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@guggenheimpartners.com
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5 phones found area 310 and 607
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LinkedIn matched
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Allen Li, Cfa is listed as Managing Director at Guggenheim Partners, a with 2181 employees, based in Santa Monica, California, United States. AeroLeads shows a work email signal at guggenheimpartners.com, phone signal with area code 310, 607, and a matched LinkedIn profile for Allen Li, Cfa.
Allen Li, Cfa previously worked as Director at Guggenheim Partners and Vice President at Guggenheim Partners. Allen Li, Cfa holds B.A., Economics from Cornell University.
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AeroLeads found 1 current-domain work email signal for Allen Li, Cfa. Compare company email patterns before reaching out.
Experienced head of municipal bonds team with responsibility for portfolio management, research and trading. Track record in insurance general account management, SMAs, and public funds. Well-versed in talent development and technology implementation.
Listed skills include Equities, Portfolio Management, Fixed Income, Alternative Investments, and 19 others.
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Portfolio Manager for dedicated municipal portfolios, including:Guggenheim Build America Bonds Trust (NYSE: GBAB)Guggenheim Municipal Income Fund (GIJAX)Head of the Municipal Bonds Team, with responsibility for research, trading, and management of municipal allocations in insurance general accounts and total return strategies.
Portfolio Manager for dedicated municipal portfolios, including:Guggenheim Build America Bonds Trust (NYSE: GBAB)Guggenheim Municipal Income Fund (GIJAX)Responsible for research, trading, and management of municipal allocations in insurance general accounts and total return strategies.
Portfolio Manager for:Guggenheim Build America Bonds Trust (NYSE: GBAB)Guggenheim Municipal Income Fund (GIJAX)Conduct fundamental research and trading in the following asset sectors:Enhanced Equipment Trust Certificates (EETCs): research and trade EETCs of all major airlines plus restructured/triggered deals such as Air2US (“EADFP”), Aircraft Certificate Backed Notes (“ACBN”) and Atlas Air (“CGO”). Perform every step of the investment process from carrier credit analysis to collateral valuation to secondary trading. Monitor trends in aircraft leasing/ownership and performance of existing holdings. Make buy/sell recommendations to investment committee.Municipals: research and trade tax-exempt and taxable munis across all industries (education, essential services, healthcare, state/local governments, etc.) and security structures (appropriation, GO, net revenue, sales tax, etc.). Perform every step of the investment process from initial research to due diligence calls to secondary trading. Monitor existing holdings and review continuing disclosures as they are filed. Deep expertise on newer structures such as Build America Bonds (“BAB”) and Qualified School Construction Bonds (“QSCB”). Make buy/sell recommendations to investment committee.
EETCs, Municipals, Whole Business Securitizations ("WBS"; deals included APPB/IHOP, Domino's, Dunkin', NuCO2)
Other employees you can reach at guggenheimpartners.com. View company contacts for 2181 employees →
Connor Tobin
Colleague at Guggenheim PartnersSandwich, Massachusetts, United States
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Rohan Kottamasu
Colleague at Guggenheim PartnersNew York City Metropolitan Area, United States
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Nicole Whiston
Colleague at Guggenheim PartnersSanta Monica, California, United States
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Tom Nash
Colleague at Guggenheim PartnersLos Angeles Metropolitan Area, United States
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Drishti Trivedi
Colleague at Guggenheim PartnersMumbai, Maharashtra, India
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Hannah Crone
Colleague at Guggenheim PartnersSanta Monica, California, United States
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Thomas D.
Colleague at Guggenheim PartnersNew York, United States
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Michael Baine, Cfa
Colleague at Guggenheim PartnersNew York City Metropolitan Area, United States
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Davenport Kristi
Colleague at Guggenheim PartnersOverland Park, Kansas, United States
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MD
Michael Dussinger
Colleague at Guggenheim PartnersNew York, United States
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Quick answers generated from the profile data available on this page.
Allen Li, Cfa works for Guggenheim Partners.
Allen Li, Cfa is listed as Managing Director at Guggenheim Partners.
AeroLeads has found 1 work email signal at @guggenheimpartners.com for Allen Li, Cfa at Guggenheim Partners.
AeroLeads has found 5 phone signal(s) with area code 310, 607 for Allen Li, Cfa at Guggenheim Partners.
Allen Li, Cfa is based in Santa Monica, California, United States while working with Guggenheim Partners.
Allen Li, Cfa has worked for Guggenheim Partners and Trust Company Of The West.
Allen Li, Cfa's colleagues at Guggenheim Partners include Connor Tobin, Rohan Kottamasu, Nicole Whiston, Tom Nash, and Drishti Trivedi.
You can use AeroLeads to view verified contact signals for Allen Li, Cfa at Guggenheim Partners, including work email, phone, and LinkedIn data when available.
Allen Li, Cfa holds B.A., Economics from Cornell University.
Allen Li, Cfa is listed with skills including Equities, Portfolio Management, Fixed Income, Alternative Investments, Trading, Capital Markets, Investments, and Securitization.
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