Keith Norman Tufte
President bij Cherry Tree Wealth Management LLC
Profiel
Mr. Keith N.
Tufte, CFA MBA, is a President & Investment Advisor at Cherry Tree Wealth Management LLC.
He has over 25 years of experience as a professional investor.
He has experience as a Wall Street analyst, mutual fund portfolio manager, director of equity research for a major mutual fund company, hedge fund portfolio manager, and wealth manager for high net worth families.
Mr. Tufte was previously employed as a Principal by American Express Financial Advisors, Inc., by Ameriprise Financial, Inc., by Cherry Tree Investments, Inc., a Portfolio Manager by Black River Asset Management LLC, by RiverSource Investments LLC, a Vice President by J.P.
Morgan Investment Management Ltd.
and a President by Longview Asset Management LLC.
He received his BA in Economics degree from St. Olaf College and an MBA from the University of Michigan.
Actieve functies van Keith Norman Tufte
Bedrijven | Functie | Begin |
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Cherry Tree Wealth Management LLC
Cherry Tree Wealth Management LLC Investment ManagersFinance Cherry Tree Wealth Management LLC (CTWM) is a SEC-registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded in 2009 and previously known as Adam Smith Advisors LLC. They are a subsidiary of Adam Smith Cos. LLC. CTWM provides advisory services to individual and institutional clients. | President | 01-08-2009 |
Eerdere bekende functies van Keith Norman Tufte
Bedrijven | Functie | Einde |
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Cherry Tree Investments/Private Equity/
Cherry Tree Investments/Private Equity/ Investment ManagersFinance Cherry Investments /Private Equity/ is a private equity/venture capital operating division of Cherry Tree Investments, Inc. founded in 1980. The firm is headquartered in Minnetonka, Minnesota. | Portefeuillebeheerder-Aandelen | 26-03-2013 |
RiverSource Investments LLC
RiverSource Investments LLC Investment ManagersFinance RiverSource Investments LLC, formerly American Express Financial Corp., is a registered investment advisor and mutual fund manager headquartered in Minneapolis, Minnesota with offices in New York City, Maryland, Massachusetts and California. The firm is a wholly-owned subsidiary of Ameriprise Financial Services, Inc. (NYSE: AMP). RiverSource Investments provides investment management services to the RiverSource Investments family of funds (formerly the American Express Funds). The firm also provides investment management services for institutional clients, alternative investments, insurance assets and a managed account program. | Lid van de Investeringscommissie | 31-12-2008 |
Longview Asset Management LLC
Longview Asset Management LLC Investment ManagersFinance Longview Asset Management LLC (Longview) is a multi-strategy investment firm headquartered in Chicago, Illinois. The firm was founded in 1998 and is owned by Henry Crown & Co. Longview manages accounts for wealthy individuals, families, and charities. | President | - |
Black River Asset Management LLC
Black River Asset Management LLC Investment ManagersFinance A division of Cargill Financial Services, Black River Asset Management LLC is an independently run global hedge fund manager located in Hopkins, Minnesota. The firm is wholly-owned by Cargill, Inc. and was founded in 2003. | Portefeuillebeheerder-Aandelen | - |
AMERIPRISE FINANCIAL, INC. | Corporate Officer/Principal | - |
Opleiding van Keith Norman Tufte
St. Olaf College | Undergraduate Degree |
University of Michigan | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Vrouw
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Uitvoerend
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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AMERIPRISE FINANCIAL, INC. | Finance |
Bedrijven in privébezit | 7 |
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RiverSource Investments LLC
RiverSource Investments LLC Investment ManagersFinance RiverSource Investments LLC, formerly American Express Financial Corp., is a registered investment advisor and mutual fund manager headquartered in Minneapolis, Minnesota with offices in New York City, Maryland, Massachusetts and California. The firm is a wholly-owned subsidiary of Ameriprise Financial Services, Inc. (NYSE: AMP). RiverSource Investments provides investment management services to the RiverSource Investments family of funds (formerly the American Express Funds). The firm also provides investment management services for institutional clients, alternative investments, insurance assets and a managed account program. | Finance |
Longview Asset Management LLC
Longview Asset Management LLC Investment ManagersFinance Longview Asset Management LLC (Longview) is a multi-strategy investment firm headquartered in Chicago, Illinois. The firm was founded in 1998 and is owned by Henry Crown & Co. Longview manages accounts for wealthy individuals, families, and charities. | Finance |
Black River Asset Management LLC
Black River Asset Management LLC Investment ManagersFinance A division of Cargill Financial Services, Black River Asset Management LLC is an independently run global hedge fund manager located in Hopkins, Minnesota. The firm is wholly-owned by Cargill, Inc. and was founded in 2003. | Finance |
American Express Financial Advisors, Inc. | |
J.P. Morgan Investment Management Ltd.
J.P. Morgan Investment Management Ltd. Investment ManagersFinance J.P. Morgan Investment Management Ltd. provides investment banking and financial services It also offers commercial banking, financial transaction processing, asset management, and private equity services. The company was founded on April 28, 2000 and is headquartered in London, the United Kingdom. | Finance |
Cherry Tree Wealth Management LLC
Cherry Tree Wealth Management LLC Investment ManagersFinance Cherry Tree Wealth Management LLC (CTWM) is a SEC-registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded in 2009 and previously known as Adam Smith Advisors LLC. They are a subsidiary of Adam Smith Cos. LLC. CTWM provides advisory services to individual and institutional clients. | Finance |
Cherry Tree Investments/Private Equity/
Cherry Tree Investments/Private Equity/ Investment ManagersFinance Cherry Investments /Private Equity/ is a private equity/venture capital operating division of Cherry Tree Investments, Inc. founded in 1980. The firm is headquartered in Minnetonka, Minnesota. | Finance |