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

John M. Ward

John M. Ward
Assistant Portfolio Manager – Municipal Client Group

Mr. Ward serves as Assistant Portfolio Manager in the Municipal Client Group.  He has twenty-eight years of investment industry experience.  Mr. Ward is responsible for assisting in the analysis and implementation of tax-exempt investment strategies, including portfolio monitoring, trading and reporting for the Company’s separate account portfolios.  Before joining the Company in 2002, Mr. Ward worked at the Chicago Board of Trade in the 30 year Treasury bond pit.  In this capacity, he provided current market price quotes to customers, communicated customer orders to pit brokers and was responsible for reviewing and endorsing all broker transactions.  Mr. Ward graduated from Eastern Illinois University in 1989 with a B.B.S. degree in Economics and a minor in Business.