People: Montgomery Street Income Securities, Inc (MTS)

MTS on New York Consolidated

14.75USD
11:04am EST
Price Change (% chg)

$0.01 (+0.08%)
Prev Close
$14.74
Open
$14.73
Day's High
$14.76
Day's Low
$14.73
Volume
1,792
Avg. Vol
32,664
52-wk High
$15.28
52-wk Low
$13.13

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Summary

Name Age Since Current Position
Bradshaw, Richard 60 2004 Chairman of the Board
Nerud, Mark 42 2006 President, Chief Executive Officer, Principal Executive Officer
Koors, Daniel 38 2006 Chief Financial Officer, Treasurer, Principal Financial Officer
Bugni, Toni 35 2006 Chief Compliance Officer
Rhee, Susan 37 2006 Secretary, Chief Legal Officer
Hymes, Victor 51 2005 Independent Director
Packard, John 75 2001 Independent Director
Van Auken, Wendell 64 1994 Independent Director
Van Horne, James 73 2004 Independent Director
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Biographies

Name Description
Bradshaw, Richard Richard J. Bradshaw is Chairman of the Board of Directors of the Montgomery Street Income Securities, Inc since 2004. He is Partner and Chief Operating Officer of Venrock (venture capital firm) (2008 – present). Formerly, Executive Director of Cooley Godward Kronish LLP (law firm) (1997 – 2008).
Nerud, Mark Mark D. Nerud has been President, Chief Executive Officer, and Principal Executive Officer of Montgomery Street Income Securities, Inc. President of Jackson National Asset Management, LLC (“JNAM”) and Jackson Fund Services (“JFS”) (2006 - present); President, CEO and Trustee/Manager of investment companies advised by JNAM (2007 - present); Managing Board Member of JNAM (2000 - 2003 and 2007 - present); Vice President - Fund Accounting & Administration of Jackson National Life Insurance Company (“Jackson”) (2000 - present). Formerly, Chief Financial Officer of JNAM and JFS (2000 - 2006); Vice President (1999 - 2006), Treasurer and Chief Financial Officer of investment companies advised by JNAM (2002 - 2006).
Koors, Daniel Daniel W. Koors is Treasurer, Chief Financial Officer, and Principal Financial Officer of Montgomery Street Income Securities, Inc. He is Senior Vice President of JNAM and JFS (2009 – present); Chief Financial Officer of JNAM and JFS (2007 – present); Vice President, Treasurer and Chief Financial Officer of investment companies advised by JNAM (2006 – present); Assistant Vice President – Fund Administration of Jackson (2006 – present). Formerly, Vice President of JNAM and JFS (2007 – 2008); Assistant Treasurer of investment companies advised by JNAM (2006); Partner of Deloitte & Touche LLP (2003 – 2006).
Bugni, Toni Toni M. Bugni is Chief Compliance Officer of Montgomery Street Income Securities, Inc. He is the Director of Compliance of JNAM and JFS (2008 – present). Formerly, Compliance Manager of JNAM and JFS (2006 – 2008); Legal Assistant, MetLife Advisers, LLC (2004 – 2006); Regulatory Administration Senior Specialist, PFPC Inc. (2003 – 2004).
Rhee, Susan Susan S. Rhee is the Secretary and Chief Legal Officer of Montgomery Street Income Securities, Inc. He is Secretary of JNAM (2000 – present); Chief Legal Officer of JNAM (2004 – present); Vice President, Counsel, and Secretary of investment companies advised by JNAM (2004 – present); Assistant Vice President of Jackson (2003 – present); Associate General Counsel of Jackson (2001 – present).
Hymes, Victor Victor L. Hymes is the Independent Director of Montgomery Street Income Securities, Inc. He has been Chief Executive Officer and Chief Investment Officer of Legato Capital Management LLC (investment adviser) (2004 – present). Formerly, Chief Operating Officer and Chief Investment Officer of Cazenave Partners, LLC (investment adviser) (2003 – 2004); Managing Director, Zurich Scudder Investments, Inc. (a former adviser of the Fund) (1997 – 2002); and President of the Fund (2000 – 2002).
Packard, John John T. Packard is the Independent Director of Montgomery Street Income Securities, Inc. He is Of Counsel to Mt. Eden Investment Advisors LLC (2008 – present). Formerly, Executive Vice President of Mt. Eden Investment Advisors LLC (2005 – 2008); Managing Director, Weiss, Peck & Greer LLC (investment adviser and broker-dealer) (2002 – 2004); Advisory Managing Director of the same firm (2000 – 2002); Advisory Managing Director, Zurich Scudder Investments, Inc. (a former adviser of the Fund) (1999 – 2000); Managing Director of the same firm (1985 – 1998); and President of the Fund (1988 – 2000).
Van Auken, Wendell Wendell G. Van Auken is the Independent Director of Montgomery Street Income Securities, Inc. He is Managing Director of several venture capital funds affiliated with Mayfield Fund. Directorship: Advent Software (portfolio software company).
Van Horne, James James C. Van Horne is the Independent Director of Montgomery Street Income Securities, Inc. He is the A.P. Giannini Professor Finance, emeritus, Graduate School of Business, Stanford University. Directorship: Synnex Corporation (information technology distributor). Formerly, Chairman of the Board of Directors of the Fund (1991 – 2004).

Basic Compensation

Name Fiscal Year Total
Bradshaw, Richard 42,500
Nerud, Mark --
Koors, Daniel --
Bugni, Toni --
Rhee, Susan --
Hymes, Victor --
Packard, John --
Van Auken, Wendell --
Van Horne, James --
As Of 30 Dec 2006

Options Compensation

Name Options Value
Bradshaw, Richard 0 0
Nerud, Mark 0 0
Koors, Daniel 0 0
Bugni, Toni 0 0
Rhee, Susan 0 0
Hymes, Victor 0 0
Packard, John 0 0
Van Auken, Wendell 0 0
Van Horne, James 0 0

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