JOEL W. LOONEY

Corporate Board Profile

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SRH Total Return Fund, Inc.

Filing Date Source Excerpt
2002-09-03 Partner, Financial Management Group, LLC since July 1999.
2003-03-25 Partner, Financial Management Group, LLC since July 1999; CFO, Bethany College from 1995 -1999; Director, Boulder Total Return Fund, Inc., since January 2001.
2004-04-06 Director of the Fund since January, 2002. Partner, Financial Management Group, LLC since July 1999.
2005-03-07 Partner, Financial Management Group, LLC (investment adviser) since July 1999; CFO, Bethany College from 1995-1999.
2006-04-07 Partner, Financial Management Group, LLC (investment adviser) since July 1999; CFO, Bethany College, 1995-1999.
2007-03-08 Partner, Financial Management Group, LLC (investment adviser), since July 1999; CFO, Bethany College, 1995-1999.
2008-03-28 Partner (since 1999), Financial Management Group, LLC (investment adviser); Director (since 2001), Boulder Total Return Fund, Inc.; Director and Chairman (since 2003), First Financial Fund, Inc.; Director and Chairman of the Board (since 2007), The Denali Fund Inc.
2010-04-09 Mr. Looney has significant financial, accounting and investment knowledge and experience.
2011-04-05 Mr. Looney joined the Board in 2002 and sits on the boards of three other closed-end investment companies affiliated with the Fund.
2012-03-28 Partner (since 1999), Financial Management Group, LLC (investment adviser).
2013-05-10 Partner (since 1999), Financial Management Group, LLC (investment adviser)...
2014-10-22 Assistant Investment Officer (since October 2013), Rocky Mountain Advisers, LLC (investment adviser); Assistant Investment Officer (since October 2013), BIA (investment adviser).
2015-10-06 Assistant Investment Officer (since 2013), RMA (investment adviser); Assistant Investment Officer (since 2013), Boulder Investment Advisers, L.L.C. (investment adviser).
2016-10-04 Assistant Investment Officer (since 2013), Rocky Mountain Advisers, LLC (investment adviser); Assistant Investment Officer (2013-2015), Boulder Investment Advisers, L.L.C. (investment adviser).
2017-10-10 President (since June 2017) and Assistant Investment Officer (since 2013), Rocky Mountain Advisers, LLC.
2018-06-06 The undersigned hereby appoints Christopher A. Moore, Joel W. Looney and Stephen C. Miller, or any of them, as proxies for the undersigned, with full power of substitution in each of them.
2018-10-09 President (since June 2017) and Asst. Investment Officer (since 2013), Rocky Mountain Advisers, LLC.
2019-10-10 President (since June 2017) and Asst. Investment Officer (since 2013), Rocky Mountain Advisers, LLC.
2020-10-09 President (since June 2017) and Asst. Investment Officer (since 2013), Rocky Mountain Advisers, LLC.
2021-10-08 President (since June 2017) and Asst. Investment Officer (since 2013), Rocky Mountain Advisers, LLC.
2022-10-19 President (since June 2017) and Chief Investment Officer (since 2022), Rocky Mountain Advisers, LLC.
2023-10-17 President (since June 2017) and Chief Investment Officer (since 2022), Rocky Mountain Advisers, LLC.
2024-10-15 President (since June 2017) and Chief Investment Officer (since 2022), Rocky Mountain Advisers, LLC.

Data sourced from SEC filings. Last updated: 2025-07-01