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Dennis Elmer Lohouse
Portfolio Manager-Fixed Income chez
Mariner LLC
Profil
Mr. Dennis E.
Lohouse, CFA MBA, is a Senior Wealth Advisor at Mariner LLC.
He provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.
Prior to joining Mariner, Mr. Lohouse was a Managing Director, Principal, Portfolio Manager and Member of the Investment Committee at Forté Capital LLC, primarily responsible for economic research, investment strategies and communications.
He was jointly responsible for overall investment strategy, security selection and fixed income allocations.
Before that, he was Co-Founder of Bryce Capital Management, LLC, which merged with Forté Capital LLC.
He holds a Bachelor of Arts degree in psychology and a Master of Science degree in economics from the State University of New York at Buffalo.
He also holds an MBA in finance and accounting from Simon Business School at the University of Rochester.
Postes actifs de Dennis Elmer Lohouse
| Sociétés | Poste | Début |
|---|---|---|
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Portfolio Manager-Fixed Income | 01/09/2025 |
Anciens postes connus de Dennis Elmer Lohouse
| Sociétés | Poste | Fin |
|---|---|---|
Forté Capital LLC
 Forté Capital LLC Investment ManagersFinance Forte Capital offers large-cap growth investment, equity income, balanced (stock/bond blend), fixed income, and actively traded asset allocation strategy investment management services. Portfolio holdings will typically be limited to domestic and foreign equity securities, ETFs, preferred securities, Master Limited Partnerships, corporate debt securities, certificates of deposit, municipal and US government and agency securities, mutual funds, and options. Investment Committee establishes and implements the investment strategy for the firm's clients. Their research employs economic, fundamental and technical analysis as well as a qualitative appraisal of each company or mutual fund's management and business. | Economiste | 01/09/2025 |
Bryce Capital Management LLC
 Bryce Capital Management LLC Investment ManagersFinance Bryce's over-arching investment philosophy is to manage investment portfolios that are consistent with and cognizant of their clients needs for growth, income and stability of principal. They seek to make long-term investments in companies that offer superior growth prospects and strong business fundamentals. Using careful research, drawing on many sources of information, Bryce formulates an investment thesis or rationale for making an investment commitment. The stock selection committee meets to evaluate the company's product set, earnings, management, market position, brand franchise and balance sheet as well as broad industry and economic data. Once a company has been chosen for investment, they consider the market conditions, valuation, sentiment and money flows of the security. The firm evaluates the market conditions daily and fundamentals on a regular basis, making sure that the determinates of growth are in place and in line with their forecasts. Bryce holds a weekly stock selection meeting where every position is reviewed. | Fondateur | 30/06/2010 |
Chase Securities, Inc.
 Chase Securities, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
Chase Bank USA, NA
 Chase Bank USA, NA Major BanksFinance Operates as a nationally chartered commercial bank | Directeur en chef des Investissements | - |
Formation de Dennis Elmer Lohouse
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
71
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Chase Bank USA, NA
Chase Bank USA, NA Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Rochester Christian University
 Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Finance |
Bryce Capital Management LLC
Bryce Capital Management LLC Investment ManagersFinance Bryce's over-arching investment philosophy is to manage investment portfolios that are consistent with and cognizant of their clients needs for growth, income and stability of principal. They seek to make long-term investments in companies that offer superior growth prospects and strong business fundamentals. Using careful research, drawing on many sources of information, Bryce formulates an investment thesis or rationale for making an investment commitment. The stock selection committee meets to evaluate the company's product set, earnings, management, market position, brand franchise and balance sheet as well as broad industry and economic data. Once a company has been chosen for investment, they consider the market conditions, valuation, sentiment and money flows of the security. The firm evaluates the market conditions daily and fundamentals on a regular basis, making sure that the determinates of growth are in place and in line with their forecasts. Bryce holds a weekly stock selection meeting where every position is reviewed. | Finance |
Forté Capital LLC
Forté Capital LLC Investment ManagersFinance Forte Capital offers large-cap growth investment, equity income, balanced (stock/bond blend), fixed income, and actively traded asset allocation strategy investment management services. Portfolio holdings will typically be limited to domestic and foreign equity securities, ETFs, preferred securities, Master Limited Partnerships, corporate debt securities, certificates of deposit, municipal and US government and agency securities, mutual funds, and options. Investment Committee establishes and implements the investment strategy for the firm's clients. Their research employs economic, fundamental and technical analysis as well as a qualitative appraisal of each company or mutual fund's management and business. | Finance |
Chase Securities, Inc.
Chase Securities, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
The State University of New York
 The State University of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
