Clark D. Wagner is the Chief Investment Officer of FIMCO and served as President of FIMCO from 2016-2018 and also served as Director of Fixed Income from 2001-2016. He has served as the Portfolio Manager since 1995. He also serves as Co-Portfolio Manager . He also serves as a Portfolio Manager and Co-Portfolio Manager for certain other First Investors Funds and has been a Portfolio Manager with FIMCO since 1991.

Patrick Tucci joined FIMCO in 2016 as Co-Portfolio Manager for the Tax Exempt Funds. Prior to FIMCO, Patrick was the President and Founder of Harbor Hills Investment Management Co which focused on portfolio management and financial planning. He has previously been a Portfolio Manager and Trader fir tax exempt bond funds at Dexia Credit Local and MBIA Capital Management Corp. Patrick joined the financial markets in 1993. Patrick received a Bachelor of Business Administration degree in Finance from Villanova University and he is a CFA Chartholder.

Joseph Gulli, 55, joined Green Square Boston in October 2016 as a partner and head of credit research, ensuring that the management team for the funds and the separately managed accounts remains intact. Prior to this recent move, Joe had joined Oppenheimer Asset Management in November 2014 and has worked in asset management since 1992. Throughout his career, Joe has concentrated primarily on high yield and investment grade tax exempts, including analysis and restructurings. Joe brings expertise in both high yield and investment grade tax exempts, as well distressed credits and restructurings. Joe is responsible for a wide range of sector and credit analysis, continuing surveillance of credits, and buy and sell recommendations. Prior to starting at OAM, Joe was at Lord Abbett & Co. for seven years, most recently as Partner and Director of Municipal Bond Research at Management. Prior to Lord Abbett, Joe worked for SMC Fixed Income Management for one year after working as a tax-exempt analyst for 14 years at Merrill Lynch Investment Managers. Joe earned his Bachelor’s degree at Rider University in accounting and finance.

Timothy Pynchon, 59, founded Green Square Boston in October 2016. Although no longer an Oppenheimer Asset Management employee, Tim continues to manage the funds and separately managed accounts, working under a long-term sub advisory contract for Oppenheimer. Prior to this recent move, Tim joined Oppenheimer Asset Management in June 2013 and has worked in asset management since 1982.Throughout his career, Tim has been responsible for investments in municipal bond portfolios and select taxable fixed income strategies. Within tax-exempt, he has focused primarily on high yield investments and has served as a portfolio manager, underwriter, analyst and restructuring specialist. Previously, Tim worked at Pioneer investment Management since 2000 as a Senior Vice President , first as a senior analyst and then as a Portfolio Manager for both open-end and closed-end funds. Tim developed the high yield tax-exempt strategy for Pioneer. Prior to Pioneer, he underwrote high yield tax-exempt health care issues for three years as a Managing Director at Commerce Capital Markets and served as a high yield analyst and restructuring specialist at Eaton Vance Management for the seven years prior to Commerce Capital Markets.Tim earned his Bachelor’s degree at Hamilton College and his M.B.A. from the Johnson Graduate School of Management at Cornell University. He also earned the Chartered Financial Analyst designation from the CFA Institute and is a member of both the CFA institute and the CFA Society of Boston.