Amy Lee
Director/Board Member chez GUGGENHEIM ACTIVE ALLOCATION FUND
Profil
Amy Jo Lee is currently working as a Secretary & Vice President at Rydex Series Funds, Rydex Dynamic Funds, Rydex ETF Trust, Guggenheim Taxable Municipal Bond & Investment Grade Debt Tr., Guggenheim Strategy Funds Trust, Guggenheim Credit Income Fund, Guggenheim Strategic Opportunities Fund, Rydex Variable Trust, Guggenheim Floating Rate & Income Fund, Guggenheim Energy & Income Fund, and Guggenheim Active Allocation Fund.
She has previously worked as a Director & Chief Legal Officer at Guggenheim Credit Allocation Fund, Senior Managing Director at Guggenheim Investments, Inc., Head-Business Management & Consulting at Invesco Ltd., Secretary & Chief Compliance Officer at Security Distributors LLC, Vice President & Associate General Counsel at Security Benefit Life Insurance Co., Head-US Product, Trading & Fund Administration at Deutsche Asset Management, Inc., Secretary at Rydex Fund Services LLC, Trustee, Chief Legal Officer & Vice President at Fiduciary, Vice President at Guggenheim Equal Weight Enhanced Equity Income Fund, VP-Associate General Counsel & Assistant Secretary at Benefit Life Insurance Co., Vice President & Associate General Counsel at Security Benefit Corp., Chief Legal Officer at Managed Duration Investment Grade Municipal Fund, Chief Legal Officer, Trustee & Vice President at Guggenheim Enhanced Equity Income Fund, Vice President at Guggenheim Enhanced Equity Strategy Fund, and Associate General Counsel & Assistant Secretary at Security Benefit Life Insurance Co. and Security Benefit Corp.
Postes actifs de Amy Lee
| Sociétés | Poste | Début |
|---|---|---|
| GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | Director/Board Member | 01/01/2018 |
| GUGGENHEIM TAXABLE MUNICIPAL BOND & INVESTMENT GRADE DEBT TRUST | Director/Board Member | 01/02/2018 |
| GUGGENHEIM ACTIVE ALLOCATION FUND | Director/Board Member | 01/01/2021 |
Guggenheim Credit Income Fund
 Guggenheim Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Credit Income Fund operates as a finance investment company. It provides shareholders with current income, capital preservation and long-term capital appreciation. The company was founded on September 5, 2014 and is headquartered in New York, NY. | General Counsel | 01/01/2018 |
Guggenheim Energy & Income Fund
 Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL. | Director/Board Member | 01/01/2018 |
| Rydex Dynamic Funds | Corporate Secretary | 01/01/2008 |
Guggenheim Strategy Funds Trust
 Guggenheim Strategy Funds Trust Investment Trusts/Mutual FundsMiscellaneous Guggenheim Strategy Funds Trust is an open-end management investment company. The trust comprises of 3 funds: Guggenheim Strategy Fund I, Guggenheim Strategy Fund II and Guggenheim Strategy Fund III, which invests in a diversified portfolio of debt securities and financial instruments. Guggenheim Strategy Funds Trust was founded on November 8, 2013 and is headquartered in Rockville, MD. | Corporate Secretary | 01/01/2013 |
| Rydex Variable Trust | Corporate Secretary | 01/01/2008 |
| Rydex Series Funds | Corporate Secretary | 01/01/2008 |
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Anciens postes connus de Amy Lee
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Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| INVESCO PLC (CAN) | Finance |
| Entreprise privées | 24 |
|---|---|
| Rydex Series Funds | |
| Rydex Dynamic Funds | Miscellaneous |
Security Distributors LLC
 Security Distributors LLC Investment Banks/BrokersFinance Part of Security Benefit Life Insurance Co., Security Distributors LLC is a private company based in Topeka, KS. | Finance |
Security Benefit Life Insurance Co.
 Security Benefit Life Insurance Co. Multi-Line InsuranceFinance Security Benefit Life Insurance Co. engages retirement savings and income products. It provides merit-based distribution strategy that helps advisors meet their client’s retirement needs. The company was founded in 1892 and is headquartered in Topeka, KS. | Finance |
| Rydex ETF Trust | Miscellaneous |
Deutsche Asset Management, Inc.
 Deutsche Asset Management, Inc. Investment ManagersFinance Deutsche Asset Management, Inc. provides asset management and investment advisory services. The company is based in New York, NY. | Finance |
Rydex Fund Services LLC
 Rydex Fund Services LLC Investment ManagersFinance Rydex Fund Services LLC engages in transfer agency, accounting, compliance, and information technology services. The company was founded in 1993 and is headquartered in Rockville, MD. | Finance |
Fiduciary/Claymore Energy Infrastructure Fund
 Fiduciary/Claymore Energy Infrastructure Fund Investment Trusts/Mutual FundsMiscellaneous Fiduciary/Claymore Energy Infrastructure Fund is a closed-end management investment company. It engages in the provision of after-tax total return with an emphasis on current distributions paid to shareholders. The company was founded on October 4, 2004 and is headquartered in Chicago, IL. | Miscellaneous |
Guggenheim Taxable Municipal Bond & Investment Grade Debt Tr.
 Guggenheim Taxable Municipal Bond & Investment Grade Debt Tr. Investment Trusts/Mutual FundsMiscellaneous Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust is a diversified and closed-end management investment company, which engages in the investment activities for long-term capital appreciation. The company was founded on June 30, 2010 and is headquartered in Chicago, IL. | Miscellaneous |
Guggenheim Equal Weight Enhanced Equity Income Fund
 Guggenheim Equal Weight Enhanced Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Equal Weight Enhanced Equity Income Fund - is a closed-end investment fund. Its investment objective is to provide a high level of risk-adjusted total return with an emphasis on current income. The company was founded on July 11, 2011 and is headquartered in Chicago, IL. | Miscellaneous |
Guggenheim Credit Allocation Fund
 Guggenheim Credit Allocation Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Credit Allocation Fund operates as a mutual fund closed-end investment. It seeks to achieve a total return of current income and capital appreciation. The company was founded on June 7, 2012 and is headquartered in Chicago, IL. | Miscellaneous |
Guggenheim Strategy Funds Trust
Guggenheim Strategy Funds Trust Investment Trusts/Mutual FundsMiscellaneous Guggenheim Strategy Funds Trust is an open-end management investment company. The trust comprises of 3 funds: Guggenheim Strategy Fund I, Guggenheim Strategy Fund II and Guggenheim Strategy Fund III, which invests in a diversified portfolio of debt securities and financial instruments. Guggenheim Strategy Funds Trust was founded on November 8, 2013 and is headquartered in Rockville, MD. | Miscellaneous |
Guggenheim Credit Income Fund
Guggenheim Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Credit Income Fund operates as a finance investment company. It provides shareholders with current income, capital preservation and long-term capital appreciation. The company was founded on September 5, 2014 and is headquartered in New York, NY. | Miscellaneous |
| Benefit Life Insurance Co. | Finance |
Guggenheim Strategic Opportunities Fund
 Guggenheim Strategic Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Strategic Opportunities Fund operates as a diversified, closed-end management investment company. The fund intends to maximize total return through a combination of current income and capital appreciation. It pursues a relative value-based investment philosophy, which utilizes quantitative and qualitative analysis to seek to identify securities or spreads between securities that deviate from their perceived fair value and/or historical norms. The company was founded on November 13, 2006 and is headquartered in Chicago, IL. | Miscellaneous |
| Rydex Variable Trust | Miscellaneous |
| Guggenheim Investments, Inc. | Finance |
Security Benefit Corp.
 Security Benefit Corp. Packaged SoftwareTechnology Services Security Benefit Corp. develops customized retirement solutions for employers and individual investors. It serves to the retirement savings market. The firm products for individuals include fixed annuities, mutual fund custodial and variable annuities. It offers 401(k) and 403(b) plan solutions, plan comparison and various administrative services for the insurance and financial services industry. The company also provides business processing and broker/dealer solutions tailored to the financial services marketplace. Security Benefit was founded in 1892 and is headquartered in Topeka, KS. | Technology Services |
Managed Duration Investment Grade Municipal Fund
 Managed Duration Investment Grade Municipal Fund Investment Trusts/Mutual FundsMiscellaneous Managed Duration Investment Grade Municipal Fund operates as a closed-end investment fund/trust. It intends to provide its shareholders with current income exempt from federal income tax while seeking to protect the value of the assets during periods of interest rate volatility. The company was founded on May 20, 2003 and is headquartered in New York, NY. | Miscellaneous |
Guggenheim Enhanced Equity Income Fund
 Guggenheim Enhanced Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Enhanced Equity Income Fund is a closed-end investment fund/investment trust. Its investment objective is to seek high level of current income and current gains, with a secondary objective of long-term capital appreciation. The company was founded on December 3, 2004 and is headquartered in Chicago, IL. | Miscellaneous |
Guggenheim Enhanced Equity Strategy Fund
 Guggenheim Enhanced Equity Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Enhanced Equity Strategy Fund operates as a diversified, closed-end management investment company. Its investment objective is to seek a high level of current income with a secondary objective of long-term capital appreciation. The company was founded on October 20, 2003 and is headquartered in Lisle, IL. | Miscellaneous |
Guggenheim Floating Rate & Income Fund
 Guggenheim Floating Rate & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Floating Rate & Income Fund is a newly-organized, diversified, closed-end management investment company. The Fund's objective is to provide a high level of current income while maximizing total return. It invests at least 80% of its assets in floating rate senior secured syndicated bank loans, floating rate revolving credit facilities and floating rate unsecured loans. The company offers opportunities for investors seeking an alternative to traditional fixed-income securities that may help hedge interest rate and inflation exposure. Guggenheim Floating Rate & Income Fund was founded on October 24, 2013 and is headquartered in Lisle, IL. | Miscellaneous |
Guggenheim Energy & Income Fund
Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL. | Miscellaneous |
Guggenheim Active Allocation Fund
 Guggenheim Active Allocation Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Active Allocation Fund is a closed-end management investment firm. The company was founded on May 20, 2021 and is headquartered in Chicago, IL. | Miscellaneous |
