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Actieve functies van David Trotter
Bedrijven | Functie | Begin | Einde |
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Winnebago Capital Partners LLC
![]() Winnebago Capital Partners LLC Investment ManagersFinance Winnebago Capital Partners LLC (Winnebago Capital) is a venture capital firm founded in 2016 by David Trotter. The firm is headquartered in Neenah, Wisconsin. | Oprichter | 01-01-2016 | - |
Private Equity Investor | 01-01-2016 | - |
Loopbaan van David Trotter
Eerdere bekende functies van David Trotter
Bedrijven | Functie | Begin | Einde |
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Pennant Management, Inc.
![]() Pennant Management, Inc. Investment ManagersFinance Founded in 1992 by Mark Elste, Pennant Management, Inc. is a registered investment advisor located in Milwaukee, Wisconsin with an additional office in Oakbrook, Illinois. The firm is a subsidiary of U.S. Fiduciary Services, Inc. They manage investment portfolios for individuals, as well as, insurance companies, community banks, healthcare organizations, governmental units, employee benefit trusts and other organizations. Pennant Management is the sub-advisor to the Accessor Limited Duration U.S. Government Fund (ticker ALTDX) and the Accessor Total Return Fund. | Analyst-Equity | 01-01-2006 | 31-08-2012 |
Analist-Vaste Inkomen | 01-01-2006 | 31-08-2012 | |
Portefeuillebeheerder-Aandelen | 22-04-2009 | 31-08-2012 | |
Portfolio Manager-Fixed Income | 01-01-2006 | 31-08-2012 | |
Legacy Private Trust Co.
![]() Legacy Private Trust Co. Investment ManagersFinance Legacy Private Trust Co. (Legacy) is an independent investment adviser headquartered in Neenah, Wisconsin. The firm was founded in 2004 by Joseph E. McGrane, Michael B. Mahlik and Nick Carver. Legacy provides customized wealth management with an emphasis on developing long-term personal client relationships to their clients who include individuals and families, family-owned businesses, non-profit organizations, family offices, and foundations and endowments. | Portefeuillebeheerder-Aandelen | 01-09-2012 | - |
Opleiding van David Trotter
Marquette University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 5 |
Operationeel
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Analyst-Fixed Income | 1 |
Sectoraal
Finance | 4 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
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Legacy Private Trust Co.
![]() Legacy Private Trust Co. Investment ManagersFinance Legacy Private Trust Co. (Legacy) is an independent investment adviser headquartered in Neenah, Wisconsin. The firm was founded in 2004 by Joseph E. McGrane, Michael B. Mahlik and Nick Carver. Legacy provides customized wealth management with an emphasis on developing long-term personal client relationships to their clients who include individuals and families, family-owned businesses, non-profit organizations, family offices, and foundations and endowments. | Finance |
Pennant Management, Inc.
![]() Pennant Management, Inc. Investment ManagersFinance Founded in 1992 by Mark Elste, Pennant Management, Inc. is a registered investment advisor located in Milwaukee, Wisconsin with an additional office in Oakbrook, Illinois. The firm is a subsidiary of U.S. Fiduciary Services, Inc. They manage investment portfolios for individuals, as well as, insurance companies, community banks, healthcare organizations, governmental units, employee benefit trusts and other organizations. Pennant Management is the sub-advisor to the Accessor Limited Duration U.S. Government Fund (ticker ALTDX) and the Accessor Total Return Fund. | Finance |
Winnebago Capital Partners LLC
![]() Winnebago Capital Partners LLC Investment ManagersFinance Winnebago Capital Partners LLC (Winnebago Capital) is a venture capital firm founded in 2016 by David Trotter. The firm is headquartered in Neenah, Wisconsin. | Finance |
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