Mike Kalbfleisch
Gestore di Portafoglio-Azioni presso Fiera Capital, Inc.
Profilo
Mr. Michael D.
Kalbfleisch is Senior Vice President & Portfolio Manager at Fiera Capital, Inc. He has over 31 years of investment management experience.
He is an adjunct professor of finance at The University of Dayton.
He was a Principal at Apex Capital Management, which was founded in 1987 with a singular focus on growth investing and was employee-owned prior to its acquisition by Fiera Capital.
Previously, he served as Chief Operating Officer for Retirement Capital Advisers; prior to that he was a member of the Investment Committee at Dean Investment Associates.
He is also a past Vice President at John Nuveen & Co. From 1986 – 1996 he was Chief Financial Officer at Flagship Financial.
He received his BS in Accounting from the University of Dayton, where he graduated Magna Cum Laude.
Posizioni attive di Mike Kalbfleisch
| Società | Posizione | Inizio |
|---|---|---|
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Gestore di Portafoglio-Azioni | 01/06/2016 |
Precedenti posizioni note di Mike Kalbfleisch
| Società | Posizione | Fine |
|---|---|---|
Apex Capital Management, Inc.
 Apex Capital Management, Inc. Investment ManagersFinance Founded by Nitin Kumbhani in 1987, Apex Capital Management, Inc. is a registered investment advisor located in Dayton, Ohio. The firm provides discretionary investment management services to individual and institutional clients. | Gestore di Portafoglio-Azioni | 01/06/2016 |
The Retirement Corporation of America
 The Retirement Corporation of America Investment ManagersFinance The Retirement Corporation of America (RCA) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1988 and formerly known as Retirement Capital Advisors, Inc. They are owned by Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). RCA provides advisory services to individual investors. | Direttore operativo | 31/12/1999 |
| Flagship Financial Corp. | Direttore Finanziario/CFO | - |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Dean Investment Associates LLC
 Dean Investment Associates LLC Investment ManagersFinance Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH. | Membro del Comitato di Investimento | - |
Formazione di Mike Kalbfleisch
| University of Dayton | Undergraduate Degree |
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
| Aziende private | 6 |
|---|---|
Apex Capital Management, Inc.
Apex Capital Management, Inc. Investment ManagersFinance Founded by Nitin Kumbhani in 1987, Apex Capital Management, Inc. is a registered investment advisor located in Dayton, Ohio. The firm provides discretionary investment management services to individual and institutional clients. | Finance |
The Retirement Corporation of America
The Retirement Corporation of America Investment ManagersFinance The Retirement Corporation of America (RCA) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1988 and formerly known as Retirement Capital Advisors, Inc. They are owned by Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). RCA provides advisory services to individual investors. | Finance |
Dean Investment Associates LLC
Dean Investment Associates LLC Investment ManagersFinance Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH. | Finance |
| Flagship Financial Corp. | Finance |
Nuveen Investments, Inc.
Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Finance |
Fiera Capital, Inc.
Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Finance |
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