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Greg Baxter
Portefeuillebeheerder-Aandelen bij CastleArk Management LLC
Profiel
Mr. Gregory P.
Baxter, CFA MBA, is Vice President, Portfolio Manager & Principal at CastleArk Management LLC.
He joined the firm in 2007.
Mr. Baxter began his investment career as a portfolio manager and analyst in the University of Wisconsin’s Applied Security Analysis program while earning his graduate degree.
Upon graduation, he joined Strong Capital Management as an analyst on the small cap growth team.
In 2005, he joined at M&I Investment Management as an analyst on the small cap growth product managed by Jim.
He received his undergraduate degree from the University of Wisconsin Oshkosh, a graduate degree from the University of Wisconsin and an MBA from the University of Wisconsin Oshkosh.
Actieve functies van Greg Baxter
Bedrijven | Functie | Begin |
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CastleArk Management LLC
![]() CastleArk Management LLC Investment ManagersFinance Founded in 1999 by Jerry Castellini and Ed Clark, CastleArk Management LLC is a registered investment adviser located in Chicago, Illinois. The firm provides investment advisory services to a variety of institutional clients, but their clients are predominantly pension plans, including corporate plans and state and local government plans. CastleArk also serves as adviser or sub-adviser to investment companies and collective trusts. Their clients may also include foundations and corporate accounts, plus a few high net-worth individuals. CastleArk's affiliated adviser CastleArk Alternatives, L.L.C. sponsors hedge funds for qualified investors. | Portefeuillebeheerder-Aandelen | 01-01-2007 |
Eerdere bekende functies van Greg Baxter
Bedrijven | Functie | Einde |
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M&I Investment Management Corp.
![]() M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Analyst-Equity | 31-12-2006 |
University of Wisconsin | Corporate Officer/Principal | - |
Strong Capital Management, Inc.
![]() Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Greg Baxter
University of Wisconsin | Graduate Degree |
University of Wisconsin Oshkosh | Undergraduate Degree |
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Bedrijven in privébezit | 3 |
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M&I Investment Management Corp.
![]() M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Finance |
CastleArk Management LLC
![]() CastleArk Management LLC Investment ManagersFinance Founded in 1999 by Jerry Castellini and Ed Clark, CastleArk Management LLC is a registered investment adviser located in Chicago, Illinois. The firm provides investment advisory services to a variety of institutional clients, but their clients are predominantly pension plans, including corporate plans and state and local government plans. CastleArk also serves as adviser or sub-adviser to investment companies and collective trusts. Their clients may also include foundations and corporate accounts, plus a few high net-worth individuals. CastleArk's affiliated adviser CastleArk Alternatives, L.L.C. sponsors hedge funds for qualified investors. | Finance |
Strong Capital Management, Inc.
![]() Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Finance |