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.

As the former co-head of the OppenheimerFunds Rochester Municipal Bond Team, Willis managed $26 billion in assets and focused on delivering top decile weighted average performance and top yield Municipal Bond Funds for nearly 20 years. Now, Willis will utilize his decades of industry experience and unique, institutional perspective to collaborate on investment implementation and research for all three of Principal Street Partners’ fixed income strategies. These strategies include High Income Municipal Bond, Short Duration Municipal Bond and Distressed Municipal Bond. He also will be the chair of the Principal Street Partners investment committee.

“Principal Street represents the opportunity to get back to results-oriented, client-focused investing. I look forward to building and growing upon the solid foundation already in place at Principal Street Partners,” comments Willis.


About Principal Street Partners

Based in Memphis, TN, Principal Street Partners is a $1.75 Billion asset manager and SEC-registered investment advisor with additional offices in Boston, MA, Pocatello, ID, Rochester, NY and Englewood, NJ. Founded in 2016, the firm focuses on innovative investment strategies with an emphasis on a disciplined investing approach focused on capital preservation. More information can be found at or by calling 844.678.6900.