William Douglas Black
Portfolio Manager-Fixed Income bei City National Rochdale LLC
Profil
Mr. William D.
Black, CFA MBA, is a Managing Director & Senior Portfolio Manager at City National Rochdale LLC.
He has over 33 years of experience in the municipal bond industry.
Most recently, Mr. Black was employed at Invesco, where he was co-lead portfolio manager for the $7.5 billion Invesco High Yield Municipal Bond Fund from 2008 until December 2015.
From 1998 until 2008 he was a municipal bond analyst specializing in high yield securities at Van Kampen Investments and Invesco (after it acquired Van Kampen).
Prior to joining Van Kampen, he was an investment banker specializing in municipal bonds, beginning in 1984.
Mr. Black earned his BS in Engineering and Public Policy from Washington University in St. Louis and an MBA from the Kellogg Graduate School of Management at Northwestern University, specializing in Finance and Public Management.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute, and is also a member of the National Federation of Municipal Analysts.
Aktive Positionen von William Douglas Black
| Unternehmen | Position | Beginn |
|---|---|---|
City National Rochdale LLC
 City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Portfolio Manager-Fixed Income | 01.03.2016 |
Ehemalige bekannte Positionen von William Douglas Black
| Unternehmen | Position | Ende |
|---|---|---|
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Head-Fixed Income Invts | 01.03.2016 |
| INVESCO MUNICIPAL INCOME OPPORTUNITIES TRUST | Corporate Officer/Principal | 01.03.2016 |
Invesco Municipal Income Opportunities Trust II
 Invesco Municipal Income Opportunities Trust II Investment Trusts/Mutual FundsMiscellaneous Invesco Municipal Income Opportunities Trust II is a diversified closed-end management investment company. The fund intends to provide investors with a high level of current income exempt from federal income tax, with liquidity and safety of principal, primarily by investing in a diversified portfolio of investment grade tax-exempt municipal securities. It invests at least 65% of its total assets primarily in municipal bonds. The company was founded on June 30, 1989 and is headquartered in Atlanta, GA. | Corporate Officer/Principal | 28.08.2012 |
Morgan Stanley Municipal Income Opportunities Trust III
 Morgan Stanley Municipal Income Opportunities Trust III Investment Trusts/Mutual FundsMiscellaneous Morgan Stanley Municipal Income Opportunities Trust III is a closed-end diversified management investment company | Corporate Officer/Principal | 01.06.2010 |
Morgan Stanley Municipal Income Opportunities Trust
 Morgan Stanley Municipal Income Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Morgan Stanley Municipal Income Opportunities Trust is a closed-end diversified management investment company | Corporate Officer/Principal | 01.06.2010 |
Ausbildung von William Douglas Black
| Northwestern University | Masters Business Admin |
| Washington University in St. Louis | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 7 |
|---|---|
Morgan Stanley Municipal Income Opportunities Trust III
Morgan Stanley Municipal Income Opportunities Trust III Investment Trusts/Mutual FundsMiscellaneous Morgan Stanley Municipal Income Opportunities Trust III is a closed-end diversified management investment company | Miscellaneous |
Morgan Stanley Municipal Income Opportunities Trust
Morgan Stanley Municipal Income Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Morgan Stanley Municipal Income Opportunities Trust is a closed-end diversified management investment company | Miscellaneous |
Morgan Stanley Municipal Income Opportunities Trust II
 Morgan Stanley Municipal Income Opportunities Trust II Investment Trusts/Mutual FundsMiscellaneous Morgan Stanley Municipal Income Opportunities Trust is a closed-end diversified management investment company | Miscellaneous |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Finance |
Invesco Municipal Income Opportunities Trust II
Invesco Municipal Income Opportunities Trust II Investment Trusts/Mutual FundsMiscellaneous Invesco Municipal Income Opportunities Trust II is a diversified closed-end management investment company. The fund intends to provide investors with a high level of current income exempt from federal income tax, with liquidity and safety of principal, primarily by investing in a diversified portfolio of investment grade tax-exempt municipal securities. It invests at least 65% of its total assets primarily in municipal bonds. The company was founded on June 30, 1989 and is headquartered in Atlanta, GA. | Miscellaneous |
Invesco Municipal Income Opportunities Trust
 Invesco Municipal Income Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Invesco Municipal Income Opportunities Trust is a closed-end management investment company. Its investment objective is to provide current income which is exempt from federal income tax. The company was founded on September 19, 1988 and is headquartered in Atlanta, GA. | Miscellaneous |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Finance |
