Dan Julie
Gestionnaire de Portefeuille-Actions chez Associated Trust Co., N.A. (Wisconsin Investment Management)
Provenance du réseau au premier degré de Dan Julie
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Associated Trust Co., N.A. (Wisconsin Investment Management)
 Associated Trust Co., N.A. (Wisconsin Investment Management) Investment ManagersFinance Associated Trust Co., N.A. (Wisconsin Investment Management) (ATC-IM) is the asset management division of Associated Trust Co., N.A., a trust company headquartered in Green Bay, Wisconsin. The firm is ultimately owned by Associated Ban-Corp (NYSE: ASB). ATC-IM provides investment management, fiduciary, administrative and planning services to a variety of clients.
12
| Operating Division | Investment Managers | 12 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Dan Julie via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Kellogg Asset Management LLC
 Kellogg Asset Management LLC Investment ManagersFinance Kellogg Asset Management LLC (Kellogg) is a SEC-registered investment advisor headquartered in Green Bay, Wisconsin. The firm is a wholly owned subsidiary of Associated Trust Co., N.A., ultimately held by Associated Banc-Corp. (NYSE: ASB), a diversified bank/financial services holding company. Founded in 2009, Kellogg provides investment management services to institutional and high net-worth investors. | Investment Managers | Portfolio Manager-Fixed Income Chief Investment Officer Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin Green Bay | College/University | Undergraduate Degree Undergraduate Degree | |
North Star Asset Management, Inc.
 North Star Asset Management, Inc. Investment ManagersFinance North Star Asset Management, Inc. (NSAM) is an independent, SEC-registered investment advisor headquartered in Neenah, Wisconsin. The firm was founded in 1996 by Kenneth Brusda, Michael Flesch, Geoffry Penn, David Risgaard and Eric Richter. NSAM provides investment advice on a discretionary/non-discretionary basis to individual and institutional clients. | Investment Managers | Analyst-Equity | |
| Ripon College | College/University | Undergraduate Degree | |
| Marquette University | College/University | Masters Business Admin | |
| CFA Society of Milwaukee, Inc. | Corporate Officer/Principal | ||
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. | Investment Managers | Portfolio Manager-Equities | |
| ASSOCIATED BANC-CORP | Major Banks | Corporate Officer/Principal | |
Associated Investment Services, Inc.
 Associated Investment Services, Inc. Investment Banks/BrokersFinance Part of Associated Banc-Corp, Associated Investment Services, Inc. is a company based in Green Bay, WI. The CEOs of the company are William K. Curtis, David Kuipers. | Investment Banks/Brokers | Chairman | |
| University of Michigan | College/University | Undergraduate Degree | |
United Way Fox Cities, Inc.
 United Way Fox Cities, Inc. Services to the Health IndustryHealth Services United Way Fox Cities, Inc. operates as a community based organization focusing on changing the lives of residents in community. The company was founded on January 1, 1993 and is headquartered in Menasha, WI. | Services to the Health Industry | Director/Board Member | |
| The University of Chicago | College/University | Masters Business Admin | |
Associated Trust Co. NA (Wisconsin)
 Associated Trust Co. NA (Wisconsin) Regional BanksFinance Associated Trust Co., N.A. (Wisconsin) is the investment management division of Associated Bank, NA, itself a subsidiary of Associated Banc-Corp. (NYSE: ASB). Headquartered in Green Bay, Wisconsin, the firm provides asset management and trust services to public, private and non-profit organizations. | Regional Banks | Corporate Officer/Principal |
Statistiques
Internationale
| Etats-Unis | 21 |
Sectorielle
| Finance | 13 |
| Consumer Services | 7 |
| Health Services | 2 |
Opérationnelle
| Portfolio Manager-Equities | 12 |
| Undergraduate Degree | 7 |
| Portfolio Manager-Fixed Income | 6 |
| Analyst-Equity | 4 |
| Chief Investment Officer | 4 |
