Profiel
Mr. Jason D.
Appleson, CFA MBA, is a Head of Municipal Bonds at PGIM, Inc.
Prior to joining the Firm in 2021, Mr. Appleson served as a lead portfolio manager for PT Asset Management.
Prior to PT Asset Management, Mr. Appleson worked at the Federal Reserve Bank of New York where he was involved with developing a systematic approach to stress testing municipal portfolios for the largest financial institutions.
Previously, he worked at AllianceBernstein as a credit analyst.
Mr. Appleson received a BA in finance from Touro College and an MBA with high honors from the University of Chicago’s Booth School of Business.
He holds the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations.
Actieve functies van Jason David Appleson
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PGIM, Inc.
PGIM, Inc. Investment ManagersFinance PGIM, Inc. is a SEC-registered investment advisor headquartered in Newark, New Jersey. The firm was founded in 1984 and is a direct subsidiary of PGIM Holding Co. LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM provides institutional clients with investment solutions worldwide. It is comprised of autonomous asset management businesses each specializing in a particular asset class with a focused investment approach: PGIM Institutional Advisory & Solutions (provides advisory services to institutional clients located in the US and outside of the US), PGIM Fixed Income (an adviser primarily focused on public fixed income investments), PGIM Real Estate (a provider of real estate investment advisory services) and PGIM Capital Group (a private fixed income investment adviser, also known as Prudential Capital Group). | Head-Fixed Income Invts | 01-11-2021 |
Eerdere bekende functies van Jason David Appleson
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PT Asset Management LLC (Illinois)
PT Asset Management LLC (Illinois) Investment ManagersFinance PT Asset Management LLC (PTAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Berg in 2008 and formerly known as Performance Trust Investment Advisors LLC. They are majority-owned and controlled by PTAM Holdings LLC and minority-owned by certain senior employees. PTAM provides discretionary investment management and advisory services to mutual funds and separately managed accounts. | Analist-Vaste Inkomen | 01-11-2021 |
Opleiding van Jason David Appleson
Touro College | Undergraduate Degree |
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Bedrijven in privébezit | 2 |
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PT Asset Management LLC (Illinois)
PT Asset Management LLC (Illinois) Investment ManagersFinance PT Asset Management LLC (PTAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Berg in 2008 and formerly known as Performance Trust Investment Advisors LLC. They are majority-owned and controlled by PTAM Holdings LLC and minority-owned by certain senior employees. PTAM provides discretionary investment management and advisory services to mutual funds and separately managed accounts. | Finance |
PGIM, Inc.
PGIM, Inc. Investment ManagersFinance PGIM, Inc. is a SEC-registered investment advisor headquartered in Newark, New Jersey. The firm was founded in 1984 and is a direct subsidiary of PGIM Holding Co. LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM provides institutional clients with investment solutions worldwide. It is comprised of autonomous asset management businesses each specializing in a particular asset class with a focused investment approach: PGIM Institutional Advisory & Solutions (provides advisory services to institutional clients located in the US and outside of the US), PGIM Fixed Income (an adviser primarily focused on public fixed income investments), PGIM Real Estate (a provider of real estate investment advisory services) and PGIM Capital Group (a private fixed income investment adviser, also known as Prudential Capital Group). | Finance |