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J.D. Steinhilber
Algemeen Directeur bij Agile Enterprises LLC
Actieve functies van J.D. Steinhilber
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Agile Enterprises LLC
![]() Agile Enterprises LLC Investment ManagersFinance Agile Enterprises LLC (dba Agile Investments) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Asheville, North Carolina. Founded in 2004, the firm provides portfolio management services to high-net-worth individuals and trusts. | Algemeen Directeur | - | - |
Chief Investment Officer | - | - | |
Compliance Officer | - | - | |
President | - | - |
Loopbaan van J.D. Steinhilber
Eerdere bekende functies van J.D. Steinhilber
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
WestEnd Advisors LLC
![]() WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | Directeur van Onderzoek - Eigen Vermogen | 01-04-2005 | 01-06-2006 |
Portefeuillebeheerder-Aandelen | 01-04-2005 | 01-06-2006 | |
Portfolio Manager-Fixed Income | 01-04-2005 | 01-06-2006 | |
PowellJohnson, Inc.
![]() PowellJohnson, Inc. Investment ManagersFinance PowellJohnson Private Asset Management (PJ) is a registered investment advisor based in Nashville, Tennessee. | Directeur van Onderzoek - Eigen Vermogen | 30-08-2004 | 30-03-2005 |
J. C. Bradford & Co., Inc. | Corporate Officer/Principal | 01-01-1992 | - |
Robert W. Baird & Co., Inc.
![]() Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Corporate Officer/Principal | - | - |
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. | Corporate Officer/Principal | - | - |
Opleiding van J.D. Steinhilber
University of Virginia | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 8 |
Operationeel
Corporate Officer/Principal | 3 |
Director of Research - Equity | 2 |
Portfolio Manager-Equities | 1 |
Sectoraal
Finance | 7 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 6 |
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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 |
WestEnd Advisors LLC
![]() WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | Finance |
J. C. Bradford & Co., Inc. | Finance |
PowellJohnson, Inc.
![]() PowellJohnson, Inc. Investment ManagersFinance PowellJohnson Private Asset Management (PJ) is a registered investment advisor based in Nashville, Tennessee. | Finance |
Robert W. Baird & Co., Inc.
![]() Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Finance |
Agile Enterprises LLC
![]() Agile Enterprises LLC Investment ManagersFinance Agile Enterprises LLC (dba Agile Investments) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Asheville, North Carolina. Founded in 2004, the firm provides portfolio management services to high-net-worth individuals and trusts. | Finance |
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