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Advisor Information for NUSIX

Fund Inception03/21/2019
Name of IssuerNavigator Funds
Fund Advisor(s)Clark Capital Management Group Inc
Sub-Advisor(s)--

Fund Managers for NUSIX

Robert Bennett, Jr.
Portfolio Manager since 03/21/2019
As a Senior Portfolio Manager, Robert co-manages the Navigator® Tactical Fixed Income Fund. He is also a member of the firm’s Cross Asset Management Team, a select group of portfolio managers dedicated to creating multi-asset class solutions in an effort to deliver successful outcomes to investors. Robert has over a decade of experience with the management and trading of various securities and derivatives. He has had extensive experience overseeing the daily trading activities of various long and short ETFs and mutual funds for ProShare Advisors including trading cash equities, synthetic equities, futures, credit default swaps, corporate bonds, treasuries, and FX forwards. He began his career as a Financial Advisor at UBS Financial Services, Inc. Robert received his B.S. in business management from Wentworth Institute of Technology.
Alexander Meyer
Portfolio Manager since 05/01/2019
Alexander Meyer is a Portfolio Manager on Clark Capital’s Fixed Income Team. Mr. Meyer has over 10 years of industry experience across fixed income sectors including municipals, investment grade corporates, and high yield corporate bonds. Prior to joining the firm in 2019, Mr. Meyer served as Vice President at Jefferies. He graduated Summa Cum Laude from the University of Pennsylvania with a B.A. in Economics and holds the CFA® designation.
Kevin Bellis
Portfolio Manager since 03/15/2024
Mr. Bellis serves as a portfolio manager for the Navigator Duration Neutral Bond Fund and has served in that capacity since December 2014. Mr. Bellis has been an associate with Main Point Advisors Inc. from September 2013 to the present. Mr. Bellis has also worked as an Assistant Trader with Grant Williams LP from February 2013 to the present. Previously, Mr. Bellis worked as a fixed income data analyst for Bloomberg from January 2011 to February 2013. Mr. Bellis has also worked as a Business Analyst Intern with Prime Finance – Citi from June 2010 to August 2010. He is a 2010 graduate of Penn State University with a B.S. degree in Finance. Mr. Bellis holds the Chartered Financial Analyst designation.