Profil
Mr. Joseph Gulli is a Director of Credit Research at Principal Street Partners LLC.
He joined Principal Street in 2016 as a partner and head of credit research for the High Income Municipal Bond Strategy.
He worked for Oppenheimer Asset Management from 2014 to 2016 and has worked in asset management since 1992.
Prior to starting at OAM, he was at Lord Abbett & Co. for seven years, most recently as Partner and Director of Municipal Bond Research at Management.
Prior to Lord Abbett, He worked for SMC Fixed Income Management for one year after working as a tax-exempt analyst for 14 years at Merrill Lynch Investment Managers.
Mr. Gulli earned his bachelor’s degree at Rider University in accounting and finance.
Postes actifs de Joe Gulli
| Sociétés | Poste | Début |
|---|---|---|
Principal Street Partners LLC
 Principal Street Partners LLC Investment ManagersFinance Principal Street Partners LLC (PSP) is an independent, SEC-registered investment advisor and wealth manager headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn in 2016 as Green Square Asset Management LLC (GSAM) and was affiliated with a high yield municipal portfolio manager, Green Square Capital Advisors LLC (GSCA). The two RIAs, GSAM and GSCA, combined in 2019 and are now collectively registered as one RIA, with GSAM rebranded as Principal Street Partners LLC. PSP provides portfolio management services on a discretionary or non-discretionary basis to individuals, banks, thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, business entities, registered investment companies, mutual fund companies, and pooled investment vehicles such as private funds and funds registered under the 1940 Act. | Directeur de Recherche - Fxd Inc | 15/10/2019 |
Anciens postes connus de Joe Gulli
| Sociétés | Poste | Fin |
|---|---|---|
Green Square Boston LLC
 Green Square Boston LLC Investment ManagersFinance Green Square Boston LLC provides investment advice. The private company is based in Winchester, MA. The company was founded by Timothy Michael Pynchon. Timothy Michael Pynchon has been the CEO since incorporation. | Portfolio Manager-Fixed Income | 15/10/2019 |
Lord Abbett Distributor LLC
 Lord Abbett Distributor LLC Investment Banks/BrokersFinance Founded in 1996, Lord Abbett Distributor LLC is a brokerage services provider. The company is based in Jersey City, NJ and is a subsidiary of Lord, Abbett & Co. LLC. | Directeur de la Recherche - Actions | - |
SMC Fixed Income Management LLC
 SMC Fixed Income Management LLC Investment ManagersFinance Founded in 2006, SMC Fixed Income Management LLC is a registered investment advisor located in West Windsor, New Jersey. The firm is a subsidiary of Spring Mountain Capital LP. They provide investment management services to mutual funds and managed accounts for high net-worth individuals. | Gestionnaire de Portefeuille-Actions | - |
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Green Square Boston LLC
Green Square Boston LLC Investment ManagersFinance Green Square Boston LLC provides investment advice. The private company is based in Winchester, MA. The company was founded by Timothy Michael Pynchon. Timothy Michael Pynchon has been the CEO since incorporation. | Finance |
SMC Fixed Income Management LLC
SMC Fixed Income Management LLC Investment ManagersFinance Founded in 2006, SMC Fixed Income Management LLC is a registered investment advisor located in West Windsor, New Jersey. The firm is a subsidiary of Spring Mountain Capital LP. They provide investment management services to mutual funds and managed accounts for high net-worth individuals. | Finance |
Lord Abbett Distributor LLC
Lord Abbett Distributor LLC Investment Banks/BrokersFinance Founded in 1996, Lord Abbett Distributor LLC is a brokerage services provider. The company is based in Jersey City, NJ and is a subsidiary of Lord, Abbett & Co. LLC. | Finance |
Principal Street Partners LLC
Principal Street Partners LLC Investment ManagersFinance Principal Street Partners LLC (PSP) is an independent, SEC-registered investment advisor and wealth manager headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn in 2016 as Green Square Asset Management LLC (GSAM) and was affiliated with a high yield municipal portfolio manager, Green Square Capital Advisors LLC (GSCA). The two RIAs, GSAM and GSCA, combined in 2019 and are now collectively registered as one RIA, with GSAM rebranded as Principal Street Partners LLC. PSP provides portfolio management services on a discretionary or non-discretionary basis to individuals, banks, thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, business entities, registered investment companies, mutual fund companies, and pooled investment vehicles such as private funds and funds registered under the 1940 Act. | Finance |
