Jim Costas
Portfolio Manager-Fixed Income chez Advisors Asset Management, Inc.
Postes actifs de Jim Costas
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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 | - |
| Gestionnaire de Portefeuille-Actions | 01/02/2002 | - |
Historique de carrière de Jim Costas
Anciens postes connus de Jim Costas
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
| 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 | - | - |
Formation de Jim Costas
| Ithaca College | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 6 |
Opérationnelle
| Trading-Equity | 2 |
| Corporate Officer/Principal | 1 |
| Undergraduate Degree | 1 |
Sectorielle
| Finance | 5 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 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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