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
 


James Grabovac, CFA

James Grabovac, CFA
Managing Director and Investment Strategist

Mr. Grabovac is Managing Director and Investment Strategist. He has thirty-five years of investment industry experience. Mr. Grabovac is charged with executing tax-exempt and crossover investment strategies for the Company’s client portfolios. Specifically, his responsibilities focus on institutional client portfolios and sub-advised mutual fund portfolio management. From 1998 to 2002, Mr. Grabovac was an independent futures trader, and from 1995 to 1998 he managed tax-exempt mutual funds at INVESCO Funds Group in Denver. Prior to that, Mr. Grabovac was employed by Stein Roe and Farnham in Chicago where he managed a high yield municipal bond fund.  In addition to managing mutual funds, he has also worked extensively with insurance company clients.  Mr. Grabovac received his B.A. degree in Economics from Lawrence University and his M.B.A. in Finance from the University of Michigan. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago.