![Josh Lamers](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Josh Lamers worked as a Registered Representative at Rothschild Investment Corp.
from 2010 to 2013 and as an Equity Research Associate at William Blair & Co. LLC from 2013 to 2021.
He received his undergraduate degree from Carthage College in 2010.
Precedenti posizioni note di Josh Lamers
| Società | Posizione | Fine |
|---|---|---|
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/04/2021 |
Rothschild Investment LLC
 Rothschild Investment LLC Investment ManagersFinance Rothschild recommends an appropriate balance between equity and fixed-income investments to clients and suggests suitable risk parameters for portfolio investments. The firm’s long-term objective is to establish a pattern of positive total return for their clients. They strive to achieve a combined rate of return sufficient to enhance, as well as protect, the real (inflation-adjusted) value of their clients’ assets. Rothschild relies mainly on basic analysis in selecting equity investments. The firm normally constructs portfolios comprised of laddered, short-term to intermediate-term investment grade fixed income securities to protect against interest rate risk and credit risk. | Corporate Officer/Principal | 01/03/2013 |
Formazione di Josh Lamers
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
93
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Rothschild Investment LLC
Rothschild Investment LLC Investment ManagersFinance Rothschild recommends an appropriate balance between equity and fixed-income investments to clients and suggests suitable risk parameters for portfolio investments. The firm’s long-term objective is to establish a pattern of positive total return for their clients. They strive to achieve a combined rate of return sufficient to enhance, as well as protect, the real (inflation-adjusted) value of their clients’ assets. Rothschild relies mainly on basic analysis in selecting equity investments. The firm normally constructs portfolios comprised of laddered, short-term to intermediate-term investment grade fixed income securities to protect against interest rate risk and credit risk. | Finance |
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Carthage College
 Carthage College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
