Keith Philip Weldon
Portfolio Manager-Fixed Income bij Ziegler Capital Management LLC
Profiel
Mr. Keith P.
Weldon, CFA MBA, is a Senior Portfolio Manager at Ziegler Capital Management LLC.
Prior to joining the firm in 2014, he was the Director of Fixed Income at Missouri Valley Partners, Inc. where he served as the Chairman of the Fixed Income Policy and Selection Committee, and also was a member of the Asset Allocation, Investment Policy and Trade Management committees of MVP.
He received an M.B.A.
in Finance from Case Western Reserve University, and a B.A.
in Economics from the University of Kentucky.
He is a CFA charter holder and a member of the CFA Institute and CFA Society of St. Louis.
Actieve functies van Keith Philip Weldon
| Bedrijven | Functie | Begin |
|---|---|---|
Ziegler Capital Management LLC
 Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors. | Portfolio Manager-Fixed Income | 01-01-2014 |
Eerdere bekende functies van Keith Philip Weldon
| Bedrijven | Functie | Einde |
|---|---|---|
Missouri Valley Partners, Inc.
 Missouri Valley Partners, Inc. Investment ManagersFinance Founded in 2000 by Greg Glidden, Tom Pellett, Dick Williams, Tom Dezort, Gary Hurlbut and Lou Jarodsky, Missouri Valley Partners, Inc. is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a full-service regional brokerage and investment banking firm that was founded in 1890. Missouri Valley Partners' clients include corporations, public entities, Taft-Hartley plans, endowments, foundations and high net-worth individuals throughout the US. Their specialties include asset allocation, large-cap and small-cap equity and fixed-income portfolio management | Head-Fixed Income Invts | 01-10-2014 |
Commerce Bank, NA (St. Louis, Missouri)
 Commerce Bank, NA (St. Louis, Missouri) Investment ManagersFinance Commerce Bank is a subsidiary of Commerce Bancshares, Inc. (NASDAQ: CBSH), a multi-bank holding company with operations in Missouri, Kansas, Illinois, Oklahoma and Colorado. Commerce Bank provides investment management services to pension funds, endowments, foundations and individuals. They also serve as the investment advisor to the Commerce family of mutual funds. | Portfolio Manager-Fixed Income | - |
Opleiding van Keith Philip Weldon
| Case Western Reserve University | Masters Business Admin |
| University of Kentucky | Undergraduate Degree |
Ervaring
Beklede functies
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| Bedrijven in privébezit | 3 |
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Commerce Bank, NA (St. Louis, Missouri)
Commerce Bank, NA (St. Louis, Missouri) Investment ManagersFinance Commerce Bank is a subsidiary of Commerce Bancshares, Inc. (NASDAQ: CBSH), a multi-bank holding company with operations in Missouri, Kansas, Illinois, Oklahoma and Colorado. Commerce Bank provides investment management services to pension funds, endowments, foundations and individuals. They also serve as the investment advisor to the Commerce family of mutual funds. | Finance |
Missouri Valley Partners, Inc.
Missouri Valley Partners, Inc. Investment ManagersFinance Founded in 2000 by Greg Glidden, Tom Pellett, Dick Williams, Tom Dezort, Gary Hurlbut and Lou Jarodsky, Missouri Valley Partners, Inc. is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a full-service regional brokerage and investment banking firm that was founded in 1890. Missouri Valley Partners' clients include corporations, public entities, Taft-Hartley plans, endowments, foundations and high net-worth individuals throughout the US. Their specialties include asset allocation, large-cap and small-cap equity and fixed-income portfolio management | Finance |
Ziegler Capital Management LLC
Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors. | Finance |
