Managed Accounts

Cliff Corso
Chief Executive Officer & Chief Investment Officer

Cliff serves as the Chief Executive Officer and Chief Investment Officer of AAM. He joined the firm in 2021, bringing with him his reputation for leadership and deep understanding of the financial markets. Prior to AAM, Cliff was at Insight Investment and served as the Executive Chairman, North America. Cliff joined Insight in January 2015 following BNY Mellon’s acquisition of Cutwater Asset Management (Cutwater). While at Cutwater, Cliff held the dual roles of CEO and Chief Investment Officer and helped build the firm to one of the largest fixed income managers in the world. Prior to Cutwater, Cliff served as a senior fixed income portfolio manager at Alliance Capital Management. Throughout his career, he has also served as a credit analyst, lender, restructuring specialist and trader.  

Cliff was an early pioneer in the secured and credit derivatives markets, developing several investment programs starting in the 1990s, expanding this area to create cash and synthetic CDOs and conduit. He is a frequent guest on CNBC and has lectured on finance at various universities.

Mr. Corso graduated from Yale University with a degree in economics and earned an MBA from Columbia University. He currently holds Series 7, 24, and 63 licenses from the Financial Industry Regulatory Authority (FINRA) and is a member of the Fixed Income Analysts Society.

Matt Lloyd
Chief Investment Strategist and Executive Vice President, Head of Distribution & Capital Markets

Matt Lloyd serves as Chief Investment Strategist and Executive Vice President, Head of Distribution & Capital Markets at Advisors Asset Management.

With over 30 years of industry experience, Matt utilizes key economic indicators, consumer behavior, and cognitive dissonance to uncover trends and strategic opportunities. His passion and insight for examining and deciphering macro events and their impact on investors has been featured in numerous financial and media outlets, with guest appearances on programs such as CNBC and Fox Business. Matt’s commentary regularly appears in prominent publications such as The Wall Street Journal, CNN Money, Forbes, and Investment News.

In addition to his thought leadership, Matt is Executive Vice President, Head of Distribution & Capital Markets, where he leads AAM’s capital markets sales and business effort. Matt works closely with the Capital Markets Sales Team to create a collaborative work environment that seeks to deliver appropriate and timely portfolio solutions while growing AAM’s distribution platform.

Matt holds a degree in Economics with an emphasis in Business, Math, and Psychology from the University of Kansas. He currently holds Series 7, 8, 63, 65, and 66 FINRA licenses.

Jacob Johnston, CFA, Deputy Chief Investment Officer, Executive Director, Portfolio Manager

Jacob Johnston is Vice President, Portfolio Manager with Advisors Asset Management and has over 18 years of investment experience. He currently oversees security selection and supervision for several of the firm’s unit investment trusts including quantitative strategies and themed portfolios and also serves as a portfolio manager for separately managed accounts.

Mr. Johnston earned his undergraduate degree from Western Illinois University and his graduate degree from Keller Graduate School of Management. He holds a Chartered Financial Analyst (CFA®) designation and Series 7, 24 and 66 registrations.

Brian Gilbert, Senior Vice President, Portfolio Manager

Brian Gilbert is Senior Vice President of the Managed Accounts Department as well as a Portfolio Manager. Mr. Gilbert has been with AAM since 2006 and has over 30 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.

JB Golden, CFA, Executive Director, Portfolio Manager

JB Golden is an Executive Director and Portfolio Manager with Advisors Asset Management and has over 21 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.

AAM’s strategic alliance with institutional-quality investment managers has allowed us to expand the suite of investment solutions we offer investors. Learn more about our network of strategic partners.