Managed Accounts

Customized portfolios selected and managed by professional managers.

AAM’s in-house portfolio management team is led by six highly qualified investment professionals, each averaging over 30 years of industry experience. Our unique combination of industry professionals allows for the open exchange and debate of ideas to effectively manage portfolio risk and take advantage of market opportunities and inefficiencies. These seasoned professionals have confronted, overcome and successfully managed their way through both bull and bear markets. Each possesses the knowledge and the experience to add value at every step of the management process.

Scott Colyer, Chief Executive Officer & Chief Investment Officer

A highly respected and recognized portfolio manager, Scott Colyer has been the Chief Executive Officer and Chief Investment Officer since 1998. In 2007 and 2010, Mr. Colyer was chosen as one of Pensions & Investment Magazine’s top high yield managers. With over 27 years of experience, he is an accomplished fixed income strategist whose insight is frequently featured in leading financial publications, including Barrons, The Bond Buyer, Business Week, CNBC, CNNMoney, Fortune Magazine, Fox Business TV, InvestmentNews, MarketWatch and The Wall Street Journal. Mr. Colyer earned his law degree from Washburn University and his Bachelor’s degree from Pittsburg State University.

Mike Boyle, CFA, Senior Vice President, Asset Management

Mike Boyle has over 15 years experience as an analyst and portfolio manager and joined the firm in June 2006. Mr. Boyle oversees the security selection and supervision for a number of the firm’s unit investment trusts and also serves as a portfolio manager for AAM’s separately managed accounts. He previously served as the Managing Director of Research & Development at Claymore Securities and as the Vice President of Equity Strategy Research at First Trust Portfolios.

Mr. Boyle earned an MS degree in Operations Research from the Naval Postgraduate School and a Bachelor of Science degree in Electrical Engineering from the University of Illinois at Urbana Champaign. He also served for more than 11 years as an aviator in the U.S. Navy and obtained the rank of Lieutenant Commander.

Jim Costas, Senior Executive Vice President, Asset Management

Jim Costas serves as Senior Executive Vice President of Asset Management. Mr. Costas has over 30 years of bond trading experience, previously serving as Vice President/Trader for both EF Hutton and Prudential Securities. In addition, he served as Director/Trader at SunTrust Bank and joined the firm in 2002. Mr. Costas received a Bachelor of Science degree from Ithaca College in 1977.

Brian Gilbert, First Vice President, Portfolio Manager

Brian Gilbert is First Vice President of the Managed Accounts Department as well as a Portfolio Manager. Mr. Gilbert has been with AAM since 2006 and has over 20 years of industry experience. Previously, he has held positions at Charles Schwab (Schwab Institutional), Murphey Favre Inc. and Merrill Lynch. Mr. Gilbert earned a Bachelor of Science degree in Business (Finance) from the University of Colorado at Boulder.

Jonathan Law, Vice President, Portfolio Manager

Jonathan Law is a Portfolio Manager with Advisors Asset Management and has over 13 years of investment experience. Prior to joining AAM in 2009, Mr. Law was a Portfolio Analyst at Pilot Advisors, a hedge fund/investment manager in New York City, where he researched equity and fixed income securities, executed trades and monitored long-only portfolios.

Mr. Law earned his undergraduate degree from New York University in Economics. He holds the FINRA licenses 7, 24 and 66 registrations.

JB Golden, CFA, First Vice President, Portfolio Manager

JB Golden is a Vice President and Portfolio Manager with Advisors Asset Management and has over 12 years of investment experience. Prior to joining the portfolio management team, Mr. Golden served as 1st Vice President/Regional Director, managing AAM’s South Region fixed income sales and service desk. In addition, he has served the firm in both a fixed income sales and trading capacity since joining the firm in 2004.

Mr. Golden earned his undergraduate degree from Texas A&M University and his law degree and MBA from the University of Houston. He holds FINRA 7, 24, 65 and 66 registrations and is a CFA® charterholder.

External Portfolio Management Teams

AAM’s strategic alliance with institutional-quality investment managers has allowed us to expand the suite of investment solutions that are available to you and your clients. For more information on our network of strategic partners, click here.

AAM Managed Strategies