Jim Klaus

Gestore di Portafoglio-Azioni presso

Silvercrest Asset Management Group LLC

Finance

Consumer Services

Profilo

Mr. James D.
Klaus is a Managing Director, Consultant & Client Relations at Silvercrest Asset Management Group LLC.
He has 25 years’ experience in the investment industry.
His primary responsibilities include institutional client service and consultant relations.
In this role, Mr. Klaus works closely with the investment team on the investment process, as well as client portfolio oversight and implementation.
Mr. Klaus joined Silvercrest in 2019 as a result of Silvercrest’s acquisition of Cortina Asset Management, where he was a Managing Director of Institutional Services.
Prior to Cortina, he served as Senior Relationship Manager working with institutional clients and investment consultants with Wells Capital Management.
Before that, he was with M&I Investment Management Corp., now known as Columbia Threadneedle Investments, as Vice President for institutional client service and portfolio management.
Mr. Klaus received a BS from the University of Wisconsin and an MS from the University of Wisconsin-Milwaukee.

Posizioni attive di Jim Klaus

Società	Posizione	Inizio
Silvercrest Asset Management Group LLC Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest employs a disciplined, value-oriented security selection methodology in their stock picking and an actively managed, bottom-up investment strategy. The firm’s investment capabilities include equity management, fixed-income management, outsourced investments and alternative investments.	Gestore di Portafoglio-Azioni	01/07/2019

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Precedenti posizioni note di Jim Klaus

Società	Posizione	Fine
M&I Investment Management Corp. M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates.	Corporate Officer/Principal	-
Allspring Global Investments LLC Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects.	Corporate Officer/Principal	-

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Aziende private	5
Allspring Global Investments LLC Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects.	Finance
M&I Investment Management Corp. M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates.	Finance
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Silvercrest Asset Management Group LLC Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest employs a disciplined, value-oriented security selection methodology in their stock picking and an actively managed, bottom-up investment strategy. The firm’s investment capabilities include equity management, fixed-income management, outsourced investments and alternative investments.	Finance
University of Wisconsin-Milwaukee University of Wisconsin-Milwaukee Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services