Shawn Lytle

Chief Executive Officer at ABRDN NATIONAL MUNICIPAL INCOME FUND

56 year

Miscellaneous

Finance

Commercial Services

Profile

Shawn Keith Lytle is currently Chief Executive Officer & Senior Managing Director at Nomura Investment Management Business Trust since 2025.
Shawn is Chief Executive Officer at Nomura Asset Management International.
Since 2015, Shawn is President, Chief Executive Officer & Director at abrdn National Municipal Income Fund.
Since 2021, Shawn is President & Director at Waddell & Reed Financial, Inc. Shawn is Director at National Association of Securities Professionals.
Since 2017, Shawn is Member-Governors Board at Investment Company Institute.
Former roles include President & Chief Executive Officer at Delaware Investments Dividend & Income Fund, Inc. in 2015; President, Chief Executive Officer & Trustee at Delaware Investments Colorado Municipal Income Fund, Inc.; President & Chief Executive Officer at Delaware Investments Minnesota Municipal Income Fund II, Inc. in 2015; President & Chief Executive Officer at Four Corners Capital Management LLC; President & Chief Executive Officer at Delaware Enhanced Global Dividend & Income Fund in 2015; President, Chief Executive Officer & Trustee at Delaware Wilshire Private Markets Master Fund; Director at Sustainability Accounting Standards Board from 2014 to 2018; Head of Americas at UBS Asset Management (Americas) LLC from 2011 to 2015; Global Equity Portfolio Manager at JPMorgan Investment Management, Inc. in 2002; Trustee at The UBS Funds from 2010 to 2015; Trustee at UBS Relationship Funds from 2010 to 2015; Head of Global Asset Management at UBS Americas, Inc.; Portfolio Manager at UBS Asset Management (UK) Ltd. from 2002 to 2010; Trustee at SMA Relationship Trust from 2010 to 2015; Trustee at Delaware Ivy High Income Opportunities Fund; and President at Macquarie Management Holdings, Inc.Education includes an undergraduate degree from Georgetown University conferred in 1992 and an undergraduate degree from McDonough School of Business.

Shawn Lytle active positions

Companies	Position	Start
ABRDN NATIONAL MUNICIPAL INCOME FUND	Chief Executive Officer	20/08/2015
WADDELL & REED FINANCIAL, INC.	President	30/04/2021
Nomura Investment Management Business Trust Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach.	Chief Executive Officer	01/06/2015
Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of mutual funds, exchange-traded funds, closed-end funds and unit investment trusts	Director/Board Member	01/11/2017
National Association of Securities Professionals National Association of Securities Professionals Miscellaneous Commercial ServicesCommercial Services Operates as a premier organization that assists people of colour and women achieve inclusion in the financial service industry	Director/Board Member	-

All active positions of Shawn Lytle

Former positions of Shawn Lytle

Companies	Position	End
Sustainability Accounting Standards Board Sustainability Accounting Standards Board Miscellaneous Commercial ServicesCommercial Services Operates as a professional organization	Director/Board Member	01/01/2018
UBS Asset Management (Americas) LLC UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value.	Head-Equity Investments	31/05/2015
The UBS Funds The UBS Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Director/Board Member	01/04/2015
SMA Relationship Trust SMA Relationship Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Director/Board Member	01/04/2015
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Linked companies

Private companies	23
UBS Asset Management (Americas) LLC UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value.	Finance
Nomura Investment Management Business Trust Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach.	Finance
JPMorgan Investment Management, Inc. JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity.	Finance
The UBS Funds The UBS Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
UBS Relationship Funds
Waddell & Reed Financial, Inc. Waddell & Reed Financial, Inc. Investment Banks/BrokersFinance Provides investment advisory, investment management, investment product underwriting, distribution and administrative services	Finance
UBS Americas, Inc. UBS Americas, Inc. Investment ManagersFinance Provides asset and wealth management & investment banking advisory services	Finance
UBS Asset Management (UK) Ltd. UBS Asset Management (UK) Ltd. Investment ManagersFinance UBS-UK is an active, long-term manager which utilizes integrated investment platforms and a range of investment strategies. The firm employs global tactical asset allocation to take advantage of valuation anomalies through derivatives, both in markets and in currencies. Their investment approach is team-oriented and based on fundamental and proprietary quantitative research generated in-house on a global basis. They aim for a local sector-neutral portfolio selection, which is then used to create global portfolios. UBS-UK invests in equity, fixed-income, hedge funds, liquidity and cash, multi-asset, real assets/PE, and passive/ETFs.	Finance
Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of mutual funds, exchange-traded funds, closed-end funds and unit investment trusts	Commercial Services
SMA Relationship Trust SMA Relationship Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
Delaware Investments Dividend & Income Fund Delaware Investments Dividend & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Delaware Investments Colorado Municipal Income Fund Inc. Delaware Investments Colorado Municipal Income Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Delaware Investments Minnesota Municipal Income Fund II Inc. Delaware Investments Minnesota Municipal Income Fund II Inc. Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust	Miscellaneous
Delaware Investments National Municipal Income Fund Delaware Investments National Municipal Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Delaware Ivy High Income Opportunities Fund Delaware Ivy High Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Delaware Wilshire Private Markets Master Fund Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust	Miscellaneous
Four Corners Capital Management LLC Four Corners Capital Management LLC Investment ManagersFinance Four Corners Capital Management (FCCM) employs a variety of strategies to implement investment they advice given to clients including: long-term purchases (securities held at least one year), short-term purchases (securities sold within one year), trading (securities sold within 30 days), or managing reference assets under total return swaps. In some instances, FCCM's clients may employ leveraging techniques in connection with their managed accounts. Generally in these instances, the portfolio managed by FCCM serves as collateral for the indebtedness incurred by the client. If appropriate and authorized by the client, FCCM may seek to minimize currency and interest rate risk through various hedging techniques. These hedging techniques may consist of investments in derivative instruments, such as forward foreign currency contracts, currency and interest rate options, currency and interest rate futures, currency and interest rate swaps and other techniques including financing of assets according to their unique currency and/or interest rate characteristics.	Finance
Macquarie Management Holdings, Inc. Macquarie Management Holdings, Inc. Investment Banks/BrokersFinance Provides investment management services	Finance
Georgetown University Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
National Association of Securities Professionals National Association of Securities Professionals Miscellaneous Commercial ServicesCommercial Services Operates as a premier organization that assists people of colour and women achieve inclusion in the financial service industry	Commercial Services
Delaware Enhanced Global Dividend & Income Fund Delaware Enhanced Global Dividend & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Sustainability Accounting Standards Board Sustainability Accounting Standards Board Miscellaneous Commercial ServicesCommercial Services Operates as a professional organization	Commercial Services
McDonough School of Business McDonough School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services