Rick Taormina

Analyst-Fixed Income at JPMorgan Investment Management, Inc.

Finance

Consumer Services

Profile

Mr. Richard D.
Taormina is a Portfolio Manager at JPMorgan Investment Management, Inc. He is also Managing Director and Head of the Tax Aware Strategies team within Global Fixed Income, Currency & Commodities group.
Based in New York, he is responsible for managing municipal and tax-aware mutual funds, high net worth and institutional fixed income accounts, and quantitative analysis.
He joined the firm as a State-specific Mutual Fund Manager and Strategist.
He has over 33 years of industry experience.
Prior to joining JPMorgan, Mr. Taormina was a Senior Trader for national, high-yield, and state-specific funds at the Vanguard Group.
He has been a Municipal Bond Manager since 1990.
He holds a B.A.
in Economics from the University of Delaware, an M.B.A.
in Finance from Wilmington College, and is a Certified Financial Planner.

Rick Taormina active positions

Companies	Position	Start
JPMorgan Investment Management, Inc. JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.	Analyst-Fixed Income	-

All active positions of Rick Taormina

Former positions of Rick Taormina

Companies	Position	End
The Vanguard Group, Inc. The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries.	Trading-Equity	-

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Training of Rick Taormina

University of Delaware	Undergraduate Degree
Wilmington College	Masters Business Admin

Experiences
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Linked companies

Private companies	2
JPMorgan Investment Management, Inc. JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.	Finance
The Vanguard Group, Inc. The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries.	Finance