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TODD CURTIS has been the Portfolio Manager of Churchill Tax-Free Fund of Kentucky since May, 2009. Mr. Curtis had previously been the back-up portfolio manager of Churchill Tax-Free Fund of Kentucky since 2004 and is also the lead manager of the Aquila Group of Funds Tax-Free Trust of Arizona, a role he has held since the inception of the Trust in 1986. As the prior back-up portfolio manager for Churchill Tax-Free Fund of Kentucky, Todd is closely familiar with aspects of the portfolio and the Kentucky municipal debt market that are specific to the fund.
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Prior to joining Aquila’s staff, Mr. Curtis was a Vice President and fixed income manager of Banc One Investment Advisors. He held various portfolio management and trading positions at Bank One since 1982, where he managed individual accounts, a proprietary single-state municipal bond fund, as well as the Aquila Group of Funds Tax-Free Trust of Arizona. Mr. Curtis was a member of the Banc One Fixed Income Funds Sub-Committee.
Previously, Mr. Curtis worked for seven years in the insurance industry with Arthur J. Gallagher & Company in Rolling Meadows Illinois, Marsh & McLennan in Chicago, Illinois and The Travelers Insurance Company in Hartford, Connecticut. Mr. Curtis is CFA charterholder. He is a member of the Society of Financial Analysts and the Institute of Chartered Financial Analyst. He received a B.A. in Economics from Cornell College in 1971 and a M.B.A. from Arizona State University in 1981.
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