Profiel
Mr. Jeffrey J.
Strong, CFA MBA, is a Senior Research Analyst & Portfolio Manager at Nicholas Co., Inc. He joined the company in April 2021 and focuses on stocks of all market capitalizations with a particular emphasis on the information technology sector.
He has over 17 years of industry experience.
Prior to joining Nicholas Company, Mr. Strong was a portfolio manager at the State of Wisconsin Investment Board, managing the Global Technology Portfolio for three years.
Before that, he was a research analyst for two years at Heartland Advisors, with primary emphasis on the technology, industrials and consumer sectors.
He started his career in investment management at BMO Asset Management, where he was a senior equity analyst for eight years on the BMO Small and Mid Cap Value Funds.
Mr. Jeffrey Strong earned his B.B.A.
and M.B.A.
from the University of Wisconsin-Madison, where he participated in the Applied Security Analysis Program.
He has also earned the right to use the CFA designation and is a member of the CFA Society Milwaukee.
Actieve functies van Jeff Strong
| Bedrijven | Functie | Begin |
|---|---|---|
Nicholas Co., Inc.
 Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Analyst-Equity | 01-04-2021 |
Eerdere bekende functies van Jeff Strong
| Bedrijven | Functie | Einde |
|---|---|---|
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 | 31-05-2012 |
Harris Investment Management, Inc.
 Harris Investment Management, Inc. Investment ManagersFinance Founded in 1973, BMO Asset Management Corp. is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of BMO Financial Corp. and their ultimate parent is Bank of Montreal (NYSE: BMO). They were formerly known as Harris Investment Management, Inc. BMO Asset Management provides investment management services to pension, profit sharing, institutional and personal portfolios. | Analyst-Equity | - |
Opleiding van Jeff Strong
| University of Wisconsin | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 3 |
|---|---|
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 |
Harris Investment Management, Inc.
Harris Investment Management, Inc. Investment ManagersFinance Founded in 1973, BMO Asset Management Corp. is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of BMO Financial Corp. and their ultimate parent is Bank of Montreal (NYSE: BMO). They were formerly known as Harris Investment Management, Inc. BMO Asset Management provides investment management services to pension, profit sharing, institutional and personal portfolios. | Finance |
Nicholas Co., Inc.
Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Finance |
