JB Golden
Portfolio Manager-Fixed Income bei Advisors Asset Management, Inc.
Profil
Mr. Jeremiah B.
Golden, CFA MBA, is an Executive Director & Portfolio Manager at Advisors Asset Management, Inc. He has over 16 years of investment experience.
Prior to joining the portfolio management team, Mr. Golden served as 1st Vice President/Regional Director, managing AAM’s South Region fixed income sales and service desk.
In addition, he has served the firm in both a fixed income sales and trading capacity since joining the firm in 2004.
Mr. Golden earned his undergraduate degree from Texas A&M University and his law degree and MBA from the University of Houston.
He holds FINRA 7, 24, 65 and 66 registrations and is a CFA charter holder.
Aktive Positionen von JB Golden
| Unternehmen | Position | Beginn |
|---|---|---|
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 | - |
Ausbildung von JB Golden
| The University of Houston Law Center | Graduate Degree |
| University of Houston | Masters Business Admin |
| Texas A&M University | 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 | 1 |
|---|---|
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 |
