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Jim Klaus
Portefeuillebeheerder-Aandelen bij
Silvercrest Asset Management Group LLC
Profiel
Mr. James D.
Klaus is a Managing Director, Consultant & Client Relations at Silvercrest Asset Management Group LLC.
He has 25 years’ experience in the investment industry.
His primary responsibilities include institutional client service and consultant relations.
In this role, Mr. Klaus works closely with the investment team on the investment process, as well as client portfolio oversight and implementation.
Mr. Klaus joined Silvercrest in 2019 as a result of Silvercrest’s acquisition of Cortina Asset Management, where he was a Managing Director of Institutional Services.
Prior to Cortina, he served as Senior Relationship Manager working with institutional clients and investment consultants with Wells Capital Management.
Before that, he was with M&I Investment Management Corp., now known as Columbia Threadneedle Investments, as Vice President for institutional client service and portfolio management.
Mr. Klaus received a BS from the University of Wisconsin and an MS from the University of Wisconsin-Milwaukee.
Actieve functies van Jim Klaus
| Bedrijven | Functie | Begin |
|---|---|---|
Silvercrest Asset Management Group LLC
 Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest employs a disciplined, value-oriented security selection methodology in their stock picking and an actively managed, bottom-up investment strategy. The firm’s investment capabilities include equity management, fixed-income management, outsourced investments and alternative investments. | Portefeuillebeheerder-Aandelen | 01-07-2019 |
Eerdere bekende functies van Jim Klaus
| Bedrijven | Functie | Einde |
|---|---|---|
M&I Investment Management Corp.
 M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates. | Corporate Officer/Principal | - |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Corporate Officer/Principal | - |
Opleiding van Jim Klaus
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
41
Eerstegraads connecties
5
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Finance |
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Silvercrest Asset Management Group LLC
Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest employs a disciplined, value-oriented security selection methodology in their stock picking and an actively managed, bottom-up investment strategy. The firm’s investment capabilities include equity management, fixed-income management, outsourced investments and alternative investments. | Finance |
University of Wisconsin-Milwaukee
 University of Wisconsin-Milwaukee Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
