Amy Lee

Director/Board Member at GUGGENHEIM ACTIVE ALLOCATION FUND

65 year

Miscellaneous

Finance

Profile

Amy Jo Lee currently works at Rydex Series Funds, as Secretary & Vice President from 2008, Rydex Dynamic Funds, as Secretary & Vice President from 2008, Rydex ETF Trust, as Secretary & Vice President from 2008, and various other companies.
Ms. Lee also formerly worked at Guggenheim Credit Allocation Fund, as Director & Chief Legal Officer from 2018 to 2021, Guggenheim Investments, Inc., as Senior Managing Director from 2012 to 2016, Invesco Ltd., as Head-Business Management & Consulting from 2010 to 2012, and various other companies.

Amy Lee active positions

Companies	Position	Start
GUGGENHEIM STRATEGIC OPPORTUNITIES FUND	Director/Board Member	31/12/2017
GUGGENHEIM TAXABLE MUNICIPAL BOND & INVESTMENT GRADE DEBT TRUST	Director/Board Member	31/01/2018
GUGGENHEIM ACTIVE ALLOCATION FUND	Director/Board Member	31/12/2020
Guggenheim Credit Income Fund Guggenheim Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust	General Counsel	31/12/2017
Guggenheim Energy & Income Fund Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Director/Board Member	31/12/2017
Rydex Dynamic Funds Rydex Dynamic Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Corporate Secretary	31/12/2007
Guggenheim Strategy Funds Trust Guggenheim Strategy Funds Trust Finance/Rental/LeasingFinance Acts as an Umbrella Fund	Corporate Secretary	31/12/2012
Rydex Variable Trust Rydex Variable Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Corporate Secretary	31/12/2007
Rydex Series Funds	Corporate Secretary	31/12/2007
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All active positions of Amy Lee

Former positions of Amy Lee

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See the detail of Amy Lee's experience

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Amy Lee's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	25
Rydex Series Funds
Rydex Dynamic Funds Rydex Dynamic Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
Invesco Ltd. Invesco Ltd. Investment ManagersFinance Provides investment management services	Finance
Security Distributors LLC Security Distributors LLC Investment Banks/BrokersFinance Part of Security Benefit Life Insurance Co., Security Distributors LLC is a company based in Topeka, KS.	Finance
Security Benefit Life Insurance Co. Security Benefit Life Insurance Co. Multi-Line InsuranceFinance Provides life insurance services	Finance
Rydex ETF Trust Rydex ETF Trust Investment Trusts/Mutual FundsMiscellaneous Exchange Traded Fund	Miscellaneous
Deutsche Asset Management, Inc. Deutsche Asset Management, Inc. Investment ManagersFinance Provides asset management and investment advisory	Finance
Rydex Fund Services LLC Rydex Fund Services LLC Investment ManagersFinance provides fund management services for 40 Act fund	Finance
Fiduciary/Claymore Energy Infrastructure Fund Fiduciary/Claymore Energy Infrastructure Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Guggenheim Taxable Municipal Bond & Investment Grade Debt Tr. Guggenheim Taxable Municipal Bond & Investment Grade Debt Tr. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Guggenheim Equal Weight Enhanced Equity Income Fund Guggenheim Equal Weight Enhanced Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Guggenheim Strategy Funds Trust Guggenheim Strategy Funds Trust Finance/Rental/LeasingFinance Acts as an Umbrella Fund	Finance
Guggenheim Credit Income Fund Guggenheim Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust	Miscellaneous
Guggenheim Strategic Opportunities Fund Guggenheim Strategic Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Managed Duration Investment Grade Municipal Fund Managed Duration Investment Grade Municipal Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Guggenheim Credit Allocation Fund Guggenheim Credit Allocation Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Guggenheim Energy & Income Fund Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Benefit Life Insurance Co. Benefit Life Insurance Co. Life/Health InsuranceFinance Provides life insurance services	Finance
Rydex Variable Trust Rydex Variable Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
Guggenheim Investments, Inc. Guggenheim Investments, Inc. Investment ManagersFinance Provides asset management and investment advisory services	Finance
Security Benefit Corp. Security Benefit Corp. Investment ManagersFinance Provides retirement solutions for employers and individual investors	Finance
Guggenheim Enhanced Equity Income Fund Guggenheim Enhanced Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Guggenheim Enhanced Equity Strategy Fund Guggenheim Enhanced Equity Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Guggenheim Floating Rate & Income Fund Guggenheim Floating Rate & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Guggenheim Active Allocation Fund Guggenheim Active Allocation Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust	Miscellaneous

See company connections