Johnathan Wilhelm
Portfolio Manager-Fixed Income bei First Trust Advisors LP
Aktive Positionen von Johnathan Wilhelm
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
First Trust Advisors LP
First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Portfolio Manager-Fixed Income | 01.09.2013 | - |
Karriereverlauf von Johnathan Wilhelm
Ehemalige bekannte Positionen von Johnathan Wilhelm
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
PT Asset Management LLC (Illinois)
PT Asset Management LLC (Illinois) Investment ManagersFinance PT Asset Management LLC (PTAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Berg in 2008 and formerly known as Performance Trust Investment Advisors LLC. They are majority-owned and controlled by PTAM Holdings LLC and minority-owned by certain senior employees. PTAM provides discretionary investment management and advisory services to mutual funds and separately managed accounts. | Portfolio Manager-Fixed Income | 30.09.2011 | 01.09.2013 |
Invesco Senior Loan Fund | Corporate Officer/Principal | - | - |
NUVEEN AMT-FREE MUNICIPAL VALUE FUND | Corporate Officer/Principal | - | - |
NUVEEN ENHANCED MUNICIPAL VALUE FUND | Corporate Officer/Principal | 21.07.2010 | - |
Nuveen Fund Advisors LLC
Nuveen Fund Advisors LLC Investment Banks/BrokersFinance Founded in 1989, Nuveen Fund Advisors LLC is a fund distributor Chicago, Illinois. The firm is a subsidiary of Nuveen Investments, Inc. and their ultimate parent is Windy City Investments Holdings LLC. | Corporate Officer/Principal | 01.01.1999 | - |
Ausbildung von Johnathan Wilhelm
Miami University | Undergraduate Degree |
DePaul University | Graduate Degree |
Statistik
International
Vereinigte Staaten | 9 |
Operativ
Corporate Officer/Principal | 4 |
Portfolio Manager-Fixed Income | 2 |
Undergraduate Degree | 1 |
Sektoral
Finance | 4 |
Miscellaneous | 4 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 6 |
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Nuveen Fund Advisors LLC
Nuveen Fund Advisors LLC Investment Banks/BrokersFinance Founded in 1989, Nuveen Fund Advisors LLC is a fund distributor Chicago, Illinois. The firm is a subsidiary of Nuveen Investments, Inc. and their ultimate parent is Windy City Investments Holdings LLC. | Finance |
Nuveen AMT-Free Municipal Value Fund
Nuveen AMT-Free Municipal Value Fund Investment Trusts/Mutual FundsMiscellaneous Nuveen AMT-Free Municipal Value Fund operates as a closed-end investment trust. It intends to provide exempt current income from regular federal income taxes and to enhance portfolio value and total return. The company was founded on November 19, 2008 and is headquartered in Chicago, IL. | Miscellaneous |
Nuveen Enhanced Municipal Value Fund
Nuveen Enhanced Municipal Value Fund Investment Trusts/Mutual FundsMiscellaneous Nuveen Enhanced Municipal Value Fund is a closed-end investment fund which, provide current income exempt from regular federal income tax and to enhance portfolio value and total return. Its secondary objective is to enhance portfolio value and total return. The fund invests in municipal securities that are exempt from federal income taxes. The company was founded on July 27, 2009 and is headquartered in Chicago, IL. | Miscellaneous |
PT Asset Management LLC (Illinois)
PT Asset Management LLC (Illinois) Investment ManagersFinance PT Asset Management LLC (PTAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Berg in 2008 and formerly known as Performance Trust Investment Advisors LLC. They are majority-owned and controlled by PTAM Holdings LLC and minority-owned by certain senior employees. PTAM provides discretionary investment management and advisory services to mutual funds and separately managed accounts. | Finance |
Invesco Senior Loan Fund | Miscellaneous |
First Trust Advisors LP
First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Finance |
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