Paul Herman Lundmark
Portfolio Manager-Fixed Income presso Richmond Capital Management, Inc.
Profilo
Mr. Paul H.
Lundmark, CFA MBA, is Managing Director & Portfolio Manager at Richmond Capital Management, Inc. He has 18 years experience on Richmond Capital team.
Prior to joining Richmond, Mr. Lundmark was employed as a Principal by USAA Investment Management Co., Home Life Insurance Co., and Washington Square Capital, Inc.
Mr. Lundmark received his B.S.
in Business from the University of Minnesota in 1983 and an M.B.A.
in Business Administration from the University of Minnesota in 1987.
Posizioni attive di Paul Herman Lundmark
Società | Posizione | Inizio |
---|---|---|
Richmond Capital Management, Inc.
Richmond Capital Management, Inc. Investment ManagersFinance Richmond Capital Management, Inc. is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1982 and offers fixed income investment management services to pension plans, endowments, foundations, insurance companies, nonprofits, and Taft-Hartley plans. Richmond Capital Management is a signatory to the UN Principles for Responsible Investment (UNPRI). | Portfolio Manager-Fixed Income | 01/03/2003 |
Precedenti posizioni note di Paul Herman Lundmark
Società | Posizione | Fine |
---|---|---|
Washington Square Capital, Inc.
Washington Square Capital, Inc. Investment ManagersFinance Washington Square Capital, Inc. provides private investment management services. The private company is based in Minneapolis, MN. The company was founded by Daniel A. Nathanson. | Corporate Officer/Principal | - |
USAA Investment Services Co.
USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Gestore di Portafoglio-Azioni | - |
Formazione di Paul Herman Lundmark
University of Minnesota | 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
Aziende private | 3 |
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Richmond Capital Management, Inc.
Richmond Capital Management, Inc. Investment ManagersFinance Richmond Capital Management, Inc. is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1982 and offers fixed income investment management services to pension plans, endowments, foundations, insurance companies, nonprofits, and Taft-Hartley plans. Richmond Capital Management is a signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
USAA Investment Services Co.
USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Finance |
Washington Square Capital, Inc.
Washington Square Capital, Inc. Investment ManagersFinance Washington Square Capital, Inc. provides private investment management services. The private company is based in Minneapolis, MN. The company was founded by Daniel A. Nathanson. | Finance |
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