Advisors Asset Management CEO and leadership

Cliff joined Insight and the Executive Management Committee in January 2015 following BNY Mellon’s acquisition of Cutwater Asset Management (Cutwater).

Cliff joined Cutwater, a solutions-based fixed income manager, in 1994, where he helped to build the firm to approximately $20bn in assets under management. Prior to joining 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, trader and chief investment officer.

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

Cliff holds a BA in Economics from Yale University and an MBA from Columbia University. He maintains Series 7, 24, and 63 licenses from the Financial Industry Regulatory Authority (FINRA) and is a member of the Fixed Income Analysts Society. He is also an Associated Person (Series 3) with the National Futures Association.

Opie is Chief Financial Officer at Advisors Asset Management, Inc. (AAM). Jeff has over 15 years of experience in the financial services industry. Prior to joining AAM, Jeff worked at Incapital LLC for over six years, where he most recently held the title of Controller. He also spent six years at Grant Thornton LLP in the assurance practice concentrating on the financial services industry.

Jeff holds a BBA in Accounting and Masters of Professional Accountancy from the University of Wisconsin - Whitewater. He is a Certified Public Accountant and Series 27 licensed.

As Chief Investment Strategist of Advisors Asset Management, I focus on matching the dynamic and evolving asset classes to the large economic trends that are affecting the investment marketplace. I take a keen interest and understanding of how macro events affect the individual investor, offering this insight in his monthly publication, Strategic Times, as well as weekly Economic Notes (both are available MarketsMedia’s home page under “The Experts” and On Wall Street’s “Research Roundup” page. I have made guest appearances on leading business programs such as CNBC and FOX Business, and my commentary regularly appears in prominent financial publications such as the Wall Street Journal, Financial Times, CNN Money, Forbes and Investment News.

Specialties: Investment portfolio analysis, Macro Economics, Global Capital Markets, public speaking, writing

Tim is an Executive Vice President and Chief Operating Officer at AAM. He is responsible for AAM's Finance, Human Resources and Compliance functions, as well as the firm's corporate development initiatives.

Tim has over 25 years business experience in senior executive and financial roles at a variety of public and private companies, primarily in the financial services and telecommunications industry. Prior to joining AAM, Tim was CFO and Co-Founder of Clearbrook Financial, and prior to that was CFO of RCN Corporation.

Tim holds a BS in Engineering and an MBA from the State University of New York at Buffalo.