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Jpmorgan Tax Aware Income Opportunities Fund Class I (JTASX)
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10.03
0.00
0.00%
04/05 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 129.31M
JPMorgan Tax Aware Income Opp Sel
10.03
0.00
0.00%
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JTASX Overview
On this page you'll find an in-depth profile of Jpmorgan Tax Aware Income Opportunities Fund Class I. Learn about the key management, total assets, investment strategy and contact information of JTASX among other information.
Contact Information
Address
270 Park Avenue
London,NY EC2V 7EN
United Kingdom
London,NY EC2V 7EN
United Kingdom
Phone
1-800-480-4111
Fax
+1 646 534 2254
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Kevin M. Ellis | Executive Director | 2014 | 2018 |
| 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 | ||
| William H. Eigen | Managing Director | 2011 | 2018 |
| Biography | William Eigen, Managing Director and CFA charterholder. In his role as lead portfolio manager for the Fund, he is responsible for establishing and monitoring the strategy allocation for the Fund within and among sectors and utilizing the research and insight of dedicated sector specialists in making day-to-day decisions regarding securities to be bought or sold by the Fund. Information on Mr. Eigen is described under the Total Return Fund. He holds a B.S. in finance from the University of Rhode Island and is a CFA charterholder. Bill has served on the Board of Directors of the Boston Security Analysts Society and is a current member of its Education Board. | ||
| Richard D. Taormina | Managing Director | 2011 | 2018 |
| Biography | 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). | ||
| Jennifer Tabak | Managing Director | 2011 | 2018 |
| Biography | 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. | ||
| Nicholas Rabiecki | Executive Director | 2011 | 2018 |
| Biography | Mr. Rabiecki, Executive Director of JPMIM has been an employee since 1996 and is responsible for money market municipals. Prior to joining the firm, he worked at Lehman Brothers as a senior portfolio manager in the tax-exempt area. Prior to that, he held similar positions at Chase and Neuberger Berman. | ||
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