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Rick Taormina
Analista-Rendimento Fisso presso
JPMorgan Investment Management, Inc.
Profilo
Mr. Richard D.
Taormina is a Portfolio Manager at JPMorgan Investment Management, Inc. He is also Managing Director and Head of the Tax Aware Strategies team within Global Fixed Income, Currency & Commodities group.
Based in New York, he is responsible for managing municipal and tax-aware mutual funds, high net worth and institutional fixed income accounts, and quantitative analysis.
He joined the firm as a State-specific Mutual Fund Manager and Strategist.
He has over 35 years of industry experience.
Prior to joining JPMorgan, Mr. Taormina was a Senior Trader for national, high-yield, and state-specific funds at the Vanguard Group.
He has been a Municipal Bond Manager since 1990.
He 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.
Posizioni attive di Rick Taormina
| Società | Posizione | Inizio |
|---|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Analista-Rendimento Fisso | - |
Precedenti posizioni note di Rick Taormina
| Società | Posizione | Fine |
|---|---|---|
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance VGI offers both passive and active discretionary investment advisory services that cover the US and international markets. They employ two types of indexing strategies: replication and sampling. Their active management equity methodology is based on quantitative modeling while fixed income analysis is based on fundamental investment research and research obtained from external investment organizations. | Trading-Equity | - |
Formazione di Rick Taormina
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
75
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Finance |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance VGI offers both passive and active discretionary investment advisory services that cover the US and international markets. They employ two types of indexing strategies: replication and sampling. Their active management equity methodology is based on quantitative modeling while fixed income analysis is based on fundamental investment research and research obtained from external investment organizations. | Finance |
Wilmington College
 Wilmington College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Delaware
 University of Delaware Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
