Patrick Andrew Sommerstad
Gestore di Portafoglio-Azioni presso Kensington Asset Management LLC
Provenienza dei contatti di primo grado di Patrick Andrew Sommerstad
Entità | Tipo di entità | Settore Industriale | |
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University of St. Thomas
University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland.
67
| College/University | Other Consumer Services | 67 |
Kensington Asset Management LLC
Kensington Asset Management LLC Investment ManagersFinance Kensington Asset Management LLC (Kensington) is an independent registered investment advisor headquartered in Austin, Texas. The firm was founded by Bruce DeLaurentis in 1984. Kensington manages mutual funds to various types of clients.
4
| Private Company | Investment Managers | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Patrick Andrew Sommerstad tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Värde Partners, Inc.
Värde Partners, Inc. Investment ManagersFinance Värde Partners, Inc. provides investment advisory services. It serves foundations and endowments, pension plans, insurance companies, other institutional investors and private clients. The company was founded by George G. Hicks, Gregory Scott McMillian and Marcia Lynn Page in 1993 and is headquartered in Minneapolis, MN. | Investment Managers | Corporate Officer/Principal | |
Securian Asset Management, Inc.
Securian Asset Management, Inc. Investment ManagersFinance Securian Asset Management, Inc. (Securian AM) is a SEC-registered investment advisor headquartered in St. Paul, Minnesota. The firm was founded in 1984 and formerly known as MIMLIC Asset Management, Inc. and Advantus Capital Management, Inc. They are a wholly-owned subsidiary of Securian Financial Group, Inc., ultimately owned by Minnesota Mutual Cos., Inc. Securian AM offers discretionary and non-discretionary asset management for registered investment companies, insurance companies, including separate accounts of insurance companies, and other institutional investors. | Investment Managers | Portfolio Manager-Equities | |
Sit Investment Associates, Inc.
Sit Investment Associates, Inc. Investment ManagersFinance Sit Investment Associates, Inc. (Sit Investment) is a privately-owned, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Eugene Sit in 1981. Sit Investment manages client assets on a discretionary basis for several types of clients, which includes public and private institutional investors, pension funds, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations, insurance companies, municipalities, registered investment companies, private investment companies, collective investment trusts and high-net-worth individuals. | Investment Managers | Analyst-Fixed Income Analyst-Equity Analyst-Equity Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income | |
Disciplined Growth Investors, Inc.
Disciplined Growth Investors, Inc. Investment ManagersFinance Disciplined Growth Investors, Inc. (DGI) is a SEC-registered, employee-owned investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1997 by Frederick Martin. DGI provides investment management services to pension and profit-sharing plans, corporations and other business and government entities, charitable organizations including foundations and other non-profit entities, and select high net-worth individuals. In addition, the firm provides portfolio management services for wrap fee programs. | Investment Managers | Portfolio Manager-Equities | |
Trust Point, Inc.
Trust Point, Inc. Investment ManagersFinance Trust Point, Inc. is an independent, boutique trust and investment management firm headquartered in La Crosse, Wisconsin. The firm was founded in 1913 as LaCross Trust Co. and renamed Trust Point, Inc. in 2008. Trust Point provides individuals, families, businesses and other organizations with a full range of financial-related services. | Investment Managers | Corporate Officer/Principal | |
Peregrine Capital Management LLC
Peregrine Capital Management LLC Investment ManagersFinance Peregrine Capital Management LLC (Peregrine) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Robert Mersky in 1984 and is a subsidiary of Peregrine Capital Management Holdings LLC. Peregrine provides investment advisory services to corporate and public pension plans, profit-sharing plans, savings-investment and 401(k) plans, Taft-Hartley plans, private and public foundations and endowments, corporate accounts, large trust accounts, registered investment companies, collective investment trusts, UMA programs, RIAs and high net-worth individuals. | Investment Managers | Analyst-Equity | |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income Comptroller/Controller/Auditor Director of Research - Fxd Inc | |
Convergent Capital LLC
Convergent Capital LLC Investment ManagersFinance Convergent Capital LLC (Convergent Capital) is a private equity firm founded in 1998 by John Mason and Keith Bares. The firm headquartered in Minneapolis, Minnesota. | Investment Managers | Private Equity Analyst | |
Punch & Associates Investment Management, Inc.
Punch & Associates Investment Management, Inc. Investment ManagersFinance Punch & Associates Investment Management, Inc. (Punch & Associates) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Howard D. Punch, Jr. in 2002. Punch & Associates provides discretionary portfolio management services to private and institutional clients. They also serve as investment advisor and managing member to two private funds – Micro Cap Fund and Nano Cap Fund. | Investment Managers | Analyst-Equity Corporate Officer/Principal Trading-Equity | |
PTI Marketing Technologies, Inc.
PTI Marketing Technologies, Inc. Packaged SoftwareTechnology Services PTI Marketing Technologies, Inc. provides web-based marketing asset management solutions. It offers online marketing collateral management solutions in SaaS and server versions. The firm delivers a real-time, integrated business communication platform that links enterprise clients with their marketing services providers for complete campaign, program, and business communication management. Its products include MarcomCentral, Salesforce Integration, FusionPro VDP Creator, FusionPro VDP Producer, FusionPro Server, FusionPro Expression, FusionPro Links, MarcomCentral Integrations, MarcomCentral JobDirect, PowerPoint Integration, List Purchasing, ExactTarget Integrated Email, and Web Services and Data Feeds. The company was founded by Charles R. Gehman on 2000 and is headquartered in Solana Beach, CA. | Packaged Software | Corporate Officer/Principal | |
True North Finance Corp. | Finance/Rental/Leasing | Private Equity Investor | |
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Capital Solutions Distributors LLC | Private Equity Investor | ||
GrowthFire LLC
GrowthFire LLC Investment ManagersFinance GrowthFire LLC (GrowthFire) is a private equity firm founded in 1900 by Tim Butler. The firm is headquartered in Minneapolis, Minnesota. | Investment Managers | Founder | |
The Leuthold Group LLC (Investment Management)
The Leuthold Group LLC (Investment Management) Investment ManagersFinance The Leuthold Group LLC (Investment Management), do-business-as Leuthold Weeden Capital Management (LWCM), is the SEC-registered investment management division of The Leuthold Group LLC headquartered in Minneapolis, Minnesota. The Leuthold Group was founded in 1981 as an independent investment research firm. In 1987, members of The Leuthold Group founded LWCM to provide investment advisory services. The firm is majority employee-owned. LWCM serves as an investment advisor to separately managed accounts, Leuthold mutual funds, Leuthold ETF and a private fund that offers to a wide range of clients, including individuals, trusts, foundations, charitable organizations, corporations, government entities, unions, limited partnerships, endowments, investment companies, and pension plans. | Investment Managers | Analyst-Equity | |
George K. Baum & Co.
George K. Baum & Co. Investment Banks/BrokersFinance George K. Baum & Co. is an investment banking firm with an industry-leading municipal bond business. Its clients include both individual and institutions, and it approaches each one with commitment, energy, innovation and confidence. Its focus is on helping its clients achieve their goals. It does that by providing relevant products and services in every segment of its business. It is dedicated to combining quality service with integrity and creativity- a commitment it has maintained since the firm was founded in 1928. By choosing George K. Baum & Co. as an investment partner, clients gain access to a broad array of investment opportunities and expertise. It is a leader in municipal finance and consistently ranks as one of the nation's top underwriters of negotiated municipal bonds. The firm trades government, agency and mortgage-backed securities. The Firm's affiliate, George K. Baum Capital Advisors, Inc. helps clients realize superior value primarily through mergers and acquisitions and private capital raising assignments. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Missouri | College/University | Undergraduate Degree | |
Colliers Securities LLC
Colliers Securities LLC Investment Banks/BrokersFinance Colliers Securities LLC is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1997 and formerly known as Dougherty & Co. LLC. They are a wholly owned subsidiary of Colliers Mortgage Holdings LLC, ultimately owned by Colliers International Group, Inc. (NASDAQ; TSX: CIGI) in Canada. Colliers Securities generally provides brokerage, custody and execution services through a clearing arrangement with National Financial Services LLC, a nonaffiliated firm, member NYSE, SIPC and a Fidelity Investments® Company. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
ROI Systems
ROI Systems Information Technology ServicesTechnology Services Part of Ivanti Software, Inc., ROI Systems is a company that provides wireless software focused on terminal emulation, host integration, and legacy connectivity. The company is based in Midvale, UT. ROI Systems was acquired by Wavelink Corp. on January 10, 2001. | Information Technology Services | Corporate Officer/Principal | |
H.D. Vest, Inc.
H.D. Vest, Inc. Financial ConglomeratesFinance H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX. | Financial Conglomerates | Private Equity Investor | |
Craig-Hallum Capital Group LLC
Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Northland Securities, Inc.
Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Emporia State University | College/University | Undergraduate Degree | |
Hofstra University | College/University | Undergraduate Degree | |
The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree | |
St. Cloud State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Doctorate Degree | |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Jeffrey Slocum & Associates, Inc.
Jeffrey Slocum & Associates, Inc. Investment ManagersFinance Jeffrey Slocum & Associates, Inc. operates as a investment research and advisory firm. It focuses on global fixed income, global equities, alternative investments, and direct hedge fund strategies. The firm offers strategic integration of investments with an institution’s overall mission, objectives, and operations, investment policy development, asset allocation modeling, incorporating liabilities, spending, and liquidity considerations, risk budgeting, liability driven investment, investment manager selection, performance measurement and attribution analysis, investment policy compliance monitoring, transition management, fee negotiations and benchmarking, other service provider searches, education of clients staffs, committees, and other constituencies. The company was founded by Jeffrey Charles Slocum in 1986 and is headquartered in Minneapolis, MN. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
Nuveen Asset Management LLC
Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity | |
U.S. Bank, NA (Cincinnati Ohio)
U.S. Bank, NA (Cincinnati Ohio) Major BanksFinance U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Murphy Pohlad Asset Management LLC
Murphy Pohlad Asset Management LLC Investment ManagersFinance Murphy Pohlad Asset Management LLC (MPAM) is an independent registered investment adviser headquartered in Eden Prairie, Minnesota. The firm was founded by John Murphy in 2000. MPAM provides investment advice to individuals, trusts, estates, charitable organizations, corporations and certain other business entities. | Investment Managers | Analyst-Equity | |
Best Buy Capital
Best Buy Capital Investment ManagersFinance Best Buy Capital (Best Buy Capital) is a venture capital subsidiary of Best Buy Co. Inc founded in 2008 by Richard M. Schulze. The firm is headquartered in Richfield, Minnesota. | Investment Managers | Corporate Officer/Principal | |
GPB Capital Holdings LLC
GPB Capital Holdings LLC Investment ManagersFinance GPB Capital Holdings LLC (GPB Capital) is a private equity firm founded in 2013 by David Gentile. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Colliers Securities LLC (Investment Management)
Colliers Securities LLC (Investment Management) Investment ManagersFinance Colliers Securities LLC (Investment Management) (Colliers-IM) is the investment management arm of Colliers Securities LLC, a broker/dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1997 and formerly known as Dougherty & Co. LLC. They are a wholly owned subsidiary of Colliers Mortgage Holdings LLC, ultimately owned by Colliers International Group, Inc. (NASDAQ, TSX: CIGI), a diversified investment company based in Canada. Colliers-IM provides advisory and other financial services to individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses. | Investment Managers | Portfolio Manager-Equities | |
Brass Ring Capital, Inc.
Brass Ring Capital, Inc. Investment ManagersFinance Brass Ring Capital Inc (Brass Ring Capital) is a private equity firm founded in 2004 by Dave J Raffel. The firm is headquartered in Minnetonka, Minnesota. | Investment Managers | Private Equity Investor |
Statistiche
Distribuzione geografica
Stati Uniti | 43 |
Settori
Finance | 32 |
Consumer Services | 8 |
Technology Services | 3 |
Producer Manufacturing | 2 |
Posizioni
Undergraduate Degree | 71 |
Corporate Officer/Principal | 54 |
Analyst-Equity | 48 |
Masters Business Admin | 28 |
Portfolio Manager-Equities | 19 |
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