Anthony Tanner CFA

Tony is a 30-year veteran of the fixed income markets with over 25 years of buy-side industry experience managing fixed income and multi-asset class portfolios for mutual funds, institutions, and ultra-high net worth clients.

This includes significant expertise in managing private credit within rapidly growing multi-billion-dollar municipal bond funds and across a variety of monetary and economic cycles since 1991. Tony has led the research, investment, and surveillance of over $2 billion of privately placed fixed income securities issued for both closely held companies and non-profits. This has included a variety of workout situations in the healthcare, airline, and senior living industries and state and local governments.

Tony also helped lead the Rochester Division of OppenheimerFunds from 1991-2003 as co-manager of their flagship municipal bond product line, during which assets grew from $300 million to over $12 billion. He also directed the research efforts of this closely held mutual fund complex through its acquisition by OppenheirmerFunds, leading the growth of the credit and portfolio team from 1 to 10 members. More recently Tony was lead manager of the Aquila Tax-Free Trust of Arizona and has been a recognized thought leader in fixed income and high yield investing.

Tony received an MBA in finance and economics from the University of Rochester Simon Business School and a Bachelors degree in finance from St. Louis University. He is a CFA Charterholder and a member of the CFA Institute and Phoenix CFA Society. He also serves on the Board of the Catholic Community Foundation of Phoenix, including its Investment and Development committees