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Jpmorgan Short-intermediate Municipal Bond Fund Class I (JIMIX)
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30/05 - Dados em Atraso. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 379,54M
JPMorgan Shrt-Intrmdt Muncpl Bd Instl
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JIMIX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Jpmorgan Short-intermediate Municipal Bond Fund Class I. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de JIMIX, entre outras informações.
Informações de Contato
Endereço
270 Park Avenue
London,NY EC2V 7EN
United Kingdom
London,NY EC2V 7EN
United Kingdom
Telefone
1-800-480-4111
Fax
+1 646 534 2254
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Josh Brunner | - | 2024 | Agora |
| Biografia | Brunner, Executive Director and a CFA charterholder, has been an employee at JPMIM since 2001. Mr. Brunner is responsible for managing tax free managed income portfolios including credit customized portfolios. | ||
| Curtis White | Portfolio Manager | 2024 | Agora |
| Biografia | White is an Executive Director on the Municipal Strategies team within GFICC. An employee since 1997, Mr. White is responsible for managing mutual funds and separately managed accounts. Previously, Mr. White was responsible for managing municipal money market funds and separately managed accounts within the JPMorgan Global Liquidity team. | ||
| Michelle V. Hallam | Executive Director | 2023 | Agora |
| Biografia | Ms. Hallam, CFA charterholder and Executive Director, is a senior portfolio manager within the Global Fixed Income, Currency and Commodities (GFICC) group. An employee of JPMIM since 1999, Ms. Hallam is responsible for managing mutual funds and separately managed accounts. She began her career at JPMIM in July 1999 as an analyst in the Internal Consulting Services program where she worked on projects in Investment Management and Financial Risk Management. | ||
| Kevin M. Ellis | Executive Director | 2006 | 2024 |
| Biografia | 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 | ||
| James Ahn | - | 2006 | 2023 |
| Biografia | James S. Ahn, managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in New York, James is a senior portfolio manager for the Customized Bond Solutions Group and manages actively managed fixed income SMAs for U.S. tax-paying investors. Prior to joining the firm in 1996, he worked at Pricewaterhouse Coopers, LLP. James holds a B.S. in economics from the University of Pennsylvania. | ||
| Jennifer Tabak | Managing Director | 2006 | 2006 |
| Biografia | 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. | ||
| David Sivinski | Executive Director | 2006 | 2006 |
| Biografia | 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. | ||
| Richard D. Taormina | Managing Director | 2005 | 2006 |
| Biografia | 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 |
| Biografia | Team Managed | ||
| Kimberly Bingle | Executive Director | 1999 | 2005 |
| Biografia | 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. | ||
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