Tom Byron
Portfolio Manager-Equities at First Trust Advisors LP
Profile
Thomas M.
Byron is currently a Senior Vice President & Senior Portfolio Manager at First Trust Advisors LP.
Prior to his current position, he held various Portfolio Manager roles at Morgan Stanley and Van Kampen Asset Management.
He also served as a Vice President at Van Kampen Asset Management from 1981 to 2010.
Mr. Byron has an MBA from DePaul University and an undergraduate degree from Marquette University.
Tom Byron active positions
Companies | Position | Start |
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First Trust Advisors LP
First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Portfolio Manager-Equities | 2022-02-28 |
Former positions of Tom Byron
Companies | Position | End |
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BMO Asset Management Corp.
BMO Asset Management Corp. Investment ManagersFinance BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients. | Portfolio Manager-Fixed Income | 2022-01-31 |
Invesco Van Kampen Trust For Investment Grade New Jersey Muni
Invesco Van Kampen Trust For Investment Grade New Jersey Muni Investment Trusts/Mutual FundsMiscellaneous Invesco Van Kampen Trust For Investment Grade New Jersey Municipals is a non-diversified, closed-end management investment company. The fund's investment objective is seek to provide investors with a high level of current income exempt from federal income tax and New Jersey gross income tax, consistent with preservation of capital. The company was founded on January 21, 1992 and is headquartered in Atlanta, GA. | Corporate Officer/Principal | 2012-10-15 |
Morgan Stanley Quality Municipal Income Trust
Morgan Stanley Quality Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Morgan Stanley Quality Municipal Income Trust is a closed-end diversified management investment company. | Corporate Officer/Principal | 2010-05-31 |
Van Kampen Advantage Municipal Income Trust II
Van Kampen Advantage Municipal Income Trust II Investment Trusts/Mutual FundsMiscellaneous Van Kampen Advantage Municipal Income Trust II was a diversified, closed-end management investment company. The Trust's investment objective was to seek to provide a high level of current income exempt from federal income tax, consistent with preservation of capital. The company was founded on August 27, 1993 and was headquartered in New York, NY. | Corporate Officer/Principal | 2010-05-31 |
Van Kampen Select Sector Municipal Trust
Van Kampen Select Sector Municipal Trust Investment Trusts/Mutual FundsMiscellaneous Van Kampen Select Sector Municipal Trust closed-End Investment Fund/Investment Trust. It is headquartered in New York, NY. | Corporate Officer/Principal | 2010-05-31 |
Training of Tom Byron
Marquette University | Undergraduate Degree |
DePaul University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 23 |
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Van Kampen Asset Management
Van Kampen Asset Management Investment ManagersFinance Van Asset Management is a registered investment advisor and mutual fund manager headquartered in Houston, Texas. The firm traces its origins to 1927 when Kenneth Stevens Van Strum founded Van Strum Financial Service. In 1934, the firm was renamed Van Strum & Towne, Inc. In 1994, Van Kampen Merritt and American Capital merged, creating Van Kampen American Capital. In June 1996, Van Kampen American Capital was acquired by Morgan Stanley. In 1998, Van Kampen American Capital changed their name to Van Kampen Asset Management. Can Kampen Asset Management is a division of Morgan Stanley Investment Banking. Their ultimate parent is Morgan Stanley (NYSE: MS). The firm's products include mutual funds, closed-end funds, separately managed accounts, 529 portfolios, unit trusts and insurance trusts. | Finance |
Morgan Stanley California Insured Municipal Income Trust
Morgan Stanley California Insured Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Morgan Stanley California Insured Municipal Income Trust a diversified, closed-end management investment company. The Trust's investment objective is to provide current income which is exempt from both federal and California income taxes. The company was founded in 1992 and is based in New York, NY | Miscellaneous |
Morgan Stanley California Quality Municipal Securities
Morgan Stanley California Quality Municipal Securities Investment Trusts/Mutual FundsMiscellaneous Morgan Stanley California Quality Municipal Securities is a Close-Ended Mutual Fund company and is headquartered in New York, NY. | Miscellaneous |
Morgan Stanley Insured California Municipal Securities
Morgan Stanley Insured California Municipal Securities Investment Trusts/Mutual FundsMiscellaneous Morgan Stanley Insured California Municipal Securities is a Closed-End Investment Fund/Investment Trust. Its investment management services are provided by Morgan Stanley Investment Advisors Inc. It is headquartered in New York, NY. | Miscellaneous |
Morgan Stanley Insured Municipal Bond Trust
Morgan Stanley Insured Municipal Bond Trust Investment Trusts/Mutual FundsMiscellaneous Morgan Stanley Insured Municipal Bond Trust is a diversified, closed-end management investment company. The Trust's investment objective is to provide current income, which is exempt from federal income tax | Miscellaneous |
Morgan Stanley Insured Municipal Income Trust
Morgan Stanley Insured Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Morgan Stanley Insured Municipal Income Trust is a closed-end diversified management investment company | Miscellaneous |
Morgan Stanley Insured Municipal Securities
Morgan Stanley Insured Municipal Securities Investment Trusts/Mutual FundsMiscellaneous Morgan Stanley Insured Municipal Securities is a Closed-End Investment Fund/Trust company headquartered in New York, NY | Miscellaneous |
Morgan Stanley Insured Municipal Trust
Morgan Stanley Insured Municipal Trust Investment Trusts/Mutual FundsMiscellaneous Morgan Stanley Insured Municipal Trust is a Closed-End Investment Fund/Investment Trust. Its investment management services are provided by Morgan Stanley Investment Advisors Inc. It is headquartered in New York, NY. | Miscellaneous |
Morgan Stanley Municipal Premium Income Trust
Morgan Stanley Municipal Premium Income Trust Investment Trusts/Mutual FundsMiscellaneous Morgan Stanley Municipal Premium Income Trust is a diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of current income exempt from federal income tax. The Company was founded in 1988 and is based in New York, NY | Miscellaneous |
Morgan Stanley Quality Municipal Investment Trust
Morgan Stanley Quality Municipal Investment Trust Investment Trusts/Mutual FundsMiscellaneous Morgan Stanley Quality Municipal Investment Trust is a Closed-End Investment Fund/Investment Trust. Its investment management services are provided by Morgan Stanley Investment Advisors Inc. It is headquartered in New York, NY. | Miscellaneous |
Morgan Stanley Quality Municipal Income Trust
Morgan Stanley Quality Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Morgan Stanley Quality Municipal Income Trust is a closed-end diversified management investment company. | Miscellaneous |
Morgan Stanley Quality Municipal Securities
Morgan Stanley Quality Municipal Securities Investment Trusts/Mutual FundsMiscellaneous Morgan Stanley Quality Municipal Securities is a Closed-End Investment Fund/Investment Trust. Its investment management services are provided by Morgan Stanley Investment Advisors Inc. It is headquartered in New York, NY. | Miscellaneous |
Van Kampen California Value Municipal Income Trust
Van Kampen California Value Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Van Kampen California Value Municipal Income Trust, is a mutual fund close end fund. The objective of the fund is a high level of current income exempt from federal and California income taxes, consistent with preservation of capital. Its diversified portfolio composed substantially of investment grade California municipal securities. The fund was founded on April 30, 1993. | Miscellaneous |
Van Kampen Municipal Opportunity Trust
Van Kampen Municipal Opportunity Trust Investment Trusts/Mutual FundsMiscellaneous Van Kampen Municipal Opportunity Trust is a closed-end investment fund/ trust. The fund abbreviated name is Muncipal Municipal Opportunity Trust. VMO is the stock symbol of the fund. The fund's inception date is 24th April 1992. | Miscellaneous |
Van Kampen Select Sector Municipal Trust
Van Kampen Select Sector Municipal Trust Investment Trusts/Mutual FundsMiscellaneous Van Kampen Select Sector Municipal Trust closed-End Investment Fund/Investment Trust. It is headquartered in New York, NY. | Miscellaneous |
Van Kampen Trust for Insured Municipals
Van Kampen Trust for Insured Municipals Investment Trusts/Mutual FundsMiscellaneous Van Kampen Trust for Insured Municipals is a high level of current income exempt from federal income tax, consistent with preservation of capital. The trust portfolio is a diversified portfolio where, under normal market conditions, primarily all of the trust's assets will be invested in municipal securities that are covered by insurance with respect to timely payment of principal and interest. Van Kampen Trust for Insured Municipals was founded on January 24, 922, and is headquartered in New York, NY. | Miscellaneous |
Van Kampen Advantage Municipal Income Trust II
Van Kampen Advantage Municipal Income Trust II Investment Trusts/Mutual FundsMiscellaneous Van Kampen Advantage Municipal Income Trust II was a diversified, closed-end management investment company. The Trust's investment objective was to seek to provide a high level of current income exempt from federal income tax, consistent with preservation of capital. The company was founded on August 27, 1993 and was headquartered in New York, NY. | Miscellaneous |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Finance |
Invesco Municipal Trust
Invesco Municipal Trust Investment Trusts/Mutual FundsMiscellaneous Invesco Municipal Trust operates as a diversified, closed-end management investment company. Its investment objective is to seek to provide a high level of current income exempt from federal income tax consistent with preservation of capital. The company was founded on September 27, 1991 and is headquartered in Atlanta, GA. | Miscellaneous |
Invesco Van Kampen Trust For Investment Grade New Jersey Muni
Invesco Van Kampen Trust For Investment Grade New Jersey Muni Investment Trusts/Mutual FundsMiscellaneous Invesco Van Kampen Trust For Investment Grade New Jersey Municipals is a non-diversified, closed-end management investment company. The fund's investment objective is seek to provide investors with a high level of current income exempt from federal income tax and New Jersey gross income tax, consistent with preservation of capital. The company was founded on January 21, 1992 and is headquartered in Atlanta, GA. | Miscellaneous |
Invesco Trust For Investment Grade Municipals
Invesco Trust For Investment Grade Municipals Investment Trusts/Mutual FundsMiscellaneous Invesco Trust For Investment Grade Municipals is a closed-end management investment company, which engages in the investment wherein its objective is to provide common shareholders with a high level of current income exempt from federal income taxes, consistent with preservation of capital. The company was founded on January 24, 1992 and is headquartered in Atlanta, GA. | Miscellaneous |
BMO Asset Management Corp.
BMO Asset Management Corp. Investment ManagersFinance BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients. | Finance |
First Trust Advisors LP
First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Finance |
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