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Karpus Investment Management

183 Sully's Trail
Pittsford NY 14534
Contact(s):
Sheri Agnello - Senior Client Support Assistant
David P. Angeline - Assistant Vice President/401(k) Specialist
Christi Cott - Assistant Account Executive
Kathleen F. Crane - Chief Financial Officer
David D'Ambrosio - Senior VP
Patti DeCarolis - Assistant Account Executive
Michael Donnelly - Vice President, MBA, CFP
Thomas M. Duffy - Senior Vice President & Director of Operations
Brett Gardner - Senior Corporate Governance Analyst
Jodi Hedberg - Chief Compliance Officer
Victoria A. Hemiup, CRPS - Assistant Vice President
George Karpus - Chairman Emeritus
Daniel L. Lippincott, CFA - Chief Investment Officer
Tony Mirrione, CFP - Performance Analyst
Joseph G. Mowrer - Senior Tax-Sensitive Fixed Income Analyst
Bozena Pomponio - Analyst/Portfolio Manager
Christine Porter - Assistant Account Executive
James M. Quackenbush - CFA-Senior Domestic Equity Analyst
Christopher Raby, CFA - Senior Taxable Fixed Income Portfolio Manager
Taylor Reynolds - Equity Analyst
Marijoyce Ryan, CPP - Vice President of Fiduciary Services
Byron S. Sass, CFA - Fixed Income Analyst
Sharon Thornton Lomando - Executive Vice President
Charles T. Trible, CFA - Equity Analyst
Dana Warden - Operations Assistant
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About

Karpus Investment Management is a fee-based, independent Registered Investment Advisory firm providing balanced and specialty management including fixed-income (taxable and tax-advantaged), cash, domestic equity and international equity management. It is important to judge a manager’s success over full market cycles. Any manager may outperform the market for shorter periods of time, but full market cycles separate “luck” from “expertise.” We structure an extensively diversified portfolio that will be designed according to your investment goals and risk tolerance.

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