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Julio C. Bonilla, CFA

Portfolio Manager at Schroders


 

Background

Julio C. Bonilla, CFA, is a Portfolio Manager for the Hartford Schroders Tax-Aware Bond Fund. He serves as a municipal bond specialist on the team responsible for managing all Multi-Sector portfolios including the Value portfolios.

Julio joined Schroders in 2013 following the acquisition of STW Fixed Income Management, where he had worked since 2010. At STW, Julio was Principal, Portfolio Manager, and a member of the team responsible for managing $11 billion in Multi-Sector portfolios including Core, Long Duration, Short Duration, and Tax-Aware strategies.

Previously, Julio spent 10 years with Wells Capital Management, where he held the title of Senior Portfolio Manager. As a lead portfolio manager at Wells Capital, Julio was instrumental in developing Wells Capital’s municipal derivatives strategy. While there, he cultivated an expertise in municipal fixed income management and was responsible for account activity from trading to portfolio strategy.

Julio earned an MBA in Finance from Pepperdine University and a BA in Political Science from the University of San Diego. He holds the Chartered Financial Analyst designation.

Experience

Professional experience since 1998

Schroders
2013-present

STW Fixed Income Management
2010-2013

Wells Capital Management

Education

BA, University of San Diego
MBA, Pepperdine University

 

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