Profiel
Mr. Marvin D.
Fritz, CFA, is Executive Vice President at Jacobus Wealth Management, Inc.
Mr. Fritz was previously employed as Chief Investment Officer by Bank One Wisconsin and UBS Brinson Japan, and Managing Partner by Brinson Partners, Inc. and UBS Asset Management (Americas) Inc. Board of Directors.
He received his Bachelor of Science degree from University of Utah and his MBA from Northwestern University.
Eerdere bekende functies van Dale Fritz
| Bedrijven | Functie | Einde |
|---|---|---|
Jacobus Wealth Management, Inc.
 Jacobus Wealth Management, Inc. Investment ManagersFinance Founded by Richard Jacobus in 1985, Jacobus Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm provides investment management services to individuals, pension and profit sharing plans, charitable organizations and corporations. | Lid van de Investeringscommissie | 29-08-2016 |
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Corporate Officer/Principal | - |
| Bank One, Wisconsin | Chief Investment Officer | - |
| Brinson Partners, Inc. | Corporate Officer/Principal | - |
Opleiding van Dale Fritz
| University of Utah | Undergraduate Degree |
| Northwestern University | Masters Business Admin |
Ervaring
Beklede functies
Actief
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
UBS Asset Management (Americas), Inc.
UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Finance |
| Brinson Partners, Inc. | Finance |
Jacobus Wealth Management, Inc.
Jacobus Wealth Management, Inc. Investment ManagersFinance Founded by Richard Jacobus in 1985, Jacobus Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm provides investment management services to individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
| Bank One, Wisconsin | Finance |
