Profiel
Mr. Paul A.
Griesbach is a Senior Analyst & Portfolio Manager at Legacy Private Trust Co. Mr. Griesbach joined the investment group in 2015, bringing with him a diverse background including over 20 years of investment and finance related experience.
He is using his expertise in quantitative research and portfolio risk management as a member of Legacy’s portfolio management team.
Since starting at Legacy as a member of the investment team, his entrepreneurial spirit has been displayed by implementing new methods within the investment department to conduct performance analysis and research into how portfolio construction impacts investment results.
Prior to joining Legacy Private Trust, he began his investment career at Thrivent Financial as a Business & Reporting Analyst in Investment Operations.
As opportunities arose, Mr. Griesbach quickly moved into areas of research supporting commercial mortgage and fixed income investments.
He completed his BBA in at the University of Wisconsin-Oshkosh and holds a number of investment-related course certificates, most recently from London Financial Studies in modern asset allocation.
Actieve functies van Paul Griesbach
| Bedrijven | Functie | Begin |
|---|---|---|
Legacy Private Trust Co.
 Legacy Private Trust Co. Investment ManagersFinance Legacy Private Trust Co. (Legacy) is an independent investment adviser headquartered in Neenah, Wisconsin. The firm was founded in 2004 by Joseph E. McGrane, Michael B. Mahlik and Nick Carver. Legacy provides customized wealth management with an emphasis on developing long-term personal client relationships to their clients who include individuals and families, family-owned businesses, non-profit organizations, family offices, and foundations and endowments. | Analyst-Equity | 01-01-2015 |
Eerdere bekende functies van Paul Griesbach
| Bedrijven | Functie | Einde |
|---|---|---|
Thrivent Investment Management, Inc.
 Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities. | Analyst-Equity | - |
Opleiding van Paul Griesbach
| University of Wisconsin | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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Thrivent Investment Management, Inc.
Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities. | Finance |
Legacy Private Trust Co.
Legacy Private Trust Co. Investment ManagersFinance Legacy Private Trust Co. (Legacy) is an independent investment adviser headquartered in Neenah, Wisconsin. The firm was founded in 2004 by Joseph E. McGrane, Michael B. Mahlik and Nick Carver. Legacy provides customized wealth management with an emphasis on developing long-term personal client relationships to their clients who include individuals and families, family-owned businesses, non-profit organizations, family offices, and foundations and endowments. | Finance |