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Dan Matola
Direttore/Membro del Consiglio presso BrightStar Wisconsin Foundation, Inc.
Posizioni attive di Dan Matola
Società | Posizione | Inizio | Fine |
---|---|---|---|
BrightStar Wisconsin Foundation, Inc.
![]() BrightStar Wisconsin Foundation, Inc. Investment ManagersFinance BrightStar Wisconsin Foundation, Inc. operates as an non-profit organization focused on funding for-profit early-stage companies. BSW works with government, educational institutions, other charitable organizations, angel groups and venture funds to identify, invest or co-invest in, mentor and promote fast growing early stage companies to create technology based jobs in Wisconsin. The company was founded in 2013 and is headquartered in Milwaukee, WI. | Direttore/Membro del Consiglio | - | - |
Treasurer | - | - | |
Curi RMB Capital LLC
![]() Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Gestore di Portafoglio-Azioni | 01/11/2017 | - |
Storia della carriera di Dan Matola
Precedenti posizioni note di Dan Matola
Società | Posizione | Inizio | Fine |
---|---|---|---|
Jacobus Wealth Management, Inc.
![]() Jacobus Wealth Management, Inc. Investment ManagersFinance Founded by Richard Jacobus in 1985, Jacobus Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm provides investment management services to individuals, pension and profit sharing plans, charitable organizations and corporations. | Direttore degli Investimenti | 01/01/2012 | 30/11/2017 |
Membro del Comitato di Investimento | 01/01/2002 | 30/11/2017 | |
Gestore di Portafoglio-Azioni | 20/12/2011 | 30/11/2017 | |
Presidente | 01/01/2014 | 30/11/2017 |
Formazione di Dan Matola
University of Wisconsin | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Portfolio Manager-Equities | 2 |
Chief Investment Officer | 1 |
Investment Committee Member | 1 |
Settori
Finance | 4 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
---|---|
Jacobus Wealth Management, Inc.
![]() Jacobus Wealth Management, Inc. Investment ManagersFinance Founded by Richard Jacobus in 1985, Jacobus Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm provides investment management services to individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
BrightStar Wisconsin Foundation, Inc.
![]() BrightStar Wisconsin Foundation, Inc. Investment ManagersFinance BrightStar Wisconsin Foundation, Inc. operates as an non-profit organization focused on funding for-profit early-stage companies. BSW works with government, educational institutions, other charitable organizations, angel groups and venture funds to identify, invest or co-invest in, mentor and promote fast growing early stage companies to create technology based jobs in Wisconsin. The company was founded in 2013 and is headquartered in Milwaukee, WI. | Finance |
Curi RMB Capital LLC
![]() Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Finance |
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