Profilo
Ms. Cindy Bohlen, CFA, is a Director of Responsible Investing at Riverwater Partners LLC.
She is the Board Chair for Seventh Generation Interfaith Coalition for Responsible Investment.
Prior to joining Riverwater, Ms. Bohlen managed money for clients, serving as an analyst, fund manager, and portfolio manager at Robert W.
Baird and M&I Investment Management.
More recently, she added a socially responsible lens to her investment process, while working for a private socially responsible investment firm, and then for a local foundation.
She received her undergraduate degree from the University of Wisconsin and is a CFA charter holder.
Posizioni attive di Cindy Bohlen
| Società | Posizione | Inizio |
|---|---|---|
Riverwater Partners LLC
 Riverwater Partners LLC Investment ManagersFinance Riverwater Partners LLC (Riverwater) is an independent, SEC-registered socially responsible investment advisory firm headquartered in Milwaukee, Wisconsin. The firm was founded by Laura and Adam Peck in April 2016 and in 2018 became the first certified B-Corporation in Milwaukee. Riverwater manages socially responsible investments for individual, families, consultants, financial advisors, and foundations. | Analyst-Equity | 01/01/2017 |
Precedenti posizioni note di Cindy Bohlen
| Società | Posizione | Fine |
|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
 Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Analyst-Equity | - |
Formazione di Cindy Bohlen
| University of Wisconsin | 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 | 2 |
|---|---|
Riverwater Partners LLC
Riverwater Partners LLC Investment ManagersFinance Riverwater Partners LLC (Riverwater) is an independent, SEC-registered socially responsible investment advisory firm headquartered in Milwaukee, Wisconsin. The firm was founded by Laura and Adam Peck in April 2016 and in 2018 became the first certified B-Corporation in Milwaukee. Riverwater manages socially responsible investments for individual, families, consultants, financial advisors, and foundations. | Finance |
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Finance |
- Borsa valori
- Insiders
- Cindy Bohlen
