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RickRezek

Richard A. Rezek Jr, CFA

Portfolio Manager at Schroders


Background

 

Richard A. Rezek Jr, CFA, is a Portfolio Manager for the Hartford Schroders Tax-Aware Bond Fund. He is a member of the Multi-Sector team with a specialization in investment-grade credit. In addition, Rick is a lead portfolio manager and a credit specialist.

Rick joined Schroders in 2013 following the acquisition of STW Fixed Income Management, where he had worked since 2002. At STW, Rick was Principal, Portfolio Manager, and a member of the team responsible for managing $11 billion in Multi-Sector portfolios including Core, Long Duration, Short Duration, and Tax-Aware strategies.

Prior to STW, Rick spent seven years as Vice President and Portfolio Manager at Loomis Sayles where he managed institutional Core Fixed Income accounts and was the senior member of the group’s Corporate and Mortgage team. Before that, he was Vice President of the Wells Fargo Bank Investment Management Group and Vice President and Portfolio Manager at Duff & Phelps where he specialized in the management of discretionary and advisory investment-grade fixed income portfolios for institutional and individual investors.

Rick earned an MBA in Finance from DePaul University and a BS in Business. He holds the Chartered Financial Analyst designation.

Experience

Professional experience since 1986

Schroders
2013-present

STW Fixed Income Management
2002-2013

Loomis Sayles
1995-2002

Wells Fargo Bank Investment Management Group

Duff & Phelps

Education

BS, MBA, DePaul University

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