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Thomas Bolgert
Analyst-Equity presso Campbell Newman Asset Management, Inc.
Provenienza dei contatti di primo grado di Thomas Bolgert
Entità | Tipo di entità | Settore Industriale | |
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Campbell Newman Asset Management, Inc.
![]() Campbell Newman Asset Management, Inc. Investment ManagersFinance Campbell Newman Asset Management, Inc. (Campbell Newman) is an independent registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Campbell Newman provides professional portfolio management services to institutional clients who includes pension and profit-sharing plans, charitable organizations, corporations and government entities, as well as high net worth and other individuals, such as those managed through wrap programs.
9
| Private Company | Investment Managers | 9 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Thomas Bolgert tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Portfolio Manager-Equities | |
1834 Investment Advisors Co.
![]() 1834 Investment Advisors Co. Investment ManagersFinance 1834 Investment Advisors Co. (1834) is a SEC-registered investment advisor and wealth management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1976 as Haker Zellmer Investment Management, Inc. until 2001 when it became Northern Oak Wealth Management, Inc. They changed their name to 1834 Investment Advisors Co. in 2022. The firm is a wholly owned subsidiary of Old National Bancorp, Inc. (NASDAQ: ONB). 1834 primarily provides investment advisory services to high-net worth individuals and institutions. | Investment Managers | Portfolio Manager-Equities | |
Curi RMB Capital LLC
![]() Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Investment Managers | Director of Research - Fxd Inc | |
United Capital Financial Advisers LLC
![]() United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Investment Managers | Analyst-Equity | |
Ball State University (Indiana) | College/University | Undergraduate Degree | |
DePaul University | College/University | Masters Business Admin | |
Illinois State University | College/University | Undergraduate Degree | |
Marquette University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Wheaton College (Massachusetts) | College/University | Undergraduate Degree | |
Johnson Wealth, Inc.
![]() Johnson Wealth, Inc. Investment ManagersFinance Johnson Wealth, Inc. is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Formerly known as Cleary Gull Advisors Inc., the firm was founded by Michael Cleary in 2003 as MBO Cleary Advisors, Inc. They are a wholly owned subsidiary of Johnson Financial Group, Inc. which acquired the firm from Cleary Gull Holdings, Inc. in 2016. Johnson Wealth provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, public and private foundations and endowments, business entities, government entities, and other investment advisers, including their affiliate Johnson Bank. | Investment Managers | Head-Fixed Income Invts | |
United Community Center, Inc.
![]() United Community Center, Inc. Miscellaneous Commercial ServicesCommercial Services United Community Center, Inc. operates as a social service agency serving the families of Milwaukee's south side. The firm offers education to elder programs, meeting the needs of three year olds to 102 year olds and everyone in between. Its programs and services include UCC Acosta middle school, education, elder programs, health and athletics, human services, UCC childcare and development center, walker square initiative and youth programs. The company was founded in 1970 and is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Director/Board Member | |
JB Investment Management LLC
![]() JB Investment Management LLC Investment ManagersFinance JB Investment Management LLC provides investment advisory services. It provides fixes income management, equity management and client services. The firm offers offer five distinct investment products such as Core Investment-Grade, Treasury Inflation-Protected, Liability-Driven, Tax-Advantaged and equity. The company was founded by Jeffrey L. Bryden in 2008 and is headquartered in Brookfield, WI | Investment Managers | Founder | |
Crosby Advisors LLC
![]() Crosby Advisors LLC Investment ManagersFinance Crosby Advisors LLC is a single-family office headquartered in Salem, New Hampshire. The firm manages the family assets of Edward Crosby 'Ned' Johnson III, which owns the Fidelity Investments. | Investment Managers | Analyst-Equity |
Statistiche
Distribuzione geografica
Stati Uniti | 24 |
Settori
Finance | 18 |
Consumer Services | 7 |
Commercial Services | 2 |
Posizioni
Portfolio Manager-Equities | 9 |
Analyst-Equity | 9 |
Undergraduate Degree | 8 |
Portfolio Manager-Fixed Income | 6 |
Head-Fixed Income Invts | 3 |
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