Profilo
Ms. Laurie L.
Mardis, CFA MBA, is a Senior Managing Director at BTC Capital Management, Inc. She has over 20 years of experience in the investment industry, focusing on the management of institutional fixed income portfolios.
Ms. Mardis was previously employed as a Senior Vice President by WB Capital Management, Inc., a Director of Fixed Income by Miles Capital, Inc., and an Investment Manager by Wells Fargo & Co.
Ms. Mardis holds a Bachelor’s degree in Finance and a Master of Business Administration degree from Drake University.
She is also a member and past President of the CFA Society of Iowa.
Precedenti posizioni note di Laurie Lynn Mardis
| Società | Posizione | Fine |
|---|---|---|
BTC Capital Management, Inc.
 BTC Capital Management, Inc. Investment ManagersFinance BTC Capital Management, Inc. (BTC Capital) is a registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 2003 and is owned by BTC Financial Corp. BTC Capital provides discretionary investment management services, non-discretionary investment management services, and advisory/consulting services to their clients both directly and as a sub-advisor on behalf of other entities. Their clients include individuals, trusts, retirement plans, businesses, government entities, foundations, endowments, investment companies, private funds and other institutional clients. | Portfolio Manager-Fixed Income | 01/02/2019 |
WB Capital Management, Inc.
 WB Capital Management, Inc. Investment ManagersFinance WB Capital Management, Inc. provides portfolio management services to individual investors, municipalities, government agencies, retirement plans, corporations, foundations and endowments. The company was founded on October 1, 2003 and is headquartered in West Des Moines, IA. | Portfolio Manager-Fixed Income | 31/12/2009 |
| WELLS FARGO & COMPANY | Corporate Officer/Principal | 31/12/2000 |
Miles Capital, Inc.
 Miles Capital, Inc. Investment ManagersFinance Founded in 1982 by David Miles, Miles Capital, Inc. is a registered investment advisor located in West Des Moines, Iowa. The firm was formerly known as WB Capital Management. Miles Capital is a wholly-owned subsidiary of Miles Capital Holdings, Inc. Miles Capital provides investment management services to insurance companies, institutions, municipalities and government agencies, foundations and endowments, retirement plans and individual investors. | Head-Fixed Income Invts | - |
Formazione di Laurie Lynn Mardis
| Drake University | Masters Business Admin |
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
| Società quotate in Borsa | 1 |
|---|---|
| WELLS FARGO & COMPANY | Finance |
| Aziende private | 3 |
|---|---|
WB Capital Management, Inc.
WB Capital Management, Inc. Investment ManagersFinance WB Capital Management, Inc. provides portfolio management services to individual investors, municipalities, government agencies, retirement plans, corporations, foundations and endowments. The company was founded on October 1, 2003 and is headquartered in West Des Moines, IA. | Finance |
Miles Capital, Inc.
Miles Capital, Inc. Investment ManagersFinance Founded in 1982 by David Miles, Miles Capital, Inc. is a registered investment advisor located in West Des Moines, Iowa. The firm was formerly known as WB Capital Management. Miles Capital is a wholly-owned subsidiary of Miles Capital Holdings, Inc. Miles Capital provides investment management services to insurance companies, institutions, municipalities and government agencies, foundations and endowments, retirement plans and individual investors. | Finance |
BTC Capital Management, Inc.
BTC Capital Management, Inc. Investment ManagersFinance BTC Capital Management, Inc. (BTC Capital) is a registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 2003 and is owned by BTC Financial Corp. BTC Capital provides discretionary investment management services, non-discretionary investment management services, and advisory/consulting services to their clients both directly and as a sub-advisor on behalf of other entities. Their clients include individuals, trusts, retirement plans, businesses, government entities, foundations, endowments, investment companies, private funds and other institutional clients. | Finance |
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