Brian John Dorn
Direttore degli Investimenti presso Leelyn Smith LLC
Profilo
Mr. Brian J.
Dorn is a Chief Investment Officer at Leelyn Smith LLC.
he focuses on guiding the firm’s investment committee as they establish investment guidelines and strategies for firm's clients’ portfolios.
Drawing on his extensive background in institutional asset management, his deep analytical expertise helps guide firm recommendations for asset allocation, investment selection, and risk management.
Mr. Dorn was employed as a Consultant by PADCO Advisors, Inc., a Senior Manager by Morningstar Associates LLC, a Product Manager by Thomson Financial, Inc., and a Principal by Arrow Investment Advisors LLC.
He also served on the board at SunGard Ambit LLC.
He received his undergraduate degree from Lake Forest College.
Posizioni attive di Brian John Dorn
Società | Posizione | Inizio |
---|---|---|
Leelyn Smith LLC
Leelyn Smith LLC Investment ManagersFinance Leelyn Smith LLC is an independent, SEC-registered investment adviser headquartered in Geneva, Illinois. The firm was founded by Timothy "Tim” Crandall in 1996 as The Retirement Network Ltd. Leelyn Smith offers investment advisory services to individuals, pension and profit-sharing plans, corporations, business entities and trusts. | Direttore degli Investimenti | 01/11/2012 |
Precedenti posizioni note di Brian John Dorn
Società | Posizione | Fine |
---|---|---|
FIS Ambit LLC
FIS Ambit LLC Packaged SoftwareTechnology Services FIS Ambit LLC provides risk and performance management software solutions. It offers modular solutions for asset, liability and market risk management, liquidity risk management, performance management, regulatory compliance, and economic capital management. The company was founded in 1997 and is headquartered in Jacksonville, FL. | Corporate Officer/Principal | 30/10/2006 |
Rydex Advisors LLC
Rydex Advisors LLC Investment ManagersFinance Founded in 1993, Rydex Advisors LLC, formerly PADCO Advisors, Inc., is registered investment advisor and mutual fund manager located in Rockville, Maryland. The firm is a subsidiary of the Security Benefit Group of Companies and their ultimate parent is Guggenheim Capital LLC, which acquired the firm in August 2010. Rydex Advisors is also known as Rydex Investments. The firm manages over 80 mutual funds and ETF products. | Corporate Officer/Principal | 30/03/2006 |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Corporate Officer/Principal | 30/12/2003 |
Thomcorp Holdings, Inc.
Thomcorp Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Thomcorp Holdings, Inc. provided information, news, and technology solutions to the financial community. The company was founded in 1980 and was headquartered in New York City, NY. | Corporate Officer/Principal | 30/08/2002 |
Arrow Investment Advisors LLC
Arrow Investment Advisors LLC Investment ManagersFinance Arrow Investment Advisors LLC (Arrow) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Laurel, Maryland. The firm was founded in 2005 by Joseph Barrato and Jake Griffith. Arrow serves as the advisor to Arrow Funds which are offered to individuals and businesses, non-profits and endowments, as well as qualified and non-qualified retirement plans. | Vendite & Marketing | - |
Formazione di Brian John Dorn
Lake Forest College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 6 |
---|---|
Rydex Advisors LLC
Rydex Advisors LLC Investment ManagersFinance Founded in 1993, Rydex Advisors LLC, formerly PADCO Advisors, Inc., is registered investment advisor and mutual fund manager located in Rockville, Maryland. The firm is a subsidiary of the Security Benefit Group of Companies and their ultimate parent is Guggenheim Capital LLC, which acquired the firm in August 2010. Rydex Advisors is also known as Rydex Investments. The firm manages over 80 mutual funds and ETF products. | Finance |
Arrow Investment Advisors LLC
Arrow Investment Advisors LLC Investment ManagersFinance Arrow Investment Advisors LLC (Arrow) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Laurel, Maryland. The firm was founded in 2005 by Joseph Barrato and Jake Griffith. Arrow serves as the advisor to Arrow Funds which are offered to individuals and businesses, non-profits and endowments, as well as qualified and non-qualified retirement plans. | Finance |
Thomcorp Holdings, Inc.
Thomcorp Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Thomcorp Holdings, Inc. provided information, news, and technology solutions to the financial community. The company was founded in 1980 and was headquartered in New York City, NY. | Commercial Services |
FIS Ambit LLC
FIS Ambit LLC Packaged SoftwareTechnology Services FIS Ambit LLC provides risk and performance management software solutions. It offers modular solutions for asset, liability and market risk management, liquidity risk management, performance management, regulatory compliance, and economic capital management. The company was founded in 1997 and is headquartered in Jacksonville, FL. | Technology Services |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Finance |
Leelyn Smith LLC
Leelyn Smith LLC Investment ManagersFinance Leelyn Smith LLC is an independent, SEC-registered investment adviser headquartered in Geneva, Illinois. The firm was founded by Timothy "Tim” Crandall in 1996 as The Retirement Network Ltd. Leelyn Smith offers investment advisory services to individuals, pension and profit-sharing plans, corporations, business entities and trusts. | Finance |
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