Simon Gumkowski
Analyst-Festverzinsliche Wertpapiere bei Opus Investment Management, Inc.
Profil
Mr. Simon W.
Gumkowski, CFA, is a Vice President & Portfolio Manager at Opus Investment Management, Inc. He is primarily responsible for helping manage various client portfolios, within the short and intermediate duration strategies.
He is also responsible for research and trading of the municipal bond sector and the asset-backed securities sector.
Prior to joining Opus in 2017, Mr. Gumkowski was employed with the State of Florida, Division of Treasury as a short duration portfolio manager, and prior to that at HIMCO as a municipal bond analyst.
He received his BA degree from Southern Connecticut State University and a MPA degree from the University of Connecticut.
Aktive Positionen von Simon Gumkowski
| Unternehmen | Position | Beginn |
|---|---|---|
Opus Investment Management, Inc.
 Opus Investment Management, Inc. Investment ManagersFinance Opus Investment Management, Inc. (Opus) is a SEC-registered investment advisor headquartered in Worcester, Massachusetts. They began as the asset management division of the former State Mutual Life Assurance Co. of America (State Mutual), incorporated in 1844 in Worcester, Massachusetts. The firm was founded in 1985, doing business first as SMA Financial Corp. and then as Allmerica Asset Management, reflecting corporate parentage. In 2003, their name was changed to Opus Investment Management, Inc. They are a wholly-owned subsidiary of The Hanover Insurance Group, Inc. (NYSE: THG) (previously Allmerica Financial Corp.). Opus generally offers discretionary investment advisory services on fixed income products to institutional investors such as insurance companies, self-insurance groups and other financial institutions. For some of their clients that wish to have equity market exposure, the firm also offers advisory services related to mutual funds and exchange traded funds. | Analyst-Festverzinsliche Wertpapiere | 01.01.2017 |
Ausbildung von Simon Gumkowski
| Southern Connecticut State University | Undergraduate Degree |
| University of Connecticut | Graduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Herr
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Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Opus Investment Management, Inc.
Opus Investment Management, Inc. Investment ManagersFinance Opus Investment Management, Inc. (Opus) is a SEC-registered investment advisor headquartered in Worcester, Massachusetts. They began as the asset management division of the former State Mutual Life Assurance Co. of America (State Mutual), incorporated in 1844 in Worcester, Massachusetts. The firm was founded in 1985, doing business first as SMA Financial Corp. and then as Allmerica Asset Management, reflecting corporate parentage. In 2003, their name was changed to Opus Investment Management, Inc. They are a wholly-owned subsidiary of The Hanover Insurance Group, Inc. (NYSE: THG) (previously Allmerica Financial Corp.). Opus generally offers discretionary investment advisory services on fixed income products to institutional investors such as insurance companies, self-insurance groups and other financial institutions. For some of their clients that wish to have equity market exposure, the firm also offers advisory services related to mutual funds and exchange traded funds. | Finance |
