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Tom J. Bartos
Direttore Finanziario/CFO presso IDR Core Property Index Fund Ltd.
Profilo
Tom J.
Bartos is currently the Chief Financial Officer, Treasurer & Director at IDR Core Property Index Fund Ltd.
since 2019 and also the Chief Financial Officer at Investors Diversified Realty Management I LLC since 2017.
He previously worked as the Chief Compliance Officer at MAI Capital Management LLC.
Mr. Bartos holds an MBA from the University of Notre Dame and an undergraduate degree from Bowling Green State University.
Posizioni attive di Tom J. Bartos
Società | Posizione | Inizio |
---|---|---|
IDR Core Property Index Fund Ltd.
![]() IDR Core Property Index Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous IDR Core Property Index Fund Ltd. operates as an investment company. Its investment objective is to employ an indexing investment approach designed to seek to track the NCREIF Fund Index-Open End Diversified Core Equity X (the “NFI-ODCE X” or the “NFI- ODCE X Index”). The NFI-ODCE is an index of investment returns reporting on both a historical and current basis the results of open-end commingled funds pursuing a core real estate investment strategy. The NFI-ODCE is currently comprised of twenty-five component funds (the “Component Funds”). These Component Funds are invested in primarily four major property types: Office, Industrial, Multi-Family and Retail. The company is headquartered in Cleveland, OH. | Direttore Finanziario/CFO | 01/01/2019 |
Investors Diversified Realty Management I LLC
![]() Investors Diversified Realty Management I LLC Investment ManagersFinance Investors Diversified Realty Management I LLC provides investment advisory services. The private company is based in Cleveland, OH. The company was founded by Gary A. Zdolshek. | Direttore Finanziario/CFO | 01/03/2017 |
Precedenti posizioni note di Tom J. Bartos
Società | Posizione | Fine |
---|---|---|
MAI Capital Management LLC
![]() MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Consigliere Generale | 04/12/2009 |
Formazione di Tom J. Bartos
University of Notre Dame | Masters Business Admin |
Bowling Green State University | 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 | 3 |
---|---|
IDR Core Property Index Fund Ltd.
![]() IDR Core Property Index Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous IDR Core Property Index Fund Ltd. operates as an investment company. Its investment objective is to employ an indexing investment approach designed to seek to track the NCREIF Fund Index-Open End Diversified Core Equity X (the “NFI-ODCE X” or the “NFI- ODCE X Index”). The NFI-ODCE is an index of investment returns reporting on both a historical and current basis the results of open-end commingled funds pursuing a core real estate investment strategy. The NFI-ODCE is currently comprised of twenty-five component funds (the “Component Funds”). These Component Funds are invested in primarily four major property types: Office, Industrial, Multi-Family and Retail. The company is headquartered in Cleveland, OH. | Miscellaneous |
MAI Capital Management LLC
![]() MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Finance |
Investors Diversified Realty Management I LLC
![]() Investors Diversified Realty Management I LLC Investment ManagersFinance Investors Diversified Realty Management I LLC provides investment advisory services. The private company is based in Cleveland, OH. The company was founded by Gary A. Zdolshek. | Finance |
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