Profil
Mr. Julio C.
Bonilla, CFA MBA, is a Portfolio Manager at Schroder Investment Management North America, Inc. He is responsible for the US Multi-Sector Fixed Income team.
Mr. Bonilla serves as a municipal bond specialist and joined Schroders in April 2013 following the acquisition of STW, where he had worked since 2010.
Previously, he spent ten years with Wells Capital Management, where he was instrumental in developing their municipal derivatives strategy.
Mr. Bonilla received his undergraduate degree from the University of San Diego and an MBA from Pepperdine University.
He is a CFA charter holder.
Postes actifs de Julio Cesar Bonilla
| Sociétés | Poste | Début |
|---|---|---|
Schroder Investment Management North America, Inc.
Schroder Investment Management North America, Inc. Investment ManagersFinance SIMNA manages assets for domestic and foreign clients in strategies focusing on US equity and US fixed income securities, including US tax-exempt securities. The firm also markets strategies focusing on non-US equity and fixed income securities, as well as multi asset, quantitative and alternative strategies. | Portfolio Manager-Fixed Income | 01/04/2013 |
Anciens postes connus de Julio Cesar Bonilla
| Sociétés | Poste | Fin |
|---|---|---|
STW Fixed Income Management
STW Fixed Income Management Investment ManagersFinance STW Fixed Income Management employs a value-oriented investment approach. The firm invests only in investment-grade bonds. Their investment strategy is based on the idea that undervalued bonds will outperform overvalued bonds. STW only purchases bonds they believe to be undervalued. When the bonds become fully priced, they are exchanged for better-valued issues. STW does not employ overweighting, underweighting, closet indexing, market-timing or currency speculation. | Portfolio Manager-Fixed Income | 31/03/2013 |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Portfolio Manager-Fixed Income | 31/12/2009 |
| WELLS FARGO & COMPANY | Corporate Officer/Principal | - |
Formation de Julio Cesar Bonilla
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Wells Fargo & Co.
Wells Fargo & Co. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer, commercial, corporate, investment banking and wealth management services | Finance |
Schroder Investment Management North America, Inc.
Schroder Investment Management North America, Inc. Investment ManagersFinance SIMNA manages assets for domestic and foreign clients in strategies focusing on US equity and US fixed income securities, including US tax-exempt securities. The firm also markets strategies focusing on non-US equity and fixed income securities, as well as multi asset, quantitative and alternative strategies. | Finance |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Finance |
STW Fixed Income Management
STW Fixed Income Management Investment ManagersFinance STW Fixed Income Management employs a value-oriented investment approach. The firm invests only in investment-grade bonds. Their investment strategy is based on the idea that undervalued bonds will outperform overvalued bonds. STW only purchases bonds they believe to be undervalued. When the bonds become fully priced, they are exchanged for better-valued issues. STW does not employ overweighting, underweighting, closet indexing, market-timing or currency speculation. | Finance |
Pepperdine University
Pepperdine University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of San Diego
University of San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















