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Name | Title | Since | Until |
---|---|---|---|
Josh Brunner | - | 2024 | Now |
Biography | 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. | ||
Rachel Betton | Executive Vice President | 2024 | Now |
Biography | 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 | 2004 | Now |
Biography | 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 | 2023 | 2024 |
Biography | 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 | 2005 | 2023 |
Biography | 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. | ||
Management Team | - | 2002 | 2004 |
Biography | Team Managed | ||
James R. Walker | Vice President | 2000 | 2002 |
Biography | Walker is a vice president with J.P. Morgan Fleming Asset Management. He joined the firm in 1996 and served as the head of the J.P. Morgan Securities Inc. private banking municipal trading desk until becoming a portfolio manager. | ||
Kingsley Wood | Vice President, Portfolio Manager | 2000 | 2002 |
Biography | Wood is vice president and portfolio manager with J.P. Morgan. Prior, he was a vice president and portfolio manager with Mercantile Safe-Deposit & Trust, his employer since 1998. Before joining the firm, he was an institutional tax-exempt bond trader with ABN-AMRO Bank in Chicago from 1993 to 1998. He has nine years of investment experience. | ||
Benjamin S. Thompson | Vice President | 2000 | 2002 |
Biography | Thompson is a vice president and portfolio manager with J.P. Morgan. Prior, he was a portfolio manager and member of the fixed-income team at Goldman Sachs Asset Management, his employer since 1992. Previously, he served as a member of the structured finance group at Chase Manhattan Bank. | ||
Robert Meiselas | Vice President | 1997 | 2002 |
Biography | Meiselas is currently a vice president and portfolio manager with J.P. Morgan Investment Management. He joined the firm's financial group in 1982, after having spent 10 years with Coopers & Lybrand. He also spent five years in J.P. Morgan's private banking investment management group. Meiselas is a Certified Public Accountant. |
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