Tina Udell
Amministratore Delegato presso Ameritas Investment Partners, Inc.
Profilo
Ms. Tina J.
Udell, CFA, is a President & Chief Executive Officer at Ameritas Investment Partners, Inc. He leading the corporate fixed income teams managing investment grade corporates, high yield, and private placements.
She served in various investment positions since joining the firm in 1998 as a research analyst.
She earned a Bachelor of Science in Finance from the University of Nebraska–Lincoln in 1997.
She holds the chartered financial analyst (CFA) designation.
Posizioni attive di Tina Udell
Società | Posizione | Inizio |
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Ameritas Investment Partners, Inc.
Ameritas Investment Partners, Inc. Investment ManagersFinance Ameritas Investment Partners, Inc. (AIP) is a registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded as a Nebraska corporation in 1984 and is a wholly-owned subsidiary of Ameritas Holding Co., which is owned by Ameritas Mutual Holding Co. AIP provides investment advisory services to affiliated and unaffiliated insurance companies; pension plans and retirement accounts (including Taft-Hartley Plans); charitable organizations; and registered investment companies of Calvert Variable Products, Inc., The firm also provides investment advisory services to discretionary investment (wrap fee) program accounts including: individuals and high net-worth individuals; pension and profit sharing plans; trusts; charitable organizations; state and local government entities; and small businesses and others. | Amministratore Delegato | 01/01/2023 |
Precedenti posizioni note di Tina Udell
Società | Posizione | Fine |
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Summit Investment Partners, Inc.
Summit Investment Partners, Inc. Investment ManagersFinance Summit Investment Partners LLC is a registered investment advisor located in Cincinnati, Ohio with an additional office in Lincoln, Nebraska. The firm is a subsidiary of UNIFI Cos., a mutual holding company. Summit Investment Partners is comprised of three entities: Summit Investment Advisors, Inc, Summit Investment Partners, Inc. and Union Central Mortgage Funding. Summit Investment Partners manages assets for insurance companies, public and private pension funds, endowments, foundations, mutual funds and high net-worth individuals. The firm is also the advisor for the Summit Apex/Pinnacle family of mutual funds. | Corporate Officer/Principal | - |
Formazione di Tina Udell
University of Nebraska | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Ameritas Investment Partners, Inc.
Ameritas Investment Partners, Inc. Investment ManagersFinance Ameritas Investment Partners, Inc. (AIP) is a registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded as a Nebraska corporation in 1984 and is a wholly-owned subsidiary of Ameritas Holding Co., which is owned by Ameritas Mutual Holding Co. AIP provides investment advisory services to affiliated and unaffiliated insurance companies; pension plans and retirement accounts (including Taft-Hartley Plans); charitable organizations; and registered investment companies of Calvert Variable Products, Inc., The firm also provides investment advisory services to discretionary investment (wrap fee) program accounts including: individuals and high net-worth individuals; pension and profit sharing plans; trusts; charitable organizations; state and local government entities; and small businesses and others. | Finance |
Summit Investment Partners, Inc.
Summit Investment Partners, Inc. Investment ManagersFinance Summit Investment Partners LLC is a registered investment advisor located in Cincinnati, Ohio with an additional office in Lincoln, Nebraska. The firm is a subsidiary of UNIFI Cos., a mutual holding company. Summit Investment Partners is comprised of three entities: Summit Investment Advisors, Inc, Summit Investment Partners, Inc. and Union Central Mortgage Funding. Summit Investment Partners manages assets for insurance companies, public and private pension funds, endowments, foundations, mutual funds and high net-worth individuals. The firm is also the advisor for the Summit Apex/Pinnacle family of mutual funds. | Finance |
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