Jerry Paul Cfa Email & Phone Number

Over 40 years of institutional investment management including insurance companies and mutual funds and having been named Morningstar Fixed Income Manager of the Year. In three opportunities I have turned 4th quartile bond funds into top quartile funds using my unique value oriented bond management style. I have effectively used this style in managing high yield, strategic income and non-traditional bond funds.I have created and managed fixed income research groups. I work well with marketing and sales staff in working with existing clients and raising additional assets. I have extensive public speaking experience.Served for two years in the Office of CIO at Invesco Funds Group with several other senior partners.I have served as CIO in the wealth management environment serving high net worth clients meeting not only their investment needs, but also the unique service needs and requirements they face. I have also served as a consultant in four transition situations in wealth management firms. These have all called for creative strategies and solutions surrounding the CEO and/or CIO.I also have 10+ years of experience in event driven arbitrage strategies primarily in merger and closed end fund arbitrage. This included developing and managing a proprietary closed end fund model for absolute return.Specialties: Fixed income research and portfolio management with an emphasis on credit related assets, particularly high yield. Merger arbitrage, closed end funds, special situations and hedged investments are areas of expertise. Asset allocation for institutions and HNW investors. Personnel management and leadership."Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. "

Listed skills include Portfolio Management, Mutual Funds, Investments, Fixed Income, and 41 others.