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Tom J. Bartos
Directeur Financier/CFO chez IDR Core Property Index Fund Ltd.
Postes actifs de Tom J. Bartos
Sociétés | Poste | Début | Fin |
---|---|---|---|
IDR Core Property Index Fund Ltd.
![]() IDR Core Property Index Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous IDR Core Property Index Fund Ltd. operates as an investment company. Its investment objective is to employ an indexing investment approach designed to seek to track the NCREIF Fund Index-Open End Diversified Core Equity X (the “NFI-ODCE X” or the “NFI- ODCE X Index”). The NFI-ODCE is an index of investment returns reporting on both a historical and current basis the results of open-end commingled funds pursuing a core real estate investment strategy. The NFI-ODCE is currently comprised of twenty-five component funds (the “Component Funds”). These Component Funds are invested in primarily four major property types: Office, Industrial, Multi-Family and Retail. The company is headquartered in Cleveland, OH. | Directeur/Membre du Conseil | 01/01/2019 | - |
Directeur Financier/CFO | 01/01/2019 | - | |
Treasurer | 01/01/2019 | - | |
Investors Diversified Realty Management I LLC
![]() Investors Diversified Realty Management I LLC Investment ManagersFinance Investors Diversified Realty Management I LLC provides investment advisory services. The private company is based in Cleveland, OH. The company was founded by Gary A. Zdolshek. | Directeur Financier/CFO | 01/03/2017 | - |
Historique de carrière de Tom J. Bartos
Anciens postes connus de Tom J. Bartos
Sociétés | Poste | Début | Fin |
---|---|---|---|
MAI Capital Management LLC
![]() MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Conseiller Juridique Général | 04/12/2009 | 04/12/2009 |
Corporate Officer/Principal | 01/02/2007 | 04/12/2009 |
Formation de Tom J. Bartos
Bowling Green State University | Undergraduate Degree |
University of Notre Dame | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Director of Finance/CFO | 2 |
General Counsel | 1 |
Corporate Officer/Principal | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 3 |
Miscellaneous | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
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MAI Capital Management LLC
![]() MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Finance |
IDR Core Property Index Fund Ltd.
![]() IDR Core Property Index Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous IDR Core Property Index Fund Ltd. operates as an investment company. Its investment objective is to employ an indexing investment approach designed to seek to track the NCREIF Fund Index-Open End Diversified Core Equity X (the “NFI-ODCE X” or the “NFI- ODCE X Index”). The NFI-ODCE is an index of investment returns reporting on both a historical and current basis the results of open-end commingled funds pursuing a core real estate investment strategy. The NFI-ODCE is currently comprised of twenty-five component funds (the “Component Funds”). These Component Funds are invested in primarily four major property types: Office, Industrial, Multi-Family and Retail. The company is headquartered in Cleveland, OH. | Miscellaneous |
Investors Diversified Realty Management I LLC
![]() Investors Diversified Realty Management I LLC Investment ManagersFinance Investors Diversified Realty Management I LLC provides investment advisory services. The private company is based in Cleveland, OH. The company was founded by Gary A. Zdolshek. | Finance |
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