 12.4% | 56.97% |
Total Return Ranking - Trailing
Period | TCBRX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 0.6% | -50.1% | 6.9% | 9.61% |
1 Yr | -6.2% | -25.4% | 139.4% | 26.18% |
3 Yr | -5.9%* | -13.0% | 100.8% | 45.03% |
5 Yr | -2.4%* | -10.0% | 55.1% | 53.01% |
10 Yr | -1.7%* | -7.4% | 13.1% | 72.23% |
* Annualized
Total Return Ranking - Calendar
Period | TCBRX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2022 | -16.5% | -75.2% | 131.9% | 65.94% |
2021 | -1.9% | -14.5% | 1027.9% | 72.60% |
2020 | 1.4% | -9.6% | 118.7% | 49.29% |
2019 | 1.5% | -11.4% | 5.8% | 35.92% |
2018 | -0.7% | -7.0% | 12.4% | 62.70% |
NAV & Total Return History
TCBRX - Holdings
Concentration Analysis
TCBRX | Category Low | Category High | TCBRX % Rank | |
---|---|---|---|---|
Net Assets | 4.95 B | 1.19 M | 287 B | 23.30% |
Number of Holdings | 1801 | 1 | 17234 | 19.38% |
Net Assets in Top 10 | 743 M | -106 M | 27.6 B | 29.53% |
Weighting of Top 10 | 14.79% | 3.7% | 100.0% | 82.80% |
Top 10 Holdings
- United States Treasury Notes 0.25% 3.53%
- United States Treasury Bonds 2.25% 3.51%
- United States Treasury Notes 0.25% 3.31%
- Federal National Mortgage Association 2.5% 3.29%
- Federal National Mortgage Association 2.5% 3.17%
- United States Treasury Bonds 2.25% 3.15%
- Federal National Mortgage Association 2.5% 3.02%
- Federal Home Loan Banks 0% 2.81%
- Federal National Mortgage Association 2.5% 2.79%
- Federal National Mortgage Association 2.5% 2.68%
Asset Allocation
Weighting | Return Low | Return High | TCBRX % Rank | |
---|---|---|---|---|
Bonds | 94.35% | 3.97% | 268.18% | 62.18% |
Cash | 9.38% | -181.13% | 95.99% | 15.04% |
Convertible Bonds | 2.42% | 0.00% | 10.39% | 19.02% |
Preferred Stocks | 0.33% | 0.00% | 77.13% | 16.58% |
Stocks | 0.01% | -0.98% | 24.74% | 29.51% |
Other | -6.50% | -13.23% | 23.06% | 97.74% |
Bond Sector Breakdown
Weighting | Return Low | Return High | TCBRX % Rank | |
---|---|---|---|---|
Corporate | 38.66% | 0.00% | 100.00% | 24.64% |
Securitized | 34.44% | 0.00% | 98.79% | 34.96% |
Government | 17.95% | 0.00% | 86.23% | 65.94% |
Cash & Equivalents | 8.82% | 0.00% | 95.99% | 24.64% |
Municipal | 0.14% | 0.00% | 100.00% | 62.77% |
Derivative | 0.00% | 0.00% | 25.16% | 85.78% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | TCBRX % Rank | |
---|---|---|---|---|
US | 80.27% | 3.63% | 210.09% | 77.36% |
Non US | 14.08% | -6.54% | 58.09% | 21.56% |
TCBRX - Expenses
Operational Fees
TCBRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 0.55% | 0.01% | 2.93% | 52.29% |
Management Fee | 0.28% | 0.00% | 1.76% | 26.80% |
12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
Administrative Fee | N/A | 0.01% | 0.50% | 96.81% |
Sales Fees
TCBRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 2.00% | 5.75% | N/A |
Deferred Load | N/A | 1.00% | 5.00% | N/A |
Trading Fees
TCBRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 1.00% | 2.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
TCBRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 251.00% | 2.00% | 493.39% | 78.02% |
TCBRX - Distributions
Dividend Yield Analysis
TCBRX | Category Low | Category High | TCBRX % Rank | |
---|---|---|---|---|
Dividend Yield | 3.94% | 0.00% | 12.67% | 27.40% |
Dividend Distribution Analysis
TCBRX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Annually | Monthly | Monthly |
Net Income Ratio Analysis
TCBRX | Category Low | Category High | TCBRX % Rank | |
---|---|---|---|---|
Net Income Ratio | 2.20% | -1.28% | 8.97% | 20.31% |
Capital Gain Distribution Analysis
TCBRX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Nov 30, 2022 | $0.027 | DailyAccrualFund |
Oct 31, 2022 | $0.026 | DailyAccrualFund |
Sep 30, 2022 | $0.027 | DailyAccrualFund |
Aug 31, 2022 | $0.025 | DailyAccrualFund |
Jul 29, 2022 | $0.025 | DailyAccrualFund |
Jun 30, 2022 | $0.024 | DailyAccrualFund |
May 31, 2022 | $0.023 | DailyAccrualFund |
Apr 29, 2022 | $0.022 | DailyAccrualFund |
Mar 31, 2022 | $0.022 | DailyAccrualFund |
Feb 28, 2022 | $0.020 | DailyAccrualFund |
Jan 31, 2022 | $0.020 | DailyAccrualFund |
Nov 30, 2021 | $0.019 | DailyAccrualFund |
Oct 29, 2021 | $0.019 | DailyAccrualFund |
Sep 30, 2021 | $0.019 | DailyAccrualFund |
Aug 31, 2021 | $0.019 | DailyAccrualFund |
Jul 30, 2021 | $0.019 | DailyAccrualFund |
Jun 30, 2021 | $0.019 | DailyAccrualFund |
May 28, 2021 | $0.018 | DailyAccrualFund |
Apr 30, 2021 | $0.018 | DailyAccrualFund |
Mar 31, 2021 | $0.015 | DailyAccrualFund |
Feb 26, 2021 | $0.020 | DailyAccrualFund |
Jan 29, 2021 | $0.021 | DailyAccrualFund |
Nov 30, 2020 | $0.022 | DailyAccrualFund |
Oct 30, 2020 | $0.022 | DailyAccrualFund |
Sep 30, 2020 | $0.022 | DailyAccrualFund |
Aug 31, 2020 | $0.022 | DailyAccrualFund |
Jul 31, 2020 | $0.023 | DailyAccrualFund |
Jun 30, 2020 | $0.023 | DailyAccrualFund |
May 29, 2020 | $0.025 | DailyAccrualFund |
Apr 30, 2020 | $0.027 | DailyAccrualFund |
Mar 31, 2020 | $0.025 | DailyAccrualFund |
Feb 28, 2020 | $0.024 | DailyAccrualFund |
Jan 31, 2020 | $0.024 | DailyAccrualFund |
Dec 31, 2019 | $0.025 | DailyAccrualFund |
Nov 29, 2019 | $0.025 | DailyAccrualFund |
Oct 31, 2019 | $0.025 | DailyAccrualFund |
Sep 30, 2019 | $0.026 | DailyAccrualFund |
Aug 30, 2019 | $0.022 | DailyAccrualFund |
Jul 31, 2019 | $0.016 | DailyAccrualFund |
Apr 30, 2019 | $0.027 | DailyAccrualFund |
Mar 29, 2019 | $0.027 | DailyAccrualFund |
Feb 28, 2019 | $0.027 | DailyAccrualFund |
Jan 31, 2019 | $0.027 | DailyAccrualFund |
Dec 31, 2018 | $0.029 | DailyAccrualFund |
Nov 30, 2018 | $0.028 | DailyAccrualFund |
Oct 31, 2018 | $0.026 | DailyAccrualFund |
Aug 31, 2018 | $0.001 | DailyAccrualFund |
Jul 31, 2018 | $0.024 | DailyAccrualFund |
Jun 29, 2018 | $0.026 | DailyAccrualFund |
May 31, 2018 | $0.026 | DailyAccrualFund |
Apr 30, 2018 | $0.026 | DailyAccrualFund |
Mar 29, 2018 | $0.026 | DailyAccrualFund |
Feb 28, 2018 | $0.026 | DailyAccrualFund |
Jan 31, 2018 | $0.025 | DailyAccrualFund |
Dec 29, 2017 | $0.025 | DailyAccrualFund |
Nov 30, 2017 | $0.027 | DailyAccrualFund |
Oct 31, 2017 | $0.025 | DailyAccrualFund |
Sep 29, 2017 | $0.025 | DailyAccrualFund |
Aug 31, 2017 | $0.027 | DailyAccrualFund |
Jul 31, 2017 | $0.029 | DailyAccrualFund |
Jun 30, 2017 | $0.024 | DailyAccrualFund |
May 31, 2017 | $0.023 | DailyAccrualFund |
Apr 28, 2017 | $0.023 | DailyAccrualFund |
Mar 31, 2017 | $0.024 | DailyAccrualFund |
Feb 28, 2017 | $0.024 | DailyAccrualFund |
Jan 31, 2017 | $0.024 | DailyAccrualFund |
Dec 30, 2016 | $0.023 | DailyAccrualFund |
Nov 30, 2016 | $0.024 | DailyAccrualFund |
Oct 31, 2016 | $0.024 | DailyAccrualFund |
Sep 30, 2016 | $0.024 | DailyAccrualFund |
Aug 31, 2016 | $0.024 | DailyAccrualFund |
Jul 29, 2016 | $0.026 | DailyAccrualFund |
Jun 30, 2016 | $0.026 | DailyAccrualFund |
May 31, 2016 | $0.026 | DailyAccrualFund |
Apr 29, 2016 | $0.027 | DailyAccrualFund |
Mar 31, 2016 | $0.026 | DailyAccrualFund |
Feb 29, 2016 | $0.025 | DailyAccrualFund |
Jan 29, 2016 | $0.025 | DailyAccrualFund |
Dec 31, 2015 | $0.026 | DailyAccrualFund |
Nov 30, 2015 | $0.018 | DailyAccrualFund |
Oct 30, 2015 | $0.016 | DailyAccrualFund |
Sep 30, 2015 | $0.018 | DailyAccrualFund |
Aug 31, 2015 | $0.018 | DailyAccrualFund |
Jul 31, 2015 | $0.023 | DailyAccrualFund |
Jun 30, 2015 | $0.023 | DailyAccrualFund |
May 29, 2015 | $0.023 | DailyAccrualFund |
Apr 30, 2015 | $0.022 | DailyAccrualFund |
Mar 31, 2015 | $0.022 | DailyAccrualFund |
Feb 27, 2015 | $0.023 | DailyAccrualFund |
Jan 30, 2015 | $0.022 | DailyAccrualFund |
Dec 31, 2014 | $0.022 | DailyAccrualFund |
Nov 28, 2014 | $0.022 | DailyAccrualFund |
Oct 31, 2014 | $0.021 | DailyAccrualFund |
Sep 30, 2014 | $0.021 | DailyAccrualFund |
Aug 29, 2014 | $0.022 | DailyAccrualFund |
Jul 31, 2014 | $0.022 | DailyAccrualFund |
Jun 30, 2014 | $0.022 | DailyAccrualFund |
May 30, 2014 | $0.022 | DailyAccrualFund |
Apr 30, 2014 | $0.021 | DailyAccrualFund |
Mar 31, 2014 | $0.022 | DailyAccrualFund |
Feb 28, 2014 | $0.022 | DailyAccrualFund |
Jan 31, 2014 | $0.021 | DailyAccrualFund |
Dec 31, 2013 | $0.021 | DailyAccrualFund |
Nov 29, 2013 | $0.020 | DailyAccrualFund |
Oct 31, 2013 | $0.020 | DailyAccrualFund |
Sep 30, 2013 | $0.019 | DailyAccrualFund |
Aug 30, 2013 | $0.019 | DailyAccrualFund |
Jul 31, 2013 | $0.020 | DailyAccrualFund |
Jun 28, 2013 | $0.022 | DailyAccrualFund |
May 31, 2013 | $0.021 | DailyAccrualFund |
Apr 30, 2013 | $0.022 | DailyAccrualFund |
Mar 28, 2013 | $0.022 | DailyAccrualFund |
Feb 28, 2013 | $0.024 | DailyAccrualFund |
Jan 31, 2013 | $0.024 | DailyAccrualFund |
Dec 31, 2012 | $0.025 | DailyAccrualFund |
Nov 30, 2012 | $0.025 | DailyAccrualFund |
Oct 31, 2012 | $0.025 | DailyAccrualFund |
Sep 28, 2012 | $0.026 | DailyAccrualFund |
Aug 31, 2012 | $0.024 | DailyAccrualFund |
Jul 31, 2012 | $0.026 | DailyAccrualFund |
Jun 29, 2012 | $0.027 | DailyAccrualFund |
May 31, 2012 | $0.026 | DailyAccrualFund |
Apr 30, 2012 | $0.027 | DailyAccrualFund |
Mar 30, 2012 | $0.027 | DailyAccrualFund |
Feb 29, 2012 | $0.027 | DailyAccrualFund |
Jan 31, 2012 | $0.028 | DailyAccrualFund |
Dec 30, 2011 | $0.028 | DailyAccrualFund |
Nov 30, 2011 | $0.029 | DailyAccrualFund |
Oct 31, 2011 | $0.031 | DailyAccrualFund |
Sep 30, 2011 | $0.026 | DailyAccrualFund |
Aug 31, 2011 | $0.029 | DailyAccrualFund |
Jul 29, 2011 | $0.031 | DailyAccrualFund |
Jun 30, 2011 | $0.029 | DailyAccrualFund |
May 31, 2011 | $0.031 | DailyAccrualFund |
Apr 29, 2011 | $0.032 | DailyAccrualFund |
Mar 31, 2011 | $0.032 | DailyAccrualFund |
Feb 28, 2011 | $0.033 | DailyAccrualFund |
Jan 31, 2011 | $0.030 | DailyAccrualFund |
Dec 31, 2010 | $0.028 | DailyAccrualFund |
Nov 30, 2010 | $0.029 | DailyAccrualFund |
Oct 29, 2010 | $0.031 | DailyAccrualFund |
Sep 30, 2010 | $0.031 | DailyAccrualFund |
Aug 31, 2010 | $0.032 | DailyAccrualFund |
Jul 30, 2010 | $0.034 | DailyAccrualFund |
Jun 30, 2010 | $0.036 | DailyAccrualFund |
May 28, 2010 | $0.036 | DailyAccrualFund |
Apr 30, 2010 | $0.038 | DailyAccrualFund |
Mar 31, 2010 | $0.038 | DailyAccrualFund |
Feb 26, 2010 | $0.040 | DailyAccrualFund |
Jan 29, 2010 | $0.039 | DailyAccrualFund |
Dec 31, 2009 | $0.039 | DailyAccrualFund |
Nov 30, 2009 | $0.039 | DailyAccrualFund |
Oct 30, 2009 | $0.039 | DailyAccrualFund |
Sep 30, 2009 | $0.039 | DailyAccrualFund |
Aug 31, 2009 | $0.039 | DailyAccrualFund |
Jul 31, 2009 | $0.038 | DailyAccrualFund |
Jun 30, 2009 | $0.038 | DailyAccrualFund |
May 29, 2009 | $0.037 | DailyAccrualFund |
Apr 30, 2009 | $0.037 | DailyAccrualFund |
Mar 31, 2009 | $0.037 | DailyAccrualFund |
Feb 27, 2009 | $0.036 | DailyAccrualFund |
Jan 30, 2009 | $0.034 | DailyAccrualFund |
Dec 31, 2008 | $0.037 | DailyAccrualFund |
Nov 28, 2008 | $0.039 | DailyAccrualFund |
Oct 31, 2008 | $0.039 | DailyAccrualFund |
Sep 30, 2008 | $0.040 | DailyAccrualFund |
Aug 29, 2008 | $0.041 | DailyAccrualFund |
Jul 25, 2008 | $0.041 | OrdinaryDividend |
Jun 27, 2008 | $0.042 | OrdinaryDividend |
May 29, 2008 | $0.040 | OrdinaryDividend |
Apr 29, 2008 | $0.039 | OrdinaryDividend |
Mar 28, 2008 | $0.042 | OrdinaryDividend |
Feb 28, 2008 | $0.040 | OrdinaryDividend |
Jan 30, 2008 | $0.040 | OrdinaryDividend |
Dec 14, 2007 | $0.045 | OrdinaryDividend |
Nov 28, 2007 | $0.041 | OrdinaryDividend |
Oct 29, 2007 | $0.041 | OrdinaryDividend |
Sep 26, 2007 | $0.041 | OrdinaryDividend |
Aug 29, 2007 | $0.042 | OrdinaryDividend |
Jul 27, 2007 | $0.042 | OrdinaryDividend |
Jun 27, 2007 | $0.041 | OrdinaryDividend |
May 29, 2007 | $0.042 | OrdinaryDividend |
Apr 26, 2007 | $0.012 | OrdinaryDividend |
Apr 18, 2007 | $0.028 | ExtraDividend |
Mar 28, 2007 | $0.043 | OrdinaryDividend |
Feb 26, 2007 | $0.040 | OrdinaryDividend |
Jan 29, 2007 | $0.041 | OrdinaryDividend |
Nov 28, 2006 | $0.039 | OrdinaryDividend |
Oct 27, 2006 | $0.042 | OrdinaryDividend |
Sep 27, 2006 | $0.031 | OrdinaryDividend |
Aug 29, 2006 | $0.040 | OrdinaryDividend |
Jul 27, 2006 | $0.041 | OrdinaryDividend |
Jun 28, 2006 | $0.037 | OrdinaryDividend |
May 26, 2006 | $0.043 | OrdinaryDividend |
TCBRX - Fund Manager Analysis
Managers
Kevin Lorenz
Start Date
Tenure
Tenure Rank
Mar 31, 2006
16.18
16.2%
Kevin is a portfolio manager for Nuveen’s global fixed income team and heads the leveraged finance sector team, which selects high yield and leveraged loan securities for all portfolios. He is also the lead portfolio manager for the High Yield strategies, co-manager of the Multi-Sector Bond strategy and a member of the Investment Committee, which establishes investment policy for all global fixed income products. Kevin has served in a variety of roles since joining the firm in 1987. He has been investing in high yield over his entire career and has focused exclusively on high yield since 1995. He began his career at the firm as a generalist focusing on the private placement market. Kevin has been quoted in The New York Times, Barron’s, The Wall Street Journal, Reuters and other financial press as well as appearances on CNBC for his seasoned views on the high yield asset class. Kevin graduated with a B.S. in Accounting from Rider University and an M.B.A. in Finance from Indiana University. He holds the CFA designation and is a member of the New York Society of Security Analysts. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
John Cerra
Start Date
Tenure
Tenure Rank
Mar 31, 2006
16.18
16.2%
John is a portfolio manager for Nuveen’s global fixed income team. He is the lead portfolio manager for the Short-Term Bond and Inflation- Linked Bond strategies. He is also a member of the Investment Committee, which establishes investment policy for all global fixed income products. Since joining the firm in 1985, John has held several positions including managing the public asset-backed securities team and U.S. dollar-based derivative investment portfolio. He also served as an investment officer of the public markets structured finance team and bond group. In addition, John worked as a quantitative fixed income investment analyst. John graduated with a B.A. in Economics from Fordham University and an M.B.A. in Finance from Rutgers University’s Graduate School of Management.
Anupam Damani
Start Date
Tenure
Tenure Rank
Aug 01, 2019
2.83
2.8%
Anupam is a portfolio manager for Nuveen’s global fixed income team and heads the international and emerging markets debt sector team, which selects non-U.S. credit securities for all products. She is the lead portfolio manager of the International Bond strategy and co-portfolio manager of the Emerging Markets Debt strategy and specializes in international sovereign credit, global rates and foreign currency. Anupam is also a member of the Investment Committee, which discusses and debates investment policy for all global fixed income products. Previously, Anupam was the sovereign research analyst for central and Eastern Europe, Middle East and Africa regions, lead emerging markets debt trader and portfolio manager for Eurozone Debt. Before joining the firm in 2005, she was an EMD portfolio manager and trader at Citigroup. Anupam began working in the investment industry in 1995. Anupam was ranked one of the 2018 Top 20 female portfolio managers in the United States by Citywire Professional Buyer magazine. Anupam graduated with a B.A. in Political Science and Economics from Calcutta University in India and an M.B.A. in Financial and Investment Management from Pace University, New York. She holds the CFA designation.
Joseph Higgins
Start Date
Tenure
Tenure Rank
Aug 17, 2020
1.79
1.8%
Joseph is a portfolio manager for Nuveen’s global fixed income team. He is the lead portfolio manager responsible for the TIAA Bond strategy and a member of the Investment Committee, which establishes investment policy for all global fixed income products. Since joining the firm in 1995, he has held a variety of positions. He has managed structured credit investments and was an investment grade portfolio manager. In addition, he has served as director of private placements, international bank analyst, international investment grade portfolio manager and co-head of corporate credit research. Joseph initiated the first securitization and co-developed the first collateralized debt obligation (CDO) for TIAA. Prior to joining the firm, he was a certified public accountant with PricewaterhouseCoopers. Joseph graduated with a B.S., magna cum laude, in Accounting with a minor in Economics from The State University of New York at Albany and an M.B.A. from The Wharton School of the University of Pennsylvania with dual concentrations in Finance and Marketing. He holds the CFA designation and he is a member of the New York State Society of Securities Analysts and the CFA Institute. He was also a founding member of the User Advisory Council of the Financial Accounting Standards Board (FASB).
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.07 | 33.43 | 6.76 | 1.16 |