Close

Advisor Information for DGEFX

Fund Inception03/20/2017
Name of IssuerDestinations Funds
Fund Advisor(s)Brinker Capital Investments LLC
Sub-Advisor(s)Federated Equity Mgmt Co. Of Penn
Neuberger Berman Investment Advisers LLC
Nuveen Asset Management, LLC

Fund Managers for DGEFX

Daniel Peris
Portfolio Manager since 03/20/2017
Daniel Peris, CFA, is a Senior Vice President and Senior Portfolio Manager of FEMCOPA. Mr. Peris joined FHI in August 2002. Previously, Mr. Peris worked at Argus Research Corp., New York and Absolut Invest, Moscow. Mr. Peris earned his Bachelor of Arts from Williams College, his Master of Philosophy from Oxford University and his Ph.D. from the University of Illinois. Mr. Peris has 22 years of investment experience.
Deborah Bickerstaff
Portfolio Manager since 03/20/2017
Deborah D. Bickerstaff is a Senior Vice President and Portfolio Manager of Federated Equity Management Company of Pennsylvania. Ms. Bickerstaff joined FHI in July 1996. Previously, Ms. Bickerstaff held various positions with FHI subsidiary companies including: Associate Portfolio Manager, Senior Analyst, Performance Attribution and Risk Management; Senior Financial Analyst, Fund Treasury, and Senior Fund Controller, Client Financial Services. Ms. Bickerstaff received her Bachelor of Science from La Roche College. Ms. Bickerstaff has 25 years of investment experience.
James Stephenson
Portfolio Manager since 12/10/2018
James T. Stephenson, CFA, is a Managing Director of Nuveen and a Portfolio Manager and Equity Analyst of Nuveen and its predecessor NWQ Investment Management Company, LLC (“NWQ”) from 2012 until January 2022; he served as Associate Director of Research of NWQ from 2019 to January 2022. From 2006 to 2012, Mr. Stephenson was a Managing Director and Equity Analyst of NWQ. Thomas J. Ray, CFA, is Managing Director of Nuveen.
Jared Hoff
Portfolio Manager since 07/01/2020
Jared Hoff, Vice President, Senior Portfolio Manager. Responsible for portfolio management and research on the Strategic Value Dividend Team. Previous associations: Adjunct Professor of Graduate Finance at Duquesne University; Fed Funds/Eurodollars Trader, PNC Bank; Investment Analyst, Mergers & Acquisitions Analyst, Federated Hermes. Delegate, 2011 World Affairs Council Benchmarking Trip to Europe. B.S., Duquesne University; M.B.A., Carnegie Mellon University. Professional affiliations: Member, Duquesne University Investment Center Advisory Council. Joined Federated Hermes 2000.
Michael Tucker
Portfolio Manager since 07/01/2020
Michael Tucker, Senior Vice President, Senior Portfolio Manager. Responsible for portfolio management and research on the Strategic Value Dividend Team. Previous associations: Portfolio Manager, Technology Fund, Senior Investment Analyst; Research Assistant, Federated Hermes. B.S., M.S.I.A., Carnegie Mellon University. Joined Federated Hermes 1993.
Richard Levine
Portfolio Manager since 07/01/2021
Richard S. Levine, JD, Managing Director, joined Neuberger Berman Investment Advisers LLC in 1989. Richard is a Portfolio Manager for the MLG Group. Additionally, he has served on the Neuberger Berman Trust Company N.A. Board since its inception. Prior to joining the firm, Richard was a senior vice president, tax attorney and financial planner at Ayco Corporation. He earned a BA from the State University of New York at Binghamton and a JD from Albany Law School.
Alexandra Pomeroy
Portfolio Manager since 07/01/2021
Sandy M. Pomeroyis a Managing Director of the Neuberger Berman Investment Advisers. She has been a Portfolio Manager with the firm since 2005. Sandy is a Portfolio Manager for the MLG Group where she manages portfolios for high-net-worth individuals and institutions. Prior to joining the firm, she spent five years at JP Morgan and prior to that, five years at Brown Brothers Harriman. Sandy received a BA from Colgate University.
William Hunter
Portfolio Manager since 07/01/2021
William D. Hunter, Managing Director, joined the Neuberger Berman Investment Advisers LLC in 2006. Will is a member of the MLG Group and serves as Portfolio Manager for the Global Thematic Opportunities strategy and Associate Portfolio Manager on the Equity Income strategy. Prior to joining the firm, Will worked at JPMorgan's Investment Bank as an analyst in Chemical Equity Research after working in Equity Specialty Sales in Energy and Industrials. Will received his BA from Columbia University.
Shawn Trudeau
Portfolio Manager since 07/01/2021
Mr Trudeau joined Neuberger Berman Investment Advisers LLC in 2011 and has been an Associate Portfolio manager since 2012.
Brian Storey
Portfolio Manager since 07/01/2022
Brian P. Storey is Head of Discretionary Portfolios at Brinker Capital Investments, a brand entity of Orion Advisor Solutions. In this role, he oversees the firm’s discretionary portfolio offerings, including the implementation of all asset allocation, manager research, and portfolio construction decisions. Brian has primary portfolio management responsibilities in all aspects of the investment process for these multi-asset class portfolio solutions, including Destinations and the Destination Funds. He serves as Chair of the Portfolio Management Committee and is a member of the Asset Allocation Committee and Investment Due Diligence Committee. Prior to joining Brinker Capital, Brian was a Senior Portfolio Manager at First Citizens Bank where he oversaw portfolio construction for the globally-diversified multi-manager investment strategies utilized by the firm’s private wealth and institutional clients. Previously, he served in various leadership and operational roles during his five years as an officer in the U.S. Coast Guard. Brian graduated from the United States Coast Guard Academy with a Bachelor of Science in management and earned his Master of Business Administration from Duke University’s Fuqua School of Business where he graduated as a Fuqua Scholar. Brian is a CFA® charterholder and holds the FINRA Series 65 license. He is a member of the CFA® Institute and the CFA® Society North Carolina.
Peter Boardman
Portfolio Manager since 07/01/2022
Peter Boardman, is a Managing Director of Nuveen and a Portfolio Manager and Equity Analyst of Nuveen since 2021. From 2003 to 2021, he was a portfolio manager and equity analyst, at Nuveen affiliate, NWQ Investment Management Company, LLC and a portfolio manager and consumer durables analyst at affiliate, Tradewinds Global Investors, LLC. Prior to NWQ and Tradewinds, Mr. Boardman held several equity analyst roles covering multiple industries and regions.
Timothy Holland
Portfolio Manager since 11/02/2022
Mr. Holland monitors broad economic and political trends and analyzes the potential impact on portfolios at the sector level. In addition to his investment responsibilities, he often serves as spokesperson for TAMRO. Mr. Holland joined TAMRO in April 2005 after nearly five years with Manley Asset Management LP, bringing with him well-developed analytical skills and a deep understanding of capital markets. At Manley Asset, Mr. Holland conducted fundamental, bottom-up analysis on a wide range of companies and industries, including specialty retail, casual dining, manufacturing and transportation. Prior to Manley Asset, Mr. Holland was a Partner at Towers Group Inc., a boutique communications firm that provided investor and public relations counsel to leading financial services firms. Mr. Holland earned his B.A. from Drew University and holds the Chartered Financial Analyst designation.
Andrew Goins
Portfolio Manager since 07/01/2023
Andrew Goins is a Senior Portfolio Manager at Brinker Capital Investments, a brand entity of Orion Advisor Solutions. Before assuming his current role, Andrew was Director of SMA & Mutual Fund Due Diligence at Brinker Capital Investments. In that role, Andrew provided oversight of the available universe of SMA’s and mutual funds across the firm’s open-architecture platforms and was responsible for the team of investment analysts. Andrew has over 16 years of industry experience. Prior to joining Brinker Capital in 2010, Andrew was an Investment Analyst at Budros, Ruhlin & Roe. Andrew graduated from The Ohio State University with his Bachelor of Science in Business Administration. He is a CFA charterholder and holds the FINRA Series 7 license.