Voya Investment Management
Voya Investment Management (Voya IM) strives to help investors push what’s possible. As the asset management business of Voya Financial (NYSE: VOYA), Voya IM seeks to understand and anticipate client needs, delivering differentiated solutions across public and private fixed income, equity, and multi-asset platforms, including private markets and alternatives.
Pushing What’s Possible
Voya IM is part of Voya Financial, a leading health, wealth, and investment company focused on helping individual and workplace clients be well-planned, well-invested, and well-protected. Drawing on a 50-year legacy of active investing, Voya IM offers both core and specialized strategies to institutions, financial intermediaries, and individual investors.
Justin M. Kass, CFA
Senior Managing Director, Chief Investment Officer, Co-Head of Income & Growth
Industry Start Date: 1998
Prior to that at Allianz Global Investors, Mr. Kass held portfolio manager responsibilities for the U.S. convertible strategy and was a lead portfolio manager for the income and growth strategy since its inception. In that role, he was responsible for managing multiple closed-end and open-end mutual funds.
Mr. Kass earned a B.S. from the University of California, Davis, and an M.B.A. from the UCLA Anderson School of Management. He is a CFA® Charterholder. He began his career in the investment industry in 1998.
Michael E. Yee
Managing Director, Lead Portfolio Manager – Income & Growth
Industry Start Date: 1994
Prior to that, Mr. Yee was an analyst for the global and systematic team with responsibilities focused on U.S. large cap equity strategies and worked in global portfolio administration and client service.
Previously, he was a financial consultant for Priority One Financial/Liberty Foundation.
Mr. Yee earned a B.S. from the University of California, San Diego, and an M.B.A. from San Diego State University. He began his career in the investment industry in 1994.
David J. Oberto
Senior Vice President, Lead Portfolio Manager – Income & Growth
Industry Start Date: 2003
Prior to that, he was a portfolio administrator, a credit default swaps (CDS) account manager and a trade-closer at Bain Capital.
Mr. Oberto earned a B.S.B.A. with a concentration in finance and a minor in economics from Fordham University and an M.S. in finance from the D’Amore-McKim School of Business at Northeastern University. He began his career in the investment industry in 2003.
James Chen, CFA
Senior Vice President, Senior Portfolio Manager, and Research Analyst – Equity
Industry Start Date: 1993
Prior to that, Mr. Chen was a senior analyst and co-portfolio manager of several long/short portfolios at Primarius Capital. Prior to that, he worked as a technology analyst and portfolio manager of growth-oriented mid- to large-cap portfolios at Engemann Asset Management.
Earlier in his career, he was a senior consultant with Deloitte & Touche, as well as a loan officer with Wells Fargo Bank.
Mr. Chen earned a B.S. in mechanical engineering, an M.B.A. in finance and accounting, and an M.S.B.A. in investments from the University of Southern California. He is a CFA® Charterholder. He began his career in the investment industry in 1993.
Stephen B. Jue
Senior Vice President, Senior Portfolio Manager, Research Analyst – Equity
Industry Start Date: 2000
Prior to that, Mr. Jue worked at Rainier Investment Management and RBC Capital Markets. Previously, he worked in various marketing, finance, and accounting roles with a division of Gillette and was also a CPA with KPMG.
Stephen earned a B.S. in business administration from Northeastern University and an M.B.A. from the University of Chicago Booth School of Business. He began his career in the investment industry in 2000.
William (Brit) L. Stickney
Senior Managing Director, Co-Head of Income & Growth
Industry Start Date: 1989
Prior to that, he was a vice president of institutional fixed-income sales with ABN AMRO, Inc., where his primary focus was on high yield corporate securities. Previously, he worked for Cowen & Company and Wayne Hummer & Company.
Mr. Stickney earned a B.S. in finance from Miami University, Ohio and an M.B.A. from the Kellogg School of Management, Northwestern University. He began his career in the investment industry in 1989.
Ethan Turner, CFA
Vice President, Portfolio Manager – Income & Growth
Industry Start Date: 2005
Ethan Turner is a portfolio manager, income and growth, at Voya Investment Management. Mr. Turner joined the firm following Voya’s acquisition of the substantial majority of Allianz Global Investors U.S. business, where he was an analyst and vice president with research responsibilities for the income and growth strategies team. Prior to that at Allianz, he was a trading assistant.
Prior to joining Allianz, Mr. Turner was a lead analyst covering the financial sector at Relational Investors and a financial analyst at Sunstone Hotel Investors.
Mr. Turner earned a B.S. from San Diego State University and an M.B.A. from the Anderson School of Management at the University of California, Los Angeles. He is a CFA® charterholder. Mr. Turner began working in the investment industry in 2005.
Investors should carefully consider the investment objectives, risks, charges and expenses of any Virtus Mutual Fund before investing. The prospectus and summary prospectus contains this and other information about the fund. Please contact your financial representative, call 1-800-243-4361 to obtain a current prospectus and/or summary prospectus. You should read the prospectus and/or summary prospectus carefully before you invest or send money.