Jim Costas

Portfolio Manager-Fixed Income presso Advisors Asset Management, Inc.

Finance

Consumer Services

Profilo

Mr. James R.
Costas is an Executive Vice President of Asset Management at Advisors Asset Management, Inc. He is responsible for AAM’s Capital Markets Groups, including trading and money managers.
Mr. Costas has over 30 years of trading experience.
previously serving as Vice President, Trader for both EF Hutton and Prudential Securities.
In addition, he served as a Director at SunTrust Bank before joining Advisors Asset Management in 2002.
He has a Bachelor of Science degree from Ithaca College and holds a Series 7, 24, 53, 63, and 66 professional designations.

Posizioni attive di Jim Costas

Società	Posizione	Inizio
Advisors Asset Management, Inc. Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations.	Portfolio Manager-Fixed Income	01/01/2019

Tutte le posizioni attive di Jim Costas

Precedenti posizioni note di Jim Costas

Società	Posizione	Fine
Prudential Securities	Trading-Equity	-
SunTrust Bank Holding Co. SunTrust Bank Holding Co. Financial ConglomeratesFinance SunTrust Bank Holding Co. is a bank holding company. The company is based in Orlando, FL.	Corporate Officer/Principal	-
E. F. Hutton & Co.	Trading-Equity	-

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Formazione di Jim Costas

Ithaca College

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private	4
E. F. Hutton & Co.	Finance
Prudential Securities	Finance
SunTrust Bank Holding Co. SunTrust Bank Holding Co. Financial ConglomeratesFinance SunTrust Bank Holding Co. is a bank holding company. The company is based in Orlando, FL.	Finance
Advisors Asset Management, Inc. Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations.	Finance

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