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The investment seeks a high level of federally tax-free income over the long term consistent with preservation of capital. Under normal market conditions, the fund will invest at least 80% of its net assets, plus any amount for borrowing, in investment grade municipal securities, the income from which is exempt from regular federal income tax. It does not limit itself to securities of a particular maturity range, however, a majority of its assets will typically be invested in intermediate to long-term maturities (3 years or longer).
Name | Title | Since | Until |
---|---|---|---|
Emilia Connor-Brady | Portfolio Manager | 2023 | Now |
Biography | Ms. Connor-Brady is a CFA charter holder and a member of the Municipal Income Fund Team. She is a Credit Analyst for the Adviser and has been with the Adviser since 2018. | ||
David Theobald | Senior Portfolio Manager | 2016 | Now |
Biography | Mr. Theobald joined Johnson Asset Management in 2013 and serves as a Senior Portfolio Manager. David is also a member of the Fixed Income Strategy Team. His primary responsibilities include fixed income portfolio management, trading and credit analysis, specializing in short duration securities. Previously, David held the position of Fixed Income Analyst. Prior to joining the firm, David held positions with Fort Washington Investment Advisors and Cincinnati Financial Corporation. He received a B.B.A. in Finance from the University of Cincinnati and holds the Chartered Financial Analyst designation. | ||
Michael Leisring | Chief Investment Officer | 2003 | Now |
Biography | Mr. Leisring joined Johnson Asset Management in 1999 and serves as the Chief Investment Officer of Fixed Income. He is a shareholder of the firm and a member of the Fixed Income Strategy Team. His primary responsibilities include fixed income portfolio management, credit analysis, and leading the firm’s fixed income group. Mr. Leisring currently serves as member of the Finance Committee, a member of the Portfolio Strategy and Asset Allocation team, and the lead manager on the fixed income mutual fund complex. He has over 20 years of industry experience including roles in Trading, Analysis, and Research. Mr. Leisring served as the Director of Fixed Income from 2013 to 2021. He received a B.S. in Finance & Accounting from Miami University and holds the Chartered Financial Analyst (CFA) designation. | ||
Jason Jackman | CIO (Chief Investment Officer) | 1994 | 2024 |
Biography | Mr. Jackman is the Chief Executive Officer of Johnson Investment Counsel and a shareholder of the firm. Previously, he was Director of Fixed Income and Institutional Management. Mr. Jackman has been with the firm since 1993, joining soon after earning his bachelor’s degree in economics from Wittenberg University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the Cincinnati Society of Financial Analysts. | ||
Dale Coates | Vice President | 1994 | 2022 |
Biography | Mr. Coates is a CFA charterholder and has been a member of the Opportunity, Fixed Income, and Municipal Income Funds teams since the respective inception date for each of these Funds. He is currently Vice President of the Johnson Mutual Funds Trust and an Institutional Portfolio Manage. He has been with the Adviser in a portfolio management role for over 20 years. |
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