Mark J. Shelstad
Geen lopende functies
Profiel
Mr. Mark J.
Shelstad is Senior Portfolio Manager at Asset Allocation & Management Co. LLC.
Prior to joining AAM, Mr. Shelstad was a credit analyst at Marshall & Ilsley Bank starting in 1979, and was an equity portfolio manager at M&I Investment Management Corp.
from 1982 to 1984.
Since joining AAM, he has been a principal and fixed income portfolio manager guiding the investments in a number of P&C and life insurance company portfolios.
At AAM, Mr. Shelstad has helped devise and implement the funding and crediting rate strategy for several annuity writers.
His focus is in the mortgage-backed securities and subordinated asset-backed area.
Mr. Shelstad is a member of the ITC and the NALC.
Mr. Shelstad earned a B.B.A.
from the University of Wisconsin-Madison.
Eerdere bekende functies van Mark J. Shelstad
| Bedrijven | Functie | Einde |
|---|---|---|
Asset Allocation & Management Co. LLC
 Asset Allocation & Management Co. LLC Investment ManagersFinance Asset Allocation & Management Co. LLC (AAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1982 and is principally owned by Securian AAM Holdings LLC, ultimately owned by Minnesota Mutual Cos., Inc. AAM provides discretionary and non-discretionary investment advice to insurance companies across all business segments of the industry including Property and Casualty, Life, Health and Captive insurers. | Portfolio Manager-Fixed Income | 01-10-2009 |
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 | - |
Opleiding van Mark J. Shelstad
| University of Wisconsin | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Asset Allocation & Management Co. LLC
Asset Allocation & Management Co. LLC Investment ManagersFinance Asset Allocation & Management Co. LLC (AAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1982 and is principally owned by Securian AAM Holdings LLC, ultimately owned by Minnesota Mutual Cos., Inc. AAM provides discretionary and non-discretionary investment advice to insurance companies across all business segments of the industry including Property and Casualty, Life, Health and Captive insurers. | 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 |
