Alan F. Joachim
Profile
Mr. Alan F.
Joachim, CFA, is Vice President at Opus Investment Management, Inc.
Prior to joining Opus Investment Management, Mr. Joachim was employed as Lending Associate by Continental Bank Corp.
He received his BA from Wesleyan University and his MBA from Columbia University.
Former positions of Alan F. Joachim
| Companies | Position | End |
|---|---|---|
| Continental Bank Corp. | Corporate Officer/Principal | 1982-12-30 |
Opus Investment Management, Inc.
 Opus Investment Management, Inc. Investment ManagersFinance Opus Investment Management, Inc. (Opus) is a SEC-registered investment advisor headquartered in Worcester, Massachusetts. They began as the asset management division of the former State Mutual Life Assurance Co. of America (State Mutual), incorporated in 1844 in Worcester, Massachusetts. The firm was founded in 1985, doing business first as SMA Financial Corp. and then as Allmerica Asset Management, reflecting corporate parentage. In 2003, their name was changed to Opus Investment Management, Inc. They are a wholly-owned subsidiary of The Hanover Insurance Group, Inc. (NYSE: THG) (previously Allmerica Financial Corp.). Opus generally offers discretionary investment advisory services on fixed income products to institutional investors such as insurance companies, self-insurance groups and other financial institutions. For some of their clients that wish to have equity market exposure, the firm also offers advisory services related to mutual funds and exchange traded funds. | Analyst-Fixed Income | - |
Training of Alan F. Joachim
| Wesleyan University | Undergraduate Degree |
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
Opus Investment Management, Inc.
Opus Investment Management, Inc. Investment ManagersFinance Opus Investment Management, Inc. (Opus) is a SEC-registered investment advisor headquartered in Worcester, Massachusetts. They began as the asset management division of the former State Mutual Life Assurance Co. of America (State Mutual), incorporated in 1844 in Worcester, Massachusetts. The firm was founded in 1985, doing business first as SMA Financial Corp. and then as Allmerica Asset Management, reflecting corporate parentage. In 2003, their name was changed to Opus Investment Management, Inc. They are a wholly-owned subsidiary of The Hanover Insurance Group, Inc. (NYSE: THG) (previously Allmerica Financial Corp.). Opus generally offers discretionary investment advisory services on fixed income products to institutional investors such as insurance companies, self-insurance groups and other financial institutions. For some of their clients that wish to have equity market exposure, the firm also offers advisory services related to mutual funds and exchange traded funds. | Finance |
| Continental Bank Corp. | Finance |
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