Profiel
Mr. Joseph J.
Docter, CFA MBA, is a Partner & Portfolio Manager at Summit Creek Advisors LLC.
He has been a portfolio manager and analyst at Summit Creek Advisors since its founding.
He has 35 years of investment management experience.
Mr. Docter Previously, he was responsible for the small cap team at Winslow Capital Management (growing the product to over $700 million in assets).
Prior to Winslow Capital, he was employed by Baird Capital Management and FIRMCO (Firstar Investment Research and Management Company) both in Milwaukee.
Mr. Docter was sole or lead portfolio manager on both products from inception until his departure.
He earned his undergraduate degrees in Finance and Economics and his MBA in Finance and Investments from the University of Wisconsin where he was a participant in the Applied Security Analysis Program.
Actieve functies van Joe Docter
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Summit Creek Advisors LLC
 Summit Creek Advisors LLC Investment ManagersFinance Summit Creek Advisors LLC (Summit Creek) is an independent, SEC-registered investment adviser headquartered in Minneapolis, Minnesota. The firm was founded by Joseph “Joe” Docter and Adam Benson in 2005. Summit Creek offers investment advisory services by providing management of equity accounts for clients through its Small-Cap Growth and SMid-Cap Growth portfolio programs and by providing trading recommendations to certain institutional clients. | Oprichter | 01-01-2005 |
Eerdere bekende functies van Joe Docter
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Winslow Capital Management LLC
 Winslow Capital Management LLC Investment ManagersFinance Winslow Capital Management LLC (Winslow) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Clark Winslow in 1992. They are a wholly-owned subsidiary of Nuveen WCM Holdings LLC, which is ultimately owned by TIAA Board of Governors. Winslow provides investment advisory and sub-advisory services to pension and profit-sharing plans (ERISA and non-ERISA), corporations, trusts, charitable organizations, foundations, endowments, registered mutual funds, collective investment trusts, foreign funds such as UCITS, and individuals and high net-worth individuals through several wrap/managed account programs. | President | 30-06-2005 |
Robert W. Baird & Co., Inc. (Private Equity)
 Robert W. Baird & Co., Inc. (Private Equity) Investment ManagersFinance Robert W. Baird & Co Inc (Private Equity) (Robert W. Baird) is a private equity division of Robert W. Baird & Co Inc formed in 1989. The firm is headquartered in Chicago, Illinois. | Corporate Officer/Principal | 31-03-1997 |
| Firstar Investment Research & Management Co. (WI) | Corporate Officer/Principal | 31-12-1995 |
Opleiding van Joe Docter
| University of Wisconsin | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
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Winslow Capital Management LLC
Winslow Capital Management LLC Investment ManagersFinance Winslow Capital Management LLC (Winslow) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Clark Winslow in 1992. They are a wholly-owned subsidiary of Nuveen WCM Holdings LLC, which is ultimately owned by TIAA Board of Governors. Winslow provides investment advisory and sub-advisory services to pension and profit-sharing plans (ERISA and non-ERISA), corporations, trusts, charitable organizations, foundations, endowments, registered mutual funds, collective investment trusts, foreign funds such as UCITS, and individuals and high net-worth individuals through several wrap/managed account programs. | Finance |
Summit Creek Advisors LLC
Summit Creek Advisors LLC Investment ManagersFinance Summit Creek Advisors LLC (Summit Creek) is an independent, SEC-registered investment adviser headquartered in Minneapolis, Minnesota. The firm was founded by Joseph “Joe” Docter and Adam Benson in 2005. Summit Creek offers investment advisory services by providing management of equity accounts for clients through its Small-Cap Growth and SMid-Cap Growth portfolio programs and by providing trading recommendations to certain institutional clients. | Finance |
Robert W. Baird & Co., Inc. (Private Equity)
Robert W. Baird & Co., Inc. (Private Equity) Investment ManagersFinance Robert W. Baird & Co Inc (Private Equity) (Robert W. Baird) is a private equity division of Robert W. Baird & Co Inc formed in 1989. The firm is headquartered in Chicago, Illinois. | Finance |
| Firstar Investment Research & Management Co. (WI) | Finance |
