John Carl Potter
Analyst-Equity bij Silvercrest Asset Management Group LLC
Profiel
Mr. John C.
Potter, CFA MBA, is a Managing Director at Silvercrest Asset Management Group LLC.
He joined Silvercrest in 2019 as a result of Silvercrest’s acquisition of Cortina Asset Management, where he was a founding principal.
In addition to overseeing the direction of the portfolio at large, he analyzes energy, industrial and consumer companies.
He has more than 25 years of experience in the investment industry.
Mr. Potter began his investment career at M&I Investment Management Corp., now known as BMO Asset Management Corp., as a securities analyst and then mid-cap value fund manager.
In 2000, he joined Firstar Investment Research & Management Co., now known as Nuveen Asset Management, where he managed small cap core portfolios.
Mr. Potter received a B.B.A.
from the University of Wisconsin and an M.B.A from the University of Chicago Booth School of Business.
He holds the Chartered Financial Analyst designation and is a Member of the CFA Institute.
Actieve functies van John Carl Potter
| Bedrijven | Functie | Begin |
|---|---|---|
Silvercrest Asset Management Group LLC
 Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest Asset Management Group LLC (Silvercrest) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Jaffe in 2001 and is a wholly-owned subsidiary of Silvercrest LP. Silvercrest provides asset management and family office services to families and select institutional investors. | Analyst-Equity | 30-07-2019 |
Eerdere bekende functies van John Carl Potter
| Bedrijven | Functie | Einde |
|---|---|---|
Cortina Asset Management LLC
 Cortina Asset Management LLC Investment ManagersFinance Founded in 2004, Cortina Asset Management LLC is a registered investment advisor located in Milwaukee, Wisconsin. The firm primarily provides discretionary asset management services to mutual funds, corporations, pension and profit-sharing plans, foundations, trusts, individuals and other separate accounts. They provide discretionary investment management services to a registered investment company, Cortina Funds, Inc. The firm is also the investment adviser to two mutual funds, the Cortina Small Cap Growth Fund – Institutional Shares (CRSGX) and the Cortina Small Cap Value Fund – Institutional Shares (CRSVX) and Investor Shares (CISVX). | Oprichter | 30-07-2019 |
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. | Portefeuillebeheerder-Aandelen | 30-12-1999 |
| Firstar Investment Research & Management Co. (WI) | Portefeuillebeheerder-Aandelen | - |
Opleiding van John Carl Potter
| University of Wisconsin | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
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Cortina Asset Management LLC
Cortina Asset Management LLC Investment ManagersFinance Founded in 2004, Cortina Asset Management LLC is a registered investment advisor located in Milwaukee, Wisconsin. The firm primarily provides discretionary asset management services to mutual funds, corporations, pension and profit-sharing plans, foundations, trusts, individuals and other separate accounts. They provide discretionary investment management services to a registered investment company, Cortina Funds, Inc. The firm is also the investment adviser to two mutual funds, the Cortina Small Cap Growth Fund – Institutional Shares (CRSGX) and the Cortina Small Cap Value Fund – Institutional Shares (CRSVX) and Investor Shares (CISVX). | Finance |
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 |
| Firstar Investment Research & Management Co. (WI) | Finance |
Silvercrest Asset Management Group LLC
Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest Asset Management Group LLC (Silvercrest) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Jaffe in 2001 and is a wholly-owned subsidiary of Silvercrest LP. Silvercrest provides asset management and family office services to families and select institutional investors. | Finance |
