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Jeff Phlegar
Directeur/Membre du Conseil chez
CALAMOS STRATEGIC TOTAL RETURN FUND
Profil
Jeffrey Scott Phlegar is currently Director at MacKay Shields High Yield Crossover Portfolio and Independent Trustee at Calamos Strategic Total Return Fund starting in 2025.
Former positions include Fixed Income Product Specialist at BNY Mellon Investment Adviser, Inc., Chief Investment Officer at Foursquare Capital Corp.
in 2009, Executive Vice President at AllianceBernstein LP from 1993 to 2011, and Portfolio Manager at Equitable Capital Management Corp.
Education includes an MBA from Adelphi University and an undergraduate degree from Hofstra University.
Postes actifs de Jeff Phlegar
| Sociétés | Poste | Début |
|---|---|---|
| CALAMOS STRATEGIC TOTAL RETURN FUND | Directeur/Membre du Conseil | 01/09/2025 |
MacKay Shields High Yield Crossover Portfolio
 MacKay Shields High Yield Crossover Portfolio Financial ConglomeratesFinance Functions as investment fund | Directeur/Membre du Conseil | - |
Anciens postes connus de Jeff Phlegar
| Sociétés | Poste | Fin |
|---|---|---|
MacKay Shields LLC
 MacKay Shields LLC Investment ManagersFinance MacKay Shields offers a variety of fixed income and equity strategies and solutions that clients can select depending on their investment objectives. They maintain independently managed investment strategy teams, each of which conducts its own research and acts autonomously with its own distinct investment process. Investment strategies may be available through separately managed accounts, wrap programs and/or collective investment vehicles. | Directeur Général | 01/03/2024 |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AB is a research-driven investment adviser that is global in scope and client-centered in their approach. The firm’s global team of research professionals, whose disciplines include economics, fundamental equity, fixed income and quantitative research, gives them a competitive advantage in achieving investment success for their clients. Within these research disciplines, they also have investment professionals that focus on multi-asset, wealth management and alternative investment strategies. | Head-Fixed Income Invts | 30/11/2011 |
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability. | Corporate Officer/Principal | 31/12/1992 |
Equitable Capital Management Corp.
 Equitable Capital Management Corp. Financial ConglomeratesFinance Provides investment services | Corporate Officer/Principal | 31/12/1987 |
Foursquare Capital Corp.
 Foursquare Capital Corp. Investment Banks/BrokersFinance Engages in acquiring, financing, and managing a portfolio of commercial and residential mortgage-backed securities | Directeur en chef des Investissements | - |
Formation de Jeff Phlegar
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
82
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability. | Finance |
MacKay Shields LLC
MacKay Shields LLC Investment ManagersFinance MacKay Shields offers a variety of fixed income and equity strategies and solutions that clients can select depending on their investment objectives. They maintain independently managed investment strategy teams, each of which conducts its own research and acts autonomously with its own distinct investment process. Investment strategies may be available through separately managed accounts, wrap programs and/or collective investment vehicles. | Finance |
Foursquare Capital Corp.
Foursquare Capital Corp. Investment Banks/BrokersFinance Engages in acquiring, financing, and managing a portfolio of commercial and residential mortgage-backed securities | Finance |
Calamos Strategic Total Return Fund
 Calamos Strategic Total Return Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AB is a research-driven investment adviser that is global in scope and client-centered in their approach. The firm’s global team of research professionals, whose disciplines include economics, fundamental equity, fixed income and quantitative research, gives them a competitive advantage in achieving investment success for their clients. Within these research disciplines, they also have investment professionals that focus on multi-asset, wealth management and alternative investment strategies. | Finance |
Adelphi University
 Adelphi University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hofstra University
 Hofstra University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Equitable Capital Management Corp.
Equitable Capital Management Corp. Financial ConglomeratesFinance Provides investment services | Finance |
MacKay Shields High Yield Crossover Portfolio
MacKay Shields High Yield Crossover Portfolio Financial ConglomeratesFinance Functions as investment fund | Finance |
