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Joel Siefert
Gestore di Portafoglio-Azioni presso
Johnson Investment Counsel, Inc.
Profilo
Mr. Joel D.
Siefert, CFA MBA, is a Senior Portfolio Manager & Principal at Johnson Investment Counsel, Inc. He joined the firm in 2011 and is also a shareholder of the firm.
Prior to joining the firm, Mr. Siefert worked for KeyBank as a Senior Portfolio Manager.
He received his B.B.A. in Finance and M.B.A. in Finance from the University of Toledo.
He holds the Chartered Financial Analyst (CFA) designation.
Posizioni attive di Joel Siefert
| Società | Posizione | Inizio |
|---|---|---|
Johnson Investment Counsel, Inc.
 Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson builds investment portfolios designed to perform well in all market environments. The firm focuses on both investment grade fixed income and domestic equity securities. Equity strategies are bottom-up oriented driven by a proven multi-factor quantitative approach to company analysis. Fixed income blends together a macro and micro strategy, focusing on quality yield and emphasizing appropriate maturities. | Gestore di Portafoglio-Azioni | 01/04/2011 |
Precedenti posizioni note di Joel Siefert
| Società | Posizione | Fine |
|---|---|---|
KeyBank NA (Cleveland, Ohio)
 KeyBank NA (Cleveland, Ohio) Major BanksFinance Provides banking services | Corporate Officer/Principal | 31/03/2011 |
Formazione di Joel Siefert
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
82
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson builds investment portfolios designed to perform well in all market environments. The firm focuses on both investment grade fixed income and domestic equity securities. Equity strategies are bottom-up oriented driven by a proven multi-factor quantitative approach to company analysis. Fixed income blends together a macro and micro strategy, focusing on quality yield and emphasizing appropriate maturities. | Finance |
University of Toledo (Ohio)
 University of Toledo (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
KeyBank NA (Cleveland, Ohio)
KeyBank NA (Cleveland, Ohio) Major BanksFinance Provides banking services | Finance |
