Jim Costas
Portfolio Manager-Fixed Income at Advisors Asset Management, Inc.
Jim Costas active positions
| Companies | Position | Start | End |
|---|---|---|---|
Advisors Asset Management, Inc.
 Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Portfolio Manager-Fixed Income | 31/12/2018 | - |
| Portfolio Manager-Equities | 31/01/2002 | - |
Career history of Jim Costas
Former positions of Jim Costas
| Companies | Position | Start | End |
|---|---|---|---|
| Prudential Securities | Trading-Equity | - | - |
SunTrust Bank Holding Co.
 SunTrust Bank Holding Co. Financial ConglomeratesFinance SunTrust Bank Holding Co. is a bank holding company. The company is based in Orlando, FL. | Corporate Officer/Principal | - | - |
| E. F. Hutton & Co. | Trading-Equity | - | - |
Training of Jim Costas
| Ithaca College | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Trading-Equity | 2 |
| Corporate Officer/Principal | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
| E. F. Hutton & Co. | Finance |
| Prudential Securities | Finance |
SunTrust Bank Holding Co.
SunTrust Bank Holding Co. Financial ConglomeratesFinance SunTrust Bank Holding Co. is a bank holding company. The company is based in Orlando, FL. | Finance |
Advisors Asset Management, Inc.
Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Finance |
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