Neal Loftus

Neal Loftus, CIMA®

Director, Fixed Income

708.899.0015 | nloftus@ptam.com


Neal is responsible for the business development of PTAM's mutual funds. In this role, he communicates information about the Fund's investment process, portfolio construction and performance to advisers.

Prior to joining PTAM, Neal was a wholesaler at Invesco. While at Invesco, Neal developed and maintained productive relationships with financial advisors for one of Invesco's top-selling territories. Before joining Invesco, Neal worked on the CME Group trading floor, clerking and trading for a market-making group in the Eurodollar Options pit.

Neal graduated from Illinois Wesleyan where he received a BA in Finance. He is Series 7 and 66 registered, and a CIMA® professional specializing in investment management consulting.