Matthew Frank Bappert
Portefeuillebeheerder-Aandelen bij 1834 Investment Advisors Co.
Profiel
Mr. Matthew F.
Bappert is a Senior Portfolio Manager at 1834 Investment Advisors Co.
He was began his career the same year at Wintrust Financial Corporation as a credit analyst, with the principal responsibility of underwriting commercial industrial and commercial real estate credit.
In 2013, he joined FactSet, a provider of portfolio management and analytics software.
He consulted institutional portfolio managers, research analysts and wealth management clients.
He received a Bachelor of Science degree with a focus in public financial management from Indiana University in 2011.
Actieve functies van Matthew Frank Bappert
| Bedrijven | Functie | Begin |
|---|---|---|
1834 Investment Advisors Co.
 1834 Investment Advisors Co. Investment ManagersFinance 1834 Investment Advisors Co. (1834) is a SEC-registered investment advisor and wealth management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1976 as Haker Zellmer Investment Management, Inc. until 2001 when it became Northern Oak Wealth Management, Inc. They changed their name to 1834 Investment Advisors Co. in 2022. The firm is a wholly owned subsidiary of Old National Bancorp, Inc. (NASDAQ: ONB). 1834 primarily provides investment advisory services to high-net worth individuals and institutions. | Portefeuillebeheerder-Aandelen | 01-10-2015 |
Opleiding van Matthew Frank Bappert
| Indiana University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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1834 Investment Advisors Co.
1834 Investment Advisors Co. Investment ManagersFinance 1834 Investment Advisors Co. (1834) is a SEC-registered investment advisor and wealth management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1976 as Haker Zellmer Investment Management, Inc. until 2001 when it became Northern Oak Wealth Management, Inc. They changed their name to 1834 Investment Advisors Co. in 2022. The firm is a wholly owned subsidiary of Old National Bancorp, Inc. (NASDAQ: ONB). 1834 primarily provides investment advisory services to high-net worth individuals and institutions. | Finance |
