Neuberger Berman Strategic Income Fund

Ashok K. Bhatia, CFA, Managing Director, joined the firm in 2017. Ashok is Chief Investment Officer and Global Head of Fixed Income, and a member of Neuberger Berman's Partnership and Asset Allocation Committees and Fixed Income's Investment Strategy Committee. Previously, Ashok has held senior investment and leadership positions in several asset management firms and hedge funds, including Wells Fargo Asset Management, Balyasny Asset Management and Stark Investments. Ashok has had investment responsibilities across global fixed income and currency markets. Ashok began his career in 1993 as an investment analyst at Morgan Stanley. Ashok received a BA with high honors in Economics from the University of Michigan, Ann Arbor, and an MBA with high honors from the University of Chicago. He has been awarded the Chartered Financial Analyst designation.

Jon Jonsson, Managing Director, joined the firm in 2013. Jon is a Senior Portfolio Manager for the Global Investment Grade and Multi-Sector Fixed Income strategies. He is a member of the Fixed Income Investment Strategy Committee and the Fixed Income Multi-Sector Group. Prior to joining the firm, Jon was employed by J.P. Morgan for 15 years. Most recently he served as Head of the Global Aggregate Team at J.P. Morgan in London. Jon received a Master's in Financial Engineering from New York University and a BSc in Applied Mathematics from the University of Iceland.

As previously announced, Jon Jonsson will retire on December 31, 2025. Jon's portfolio management responsibilities will be transitioned over the course of 2025.

Thanos Bardas, PhD, Managing Director, joined the firm in 1998. Thanos is the Global Co-Head of Investment Grade and serves as a Senior Portfolio Manager on Global Investment Grade and Multi-Sector Fixed income strategies. He sits on the firm’s Asset Allocation Committee and Fixed Income’s Investment Strategy Committee, and is a member of the Fixed Income Multi-Sector Group. Thanos also leads the Global Rates team in determining rates exposure across various portfolio strategies and oversees both inflation and LDI investments. Thanos graduated with honors from Aristotle University, Greece, earned his MS from the University of Crete, Greece, and holds a PhD in Theoretical Physics from State University of New York at Stony Brook. He holds FINRA Series 7 and Series 66 licenses.

David Brown, CFA, Managing Director, rejoined the firm in 2003. Dave is Global Co-Head of Investment Grade, Co-Head of Multi-Sector Fixed Income, a member of the Fixed Income Investment Strategy Committee, and acts as Senior Portfolio Manager on both Global Investment Grade and Multi-Sector Fixed Income strategies. Dave also leads the Investment Grade Credit team in determining credit exposures across both Global Investment Grade and Multi-Sector Fixed Income strategies. He initially joined the firm in 1991 after graduating from the University of Notre Dame with a BA in Government and subsequently received his MBA in Finance from Northwestern University. Prior to his return, he was a senior credit analyst at Zurich Scudder Investments and later a credit analyst and portfolio manager at Deerfield Capital. Dave has been awarded the Chartered Financial Analyst designation.

Adam Grotzinger, CFA, Managing Director, joined the firm in 2015. Adam is a Senior Fixed Income Portfolio Manager based in Chicago. Prior to joining Neuberger Berman, Adam worked in the Fixed Income teams at Franklin Templeton in Singapore, London and California. Adam graduated cum laude from the University of Vermont with a BS in International Business and a minor in Political Science. He is a Chartered Financial Analyst (CFA) Charterholder and member of the Chicago CFA society.

Robert Dishner, Managing Director, joined the firm in 2019. Robert is a Co-Manager on Global Bond Portfolios as well as a Senior Portfolio Manager on the Multi Sector Fixed Income team. Prior to joining the firm, Robert was a Portfolio Manager at Balyasny Asset Management, focused on cross-asset macro investing including Emerging and Developed Market Rates, Credit, Equity and FX. From 2003 to 2010, Robert worked at Stark Investments where he was a Principal of the firm, and held various roles including Co-Head Distressed Trading, Head Equity Long/Short for Europe and the Americas and Co-Head Emerging Markets. Previously, Robert worked at UBS Warburg as a HY Healthcare Analyst as well as in their distressed advisory business, Chilmark Partners (Zell/Chilmark Fund), a distressed buyout and advisory firm and started his career at GE Capital in 1991 in their Corporate Finance Group. Robert holds a BSB from the University of Minnesota Carlson School of Management.

Tom Sobanski, CFA, Senior Vice President, joined the firm in 2015. Tom is a Portfolio Manager on the Multi-Sector Fixed Income team strategies. Tom is the lead portfolio manager for Canadian multi-sector fixed income strategies and serves as an additional portfolio manager for global multi-sector funds. Prior to this role, Tom worked as a trader focused on interest rate strategies. Before joining Neuberger Berman, he worked at Guggenheim Partners as an Analyst and as a Consultant at Northern Trust. He earned a BBA in Finance from the University of Iowa and has been awarded the Chartered Financial Analyst designation.