Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc., a Boston-based investment manager, provides day-to-day discretionary portfolio management as a sub-adviser of Breckinridge Intermediate Municipal Strategy and Breckinridge Limited Duration Municipal Strategy accounts, including investment selection and trade execution. Breckinridge is an independently owned asset manager specializing in investment grade fixed income portfolio management. They have more than $47 billion in assets under management as of December 31, 2023 and 30 years of experience managing municipal bond separately managed accounts.
Maggie is a portfolio manager at Breckinridge. In her role, Maggie is responsible for the day-to-day management and monitoring of client portfolios. Maggie has been with the firm since December 2017 and has over seven years of investment industry experience. She spent two years on the consultant relations team before transitioning to her current role in 2020. Prior to Breckinridge, she was an advisory services associate for Gurtin Municipal Bond Management. Maggie holds a B.S. in financial mathematics and statistics from University of California, Santa Barbara. She is a CFA® charterholder. Maggie is based in San Diego.
Andressa is an associate portfolio manager at Breckinridge. In her role, Andressa supports the portfolio managers and traders with various aspects of the investment process, including portfolio implementation, investment management, portfolio analysis and reporting. Andressa joined Breckinridge's client services team in 2018 and transitioned to trading in 2020. She began her current role in 2022. Prior to Breckinridge, she worked for JPMorgan Chase, first as an investor relations analyst and then as a compliance analyst. Andressa holds a B.A. in economics from Framingham State University and an MBA from the Boston University Questrom School of Business.
Brian is a portfolio analyst at Breckinridge. In his role, Brian supports the portfolio managers and traders with various aspects of the investment process, including portfolio implementation, investment management, portfolio analysis and reporting. He has been with the firm since 2012 and has more than 16 years of industry experience. Brian was a senior reconciliation specialist before assuming his current role in 2022. Prior to Breckinridge, Brian worked at State Street Bank & Trust Co., initially as a fund administrator and then as a trade operations/client service associate. He holds a B.A. in history from the State University of New York at Oswego and an MBA from Northeastern University’s D'Amore-McKim School of Business.
