Dan Brown
Director of Investments bij Richardson Capital Management LLC
Actieve functies van Dan Brown
Bedrijven | Functie | Begin | Einde |
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Richardson Capital Management LLC
Richardson Capital Management LLC Investment ManagersFinance Part of Richardson Financial Group, Inc., Richardson Capital Management LLC provides investment advice. The company is based in Menomonee Falls, WI. | Lid van de Investeringscommissie | 01-05-2017 | - |
Director of Investments | 01-05-2017 | - | |
Portefeuillebeheerder-Aandelen | 01-05-2017 | - |
Loopbaan van Dan Brown
Eerdere bekende functies van Dan Brown
Bedrijven | Functie | Begin | Einde |
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Annex Advisory Services LLC
Annex Advisory Services LLC Investment ManagersFinance Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities. | Lid van de Investeringscommissie | 01-01-2013 | 01-05-2017 |
Portefeuillebeheerder-Aandelen | 01-01-2013 | 01-05-2017 | |
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Portefeuillebeheerder-Aandelen | 01-01-1997 | 31-05-2012 |
Kemper Securities, Inc. | Corporate Officer/Principal | 01-01-1990 | - |
Bank Mutual
Bank Mutual Savings BanksFinance Part of Associated Banc-Corp, Bank Mutual operates as a federally chartered savings bank. The company is based in Milwaukee, WI. David A. Baumgarten has been the CEO of the company since 2010. | Corporate Officer/Principal | 31-12-1989 | 31-12-1989 |
Harris Investment Management, Inc.
Harris Investment Management, Inc. Investment ManagersFinance Founded in 1973, BMO Asset Management Corp. is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of BMO Financial Corp. and their ultimate parent is Bank of Montreal (NYSE: BMO). They were formerly known as Harris Investment Management, Inc. BMO Asset Management provides investment management services to pension, profit sharing, institutional and personal portfolios. | Portefeuillebeheerder-Aandelen | 01-05-2013 | - |
Opleiding van Dan Brown
University of Wisconsin | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 8 |
Operationeel
Portfolio Manager-Equities | 4 |
Corporate Officer/Principal | 2 |
Investment Committee Member | 2 |
Sectoraal
Finance | 7 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 6 |
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M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Finance |
Harris Investment Management, Inc.
Harris Investment Management, Inc. Investment ManagersFinance Founded in 1973, BMO Asset Management Corp. is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of BMO Financial Corp. and their ultimate parent is Bank of Montreal (NYSE: BMO). They were formerly known as Harris Investment Management, Inc. BMO Asset Management provides investment management services to pension, profit sharing, institutional and personal portfolios. | Finance |
Kemper Securities, Inc. | Finance |
Annex Advisory Services LLC
Annex Advisory Services LLC Investment ManagersFinance Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities. | Finance |
Bank Mutual
Bank Mutual Savings BanksFinance Part of Associated Banc-Corp, Bank Mutual operates as a federally chartered savings bank. The company is based in Milwaukee, WI. David A. Baumgarten has been the CEO of the company since 2010. | Finance |
Richardson Capital Management LLC
Richardson Capital Management LLC Investment ManagersFinance Part of Richardson Financial Group, Inc., Richardson Capital Management LLC provides investment advice. The company is based in Menomonee Falls, WI. | Finance |