![메타는 왜 퓨리오사AI 원할까? [IT큐레이션]](https://i-invdn-com.investing.com/news/moved_small-LYNXMPEK3T0E4_L.jpg)
선호 종목, 경제 이벤트, 팔로우하는 저자들의 글 업데이트를 받으시려면 회원가입을 해주세요.
무료 회원가입 이미 계정이 있으세요? 로그인
8.99
+0.02
+0.22%
🔎 과대평가된 종목이 하락하기 전에 알아채는 방법
더 알아보기
JPMorgan Sustainable Municipal Income Fund Class A (OTBAX)
포토폴리오 추가/삭제
포트폴리오에 추가합니다
14/07 - 지연 데이터. USD 통화
- 모닝스타 평가:
- 총 자산: 73.75M
JPMorgan Municipal Income A
8.99
+0.02
+0.22%
OTBAX 개요
이 페이지에서 JPMorgan Sustainable Municipal Income Fund Class A에 대한 상세 프로필을_x0008_ 확인해 보세요. OTBAX의 주요 관리, 총 자산, 투자 전략 및 연락처 정보에 대해 알아보세요.
연락처
주소
270 Park Avenue
London,NY EC2V 7EN
United Kingdom
London,NY EC2V 7EN
United Kingdom
전화
1-800-480-4111
팩스
+1 646 534 2254
최고 경영진
| 종목명 | 헤드라인 | 재직 시작연도 | 기간 |
|---|---|---|---|
| Kevin M. Ellis | Executive Director | 2020 | now |
| 전기 | Mr. Ellis, CFA charterholder and Executive Director, is a portfolio manager in the U.S. Fixed Income Group. An employee of JPMIM and/or its affiliates since May 2003, he is responsible for managing separate accounts in the Municipal Bond Group. Previously, Mr. Ellis worked at Alliance Capital/Sanford Bernstein from 1995 through 2003 as a municipal bond trader. Kevin holds a B.S. in business administration from Boston University and is a CFA charterholder | ||
| David Sivinski | Executive Director | 2006 | now |
| 전기 | David Sivinski, CFA charterholder and Executive Director, has also been as portfolio manager with J.P. Morgan Investment Management. In addition to his role as portfolio manager, Mr. Sivinski coordinates municipal management for a number of high net worth clients that focus principally on single state municipal bonds. He has worked at JPMorgan Investment Advisors, an affiliate of JPMIM since 1992. Previously, he spent seven years as a first vice president with First Security National Bank in Lexington, Kentucky, and 10 years with Bank One in Columbus, Ohio. Sivinski holds the Chartered Financial Analyst designation. | ||
| Wayne D. Godlin | Senior Portfolio Manager | 2020 | 2023 |
| 전기 | An employee since 2018, Mr. Godlin, Managing Director, is a senior portfolio manager for the Municipal and Tax Aware Strategies team focusing on high yield municipal bonds. Mr. Godlin has over thirty years of municipal bond market experience in both credit analysis and portfolio management, with a focus on analyzing and managing high yield municipal bond portfolios. Previously, Mr. Godlin was a Consultant, evaluating client municipal bond portfolios, at Herbert J. Sims & Co. from 2017 to 2018 and a Senior Portfolio Manager and a member of the Investment Policy Committee at AllianceBernstein Asset Management from 2009 to 2016. | ||
| Jennifer Tabak | Managing Director | 2006 | 2020 |
| 전기 | Jennifer Tabak, CFA charterholder and Managing Director. Previously, Ms. Tabak was a senior fixed income research analyst responsible for research and analysis of the housing, non-profit and student loan sectors of the tax-exempt market. An employee of JPMIM or a predecessor firm since 1991, Ms. Tabak served in a research analyst role from 1996 to 2005 and has experience in a variety of market sectors, including money market funds and corporate bonds. Ms. Tabak’s employment with JPMIM and/or its affiliates began in 1991 as a financial analyst and included positions as senior financial analyst and, prior to 1996, controller. | ||
| Richard D. Taormina | Managing Director | 2005 | 2006 |
| 전기 | Richard Taormina, Managing Director, has been an employee of JPMIM and/or its affiliates since 1997. Mr. Taormina is responsible for managing municipal mutual funds, institutional fixed income accounts and quantitative analysis. Previously, Mr. Taormina was a Certified Financial Planner for the Financial Advisory Group, where he was an investment analyst. Prior to joining the firm, Rick was a senior trader for national, high-yield, and state-specific funds at the Vanguard Group, where the team consistently performed in the top-quartile. He has been a municipal bond manager since 1990. Ricks holds a B.A. in economics from the University of Delaware, an M.B.A. in finance from Wilmington College, and is a Certified Financial Planner (CFP). | ||
| Management Team | - | 2005 | 2005 |
| 전기 | Team Managed | ||
| Kimberly Bingle | Executive Director | 1999 | 2005 |
| 전기 | Kimberly Bingle has served as Executive Director for JPMIM. An employee since 1998, Ms. Bingle has been in the investment industry since 1986 and has been a member of the Tax Free Bond Team since 1999. Prior to joining JPMorgan Investment Advisors in 1998 as senior portfolio manager, Bingle was a senior securities portfolio manger at Nationwide Insurance Company in Columbus, Ohio. Mr. Bingle holds the Chartered Financial Analyst designation. | ||
| Gary J. Madich | CIO (Chief Investment Officer) | 1995 | 2005 |
| 전기 | Madich is the chief investment officer for the Columbus Fixed Income Securities Group responsible for overseeing all fixed income investment management, . An employee of JPMorgan Investment Advisors Inc. (JPMIA) since 1995, he is a member of JPMorgan Asset Managements Americas Executive Committee and serves as chairman of the Columbus Fixed Income Policy and Asset Allocation Committees. Madich holds the Chartered Financial Analyst designation. | ||
| David Sivinski | Executive Director | 1994 | 2005 |
| 전기 | David Sivinski, CFA charterholder and Executive Director, has also been as portfolio manager with J.P. Morgan Investment Management. In addition to his role as portfolio manager, Mr. Sivinski coordinates municipal management for a number of high net worth clients that focus principally on single state municipal bonds. He has worked at JPMorgan Investment Advisors, an affiliate of JPMIM since 1992. Previously, he spent seven years as a first vice president with First Security National Bank in Lexington, Kentucky, and 10 years with Bank One in Columbus, Ohio. Sivinski holds the Chartered Financial Analyst designation. | ||
| Patrick M. Morrissey | Senior Portfolio Manager | 1993 | 2005 |
| 전기 | Patrick M. Morrissey is the Head of Fixed Income, a Managing Director and Senior Portfolio Manager whose industry career began in 1985 and includes decades of experience in managing tax-exempt mutual funds. Prior to joining Great Lakes, Patrick served as Managing Director of Tax-Free Investments at Bank One Investment Advisors Corp., now JPMorgan Asset Management. There, he managed 11 tax-exempt mutual funds with $15 billion under management. Most recently, Patrick acted as Managing Director and Head of Tax-Exempt Investments at FSI Capital where he developed, marketed, and managed tax-exempt alternative investment strategies. Patrick holds a BS in Finance from the University of Wisconsin-Oshkosh and is a member of the Chicago Municipal Analysts’ Society. He also holds a FINRA Series 65 License and is one of the Managers of the Great Lakes Bond Fund. | ||
고객님의 JPMorgan Sustainable Municipal Income Fund Class A에 대한 생각을 적어 주십시오.
이 차트를 삭제하시겠습니까?
삭제 취소
첨부된 차트를 새 차트로 교체할까요?
교체 취소
의견 지침
의견에 차트 첨부하기
차단 확인
%USER_NAME%(을)를 정말로 차단하시겠습니까?
그렇게 하면, 귀하와 %USER_NAME%(은)는 서로의 Investing.com 게시물을 볼 수 없습니다.
%USER_NAME%(은)는 차단 명단에 추가되었습니다.
방금 이 사람을 차단해제하였으므로 48시간 이후에 차단을 재개할 수 있습니다.
이 의견 보고하기
나는 이 의견이 다음과 같다고 생각합니다:
의견에 깃발 표시됨
감사합니다!
귀하의 보고는 검토를 위해 조정자에게 보내졌습니다.