Category Archives: Press

March 1, 2021

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

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.

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

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.

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

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.

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

Yahoo Finance recently announced that Troy Willis, J.D., CFA has joined Principal Street Partners as the firm’s new CIO of Municipal Strategies.
September 14, 2020

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

The current low inflation environment may be coming to an end following the Federal Reserve’s new inflation monitoring guidelines.
July 29, 2020

James West Discusses Income Investing Strategies with ThinkAdvisor

With interest rates nearing zero and stalwart companies cutting dividends, income investing is more challenging than ever before.