Supplemental Stanley Domanski Portfolio Specialist Gregory Balewicz - PowerPoint PPT Presentation

Jan 09, 2023 •369 likes •402 views

BAY COUNTY VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION Supplemental Stanley Domanski Portfolio Specialist Gregory Balewicz Lord Abbett 90 Hudson Street Director, Institutional Investor Services Jersey City, NJ 07302 INVESTMENT SUMMARY Bay

BAY COUNTY VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION Supplemental Stanley Domanski Portfolio Specialist Gregory Balewicz Lord Abbett 90 Hudson Street Director, Institutional Investor Services Jersey City, NJ 07302
INVESTMENT SUMMARY Bay County Voluntary Employees Beneficiary Association Value Opportunities Investment Fund* R6 Shares Initial Funding $7,597,393 July 24, 2015* 2 Contributions** $3,618,759 Withdrawals $0.00 Market Value $10,333,128 November 30, 2018 *On July 24, 2015, Bay County VEBA transferred assets to a Lord Abbett direct account. On August 17, 2015 converted from Value Opportunities I Shares to R6 Shares. **Includes Dividend and Capital Gain Reinvestment.
BAY COUNTY VEBA RELATIONSHIP TEAM U.S Institutional Relationship Team For all client services inquiries, please call (201) 827-8780 or email lordabbettclientservices@lordabbett.com Gbalewicz@lordabbett.com Gregory Balewicz* T - (201) 827-2470 Director, Institutional Investor Services F - (201) 827-3470 C - (508) 918-9992 Ntully@lordabbett.com Nicole Tully 3 T - (201) 827-2826 Director, Client Account Management F - (201) 827-3826 Tcavanaugh@lordabbett.com Thérèse J. Cavanaugh* T - (201) 827-2358 Director, Client Account Management F - (201) 827-3358 jgallagher@lordabbett.com Jennifer Gallagher T - (201) 827-2586 Director, Client Account Management F - (201) 827-3586 Kathleen Swartz kswartz@lordabbett.com Associate Director, Client Account T - (201) 827-2851 Management F - (201) 827-3851 *Primary Contacts

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