JT THOMPSON (left) and TODD CURTIS (right) are the Co-Portfolio Managers of Tax-Free Fund For Utah.
JT THOMPSON was named Vice President and co-manager of Tax-Free Fund For Utah in October, 2009. Mr. Thompson is also the backup manager of Tax-Free Trust of Arizona and Churchill Tax-Free Income Fund. Prior to joining the Aquila Group of Funds, Mr. Thompson was involved in underwriting, managing and co-managing billions of dollars in Utah municipal debt as Senior Vice President in the Public Finance Department of Wells Fargo Brokerage Services in Utah. JT was previously with First Security Bank (which was acquired by Wells Fargo) where he served on the credit committee and helped establish a municipal trading and underwriting department. Mr. Thompson started his career in California as a principal of Financial Market Services (later acquired by Wedbush Securities) where he was a municipal bond underwriter and trader until moving to Utah.
TODD CURTIS has been the Portfolio Manager of Tax-Free Trust of Arizona since its inception in 1986 and the Portfolio Manager of Churchill Tax-Free Fund of Kentucky since May, 2009. Prior to joining Aquila, Mr. Curtis was a Vice President and fixed income manager of Banc One Investment Advisors where he had held various portfolio management and trading positions since 1982. Previously, Mr. Curtis worked for seven years in the insurance industry with Arthur J. Gallagher & Company, IL, Marsh & McLennan, IL and The Travelers Insurance Company, CT. Mr. Curtis is a Chartered Financial Analyst (CFA), and a member of the Society of Financial Analysts and the Institute of Chartered Financial Analysts.