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

Brian M. Fahrman
Assistant Portfolio Manager – Municipal Client Group

Mr. Fahrman serves as Assistant Portfolio Manager in the Municipal Client Group. He has eighteen years of investment industry experience. Mr. Fahrman is responsible for implementing tax-exempt investment strategies for the Company’s client portfolios. In this capacity, his focus is on assessing relative value with an emphasis on intermediate duration municipal portfolios. Prior to joining the Company in 2017, Mr. Fahrman was an investment analyst for Credit Suisse Securities, where he was responsible for presenting market opportunities to the Private Bank and analyzing the tax-exempt market in search of inefficiencies and relative value opportunities. While at Credit Suisse, Mr. Fahrman also served as a senior municipal bond trader for eight years, during which time he was charged with developing, recommending and implementing customized fixed income strategies for high net worth separately managed accounts. Previously, Mr. Fahrman worked as a municipal marketing specialist at Merrill Lynch & Co. as well as a portfolio manager/municipal bond trader at Deutsche Bank Private Wealth Management. He received a B.S. degree in Business Administration from the University of Maine and an M.A. in Criminal Law & Procedure from John Jay College of Criminal Justice.