Patrick Nelson Sommerfield
Compliance Officer bij P. J. Schmidt Investment Management, Inc.
Profiel
Mr. Patrick N.
Sommerfield is a President & Chief Investment Officer at P.
J.
Schmidt Investment Management, Inc. He is also a Senior Portfolio Manager on the investment committee, he leads the investment process.
His primary responsibilities include screening and analyzing new investments, completing due diligence, evaluating risk, and guiding portfolio construction.
With 20 of his 22 years’ experience with the firm, Patrick has helped to shape and develop PJS Investment Management by maintaining client relationships and remaining current on markets, forecasts, and strategy.
Additionally, he serves as the firm’s Chief Compliance Officer and guides PJS’ Strategic Committee.
Mr. Sommerfield was previously employed as a Treasury Analyst by Firstar Corp.
He received his undergraduate degree from the University of Wisconsin.
Actieve functies van Patrick Nelson Sommerfield
| Bedrijven | Functie | Begin |
|---|---|---|
P. J. Schmidt Investment Management, Inc.
 P. J. Schmidt Investment Management, Inc. Investment ManagersFinance P. J. Schmidt Investment Management, Inc. (dba PJS Investment Management) is an independent registered investment advisor headquartered in Cedarburg, Wisconsin. The firm was founded by Phillip J. Schmidt in 1981. PJS Investment Management builds customized investment portfolios and delivers wealth management solutions to investors and families. | Compliance Officer | 01-07-2000 |
Eerdere bekende functies van Patrick Nelson Sommerfield
| Bedrijven | Functie | Einde |
|---|---|---|
| Firstar Corp. | Corporate Officer/Principal | 31-12-1998 |
Opleiding van Patrick Nelson Sommerfield
| University of Wisconsin | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
| Firstar Corp. | Finance |
P. J. Schmidt Investment Management, Inc.
P. J. Schmidt Investment Management, Inc. Investment ManagersFinance P. J. Schmidt Investment Management, Inc. (dba PJS Investment Management) is an independent registered investment advisor headquartered in Cedarburg, Wisconsin. The firm was founded by Phillip J. Schmidt in 1981. PJS Investment Management builds customized investment portfolios and delivers wealth management solutions to investors and families. | Finance |
