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
 


Lawrence Jones

Lawrence Jones
Vice President and Senior Portfolio Manager - Municipal Client Group

Mr. Jones serves as Vice President and Senior Portfolio Manager in the Municipal Client Group.  He has over twenty years of investment industry experience in both the municipal and taxable bond markets.  Mr. Jones 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 medium duration municipal portfolios.  Previously, Mr. Jones was a member of the Taxable Fixed Income Client Group, where he was responsible for performing risk management evaluation for client portfolios and implementation of taxable investment strategies.  From 1995 to 2001, Mr. Jones was employed by Van Kampen Investments as a member of the mutual fund trading desk, where he was responsible for performing portfolio analysis and trading both municipal and taxable securities.  From 1993 to 1995, he was employed by Edward D. Jones & Co.  Mr. Jones received his B.A. degree in Economics from the University of Iowa.