![James Edward Pass](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
James Edward Pass
Director/Board Member at Wattage Finance-NC LLC
Profile
Mr. James E.
Pass is a Portfolio Manager at Guggenheim Partners Investment Management LLC and a Director & Manager at Wattage Finance-NC LLC.
He is on the Board of Directors at Wattage Finance-NC LLC.
He joined Guggenheim in 2009 and is responsible for the research, development and implementation of investment strategies for the firm’s municipal obligations, including tax-exempt and taxable bonds, Build America Bonds and tax-credit bonds.
He is responsible for building and managing the firm’s military housing and municipal hybrid activities, making the firm a leader in those sectors among institutional investors.
He and his Municipal Investment Team successfully grew municipal holdings from less than $1 billion as of December 2008 to over $10.8 billion as of December 2014 and were instrumental in launching multiple funds.
Prior to joining Guggenheim, Mr. Pass was a Managing Director at RBC Capital Markets where he headed the firm’s Midwest Region.
He earned his B.A.
in Diplomatic History and Political Science from the University of Pennsylvania.
James Edward Pass active positions
Companies | Position | Start |
---|---|---|
Guggenheim Partners Investment Management LLC
![]() Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Partners LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Portfolio Manager-Fixed Income | 2008-12-31 |
Wattage Finance-NC LLC
![]() Wattage Finance-NC LLC Investment ManagersFinance Wattage Finance-NC LLC is a pooled investment fund. The company is headquartered in Santa Monica, CA. | Director/Board Member | - |
Former positions of James Edward Pass
Companies | Position | End |
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RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Corporate Officer/Principal | 2008-12-30 |
Training of James Edward Pass
University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Guggenheim Partners Investment Management LLC
![]() Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Partners LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Finance |
RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Finance |
Wattage Finance-NC LLC
![]() Wattage Finance-NC LLC Investment ManagersFinance Wattage Finance-NC LLC is a pooled investment fund. The company is headquartered in Santa Monica, CA. | Finance |
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