James Dennis Phillips
Portfolio Manager-Fixed Income chez Invesco Advisers, Inc.
Profil
Mr. James D.
Phillips is a Senior Portfolio Manager at Invesco Advisers, Inc. He works for Invesco Municipal Strategies.
Mr. Phillips joined Invesco in 2010, when the firm combined with Van Kampen Investments.
He joined Van Kampen in 1991 as a portfolio manager for municipal strategies.
He also served as a credit analyst and has specialized in researching nonrated municipal bonds across all sectors.
Previously, he was at the Federal Deposit Insurance Corporation, where he managed a portfolio of distressed bank assets.
He entered the municipal bond industry in 1985 at Underwood, Neuhaus & Co. in Houston, where he structured municipal bond issues in the health care, senior living and special tax sectors.
Mr. Phillips earned a BA degree in American literature from Empire State College, the independent study division of the State University of New York, and an MBA in finance from the State University of New York at Albany.
Postes actifs de James Dennis Phillips
| Sociétés | Poste | Début |
|---|---|---|
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. | Portfolio Manager-Fixed Income | 01/06/2010 |
Anciens postes connus de James Dennis Phillips
| Sociétés | Poste | Fin |
|---|---|---|
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
 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 |
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 | Corporate Officer/Principal | 01/06/2010 |
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 |
Van Kampen Asset Management
 Van Kampen Asset Management Investment ManagersFinance Van Asset Management is a registered investment advisor and mutual fund manager headquartered in Houston, Texas. The firm traces its origins to 1927 when Kenneth Stevens Van Strum founded Van Strum Financial Service. In 1934, the firm was renamed Van Strum & Towne, Inc. In 1994, Van Kampen Merritt and American Capital merged, creating Van Kampen American Capital. In June 1996, Van Kampen American Capital was acquired by Morgan Stanley. In 1998, Van Kampen American Capital changed their name to Van Kampen Asset Management. Can Kampen Asset Management is a division of Morgan Stanley Investment Banking. Their ultimate parent is Morgan Stanley (NYSE: MS). The firm's products include mutual funds, closed-end funds, separately managed accounts, 529 portfolios, unit trusts and insurance trusts. | Portfolio Manager-Fixed Income | 31/05/2010 |
Formation de James Dennis Phillips
| SUNY Empire State College | Undergraduate Degree |
| The State University of New York | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 7 |
|---|---|
Van Kampen Asset Management
Van Kampen Asset Management Investment ManagersFinance Van Asset Management is a registered investment advisor and mutual fund manager headquartered in Houston, Texas. The firm traces its origins to 1927 when Kenneth Stevens Van Strum founded Van Strum Financial Service. In 1934, the firm was renamed Van Strum & Towne, Inc. In 1994, Van Kampen Merritt and American Capital merged, creating Van Kampen American Capital. In June 1996, Van Kampen American Capital was acquired by Morgan Stanley. In 1998, Van Kampen American Capital changed their name to Van Kampen Asset Management. Can Kampen Asset Management is a division of Morgan Stanley Investment Banking. Their ultimate parent is Morgan Stanley (NYSE: MS). The firm's products include mutual funds, closed-end funds, separately managed accounts, 529 portfolios, unit trusts and insurance trusts. | Finance |
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 |
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 |
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 |
