Craig Mauermann, Chfc® Email & Phone Number

Santa Fe, Nm, Us

Santa Fe, New Mexico, United States

I am an Associate Portfolio Manager on the Fixed Income Team at Thornburg Investment Management. Our team is involved in the daily management of funds and individual portfolios, and research of municipal credits.

Greater Milwaukee Area

Manage fixed income separately managed accounts of all types, with a special emphasis in municipal investments. Also responsible for fixed mutual fund selections for client accounts across multiple categories. Work with internal sales force to earn client business. Meet with clients, assist in marketing efforts and produce articles for training, informational and marketing purposes to internal and external clients.

Greater Milwaukee Area

Manage four tax-exempt mutual funds (money market fund, ultra short fund, short fund and intermediate fund) with very strong performance track records. Manage private accounts across the duration spectrum for individuals, families, businesses, trusts and foundations. Regularly meet with clients and prospects and travel as needed. Write economic and performance commentaries and topical articles for marketing purposes.BMO Tax-Free Money Market Fund (MFIXX): Founding manager. Solely… Show more Manage four tax-exempt mutual funds (money market fund, ultra short fund, short fund and intermediate fund) with very strong performance track records. Manage private accounts across the duration spectrum for individuals, families, businesses, trusts and foundations. Regularly meet with clients and prospects and travel as needed. Write economic and performance commentaries and topical articles for marketing purposes.BMO Tax-Free Money Market Fund (MFIXX): Founding manager. Solely responsible for management. Maintained strict adherence to 2a-7 money market rules while making the fund a top performer every year since inception in 2004 including #1 ranking 2008 to 2013. Five, seven and ten year performance top 1% in the country during my tenure (Lipper).BMO Ultra Short Tax-Free Fund (MUISX): Founding co-manager. Responsible for daily investment decisions and long term strategy. A top performing fund every year versus peers during my tenure since inception in 2009. BMO Short Tax-Free Fund (MTFIX): Co-manager 2015/2016. Top 10% during my tenure (Lipper). BMO Intermediate Tax-Free Fund (MIITX): Co-manager 2015/2016. Performance top 28% to 39% during my tenure (Lipper). Show less

Key member of a top performing money market and ultra short bond fund team. All funds were consistently in the top 5% of funds in their categories. My role as trader was to handle daily cash management duties, work with brokers to find good bonds for the funds, provide assistance to the sales and marketing professionals, and ensure continuous compliance with all regulatory rules and regulations. As an analyst, my role was to assess and track the performance of all the municipal, banking… Show more Key member of a top performing money market and ultra short bond fund team. All funds were consistently in the top 5% of funds in their categories. My role as trader was to handle daily cash management duties, work with brokers to find good bonds for the funds, provide assistance to the sales and marketing professionals, and ensure continuous compliance with all regulatory rules and regulations. As an analyst, my role was to assess and track the performance of all the municipal, banking, insurance, and corporate credits I was responsible for following and write reports with add/hold/reduce recommendations on those credits for presentation to our credit committee. Show less

Mba, Business Administration

Ba, Psychology, Communications

Education record