Aquila Churchill Tax-Free Fund of Kentucky Class Y
Aquila Municipal Trust
120 West 45th Street, Suite 3600
New York, NY 10036
Anthony Tanner,Lead Manager since March 6, 2018
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 Bachelorâs degree in business from St. Louis University. He is a CFA Charterholder and a member of the CFA Institute and the Phoenix CFA Society.
Morningstar Style Box
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