President, Mutual Funds Boards And Senior Managing Director Guggenheim Investments
CurrentResponsible for board governance and product line oversight as it relates to all registered investment funds including 1940 Act opeOversee the Office of the CFO for the 40 Act Fund range (Fund Accounting, Fund Administration and Transfer Agency).Serve as Board member for the Irish Funds Boards: Guggenheim Partners Investment Funds Plc and Guggenheim Global Investments Plc).Established the Irish management company and serve as Board Member of Guggenheim Funds Management Limited.n-end, closed-end, variable insurance trusts, business development companies, and UCITS. Ensures the investment funds reflect best-in-class governance, management, and oversight.President and CEO of each of the Guggenheim Funds overseeing nearly $50 billion in AUM (150+ funds) business on behalf of the Independent Board of Trustees.President, Mutual Funds Boards for two registered investment advisors: Guggenheim Funds Investment Adviser, LLC and Securities Investors, LLC.Serve as part of the Guggenheim Investments leadership team.Holds FINRA Series 24, 7, 6, 26 and 63 licenses.