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Barbara Tolle
Director of Finance/CFO at
Forward Funds, Inc.
Profile
Barbara Tolle is currently the Chief Financial Officer & Treasurer at Forward Funds, Inc., Treasurer at Cypress Creek Private Strategies Master Fund LP, Treasurer at Salient Private Access Registered Fund, L.P., Treasurer at Salient Private Access Institutional Fund LP, and Chief Financial Officer & Treasurer at Salient MF Trust.
Her former positions include Director-Fund Accounting & Operations at Forward Management LLC from 2006 to 2013, Director-Fund Accounting & Administration at BNY Mellon Investment Servicing (US), Inc. from 1998 to 2006, Chief Financial Officer & Treasurer at Salient Midstream & MLP Fund, and Treasurer at Endowment PMF Master Fund LP from 2017 to 2018.
Barbara Tolle active positions
| Companies | Position | Start |
|---|---|---|
Forward Funds, Inc.
 Forward Funds, Inc. Investment Trusts/Mutual FundsMiscellaneous Functions as umbrella fund | Director of Finance/CFO | 01/01/2017 |
Cypress Creek Pvt Strategies Master Fund, L.P.
 Cypress Creek Pvt Strategies Master Fund, L.P. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Treasurer | 01/01/2017 |
Salient Private Access Registered Fund, L.P.
 Salient Private Access Registered Fund, L.P. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Treasurer | 01/01/2017 |
Salient Private Access Institutional Fund, L.P.
 Salient Private Access Institutional Fund, L.P. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Treasurer | 01/01/2017 |
Salient MF Trust
 Salient MF Trust Investment Trusts/Mutual FundsMiscellaneous Acts as an Umbrella Fund | Director of Finance/CFO | 01/01/2017 |
Former positions of Barbara Tolle
| Companies | Position | End |
|---|---|---|
Endowment PMF Master Fund, L.P.
 Endowment PMF Master Fund, L.P. Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Treasurer | 23/05/2018 |
BNY Mellon Investment Servicing (US), Inc.
 BNY Mellon Investment Servicing (US), Inc. Investment ManagersFinance Provides processing and technology services to the financial sector | Chief Administrative Officer | 01/01/2006 |
| SALIENT MIDSTREAM & MLP FUND | Director of Finance/CFO | - |
Forward Management LLC
 Forward Management LLC Investment ManagersFinance Forward Management offers investment management and advisory services in the following investment strategies: US Dividend Signal Portfolio, International Dividend Signal ADR and Institutional Portfolio, Global Dividend Signal Portfolio, Small-Mid Core Portfolio, Global All-Cap Dividend Signal Portfolio, Tactical Growth Portfolio, and Adaptive Income Portfolio. The US Dividend Signal Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in larger, established companies located in the US. It invests primarily in high quality common stocks that regularly pay dividends. Investments are selected based on higher relative dividend yields, dividend growth potential, and anticipated stock price appreciation. The Global Dividend Signal Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in companies located around the world. It invests primarily in common stocks and ADRs that regularly pay dividends. Investments are selected based on higher relative dividend yields, dividend growth potential, and anticipated stock price appreciation. The Small-Mid Core Portfolio seeks to achieve above-average returns by constructing a style and sector diversified portfolio of small- and mid-sized company stocks. It invests in companies with earnings primarily focused on one business with reasonable valuations. The Global All Cap Dividend Signal Portfolio is a combination of the Global Dividend Signal and Small-Mid Core Strategies. The Tactical Growth Portfolio seeks to produce above-average, risk-adjusted returns, in any market environment, while exhibiting less downside volatility than the market itself. It is designed to evaluate potential long and short investments in an attempt to isolate those securities believed to be undervalued or overvalued relative to their intrinsic value and offer the greatest risk-adjusted potential for returns. The Adaptive Income Portfolio seeks to produce the highest level of income given a target level of risk. It invests across a diverse range of ETFs and dynamically adjusts the portfolio’s mix of assets to adapt to changing markets conditions. | Corporate Officer/Principal | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
32
1st degree connections
9
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
Forward Funds, Inc.
Forward Funds, Inc. Investment Trusts/Mutual FundsMiscellaneous Functions as umbrella fund | Miscellaneous |
Salient Private Access Registered Fund, L.P.
Salient Private Access Registered Fund, L.P. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Forward Management LLC
Forward Management LLC Investment ManagersFinance Forward Management offers investment management and advisory services in the following investment strategies: US Dividend Signal Portfolio, International Dividend Signal ADR and Institutional Portfolio, Global Dividend Signal Portfolio, Small-Mid Core Portfolio, Global All-Cap Dividend Signal Portfolio, Tactical Growth Portfolio, and Adaptive Income Portfolio. The US Dividend Signal Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in larger, established companies located in the US. It invests primarily in high quality common stocks that regularly pay dividends. Investments are selected based on higher relative dividend yields, dividend growth potential, and anticipated stock price appreciation. The Global Dividend Signal Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in companies located around the world. It invests primarily in common stocks and ADRs that regularly pay dividends. Investments are selected based on higher relative dividend yields, dividend growth potential, and anticipated stock price appreciation. The Small-Mid Core Portfolio seeks to achieve above-average returns by constructing a style and sector diversified portfolio of small- and mid-sized company stocks. It invests in companies with earnings primarily focused on one business with reasonable valuations. The Global All Cap Dividend Signal Portfolio is a combination of the Global Dividend Signal and Small-Mid Core Strategies. The Tactical Growth Portfolio seeks to produce above-average, risk-adjusted returns, in any market environment, while exhibiting less downside volatility than the market itself. It is designed to evaluate potential long and short investments in an attempt to isolate those securities believed to be undervalued or overvalued relative to their intrinsic value and offer the greatest risk-adjusted potential for returns. The Adaptive Income Portfolio seeks to produce the highest level of income given a target level of risk. It invests across a diverse range of ETFs and dynamically adjusts the portfolio’s mix of assets to adapt to changing markets conditions. | Finance |
Salient Midstream & MLP Fund
 Salient Midstream & MLP Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Salient MF Trust
Salient MF Trust Investment Trusts/Mutual FundsMiscellaneous Acts as an Umbrella Fund | Miscellaneous |
Salient Private Access Institutional Fund, L.P.
Salient Private Access Institutional Fund, L.P. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Endowment PMF Master Fund, L.P.
Endowment PMF Master Fund, L.P. Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Cypress Creek Pvt Strategies Master Fund, L.P.
Cypress Creek Pvt Strategies Master Fund, L.P. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
BNY Mellon Investment Servicing (US), Inc.
BNY Mellon Investment Servicing (US), Inc. Investment ManagersFinance Provides processing and technology services to the financial sector | Finance |
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