![Sam Dunlap](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Sam Dunlap
Direttore/Membro del Consiglio presso
ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST
Profilo
Samuel Riley Dunlap is the founder of Sardis Group LLC.
Mr. Dunlap is a Trustee at Angel Oak Funds Trust since 2019.
Mr. Dunlap is an Independent Trustee & Portfolio Manager at Angel Oak Strategic Credit Fund since 2019.
Mr. Dunlap is a Trustee at Angel Oak Financial Strategies Income Term Trust since 2022.
Mr. Dunlap is a Trustee at Angel Oak Credit Opportunities Term Trust since 2021.
Mr. Dunlap was a Principal at Truist Securities, Inc. Mr. Dunlap was a Principal at Wachovia Bank NA (Charlotte, North Carolina).
Mr. Dunlap was a Trustee at Angel Oak Dynamic Financial Strategies Income Term Trust from 2019 to 2022.
Mr. Dunlap was Chief Investment Officer of Public Strategies at Angel Oak Capital Advisors LLC from 2020 to 2024.
Mr. Dunlap completed undergraduate studies at the University of Georgia in 2001.
Posizioni attive di Sam Dunlap
| Società | Posizione | Inizio |
|---|---|---|
| ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST | Direttore/Membro del Consiglio | 01/01/2022 |
Angel Oak Strategic Credit Fund
 Angel Oak Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Direttore/Membro del Consiglio | 01/02/2019 |
Angel Oak Funds Trust
 Angel Oak Funds Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Direttore/Membro del Consiglio | 01/01/2019 |
Angel Oak Credit Opportunities Term Trust
 Angel Oak Credit Opportunities Term Trust Investment Trusts/Mutual FundsMiscellaneous Operates as a closed ended investment fund | Direttore/Membro del Consiglio | 01/01/2021 |
Precedenti posizioni note di Sam Dunlap
| Società | Posizione | Fine |
|---|---|---|
Angel Oak Capital Advisors LLC
 Angel Oak Capital Advisors LLC Investment ManagersFinance Angel Oak employs a value-driven approach that seeks to deliver attractive risk-adjusted returns by employing a credit-driven approach that identifies undervalued assets predominately within the fixed income sector focusing mainly on structured-credit fixed income markets. Investment strategies employ a top-down approach focused on identifying valuation dislocations in the structured and corporate credit markets and a bottom-up security selection process. Portfolio managers invest opportunistically up and down the capital structure based on relative value. | Head-Fixed Income Invts | 01/06/2024 |
| ANGEL OAK DYNAMIC FINANCIAL STRATEGIES INCOME TERM TRUST | Direttore/Membro del Consiglio | 02/01/2022 |
Truist Securities, Inc.
 Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Vendite & Marketing | - |
Wachovia Bank NA (Charlotte, North Carolina)
 Wachovia Bank NA (Charlotte, North Carolina) Major BanksFinance Provides commercial banking services | Corporate Officer/Principal | - |
Formazione di Sam Dunlap
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
50
Relazioni di 1° grado
9
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 9 |
|---|---|
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Wachovia Bank NA (Charlotte, North Carolina)
Wachovia Bank NA (Charlotte, North Carolina) Major BanksFinance Provides commercial banking services | Finance |
Angel Oak Funds Trust
Angel Oak Funds Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Angel Oak Strategic Credit Fund
Angel Oak Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Angel Oak Dynamic Financial Strategies Income Term Trust
 Angel Oak Dynamic Financial Strategies Income Term Trust Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
University of Georgia
 University of Georgia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Angel Oak Capital Advisors LLC
Angel Oak Capital Advisors LLC Investment ManagersFinance Angel Oak employs a value-driven approach that seeks to deliver attractive risk-adjusted returns by employing a credit-driven approach that identifies undervalued assets predominately within the fixed income sector focusing mainly on structured-credit fixed income markets. Investment strategies employ a top-down approach focused on identifying valuation dislocations in the structured and corporate credit markets and a bottom-up security selection process. Portfolio managers invest opportunistically up and down the capital structure based on relative value. | Finance |
Angel Oak Financial Strategies Income Term Trust
 Angel Oak Financial Strategies Income Term Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Angel Oak Credit Opportunities Term Trust
Angel Oak Credit Opportunities Term Trust Investment Trusts/Mutual FundsMiscellaneous Operates as a closed ended investment fund | Miscellaneous |
