The Prudential Series Fund
The Prudential Series Fund
The Prudential Series Fund
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Kay T. Willcox is Managing Director and Senior Portfolio Manager of the Core Fixed Income Strategy at PFIM, including both<br />
intermediate and long-term portfolios. She has managed the fixed income portion of the Portfolios since 1999. Previously, Ms.<br />
Willcox was a mortgage-backed security portfolio manager for the US Liquidity Team. Ms. Willcox managed a segment of <strong>The</strong><br />
<strong>Prudential</strong> Insurance Company of America’s proprietary portfolio and mutual fund fixed income portfolios, and handled mortgagebacked<br />
security analysis and trading. She joined <strong>Prudential</strong> Financial in 1987. Ms. Willcox began her investment career in 1982 in<br />
the futures division of Shearson Lehman Brothers. Ms. Willcox received a BA in Mathematics from the University of Texas and an<br />
MBA in Finance from Columbia University.<br />
Malcolm Dalrymple is Principal and portfolio manager for <strong>Prudential</strong> Fixed Income Management’s Structured and Short Maturity<br />
Strategies. Mr. Dalrymple is also a corporate bond portfolio manager for the Investment Grade Corporate Team and is responsible for<br />
corporate security selection in Core Fixed Income portfolios. He has specialized in corporate bonds since 1990. From 1984 to 1990,<br />
Mr. Dalrymple was a money markets portfolio manager. He joined <strong>Prudential</strong> Financial in 1979, working in securities lending and as<br />
a bank analyst. Mr. Dalrymple received a BS in Finance from the University of Delaware and an MBA in Finance from Rutgers<br />
University. He has worked in investments since 1984.<br />
Diversified Bond Portfolio<br />
David Bessey, Kay Willcox, Robert Tipp and Steven Kellner of <strong>Prudential</strong> Fixed Income Management (PFIM) are primarily responsible<br />
for the day-to-day management of the Portfolio.<br />
David Bessey is Managing Director and Senior Portfolio Manager for Core Plus Fixed Income Strategies at PFIM. He is also Head of<br />
the Emerging Markets Team for PFIM. He has managed the Diversified Bond Portfolio since 2004. From 1994 to 1999, Mr. Bessey<br />
was a senior portfolio manager for emerging markets portfolios and U.S. investment grade assets. Previously, he developed asset<br />
allocation strategies for insurance portfolios and managed <strong>Prudential</strong> Financial’s long-term funding book. Mr. Bessey’s investment<br />
career began when he joined <strong>Prudential</strong> Financial in 1989. Mr. Bessey was a project manager on various engineering projects in the<br />
United States, Asia, and Latin America. Mr. Bessey received a BS in Geological Engineering from Cornell University and an MBA in<br />
Finance from the Sloan School at the Massachusetts Institute of Technology (MIT).<br />
Kay Willcox is Managing Director and portfolio manager for <strong>Prudential</strong> Fixed Income Management’s Core Fixed Income Strategy and<br />
other multi-sector fixed income strategies, including both intermediate and long duration portfolios. She is also back-up portfolio<br />
manager for the Core Plus Fixed Income Strategy. She has managed the Diversified Bond Portfolio since 2009. Previously, Ms.<br />
Willcox was a mortgage-backed securities portfolio manager for the US Liquidity Team. She has specialized in mortgage-backed<br />
securities since joining <strong>Prudential</strong> Financial in 1987. Earlier, Ms. Willcox managed a segment of <strong>The</strong> <strong>Prudential</strong> Insurance Company<br />
of America’s proprietary portfolio. She also managed mutual fund fixed income portfolios and handled mortgage-backed security<br />
analysis and trading. She began her investment career in 1982 in the futures division of Shearson Lehman Brothers. Ms. Willcox<br />
received a BA in Mathematics from the University of Texas and an MBA in Finance from Columbia University.<br />
Robert Tipp, CFA, is Managing Director and Chief Investment Strategist for <strong>Prudential</strong> Fixed Income Management, responsible for<br />
Investment Strategy and Macroeconomic Research. Mr. Tipp works closely with the broad market fixed income teams, which include<br />
the Enhanced Index, Core/Core Plus, Insurance, Liability-Driven Investing (LDI) strategies, and Global Strategies. He has managed the<br />
Diversified Bond Portfolio since 2003. Earlier, Mr. Tipp served as co-head of <strong>Prudential</strong> Financial’s institutional fixed income business.<br />
Before joining <strong>Prudential</strong> Financial in 1991, he was a Director in the Portfolio Strategies Group at the First Boston Corporation, where<br />
he developed, marketed, and implemented strategic portfolio products for money managers. Prior to that, Mr. Tipp was a senior staff<br />
analyst at the Allstate Research Planning Center, and managed fixed income and equity derivative strategies at Wells Fargo Investment<br />
Advisors. He received a BS in Business Administration with highest honors and an MBA in Finance with honors from the University of<br />
California, Berkeley. Mr. Tipp holds the Chartered Financial Analyst (CFA) designation.<br />
Steven A. Kellner, CFA, is Managing Director and Head of Corporate Bond Strategies at <strong>Prudential</strong> Fixed Income Management. He<br />
also is the senior portfolio manager for the Corporate Fixed Income Strategy and a portfolio manager for multi-sector strategies. He<br />
has managed the Diversified Bond Portfolio since 1999. Previously, Mr. Kellner managed US corporate bonds for <strong>Prudential</strong><br />
Financial’s proprietary fixed income portfolios. He initially joined <strong>Prudential</strong> Financial in 1986. After completing his MBA in Finance<br />
at <strong>The</strong> Wharton School of the University of Pennsylvania in 1987, Mr. Kellner rejoined the group as a municipal bond analyst. In<br />
addition to his MBA, Mr. Kellner received a BCE in Civil Engineering from Villanova University. He holds the Chartered Financial<br />
Analyst (CFA) designation.<br />
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