Joe Lepinski
Municipal Bond Trader and Analyst at Sit Investment Associates Inc.
About
Joe Lepinski is a Municipal Bond Trader and Analyst at Sit Investment Associates, Inc., where he specializes in municipal credit research and analysis for both sectors and individual fixed income securities. His expertise lies in evaluating the creditworthiness and market dynamics of municipal bonds, with a focus on sectors such as public power, transportation, healthcare, and local government finance. In this role, Joe is responsible for trading municipal bonds and providing actionable insights to support portfolio management decisions, ensuring clients benefit from rigorous analysis and strategic positioning in the municipal bond market.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sit Investment Associates, Inc. | Municipal Bond Trader and Analyst | Jan 2022 to Present | — |
| Sit Investment Associates | Client Services Representative | Feb 2007 to Jul 2023 | Mutual Fund primary interface with Manager Research divisions, providing ongoing product and market perspective and importing consultant insight to the Firm. Expertly presented Sit Investment strat... |
| Sit Investment Associates | Municipal Credit Analyst | Nov 2018 to Jul 2023 | — |
| Sit Investment Associates | Commercial Paper Analyst | Jul 2007 to Apr 2009 | Performed qualitative and quantitative analysis on over a dozen companies for $100 million Sit Money Market Fund. Researched and evaluated industrial, pharmaceutical, energy, and consumer staple comp... |
| Raymond James Financial Services | Investment Advisor | Nov 2005 to Feb 2007 | Provided recommendation to client after reviewing their asset allocations and writing report. Performed due diligence on new mutual funds, UIT’s, equity securities, and closed end funds in client por... |
Education
University of St. Thomas
Master of Business Administration (MBA), Finance
2013 — 2015
Others at Sit Investment Associates Inc. (15)
| Name | Role | Location |
|---|---|---|
B Bryce Doty | Sr. Portfolio Manager and Sr. VP | Inver Grove Heights, MN , United States |
D Deepak Chaulagai | Senior Equity Analyst | Lakeville, MN , United States |
 | Equity Research Analyst | Minneapolis, MN , United States |
 | Research Analyst | Minneapolis, MN , United States |
 | VP - Senior Equity Analyst and Portfolio Manager | Minneapolis, MN , United States |
L Lee Feltman | Vice President, Research and Investment Management | Minneapolis, MN , United States |
M Mark Book | Portfolio Manager | Minneapolis, MN , United States |
 | Equity Research Analyst | Minneapolis, MN , United States |
M Mike Hubbard | VP - Portfolio Manager | Minneapolis, MN , United States |
P Paul Jungquist | Portfolio Manager | Minneapolis, MN , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
J Jeff Wieneke | CFO, Managing Director | Winslow Capital Management, LLC | Eden Prairie, MN , United States |
J Jill Fuller | Managing Director, Chief Risk Officer | Winslow Capital Management, LLC | Long Lake, MN , United States |
J Jeremy Gogos | Quantitative Analyst | Securian Asset Management, Inc. | Saint Paul, MN , United States |
 | Portfolio Manager | Securian Asset Management, Inc. | Saint Paul, MN , United States |
A Andrew Flis | Portfolio Manager | Peregrine Capital Management LLC | Saint Paul, MN , United States |
 | Portfolio Manager | Peregrine Capital Management LLC | Minnetonka, MN , United States |