Investment Management

Portfolio Management

Agnes K. Choi
Dawn Daggy-Mangerson
Dirck D. Davis
Brian M. Fahrman
James Grabovac
Lawrence Jones
Kelsey L. McSweeney
Mark Muskievicz
Thomas W. O'Connell
Dominic J. Pappalardo
Robert J. Romanik
John M. Ward
 


Agnes K. Choi

Agnes K. Choi
Portfolio Analyst – Municipal Client Group

Ms. Choi serves as a Portfolio Analyst in the Municipal Client Group and has eleven years of investment industry experience.  In this capacity, she is responsible for supporting the portfolio management team by assisting with trading, portfolio characteristics reporting/analysis and performance attribution.  Prior to her position on the portfolio management team, Ms. Choi served as a senior accountant/analyst in the Company’s Client Accounting & Reporting group, where she performed financial analysis, performance reporting and account reconciliation.  In that role, she developed knowledge of client objectives and benchmarks and was intimately involved in the composite construction process.  Ms. Choi received B.S. degrees in Accountancy as well as Operations & Information Management and also attained an M.B.A. with a concentration in Finance, all from Northern Illinois University.