Troy Willis, J.D., CFA
CHIEF INVESTMENT OFFICER, MUNICIPAL BOND STRATEGIES
Troy is the Chief Investment Officer, Municipal Bond Strategies for Principal Street Partners.
Prior to Principal Street, Troy was the co-head of the OppenheimerFunds Rochester Municipal Bond Team where he was responsible for $26 billion assets under management and delivering top decile weighted average performance for over a decade. He is a leading expert and frequent speaker on the municipal bond market with more than 20 years of market experience.
Troy received his Bachelor of Arts in International Studies from West Virginia University, a Juris Doctor with a focus on Corporate Law from West Virginia College of Law, and a Master of Business Administration with a concentration on Finance and Economics from the University of Rochester Simon School of Business. Troy is a CFA charter holder, member of the National Federation of Municipal Analysts and the CFA Society of New York.
He and his wife, Kristen, have four children and three dogs. He enjoys golf, reading, and traveling when he can. He is chairman of the Finance committee and Trustee for the Harley School in Rochester, NY.