Fixed Income Strategies

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

Thomas W. O'Connell

Thomas W. O'Connell
Vice President and Senior Portfolio Manager - Taxable Fixed Income Client Group


Mr. O’Connell is Vice President and Senior Portfolio Manager in the Taxable Fixed Income Client Group.  He has over thirty years of investment industry experience.  Mr. O’Connell is responsible for implementing taxable investment strategies for the Company’s client portfolios. In this capacity, his focus is on assessing relative value with an emphasis on the credit sector. From 2004 to 2005, Mr. O’Connell served as Vice President and Corporate Bond Trader for J.P. Morgan Securities, where he was responsible for making markets as well as maintaining and developing business with middle market accounts for secondary corporate bonds. Prior to his service at J.P. Morgan, Mr. O’Connell was a Corporate Bond Trader and Director for Banc One Capital Markets, where he was charged with trading and making markets in the bank, finance, insurance and auto sectors. Previously, Mr. O’Connell was a Government Bond Trader at First Chicago Capital Markets. Mr. O’Connell received a B.A. degree in Finance from the Southern Illinois University and a M.S. degree in Information Systems from DePaul University.