Profil
Mr. Marvin R.
Swentkofske was previously employed as a Portfolio Manager by Optimum Investment Advisors LLC, Chief Executive Officer by Summit Investment Management Ltd., a Principal by First Wisconsin National Bank Milwaukee, and Partner by Loomis, Sayles & Co. LP.
He received his undergraduate degree from Marquette University and an MBA from Marquette University.
Anciens postes connus de Marvin R. Swentkofske
| Sociétés | Poste | Fin |
|---|---|---|
Summit Investment Management Ltd.
 Summit Investment Management Ltd. Investment ManagersFinance Summit Investment Management Ltd. (Summit) is a SEC-registered investment advisor and wealth management firm headquartered in Greenfield, Wisconsin. The Edward J. Gaffney & Elizabeth A. Gaffney Revocable Trust, the Chandler Herrera Family Trust, and Thomas A. Carroll are the principal owners of the firm. Founded in 1987, Summit offers a wide range of investment portfolios for individuals, institutions and businesses. | President | 30/09/2009 |
Optimum Investment Advisors LLC
 Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Gestionnaire de Portefeuille-Actions | 01/02/2008 |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Corporate Officer/Principal | - |
| First Wisconsin National Bank Milwaukee | Corporate Officer/Principal | - |
Formation de Marvin R. Swentkofske
| Marquette University | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Summit Investment Management Ltd.
Summit Investment Management Ltd. Investment ManagersFinance Summit Investment Management Ltd. (Summit) is a SEC-registered investment advisor and wealth management firm headquartered in Greenfield, Wisconsin. The Edward J. Gaffney & Elizabeth A. Gaffney Revocable Trust, the Chandler Herrera Family Trust, and Thomas A. Carroll are the principal owners of the firm. Founded in 1987, Summit offers a wide range of investment portfolios for individuals, institutions and businesses. | Finance |
Optimum Investment Advisors LLC
Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Finance |
| First Wisconsin National Bank Milwaukee | Finance |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Finance |
