Stephen Rodgers, CFA, Janet Katakura, and Denis Massey (left to right) form the Trust’s portfolio management team. All are employees of the Trust's Investment Adviser, Asset Management Group of Bank of Hawaii.
Mr. Rodgers is the Chief Investment Officer of Bank of Hawaii, where he is the manager of the Fixed Income Division within the Bank of Hawaii's Asset Management Group that oversees nearly $5 billion of client assets in a variety of taxable and tax-free products and portfolios.
Mr. Rodgers has worked with Mr. Robert Crowell, the Trust's former portfolio manager, providing analysis on the Trust's portfolio since 2003. Mr. Rodgers has been with the Bank of Hawaii since 1995. Prior to joining the Asset Management Group, he was the senior portfolio manager in the Bank's Treasury Division with direct responsibility for its $3 Billion fixed income investment portfolio and overseeing the bank's Asset/Liability Management analytics and profile.
Mr. Rodgers was born and raised in Hawaii. He earned a double major with a BA degree in Economics and English from Amherst College and an MBA in Finance from the University of Hawaii. He is also a Chartered Financial Analyst (CFA) charter holder.
Mr. Rodgers is based in Honolulu, Hawaii, which enables him to maintain a careful watch over the Trust's portfolio investments. He frequently travels throughout the state to check on current and prospective investments.
Ms. Katakura is a Vice President and Senior Portfolio Manager with Bank of Hawaii. She has been employed by the Bank since 1983.
Denis Massey is a Vice President and Portfolio Manager with Bank of Hawaii. Mr. Massey started his career with the Adviser as a Market Risk Analyst and joined the Fixed Income Department in 2007 to focus on tax-exempt portfolios