Ray Unger
Directeur Général chez Forward Investment Advisors, Inc.
Profil
Mr. Raymond F.
Unger, CFA MBA, is a Chairman at Forward Investment Advisors, Inc.
He began his career as an analyst with Robert W.
Baird and has worked with the Wisconsin Alumni Research Foundation (WARF), Firstar Bank of Madison, and co-founded Thompson, Unger & Plumb, Inc. He was the president of the Thompson, Unger & Plumb Balanced and Growth mutual funds and formed Unger Capital Management in 1993.
He received his undergraduate degree from the University of Wisconsin and an MBA from the University of Wisconsin.
Postes actifs de Ray Unger
| Sociétés | Poste | Début |
|---|---|---|
Forward Investment Advisors, Inc.
 Forward Investment Advisors, Inc. Investment ManagersFinance Forward Investment Advisors, Inc. (Forward) is an independent, SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Raymond Unger in 1993 as Unger Capital Management, Inc. Forward provides personalized confidential investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Directeur Général | 01/01/1993 |
Anciens postes connus de Ray Unger
| Sociétés | Poste | Fin |
|---|---|---|
| Firstar Corp. | Directeur de la Recherche - Actions | 31/12/1984 |
Wisconsin Alumni Research Foundation
 Wisconsin Alumni Research Foundation Miscellaneous Commercial ServicesCommercial Services Wisconsin Alumni Research Foundation provides research patenting and licensing services. It helps steward the cycle of research, discovery, commercialization, and investment for the University of Wisconsin. The firm provides its support services for the entire cycle of innovation, from research to invention to investment. The company was founded in 1925 and is headquartered in Madison, WI. | Corporate Officer/Principal | 31/12/1976 |
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Analyst-Equity | - |
Formation de Ray Unger
| University of Wisconsin | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Forward Investment Advisors, Inc.
Forward Investment Advisors, Inc. Investment ManagersFinance Forward Investment Advisors, Inc. (Forward) is an independent, SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Raymond Unger in 1993 as Unger Capital Management, Inc. Forward provides personalized confidential investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Finance |
| Firstar Corp. | Finance |
Wisconsin Alumni Research Foundation
Wisconsin Alumni Research Foundation Miscellaneous Commercial ServicesCommercial Services Wisconsin Alumni Research Foundation provides research patenting and licensing services. It helps steward the cycle of research, discovery, commercialization, and investment for the University of Wisconsin. The firm provides its support services for the entire cycle of innovation, from research to invention to investment. The company was founded in 1925 and is headquartered in Madison, WI. | Commercial Services |
