Profiel
Mr. Kent Mergler is a Principal at Rushmore Investment Advisors, Inc.
Prior to joining Rushmore in April 2011, Mr. Mergler was Co-Founder & Chairman at Northstar Capital Management, Inc., Managing Partner at Loomis, Sayles & Co. LP, and President at Stein Roe & Farnham, Inc.
Mr. Mergler received a BA degree and an MBA in Finance from the University of Cincinnati.
Eerdere bekende functies van Kent Mergler
| Bedrijven | Functie | Einde |
|---|---|---|
Rushmore Investment Advisors, Inc.
 Rushmore Investment Advisors, Inc. Investment ManagersFinance Founded in 1996 by John Vann, Rushmore Investment Advisors, Inc. is a registered investment advisor located in Plano, Texas. The firm is a subsidiary of JVC Financial LLC. They manage pure growth portfolios for institutions, endowments, foundations and high net-worth individuals | Portefeuillebeheerder-Aandelen | 30-09-2013 |
Northstar Capital Management, Inc.
 Northstar Capital Management, Inc. Investment ManagersFinance Founded in 2000, Northstar Capital Management, Inc. is a registered investment advisor located in Boca Raton, Florida. The firm manages investments for high net-worth individuals, investment companies including mutual funds, pension and profit sharing plans, charitable organizations, corporations and state and municipal government entities. | Oprichter | 31-03-2011 |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Corporate Officer/Principal | 31-12-1999 |
| Stein Roe & Farnham, Inc. /Private Capital Management Div/ | President | 31-12-1991 |
Opleiding van Kent Mergler
| University of Cincinnati (Ohio) | Masters Business Admin |
Ervaring
Beklede functies
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| Bedrijven in privébezit | 4 |
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Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Finance |
Northstar Capital Management, Inc.
Northstar Capital Management, Inc. Investment ManagersFinance Founded in 2000, Northstar Capital Management, Inc. is a registered investment advisor located in Boca Raton, Florida. The firm manages investments for high net-worth individuals, investment companies including mutual funds, pension and profit sharing plans, charitable organizations, corporations and state and municipal government entities. | Finance |
Rushmore Investment Advisors, Inc.
Rushmore Investment Advisors, Inc. Investment ManagersFinance Founded in 1996 by John Vann, Rushmore Investment Advisors, Inc. is a registered investment advisor located in Plano, Texas. The firm is a subsidiary of JVC Financial LLC. They manage pure growth portfolios for institutions, endowments, foundations and high net-worth individuals | Finance |
| Stein Roe & Farnham, Inc. /Private Capital Management Div/ | Miscellaneous |
