Jerry Paul
Senior Vice President - Fixed Income Portfolio Manager at ICON Advisers
- Role
- Senior Vice President of Fixed Income - Portfolio Manager at Icon Advisers, Inc
- Location
- Englewood, CO, US
- LinkedIn followers
- 500 followers
About Jerry Paul
Over 40 years of institutional investment management including insurance companies and…
Experience
Senior Vice President of Fixed Income - Portfolio Manager
Jul 2013 — Present · Greenwood Village, CO, US
Co-Manager ICON Bond Fund (IOBZX) and Risk Managed Balanced Fund (IOCBZ)
Education
University of Iowa
BBA, Accounting/Finance
1974 — 1976
University of Northern Iowa
MBA, Management
1976 — 1982
Skills
- Absolute Return Management
- Hedge Funds
- Securities
- Finance
- Private Wealth Management
- Non-Profit Development
- Credit
- Funding
- Fixed Income Management
- Bonds
- Strategic Financial Planning
- Equities
- Mergers & Acquisitions
- Board of Director Experience
- Fixed Income Research
- Strategy
- Fixed Income
- Institutional
- Trading
- Wealth Management Services
- Leadership
- Asset Managment
- Absolute Return
- Wealth Management
- Series 7
- Investment Advisory
- Fixed Income Analysis
- Fundraising
- Personnel Leadership
- Bloomberg
- Asset Management
- Portfolio Management
- Financial Advisory
- Institutional Investments
- Investments
- Financial Planning
- High Yield
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
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