CHARLOTTE, N.C., Sept. 5 /PRNewswire/ -- Evergreen Investments today announced changes to the following portfolio management teams:
Fund Existing Portfolio New Portfolio Management Team Management Team Evergreen Adjustable Lisa Brown-Premo Richard Rate Fund Robert D. Rowe Applebach, CFA Christopher Kauffman, CFA Todd C. Kuimjian, CFA Evergreen Core Plus Robert A. Robert A. Bond Fund Calhoun, CFA Calhoun, CFA* Parham M. Parham M. Behrooz, CFA Behrooz, CFA* Andrew Cestone Andrew Cestone* Todd C. Todd C. Kuimjian, CFA Kuimjian, CFA* Michael Lee Michael Lee* Anthony Norris Anthony Norris* Alex Perrin Alex Perrin* Lisa Brown-Premo Peter Wilson* Robert D. Rowe Peter Wilson Evergreen Multi-Sector Lisa Brown-Premo Richard Fund Applebach, CFA (adjustable rate Christopher securities sleeve) Kauffman, CFA Todd C. Kuimjian, CFA Evergreen U.S. Lisa Brown-Premo Richard Government Fund Karen M. DiMeglio Applebach, CFA Karen M. DiMeglio* Christopher Kauffman, CFA Todd C. Kuimjian, CFA * Currently a portfolio manager on the respective fund
These portfolio management changes were not prompted by the current pricing, liquidity or asset quality of the Funds. Biographies for portfolio managers not previously named on the products are listed below:
Richard Applebach is a senior portfolio manager with Evergreen Investments affiliate Tattersall Advisory Group (TAG) on Evergreen Adjustable Rate Fund, Evergreen U.S. Government Fund and the mortgage securities sleeve of the closed-end Evergreen Multi-Sector Income Fund. Previously he served as a senior portfolio specialist for TAG as the primary fixed income portfolio management contact professional for institutional core bond, high yield, and structured product accounts. Rich has been with TAG or an Evergreen affiliate firm since 2002. Prior to joining Tattersall, he served as a fixed income manager with Invesco (2000-2002) and Bank of America (1996-2002) where he focused on managing core bond portfolios and specialized in evaluating agency, non-agency residential, and commercial mortgage backed securities for the portfolios. Rich has been working in the investment management field since 1987.
Christopher Kauffman, CFA, is a senior portfolio manager with Evergreen Investments affiliate Tattersall Advisory Group on Evergreen Adjustable Rate Fund, Evergreen U.S. Government Fund and the mortgage securities sleeve of the closed-end Evergreen Multi-Sector Income Fund. Christopher has been with TAG or an affiliate firm since 2003. Previously, he served as investment officer for NISA Investment Advisors (1997-2003), where he was responsible for MBS analysis, risk assessment, and trading. Christopher has been working in the investment management field since 1997.
Todd C. Kuimjian, CFA is a senior portfolio manager with Evergreen Investments affiliate Tattersall Advisory Group on Evergreen Adjustable Rate Fund, Evergreen Core Plus Bond Fund, Evergreen U.S. Government Fund, and the mortgage securities sleeve of the closed-end Evergreen Multi-Sector Income Fund. Previously, he served as senior portfolio manager with responsibility for research and trading activity within the mortgage sector, as well as portfolio management. Todd has been with TAG or an Evergreen affiliate firm since 1994. Prior to joining TAG, he served as an associate director for Evergreen affiliates FCG and Mentor Investment Group (1994-2001). Todd has been working in the investment management field since 1994.
About Evergreen Investments
Evergreen Investments is the brand name under which Wachovia Corporation conducts its investment management business. Wachovia Global Asset Management is the brand name under which Evergreen Investments conducts sales and distribution business outside of the United States. Evergreen serves more than four million individual and institutional investors through a broad range of investment products. Led by 300 investment professionals, Evergreen strives to meet client investment objectives through disciplined, team-based asset management. Evergreen manages more than $245 billion in assets (as of June 30, 2008). Please visit EvergreenInvestments.com for more information about Evergreen Investments.
