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Tim Heaney, CFA

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Senior Portfolio Manager

Experience

19 years investment experience

Mr. Heaney has served as Chief Investment Officer of DTF Tax-Free Income Inc. since 2004, and previously as Portfolio Manager from 2002-2004.  He also has been a Portfolio Manager for the Virtus CA Tax-Exempt Bond Fund since 1997.  Mr. Heaney is a portfolio manager in Duff & Phelps fixed income group and heads the municipal bond group for Duff & Phelps’ affiliate, Virtus Investment Advisers, Inc.

Mr. Heaney holds a Chartered Financial Analyst designation, is a graduate of the University of Connecticut (B.A./M.B.A.) and has over 18 years of investment experience.  Previous experience includes positions as a credit research analyst at Phoenix Home Life Insurance Company and Connecticut National Bank.

 

Significant roles and professional affiliations

  • Member, Hartford CFA Society
  • Member, CFA Institute
  • Board of Directors, Nutmeg State Credit Union

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