Jerry Paul
Investment Committee Member at ICON Advisers, Inc.
Profile
Mr. Donovan J.
Paul, CFA MBA, is a Senior Vice President of Fixed Income & Portfolio Manager at ICON Advisers, Inc. His professional investment experience includes over thirty eight years in fixed income portfolio management and research.
He serves on the board of directors and investment committee of the Community First Foundation.
He is also a member of the Lutheran Immigration and Refugee Services Investment Committee.
Prior to joining ICON Advisers, Mr. Paul career in investment management and research spanned several roles includes Senior Vice President, Director of Fixed Income and Portfolio Manager in INVESCO Funds Group, Senior Vice President, Director of Fixed Income Research and Portfolio Manager at Stein Roe & Farnham and Vice President of Investments at Century Life of America.
He also served as the Chief Investment Officer and Portfolio Manager for fixed income, closed end funds and hedging strategies at Essential Investment Partners.
Furthermore, Mr. Paul founded Quixote Capital Management LLC, a boutique firm focused on merger arbitrage.
He holds a BBA from the University of Iowa and an MBA from the University of Northern Iowa.
He holds the Chartered Financial Analyst designation.
Jerry Paul active positions
| Companies | Position | Start |
|---|---|---|
ICON Advisers, Inc.
 ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | Investment Committee Member | 01/07/2013 |
Former positions of Jerry Paul
| Companies | Position | End |
|---|---|---|
Essential Investment Partners, Inc.
 Essential Investment Partners, Inc. Investment ManagersFinance Essential Investment Partners, Inc. provides investment advice. The private company is based in Denver, CO. Jonathan Frederick Zeschin has been the CEO of the company since 2009. | Corporate Officer/Principal | - |
| Stein Roe & Farnham, Inc. | Corporate Officer/Principal | 31/12/1992 |
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. | Corporate Officer/Principal | - |
Quixote Capital Management LLC
 Quixote Capital Management LLC Investment ManagersFinance Founded in 2002, Quixote Capital Management LLC is a hedge fund management firm located in Greenwood Village, Colorado. | Chief Investment Officer | 31/12/2008 |
Training of Jerry Paul
| University of Iowa | Undergraduate Degree |
| University of Northern Iowa | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Quixote Capital Management LLC
Quixote Capital Management LLC Investment ManagersFinance Founded in 2002, Quixote Capital Management LLC is a hedge fund management firm located in Greenwood Village, Colorado. | Finance |
| Stein Roe & Farnham, Inc. | Finance |
ICON Advisers, Inc.
ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | Finance |
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 |
Essential Investment Partners, Inc.
Essential Investment Partners, Inc. Investment ManagersFinance Essential Investment Partners, Inc. provides investment advice. The private company is based in Denver, CO. Jonathan Frederick Zeschin has been the CEO of the company since 2009. | Finance |
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