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Jpmorgan Tax Free Bond Fund Class A (PMBAX)
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04/06 - Dados em Atraso. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 236,28M
JPMorgan Tax Free Bond A
10,56
+0,03
+0,28%
PMBAX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Jpmorgan Tax Free Bond Fund Class A. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de PMBAX, 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 |
|---|---|---|---|
| Michael Myers | - | 2024 | Agora |
| Biografia | Michael R. Myers, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Michael is a senior portfolio manager for the Municipal Strategies team and is responsible for managing mutual funds and ETF's. Prior to his current role, Mike also managed active separate accounts for a diverse client base. Mike was also a senior manager for our $12 billion structured tax free managed portfolio group and was instrumental in the growth of our separately managed laddered business. Prior to joining the firm in 2005, Michael was a financial consultant at Smith Barney/Citigroup. He also worked at Morgan Stanley Dean Witter asproduct specialist on the Midwest Municipal Trading Desk. He holds a B.S. in finance from The University of Akron . | ||
| Rachel Betton | Executive Vice President | 2024 | Agora |
| Biografia | Executive Vice President, PIMCO. Ms. Betton is a member of the municipal bond portfolio management team. Prior to joining PIMCO in 2013, she was a municipal high yield and distressed trader at Morgan Stanley. Additionally, she was a public finance banker, focusing on municipal asset-backed securitizations and revenue-backed credits in the Midwest. She has 11 years of investment and financial services experience and holds an undergraduate degree from Wesleyan University. | ||
| Michelle V. Hallam | Executive Director | 2014 | 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. | ||
| Richard D. Taormina | Managing Director | 2005 | 2024 |
| 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). | ||
| Kimberly Bingle | Executive Director | 2005 | 2018 |
| 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. | ||
| 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. | ||
| Gary J. Madich | CIO (Chief Investment Officer) | 1995 | 2005 |
| Biografia | 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. | ||
| Patrick Morrissey | Chief Investment Officer - Head of Fixed Income | 1995 | 2005 |
| Biografia | Patrick M. Morrissey is the CIO of Fixed Income, overseeing the Fixed Income Investment Team and Strategies. He is a member of the firm’s Investment, Trading & Proxy, and Liquidity Risk committees. Patrick’s industry career began in 1985 and includes decades of experience in managing both taxable and tax-exempt fixed income strategies across the duration spectrum. He served as Managing Director of Tax-Free Investments at Bank One Investment Advisors Corp., now JPMorgan Asset Management. Patrick holds a B.S. in Finance from the University of Wisconsin-Oshkosh and holds a FINRA Series 65 License | ||
| Todd W. Curtis | Senior Vice President | 1995 | 2005 |
| Biografia | Curtis worked with Aquila Investment Management, his employer since 2004. Mr. Curtis serves as portfolio manager and senior vice president. He also serves as a member of the portfolio management teams. Previously, he had been a vice president and senior portfolio manager with Banc One Investment Advisors since 1993. Prior to that, he spent 12 years with Valley National Bank as a portfolio manager, vice president, and trust-securities trading manager. Curtis is a member of the Phoenix Society of Financial Analysts. Mr. Curtis is a graduate of Cornell College, has received an MBA degree from Arizona State University and is a Chartered Financial Analyst. | ||
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