Ross D. Donnelly
Profile
Mr. Ross D.
Donnelly is Investment Analyst at Strategic Income Management LLC.
Prior to joining SiM in 2010, Mr. Donnelly was previously employed by Wells Fargo in Seattle, Washington, and worked under the direction of a Managing Director.
His responsibilities included researching investment strategies for the team’s clients.
Mr. Donnelly graduated from Loyola University of Chicago’s Honors Program with a BA in History and Minors in Economics and International Studies.
He has Series 7 and 66 licenses.
Former positions of Ross D. Donnelly
Companies | Position | End |
---|---|---|
WELLS FARGO & COMPANY | Corporate Officer/Principal | 31/12/2009 |
Strategic Income Management LLC
Strategic Income Management LLC Investment ManagersFinance Strategic Income Management LLC (SiM) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 2010 by Gary Pokrzywinski and Rany Yoakum, II. SiM provides investment advisory and high yield fixed income portfolio management services to institutional clients such as mutual funds, private funds, and pension plans. The firm is a signatory of the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social and corporate governance considerations into their investment decision-making and ownership practices. | Analyst-Equity | - |
Training of Ross D. Donnelly
Loyola University of Chicago | Undergraduate Degree |
Experiences
Positions held
Linked companies
Listed companies | 1 |
---|---|
WELLS FARGO & COMPANY | Finance |
Private companies | 1 |
---|---|
Strategic Income Management LLC
Strategic Income Management LLC Investment ManagersFinance Strategic Income Management LLC (SiM) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 2010 by Gary Pokrzywinski and Rany Yoakum, II. SiM provides investment advisory and high yield fixed income portfolio management services to institutional clients such as mutual funds, private funds, and pension plans. The firm is a signatory of the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social and corporate governance considerations into their investment decision-making and ownership practices. | Finance |
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