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Aquila Tax-free Fund For Utah Class Y (UTAYX)
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Aquila Tax-Free Fund For Utah Y
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- Overview
- Profile
- Historical Data
- Holdings
UTAYX Overview
On this page you'll find an in-depth profile of Aquila Tax-free Fund For Utah Class Y. Learn about the key management, total assets, investment strategy and contact information of UTAYX among other information.
Investment Strategy
The investment seeks to provide the investors as high a level of current income exempt from Utah state and regular Federal income taxes as is consistent with preservation of capital. Under normal circumstances, at least 80% of the fund's net assets will be invested in municipal obligations that pay interest exempt, in the opinion of bond counsel, from Utah state individual and regular Federal income taxes, the income paid upon which will not be subject to the Federal alternative minimum tax on individuals. These obligations can be of any maturity, but the fund's weighted average maturity has traditionally been between 5 and 15 years. It is non-diversified.
Contact Information
Address
120 West 45th Street, Suite 3600
New York,NY 10036
United States
New York,NY 10036
United States
Phone
800-437-1020
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Anthony A. Tanner | Portfolio Manager | 2018 | Now |
| Biography | Mr. Tanner joined the Aquila Investment Management LLC portfolio management team on March 2018. Prior to joining Aquila, Mr. Tanner was a Senior Wealth Manager at BNY Mellon Wealth Management from 2016 to 2018, a Senior Client Advisor at BMO Private Bank from 2014 to 2015, and a Senior Fixed Income Manager at Wells Fargo Private Bank from 2010 to 2014.Mr. Tanner has over 30 years of experience in the financial services industry. Before that, Mr. Tanner was a vice president of OppenheimerFunds' Rochester Division from 1991-2003. Previously, he served as a municipal bond trader and underwriter with Stifel, Nicolaus & Co. from 1986 to 1988. From 1984 to 1986, he was an investment banking officer at Centerre Bank in St. Louis, Mo. Mr. Tanner received an MBA in finance from the University of Rochester, Simon Business School, and a Bachelor’s degree in business from St. Louis University. He is a CFA Charterholder and a member of the CFA Institute and the Phoenix CFA Society. | ||
| Royden Durham | Portfolio Manager | 2017 | Now |
| Biography | Mr. Durham has served as a portfolio manager since 2017. He also serves as a member of the portfolio management teams of Aquila Churchill Tax-Free Fund of Kentucky and Aquila Tax-Free Fund For Utah. Mr. Durham has over forty years of experience in the financial services industry. Most recently Mr. Durham served in a trust capacity for JP Morgan Chase. Prior to that, he was a portfolio manager for Regions Morgan Keegan Trust and the Louisville Trust Company. He is a graduate of Heidelberg College with a B.A. in Economics and German. | ||
| James Thompson | Vice President | 2009 | Now |
| Biography | Mr. Thompson has served as a portfolio manager for Aquila Investment Management LLC since 2009. Prior to joining the Aquila Group of Funds, Thompson was a Senior Vice President, underwriter and municipal bond trader with Wells Fargo Brokerage Services and First Security Bank in Salt Lake City. He was also a member of the municipal credit committee of each firm. From 1987 to 1991, Mr. Thompson was employed with Wedbush Morgan Securities in Los Angeles where he helped establish the municipal unit investment trust sales desk. Prior to that, he was a financial and operations principal, municipal trader and manager of the municipal underwriting desk for Financial Market Securities, based in Orange, CA. Thompson is a native of Utah and attended California State University, Fullerton. | ||
| Todd W. Curtis | Senior Vice President | 2009 | 2018 |
| Biography | Curtis worked with Aquila Investment Management, his employer since 2004. Mr. Curtis serves as portfolio manager and senior vice president. He also serves as a member of the portfolio management teams. Previously, he had been a vice president and senior portfolio manager with Banc One Investment Advisors since 1993. Prior to that, he spent 12 years with Valley National Bank as a portfolio manager, vice president, and trust-securities trading manager. Curtis is a member of the Phoenix Society of Financial Analysts. Mr. Curtis is a graduate of Cornell College, has received an MBA degree from Arizona State University and is a Chartered Financial Analyst. | ||
| Kimball Young | Principal | 2001 | 2009 |
| Biography | Young is senior vice president with Aquila Management Company, his employer since 1992. In addition, he was a principal of Lewis Young Robertson & Burningham from 1995 to 2001. He was senior vice president-public finance with Kemper Securities from 1981 until 1992. | ||
| Thomas Albright | Senior Vice President | 2001 | 2009 |
| Biography | Albright has been senior vice president with Aquila Investment Management LLC. He served as an officer of Banc One Investment Advisors Corporation from 1995 to 2000. Albright was employed by Liberty National Bank of Louisville, KY, where he was responsible for management of its investment portfolio from 1981 to 1995. | ||
| Richard Baird | Lead Portfolio Manager | 1999 | 2001 |
| Biography | Mr. Baird joined American Independence in June 2012. Mr. Baird also manages fixed income and value equity strategies at Yellowstone Partners, which he joined in January 2010. He is a Chartered Financial Analyst and member of the Institute of Chartered Financial Analysts. He has managed municipal bonds and equities for high net-worth clients and mutual funds for over 25 years. Mr. Baird founded Wind River Advisors LLC in March 2008, an investment firm acquired by Yellowstone Partners in 2009. Mr. Baird’s background includes Senior Vice President of Zions Bank and Chief Investment Officer of the investment division of Western National Trust Company, the 6-state Zions’ subsidiary. He was Vice President at Seafirst Bank in Seattle where he chaired the Equity Strategy Committee and Vice President at First Security Investment Management where he managed foundations and the firm’s municipal bond funds. Mr. Baird is a past officer of the CFA Society of Salt Lake. | ||
| Christopher P. Foley | - | 1998 | 1999 |
| Sterling K. Jenson | President, CEO | 1992 | 1998 |
| Biography | Jenson is president and chief executive officer of First Security Investment Management, his employer since March 1990. Previously, he spent three years as a trust-investment manager with the First Interstate Bank of Nevada. He was also affiliated with Moore Trust Company, Smoot, Miller, Cheney & Company, LDS Church, and Ford Motor Company. Jenson is a Chartered Financial Analyst and a Chartered Investment Counselor. | ||
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