董事介绍

注:董事持股数取自最新公司公告

姓名 性别 职位 年龄 薪酬 持股数(万股) 截止日期
Anne W. Kritzmire Lead Independent Trustee 64 3.80万美元 未持股 2026-03-11
Dina A. Tantra Independent Trustee 57 3.55万美元 未持股 2026-03-11
Brian W. Wixted Independent Trustee 67 3.55万美元 未持股 2026-03-11
Nimish S. Bhatt Trustee,Chair of the Board and President 63 未披露 未持股 2026-03-11

高管介绍

注:高管持股数取自最新公司公告

姓名 性别 职位 年龄 薪酬 持股数(万股) 截止日期
Curtis Holloway -- Chief Financial Officer and Treasurer 59 未披露 未持股 2026-03-11
Vilayphone Lithiluxa -- Assistant Treasurer 56 未披露 未持股 2026-03-11
Christopher Luckham Assistant Treasurer 50 未披露 未持股 2026-03-11
Molly Fisher -- Chief Compliance Officer 47 未披露 未持股 2026-03-11
Geoffrey E. Black -- Secretary 65 未披露 未持股 2026-03-11
Nimish S. Bhatt Trustee,Chair of the Board and President 63 未披露 未持股 2026-03-11

董事简历

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Anne W. Kritzmire

自成立以来,Anne W.Kritzmire一直担任信托的独立受托人和首席独立受托人。通过在投资管理行业20多年的经验,她曾监管封闭式基金和各种其他投资解决方案的战略营销、支持和教育,包括担任多资产和解决方案营销主管,以及Nuveen Investments的董事总经理。Kritzmire女士曾在雅培公司担任高级营销职位,并在IBM Corporation担任销售、工程和咨询职务。她曾担任封闭式基金协会主席和芝加哥公共媒体WBEZ Radio董事。Kritzmire女士担任Long Grove村的受托人兼财务专员。Kritzmire女士拥有圣母大学电气工程学士学位,优等成绩,以及西北大学凯洛格管理研究生院市场营销和金融硕士学位。她持有FINRA第7系列24和65证券注册。


Anne W. Kritzmire has served as an Independent Trtee and as the Lead Independent Trtee of the Trt since its inception. Through more than 20 years of experience in the investment management indtry, she has overseen strategic marketing, support and education for closed end funds and vario other investment solutions, including as Head of Multi Asset and Solutions Marketing and as a Managing Director at Nuveen Investments. Ms. Kritzmire has held senior marketing positions with Abbott Laboratories and served in sales, engineering and consulting capacities with IBM Corporation. She has served as the President of the Closed End Fund Association and a Director of Chicago Public Media (WBEZ radio). Ms. Kritzmire serves as the Trtee and Finance Commissioner of the Village of Long Grove and is a Principal at AW Kritzmire Consulting.
自成立以来,Anne W.Kritzmire一直担任信托的独立受托人和首席独立受托人。通过在投资管理行业20多年的经验,她曾监管封闭式基金和各种其他投资解决方案的战略营销、支持和教育,包括担任多资产和解决方案营销主管,以及Nuveen Investments的董事总经理。Kritzmire女士曾在雅培公司担任高级营销职位,并在IBM Corporation担任销售、工程和咨询职务。她曾担任封闭式基金协会主席和芝加哥公共媒体WBEZ Radio董事。Kritzmire女士担任Long Grove村的受托人兼财务专员。Kritzmire女士拥有圣母大学电气工程学士学位,优等成绩,以及西北大学凯洛格管理研究生院市场营销和金融硕士学位。她持有FINRA第7系列24和65证券注册。
Anne W. Kritzmire has served as an Independent Trtee and as the Lead Independent Trtee of the Trt since its inception. Through more than 20 years of experience in the investment management indtry, she has overseen strategic marketing, support and education for closed end funds and vario other investment solutions, including as Head of Multi Asset and Solutions Marketing and as a Managing Director at Nuveen Investments. Ms. Kritzmire has held senior marketing positions with Abbott Laboratories and served in sales, engineering and consulting capacities with IBM Corporation. She has served as the President of the Closed End Fund Association and a Director of Chicago Public Media (WBEZ radio). Ms. Kritzmire serves as the Trtee and Finance Commissioner of the Village of Long Grove and is a Principal at AW Kritzmire Consulting.
Dina A. Tantra

自信托成立以来,Dina A.Tantra一直担任独立受托人和提名及公司治理委员会主席。Tantra女士拥有超过25年的金融服务行业法律和合规经验。Tantra女士的经验包括担任投资顾问、经纪自营商和金融产品的领导和管理职务,在共同基金分销、服务和治理方面拥有特别的专业知识。她曾在法律、合规和治理领域担任多个高级领导职位,并拥有监管法律、金融和合规专家团队的经验。自2018年以来,Tantra女士一直担任Global Rhino的联席首席执行官。她此前曾担任Advisers Investment Trust的受托人兼总裁(从2012年到2017年),担任Ultimus Fund Solutions的执行副总裁,Beacon Hill Fund Services的董事and General Counsel,Foreside Financial的董事总经理。Tantra女士拥有波莫纳学院心理学学士学位,俄亥俄州立大学莫里茨法学院法学博士学位,芝加哥大学布斯商学院高管金融证书。


Dina A. Tantra has served as an Independent Trtee and as Chair of the Nominating and Corporate Governance Committee of the Trt since its inception. Ms. Tantra has more than 30 years of financial services indtry legal and compliance experience. Ms. Tantra's experience includes leadership and management roles working with investment advisers, broker dealers and financial products, with particular expertise in mutual fund distribution, servicing and governance. She has held vario senior leadership positions in the legal, compliance and governance areas and has experience overseeing a staff of legal, finance and compliance experts. Since 2018, Ms. Tantra has served as the Co Chief Executive Officer of Global Rhino. She previoly served as Trtee and President of Advisers Investment Trt, as Executive Vice President of Ultim Fund Solutions, Director and General Counsel of Beacon Hill Fund Services, and Managing Director of Foreside Financial.
自信托成立以来,Dina A.Tantra一直担任独立受托人和提名及公司治理委员会主席。Tantra女士拥有超过25年的金融服务行业法律和合规经验。Tantra女士的经验包括担任投资顾问、经纪自营商和金融产品的领导和管理职务,在共同基金分销、服务和治理方面拥有特别的专业知识。她曾在法律、合规和治理领域担任多个高级领导职位,并拥有监管法律、金融和合规专家团队的经验。自2018年以来,Tantra女士一直担任Global Rhino的联席首席执行官。她此前曾担任Advisers Investment Trust的受托人兼总裁(从2012年到2017年),担任Ultimus Fund Solutions的执行副总裁,Beacon Hill Fund Services的董事and General Counsel,Foreside Financial的董事总经理。Tantra女士拥有波莫纳学院心理学学士学位,俄亥俄州立大学莫里茨法学院法学博士学位,芝加哥大学布斯商学院高管金融证书。
Dina A. Tantra has served as an Independent Trtee and as Chair of the Nominating and Corporate Governance Committee of the Trt since its inception. Ms. Tantra has more than 30 years of financial services indtry legal and compliance experience. Ms. Tantra's experience includes leadership and management roles working with investment advisers, broker dealers and financial products, with particular expertise in mutual fund distribution, servicing and governance. She has held vario senior leadership positions in the legal, compliance and governance areas and has experience overseeing a staff of legal, finance and compliance experts. Since 2018, Ms. Tantra has served as the Co Chief Executive Officer of Global Rhino. She previoly served as Trtee and President of Advisers Investment Trt, as Executive Vice President of Ultim Fund Solutions, Director and General Counsel of Beacon Hill Fund Services, and Managing Director of Foreside Financial.
Brian W. Wixted

Brian W.Wixted自信托成立以来一直担任独立受托人和审计委员会主席。Wixted先生拥有超过40年的金融服务和投资管理行业和会计经验。自2019年以来,他一直担任Lincoln Variable Insurance Products Trust的受托人和审计委员会主席。自2016年以来,他担任CKC Consulting的顾问,自2019年以来担任AI Capital的顾问合伙人。从1999年到2016年,Wixted先生担任Oppenheimer Funds的财务高级副总裁和基金财务主管。他此前曾担任Bankers Trust Company’;S Mutual Funds Group的负责人和首席运营官,CS First Boston Investment Management Corp的副总裁兼首席财务官,以及Merrill Lynch Asset Management的副总裁兼会计经理。Wixted先生拥有注册会计师称号,是美国注册会计师协会和新泽西州注册会计师协会的成员。他是投资公司协会会计司库委员会的前主席和AICPA投资公司专家小组的成员。Wixted先生拥有克赖顿大学会计学士学位。


Brian W. Wixted has served as an Independent Trtee and as Chair of the Audit Committee of the Trt since its inception. Mr. Wixted has more than 40 years of financial services and investment management indtry and accounting experience. He has served as a Trtee and Audit Committee Chair of Lincoln Variable Insurance Products Trt since 2019. Since 2017, he has served as a consultant for CKC Consulting and since 2019, as an Advisory Partner with AI Capital. Mr. Wixted previoly served as the Senior Vice President of Finance and Fund Treasurer of the Oppenheimer Funds. He also previoly served as the Principal and Chief Operating Officer of Bankers Trt Company's Mutual Funds Group, the Vice President and Chief Financial Officer for CS First Boston Investment Management Corp, and as Vice President and Accounting Manager with Merrill Lynch Asset Management.
Brian W.Wixted自信托成立以来一直担任独立受托人和审计委员会主席。Wixted先生拥有超过40年的金融服务和投资管理行业和会计经验。自2019年以来,他一直担任Lincoln Variable Insurance Products Trust的受托人和审计委员会主席。自2016年以来,他担任CKC Consulting的顾问,自2019年以来担任AI Capital的顾问合伙人。从1999年到2016年,Wixted先生担任Oppenheimer Funds的财务高级副总裁和基金财务主管。他此前曾担任Bankers Trust Company’;S Mutual Funds Group的负责人和首席运营官,CS First Boston Investment Management Corp的副总裁兼首席财务官,以及Merrill Lynch Asset Management的副总裁兼会计经理。Wixted先生拥有注册会计师称号,是美国注册会计师协会和新泽西州注册会计师协会的成员。他是投资公司协会会计司库委员会的前主席和AICPA投资公司专家小组的成员。Wixted先生拥有克赖顿大学会计学士学位。
Brian W. Wixted has served as an Independent Trtee and as Chair of the Audit Committee of the Trt since its inception. Mr. Wixted has more than 40 years of financial services and investment management indtry and accounting experience. He has served as a Trtee and Audit Committee Chair of Lincoln Variable Insurance Products Trt since 2019. Since 2017, he has served as a consultant for CKC Consulting and since 2019, as an Advisory Partner with AI Capital. Mr. Wixted previoly served as the Senior Vice President of Finance and Fund Treasurer of the Oppenheimer Funds. He also previoly served as the Principal and Chief Operating Officer of Bankers Trt Company's Mutual Funds Group, the Vice President and Chief Financial Officer for CS First Boston Investment Management Corp, and as Vice President and Accounting Manager with Merrill Lynch Asset Management.
Nimish S. Bhatt

Nimish S. Bhatt,自董事会成立以来一直担任相关受托人和主席。自2016年起,Bhatt先生担任Thornburg投资管理公司的首席财务官,负责公司财务、税务、基金会计和基金行政管理。他在全球投资管理行业的战略、杠杆融资、股票发行、兼并和收购、运营、技术、会计、行政和税务相关事务方面拥有30多年的进步经验。Bhatt先生之前曾担任Calamos Asset Management, Inc.资产管理公司高级副总裁兼首席财务官。在Calamos任职期间,他还负责基金行政、运营和信息技术。他还曾在Calamos Fund Complex担任副总裁兼首席财务官,Calamos Fund Complex旗下有共同基金、ETF和封闭式基金。在此之前,他曾在BISYS集团、Evergreen资产管理公司、普华永道会计师事务所、安永会计师事务所和毕马威会计师事务所担任过各种职务。他是Thornburg Global Investment plc(爱尔兰)、New Mexico Museum of Natural History Foundation、Greater Albuquerque Chamber of Commerce、Goldvest Financial Services Pvt. Ltd.(印度)和Share My Fortune,Inc.的董事会成员。


Nimish S. Bhatt has served as an Interested Trtee and Chair of the Board since its inception. Since 2023, Mr. Bhatt has served as the President of the Trt. Mr. Bhatt also serves as the Chief Financial Officer of Thornburg Investment Management, and he has been responsible for corporate finance, tax, fund accounting, and fund administration since 2016. He has over 30 years of progressive experience in strategy, leveraged finance, equity issuance, mergers and acquisitions, operations, technology, accounting, administration, and tax related matters in the global investment management indtry. Mr. Bhatt previoly served as Senior Vice President and Chief Financial Officer of Calamos Asset Management, Inc. During his tenure at Calamos, he was also responsible for fund administration, operations, and information technology. He also served as Vice President and Chief Financial Officer of the Calamos Fund Complex, which included mutual funds, an ETF and closed end funds. Previoly, he served in vario capacities for The BISYS Group, Inc., Evergreen Asset Management Corp., PricewaterhoeCoopers LLP, Ernst & Young LLP, and KPMG. He serves as a member of the Board for Thornburg Global Investment plc (Ireland), New Mexico Meum of Natural History Foundation, Greater Albuquerque Chamber of Commerce, Goldvest Financial Services Pvt. Ltd. (India), and Share My Fortune, Inc.
Nimish S. Bhatt,自董事会成立以来一直担任相关受托人和主席。自2016年起,Bhatt先生担任Thornburg投资管理公司的首席财务官,负责公司财务、税务、基金会计和基金行政管理。他在全球投资管理行业的战略、杠杆融资、股票发行、兼并和收购、运营、技术、会计、行政和税务相关事务方面拥有30多年的进步经验。Bhatt先生之前曾担任Calamos Asset Management, Inc.资产管理公司高级副总裁兼首席财务官。在Calamos任职期间,他还负责基金行政、运营和信息技术。他还曾在Calamos Fund Complex担任副总裁兼首席财务官,Calamos Fund Complex旗下有共同基金、ETF和封闭式基金。在此之前,他曾在BISYS集团、Evergreen资产管理公司、普华永道会计师事务所、安永会计师事务所和毕马威会计师事务所担任过各种职务。他是Thornburg Global Investment plc(爱尔兰)、New Mexico Museum of Natural History Foundation、Greater Albuquerque Chamber of Commerce、Goldvest Financial Services Pvt. Ltd.(印度)和Share My Fortune,Inc.的董事会成员。
Nimish S. Bhatt has served as an Interested Trtee and Chair of the Board since its inception. Since 2023, Mr. Bhatt has served as the President of the Trt. Mr. Bhatt also serves as the Chief Financial Officer of Thornburg Investment Management, and he has been responsible for corporate finance, tax, fund accounting, and fund administration since 2016. He has over 30 years of progressive experience in strategy, leveraged finance, equity issuance, mergers and acquisitions, operations, technology, accounting, administration, and tax related matters in the global investment management indtry. Mr. Bhatt previoly served as Senior Vice President and Chief Financial Officer of Calamos Asset Management, Inc. During his tenure at Calamos, he was also responsible for fund administration, operations, and information technology. He also served as Vice President and Chief Financial Officer of the Calamos Fund Complex, which included mutual funds, an ETF and closed end funds. Previoly, he served in vario capacities for The BISYS Group, Inc., Evergreen Asset Management Corp., PricewaterhoeCoopers LLP, Ernst & Young LLP, and KPMG. He serves as a member of the Board for Thornburg Global Investment plc (Ireland), New Mexico Meum of Natural History Foundation, Greater Albuquerque Chamber of Commerce, Goldvest Financial Services Pvt. Ltd. (India), and Share My Fortune, Inc.

高管简历

中英对照 |  中文 |  英文
Curtis Holloway

Curtis Holloway,自2019年起担任Thornburg Investment Management,Inc.的基金管理总监;Calamos Investments的高级副总裁、基金管理主管(2017-2019年)、基金管理副总裁(2010-2017年)、Calamos Funds的首席财务官(2017-2019年)和风险官(2010-2019年)。


Curtis Holloway Managing Director, Director of Finance since 2021 and Director of Fund Administration of Thornburg Investment Management, Inc.; Treasurer of Thornburg Investment Trt since 2019; Chief Financial Officer and Treasurer of Thornburg ETF Trt (since 2024).
Curtis Holloway,自2019年起担任Thornburg Investment Management,Inc.的基金管理总监;Calamos Investments的高级副总裁、基金管理主管(2017-2019年)、基金管理副总裁(2010-2017年)、Calamos Funds的首席财务官(2017-2019年)和风险官(2010-2019年)。
Curtis Holloway Managing Director, Director of Finance since 2021 and Director of Fund Administration of Thornburg Investment Management, Inc.; Treasurer of Thornburg Investment Trt since 2019; Chief Financial Officer and Treasurer of Thornburg ETF Trt (since 2024).
Vilayphone Lithiluxa

Vilayphone Lithiluxa,Thornburg Investment Management,Inc.税务和基金管理经理;2014-2017年,花旗基金服务公司高级副总裁;2007-2014年,花旗基金服务公司副总裁。


Vilayphone Lithiluxa Managing Director, Tax Director & Fund Administration of Thornburg Investment Management, Inc.; Vice President of Thornburg Investment Trt (2017 2020); Assistant Treasurer of Thornburg Investment Trt since 2020; Assistant Treasurer of Thornburg ETF Trt since 2024.
Vilayphone Lithiluxa,Thornburg Investment Management,Inc.税务和基金管理经理;2014-2017年,花旗基金服务公司高级副总裁;2007-2014年,花旗基金服务公司副总裁。
Vilayphone Lithiluxa Managing Director, Tax Director & Fund Administration of Thornburg Investment Management, Inc.; Vice President of Thornburg Investment Trt (2017 2020); Assistant Treasurer of Thornburg Investment Trt since 2020; Assistant Treasurer of Thornburg ETF Trt since 2024.
Christopher Luckham

Christopher Luckham,自2010年起担任Thornburg Investment Management,Inc.基金管理高级经理。


Christopher Luckham Senior Manager, Fund Administration of Thornburg Investment Management, Inc. since 2010; Assistant Treasurer of Thornburg ETF Trt since 2024.
Christopher Luckham,自2010年起担任Thornburg Investment Management,Inc.基金管理高级经理。
Christopher Luckham Senior Manager, Fund Administration of Thornburg Investment Management, Inc. since 2010; Assistant Treasurer of Thornburg ETF Trt since 2024.
Molly Fisher

Molly Fisher自2023年起担任Thornburg Investment Management,Inc.副首席合规官;Thornburg Investment Management,Inc.合规官(2014年至2023年)。


Molly Fisher Deputy Chief Compliance Officer of Thornburg Investment Management, Inc. since 2023; Compliance Officer of Thornburg Investment Management, Inc. (2014 2023).
Molly Fisher自2023年起担任Thornburg Investment Management,Inc.副首席合规官;Thornburg Investment Management,Inc.合规官(2014年至2023年)。
Molly Fisher Deputy Chief Compliance Officer of Thornburg Investment Management, Inc. since 2023; Compliance Officer of Thornburg Investment Management, Inc. (2014 2023).
Geoffrey E. Black

Geoffrey E. Black自2024年起担任Thornburg Investment Management,Inc.基金运营总监;Rsell Investments转让代理服务总监(2012 – 2024);自2024年起担任Thornburg ETF TRT秘书。


Geoffrey E. Black Director Fund Operations of Thornburg Investment Management, Inc. since 2024; Director of Transfer Agent Services, Rsell Investments (2012 – 2024); Secretary of Thornburg ETF Trt since 2024.
Geoffrey E. Black自2024年起担任Thornburg Investment Management,Inc.基金运营总监;Rsell Investments转让代理服务总监(2012 – 2024);自2024年起担任Thornburg ETF TRT秘书。
Geoffrey E. Black Director Fund Operations of Thornburg Investment Management, Inc. since 2024; Director of Transfer Agent Services, Rsell Investments (2012 – 2024); Secretary of Thornburg ETF Trt since 2024.
Nimish S. Bhatt

Nimish S. Bhatt,自董事会成立以来一直担任相关受托人和主席。自2016年起,Bhatt先生担任Thornburg投资管理公司的首席财务官,负责公司财务、税务、基金会计和基金行政管理。他在全球投资管理行业的战略、杠杆融资、股票发行、兼并和收购、运营、技术、会计、行政和税务相关事务方面拥有30多年的进步经验。Bhatt先生之前曾担任Calamos Asset Management, Inc.资产管理公司高级副总裁兼首席财务官。在Calamos任职期间,他还负责基金行政、运营和信息技术。他还曾在Calamos Fund Complex担任副总裁兼首席财务官,Calamos Fund Complex旗下有共同基金、ETF和封闭式基金。在此之前,他曾在BISYS集团、Evergreen资产管理公司、普华永道会计师事务所、安永会计师事务所和毕马威会计师事务所担任过各种职务。他是Thornburg Global Investment plc(爱尔兰)、New Mexico Museum of Natural History Foundation、Greater Albuquerque Chamber of Commerce、Goldvest Financial Services Pvt. Ltd.(印度)和Share My Fortune,Inc.的董事会成员。


Nimish S. Bhatt has served as an Interested Trtee and Chair of the Board since its inception. Since 2023, Mr. Bhatt has served as the President of the Trt. Mr. Bhatt also serves as the Chief Financial Officer of Thornburg Investment Management, and he has been responsible for corporate finance, tax, fund accounting, and fund administration since 2016. He has over 30 years of progressive experience in strategy, leveraged finance, equity issuance, mergers and acquisitions, operations, technology, accounting, administration, and tax related matters in the global investment management indtry. Mr. Bhatt previoly served as Senior Vice President and Chief Financial Officer of Calamos Asset Management, Inc. During his tenure at Calamos, he was also responsible for fund administration, operations, and information technology. He also served as Vice President and Chief Financial Officer of the Calamos Fund Complex, which included mutual funds, an ETF and closed end funds. Previoly, he served in vario capacities for The BISYS Group, Inc., Evergreen Asset Management Corp., PricewaterhoeCoopers LLP, Ernst & Young LLP, and KPMG. He serves as a member of the Board for Thornburg Global Investment plc (Ireland), New Mexico Meum of Natural History Foundation, Greater Albuquerque Chamber of Commerce, Goldvest Financial Services Pvt. Ltd. (India), and Share My Fortune, Inc.
Nimish S. Bhatt,自董事会成立以来一直担任相关受托人和主席。自2016年起,Bhatt先生担任Thornburg投资管理公司的首席财务官,负责公司财务、税务、基金会计和基金行政管理。他在全球投资管理行业的战略、杠杆融资、股票发行、兼并和收购、运营、技术、会计、行政和税务相关事务方面拥有30多年的进步经验。Bhatt先生之前曾担任Calamos Asset Management, Inc.资产管理公司高级副总裁兼首席财务官。在Calamos任职期间,他还负责基金行政、运营和信息技术。他还曾在Calamos Fund Complex担任副总裁兼首席财务官,Calamos Fund Complex旗下有共同基金、ETF和封闭式基金。在此之前,他曾在BISYS集团、Evergreen资产管理公司、普华永道会计师事务所、安永会计师事务所和毕马威会计师事务所担任过各种职务。他是Thornburg Global Investment plc(爱尔兰)、New Mexico Museum of Natural History Foundation、Greater Albuquerque Chamber of Commerce、Goldvest Financial Services Pvt. Ltd.(印度)和Share My Fortune,Inc.的董事会成员。
Nimish S. Bhatt has served as an Interested Trtee and Chair of the Board since its inception. Since 2023, Mr. Bhatt has served as the President of the Trt. Mr. Bhatt also serves as the Chief Financial Officer of Thornburg Investment Management, and he has been responsible for corporate finance, tax, fund accounting, and fund administration since 2016. He has over 30 years of progressive experience in strategy, leveraged finance, equity issuance, mergers and acquisitions, operations, technology, accounting, administration, and tax related matters in the global investment management indtry. Mr. Bhatt previoly served as Senior Vice President and Chief Financial Officer of Calamos Asset Management, Inc. During his tenure at Calamos, he was also responsible for fund administration, operations, and information technology. He also served as Vice President and Chief Financial Officer of the Calamos Fund Complex, which included mutual funds, an ETF and closed end funds. Previoly, he served in vario capacities for The BISYS Group, Inc., Evergreen Asset Management Corp., PricewaterhoeCoopers LLP, Ernst & Young LLP, and KPMG. He serves as a member of the Board for Thornburg Global Investment plc (Ireland), New Mexico Meum of Natural History Foundation, Greater Albuquerque Chamber of Commerce, Goldvest Financial Services Pvt. Ltd. (India), and Share My Fortune, Inc.