507A7B86-7507-41CB-8F0A-9AD191E32DA5 513D0B9D-7474-4D61-863F-70F1B3696FB7 60F0322F-B5F4-4A4F-B505-A8773B90F3B9 Comments A5B32EC7-3D41-482F-8D63-40B8CC4B0807 86DDA3D7-F193-4FF9-BE89-5AF7F4C92A8F 1FAE3C2F-8600-47BE-8D04-C46DC4FFD6B0 47ACF625-4F24-4613-9C4E-5E81CABE1FBA FB57FEB0-874D-4585-BF2D-FAAE8EBC17F6 AD97905C-02C9-4A07-9EEA-DA1F36CC7FA8 8727CDE7-CFD1-40EA-A8AF-256882E677CA B052573C-CEE4-4CD1-B86F-C9CB0202622C 1FDA88B9-6396-4BE0-B01D-4DC4FA38A632 6CD0F19E-3C61-44FC-9723-C7737416CD7C 62D3F811-1C6C-477C-972B-FE52539070FC•• 1FAE3C2F-8600-47BE-8D04-C46DC4FFD6B0 47ACF625-4F24-4613-9C4E-5E81CABE1FBA FB57FEB0-874D-4585-BF2D-FAAE8EBC17F6 EF459BAF-1347-4C71-9008-BDB3136FCCE8 3BB10396-3999-4821-82D8-3568DE598D06 F3D95CB7-5CF3-4B27-8B55-AA78EDF89759 63057605-E453-4FDE-89BC-ABD2BC6600E2 Views 6CD0F19E-3C61-44FC-9723-C7737416CD7C

Cookie settings

When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer. Cookie policy

    overlay
    overlay
    image image

    Municipal bonds

    Municipal bonds

    Our municipal bond strategies seek to deliver a relatively high level of income and excess total return from actively managing portfolios of tax-exempt and taxable municipal bonds.

    The senior members of Insight’s municipal investment team have over 25 years’ experience, on average, and have worked together for close to two decades. In addition, the trading team each have over 20 years’ of experience in trading municipal bonds. This combined experience helps the team to understand the market, recognize risks and opportunities, and trade effectively in this inefficient market.

    Click here for information on the BNY Mellon AMT-Free Municipal Bond Fund.

    Our municipal bond strategies

    Meet some of the team

    image
    Daniel Rabasco, CFA

    Head of Municipal Bonds

    Close

    Daniel Rabasco, CFA

    Head of Municipal Bonds

    Dan joined Insight in September 2021 following the transition of Mellon Investments’ fixed income strategies to Insight. He has worked in the investment industry since 1987. Dan is the head of municipal bonds, overseeing and guiding the investment management process for the firm’s tax-exempt strategies. Previously, he was the chief investment officer for tax-exempt bond and prior to that position, Dan was the head of trading for tax-exempt bonds, responsible for managing the municipal bond trading desk. Before joining Mellon Investments, Dan directed the municipal bond group at Fleet where he was responsible for managing mutual fund, common trust fund and high net worth client assets.

    Previously, he was a portfolio manager at Evergreen Investments, where he managed national and state-specific mutual funds. His other responsibilities included hospital and high yield credit analysis. Dan began his career as a municipal analyst at Liberty Insurance Company.

    He holds a BA from Boston College and an MBA from Suffolk University. Dan has served as a member of the Municipal Securities Rulemaking Board's Investor Advisory Group (2004-2008). He is a CFA charterholder and is a member of the CFA Institute.

    image
    Jeffrey Burger, CFA

    Senior Portfolio Manager, Municipal Bonds

    Close

    Jeffrey Burger, CFA

    Senior Portfolio Manager, Municipal Bonds

    Jeffrey joined Insight in September 2021 following the transition of Mellon Investments’ fixed income strategies to Insight. He has been in the investment industry since 1998 and joined Mellon Investments in 2009 as a senior analyst specializing in land-secured and special tax bonds. He is now a senior portfolio manager for US municipal bond strategies. He is responsible for managing US municipal bond strategies for institutional, high net worth and mutual fund clients.

    Previously, Jeffrey worked at Columbia Management as a portfolio manager and senior research analyst and at Fitch Ratings as a senior-level analyst. Jeff was elected to the Society of Municipal Analysts in 2019 and is a former chairman and member of the executive committee and board of governors for the National Federation of Municipal Analysts. He is also a former president of the Boston Municipal Analysts Forum.

    Jeffrey earned an MPA from the Maxwell School of Citizenship and Public Affairs at Syracuse University and a BA degree, cum laude, in policy studies and public relations from Syracuse University. He is a CFA charterholder and is a member of the CFA Institute.

    image
    Thomas Casey

    Senior Portfolio Manager, Municipal Bonds

    Close

    Thomas Casey

    Senior Portfolio Manager, Municipal Bonds

    Tom joined Insight in September 2021 following the transition of Mellon Investments’ fixed income strategies to Insight. He has been in the investment industry since 1988 and joined Mellon Investments in 1993 as a trader and portfolio analyst on the US Municipal Team. He is now a senior portfolio manager for US municipal bond strategies responsible for managing US Municipal Bond portfolios for institutional, insurance and high net worth clients. Tom worked as an analyst at State Street Bank & Trust Company before joining Mellon Investments. He earned an MBA and a BA from Boston College.

    image
    Daniel Marques, CFA

    Senior Portfolio Manager, Municipal Bonds

    Close

    Daniel Marques, CFA

    Senior Portfolio Manager, Municipal Bonds

    Dan joined Insight in September 2021 following the transition of Mellon Investments’ fixed income strategies to Insight. He has been in the investment industry since 1992 and joined Mellon Investments in 2000. He is a senior portfolio manager for US municipal bond strategies. He is responsible for managing US Municipal Bond portfolios for institutional, high net worth and mutual fund clients. Dan is also a leader of sustainability and ESG integration for US Municipal Bond portfolios and a lead portfolio manager for the US Municipal ESG strategy. He also provides municipal market analysis and performance attribution commentary for the team.

    Dan served as an investment research manager at Citizens Bank before joining Mellon Investments. He earned an MBA from Nichols College and a BS from the University of Massachusetts. He is a CFA charterholder and is a member of the CFA Institute.

    image
    Daniel Barton, CFA

    Head of Research, Municipal Bonds

    Close

    Daniel Barton, CFA

    Head of Research, Municipal Bonds

    Dan joined Insight in September 2021 following the transition of Mellon Investments’ fixed income strategies to Insight. He has worked in the investment industry since 2000. Dan is the head of research for tax-exempt bonds. In addition to his research responsibilities covering utilities, project finance, tobacco securitization, charter schools and corporate backed bonds, Dan co-manages several state-specific and credit-specific tax-exempt bond portfolios.

    Prior to joining Mellon Investments, Dan was a municipal credit analyst at Columbia Management Group. Previously, he was a chemical engineer with Stone & Webster. Dan earned a BS in chemical engineering from Rensselaer Polytechnic Institute and an MBA from Bentley College. He is a CFA charterholder and is a member of the CFA Society Boston. Dan served as the President of the Boston Municipal Analyst Forum in 2020 and is currently on the Board of the National Federation of Municipal Analysts.

    image
    Sherri N. Tilley

    Senior Product Specialist

    Close

    Sherri N. Tilley

    Senior Product Specialist

    Sherri joined Insight in September 2021 following the transition of Mellon Investments’ fixed income strategies to Insight. She has worked in the investment industry since 2007. Sherri joined Mellon Investments in 2008 as a pricing and data specialist. She then served as a product manager working in conjunction with portfolio managers, research and marketing analysts, and distribution groups to drive product development and client communication efforts. In her current role, Sherri serves as a critical interface between client-facing staff and the investment team and communicates our fixed income economic outlook and investment insights. Sherri holds an MS in investment management from Boston University and a BA in finance from Northeastern University.

    Back to top