Jonathan R. Terry
Portfolio Manager-Fixed Income bij Allspring Global Investments LLC
Profiel
Mr. Jonathan R.
Terry, CFA, is a Portfolio Manager at Allspring Global Investments LLC.
He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM).
Prior to joining WFAM, Jonathan was a principal for ThinkEquity Partners, where he managed a private client fixed income trading desk.
He began his investment industry career in 2001 as an analyst and trader for Banc of America Securities.
He earned a bachelor's degree from Colorado College in Colorado Springs.
He has earned the right to use the Chartered Financial Analyst designation and is a member of CFA Society San Francisco.
Actieve functies van Jonathan R. Terry
| Bedrijven | Functie | Begin |
|---|---|---|
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Portfolio Manager-Fixed Income | 01-04-2007 |
Eerdere bekende functies van Jonathan R. Terry
| Bedrijven | Functie | Einde |
|---|---|---|
| Montgomery Securities, Inc. | Corporate Officer/Principal | - |
ThinkEquity Partners
 ThinkEquity Partners Investment ManagersFinance Headquartered in San Francisco with additional offices in New York City, Minneapolis, Chicago and Boston, ThinkEquity Partners is a broker/dealer. The firm offers targeted research and investment banking services for institutional investors and corporate clients. They specialize in identifying, analyzing and understanding the technological, macroeconomic and cultural trends that impact key growth verticals, with a particular concentration on healthcare, technology, media/education and business/consumer services. The firm starts with a top-down analysis approach and then allocates resources based on a long-range research roadmap. | Corporate Officer/Principal | - |
Opleiding van Jonathan R. Terry
| The Colorado College | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Finance |
ThinkEquity Partners
ThinkEquity Partners Investment ManagersFinance Headquartered in San Francisco with additional offices in New York City, Minneapolis, Chicago and Boston, ThinkEquity Partners is a broker/dealer. The firm offers targeted research and investment banking services for institutional investors and corporate clients. They specialize in identifying, analyzing and understanding the technological, macroeconomic and cultural trends that impact key growth verticals, with a particular concentration on healthcare, technology, media/education and business/consumer services. The firm starts with a top-down analysis approach and then allocates resources based on a long-range research roadmap. | Finance |
| Montgomery Securities, Inc. | Finance |
