Marshall Intermediate Tax-Free Fund Co-manager Interviewed on TheStreet.com
Duane McAllister, portfolio manager for the Marshall Intermediate Tax-Free Fund, says municipal bonds will not be overly affected by a potential downgrade of U.S. Treasuries.
Release date: 07-27-11Duration: 1:49
© 2011 TheStreet.com
Duane McAllister, CFA
Vice President and Investment Manager
Duane has been the co-manager for the M&I Intermediate Tax-Free Strategy, including Marshall Intermediate Tax-Free Fund, the M&I Municipal Bond Fund, the Arizona Municipal Bond Fund and the Minnesota Bond Fund since 2007.
Duane began his investment career with M&I Investment Management Corp., a part of BMO Asset Management U.S., in 2007. Previously, he served in investment management positions with Belle Haven Investments, LP, Wells/Strong Capital Management, AAL Capital Management Co., and The Northern Trust Co. He holds a B.S. degree from Northern Illinois University. He is a member of the CFA Institute and is an active member of the CFA Society of Milwaukee.
Vice President and Investment Manager
Duane has been the co-manager for the M&I Intermediate Tax-Free Strategy, including Marshall Intermediate Tax-Free Fund, the M&I Municipal Bond Fund, the Arizona Municipal Bond Fund and the Minnesota Bond Fund since 2007.
Duane began his investment career with M&I Investment Management Corp., a part of BMO Asset Management U.S., in 2007. Previously, he served in investment management positions with Belle Haven Investments, LP, Wells/Strong Capital Management, AAL Capital Management Co., and The Northern Trust Co. He holds a B.S. degree from Northern Illinois University. He is a member of the CFA Institute and is an active member of the CFA Society of Milwaukee.
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As of 6/30/11, the Marshall Intermediate Tax-Free (Y Class) received a 5-star rating for overall performance, 5 stars for 3-year performance among 205 Muni National Interm Funds, 5 stars for 5-year performance among 186 funds, and 4 stars for 10-year performance among 132 funds. As of 6/30/11, the Marshall Intermediate Tax-Free (I Class) received a 5-star rating for overall performance, 5 stars for 3-year performance among 205 Muni National Interm Funds, 5 stars for 5-year performance among 186 funds, and 4 stars for 10-year performance among 132 funds.
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M&I Investment Management Corp. became a subsidiary of BMO Financial Corp. on July 5, 2011.
