James Edward Pass
Directeur/Membre du Conseil chez Wattage Finance-NC LLC
Profil
Mr. James E.
Pass is a Portfolio Manager at Guggenheim Partners Investment Management LLC and a Director & Manager at Wattage Finance-NC LLC.
He is on the Board of Directors at Wattage Finance-NC LLC.
He joined Guggenheim in 2009 and is responsible for the research, development and implementation of investment strategies for the firm’s municipal obligations, including tax-exempt and taxable bonds, Build America Bonds and tax-credit bonds.
He is responsible for building and managing the firm’s military housing and municipal hybrid activities, making the firm a leader in those sectors among institutional investors.
He and his Municipal Investment Team successfully grew municipal holdings from less than $1 billion as of December 2008 to over $10.8 billion as of December 2014 and were instrumental in launching multiple funds.
Prior to joining Guggenheim, Mr. Pass was a Managing Director at RBC Capital Markets where he headed the firm’s Midwest Region.
He earned his B.A.
in Diplomatic History and Political Science from the University of Pennsylvania.
Postes actifs de James Edward Pass
| Sociétés | Poste | Début |
|---|---|---|
Guggenheim Partners Investment Management LLC
 Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Partners LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Portfolio Manager-Fixed Income | 01/01/2009 |
Wattage Finance-NC LLC
 Wattage Finance-NC LLC Investment ManagersFinance Wattage Finance-NC LLC is a pooled investment fund. The company is headquartered in Santa Monica, CA. | Directeur/Membre du Conseil | - |
Anciens postes connus de James Edward Pass
| Sociétés | Poste | Fin |
|---|---|---|
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Corporate Officer/Principal | 31/12/2008 |
Formation de James Edward Pass
| University of Pennsylvania | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Finance |
Guggenheim Partners Investment Management LLC
Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Partners LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Finance |
Wattage Finance-NC LLC
Wattage Finance-NC LLC Investment ManagersFinance Wattage Finance-NC LLC is a pooled investment fund. The company is headquartered in Santa Monica, CA. | Finance |
