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MarketWatch: Former OppenheimerFunds Rochester Head Troy Willis, J.D., CFA Joins Principal Street

MarketWatch: Former OppenheimerFunds Rochester Head Troy Willis, J.D., CFA Joins Principal Street

by Carrie Wanous | Mar 1, 2021 | Press

MarketWatch recently reported that the former co-head of the OppenheimerFunds Rochester Municipal Bond Team Troy Willis, J.D., CFA has joined Principal Street Partners. Acting as the firm’s new Chief Investment Officer of Municipal Bond Strategies, Willis will use his...
Morningstar: Troy Willis, J.D., CFA Joins Principal Street as the Chief Investment Officer of Municipal Bond Strategies

Morningstar: Troy Willis, J.D., CFA Joins Principal Street as the Chief Investment Officer of Municipal Bond Strategies

by Carrie Wanous | Mar 1, 2021 | Press

In a recent article, Morningstar announced Principal Street Partners’ newest addition to the firm: Chief Investment Officer of Municipal Bond Strategies Troy Willis, J.D., CFA. As the former co-head of the OppenheimerFunds Rochester Municipal Bond Team, Willis managed...
Boston Herald Announces Principal Street’s New Chief Investment Officer of Municipal Bond Strategies

Boston Herald Announces Principal Street’s New Chief Investment Officer of Municipal Bond Strategies

by Carrie Wanous | Mar 1, 2021 | Press

The Boston Herald recently announced that seasoned industry veteran Troy Willis, J.D., CFA , former co-head of the OppenheimerFunds Rochester Municipal Bond Team for nearly two decades, has formally joined Principal Street Partners to act as the firm’s Chief...
Yahoo Finance Announces Troy Willis, J.D., CFA as Principal Street’s New Chief Investment Officer of Municipal Bond Strategies

Yahoo Finance Announces Troy Willis, J.D., CFA as Principal Street’s New Chief Investment Officer of Municipal Bond Strategies

by Carrie Wanous | Mar 1, 2021 | Press

Yahoo Finance recently announced that Troy Willis, J.D., CFA has joined Principal Street Partners as the firm’s new Chief Investment Officer of Municipal Strategies. Willis is a season industry veteran who brings more than 20 years of municipal bond market experience...
James West Discusses Investments that Counteract Inflation with U.S. News & World Report

James West Discusses Investments that Counteract Inflation with U.S. News & World Report

by Chris | Sep 14, 2020 | Commentaries, Press

The current low inflation environment may be coming to an end following the Federal Reserve’s new inflation monitoring guidelines. According to their late-August announcement, the central bank’s new guidelines now allow inflation levels to range between an annual rate...
James West Discusses Income Investing Strategies with ThinkAdvisor

James West Discusses Income Investing Strategies with ThinkAdvisor

by msanders17 | Jul 29, 2020 | Commentaries, Press

With interest rates nearing zero and stalwart companies cutting dividends, income investing is more challenging than ever before. However, just because it is challenging does not mean it is impossible. For insights on how income-investors can effectively adapt to the...
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