Profiel
Mr. Nicholas C.
Bauer, CFA, is a Managing Partner at Operose Advisors LLC.
He has over 23 years of investment experience.
He is responsible for managing the overall strategic direction of the firm including oversight of the firm’s investment advisory process, client relations and business development.
He serves as the primary investment advisor on several of the firm’s key relationships.
Mr. Bauer was previously employed as a Principal by Ziegler Capital Management LLC (Old).
He holds a B.B.A.
from the University of Wisconsin-Milwaukee.
Actieve functies van Nick Bauer
| Bedrijven | Functie | Begin |
|---|---|---|
Operose Advisors LLC
 Operose Advisors LLC Investment ManagersFinance Operose Advisors LLC is an independent registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Nicholas C. Bauer in 2017. Operose Advisors provides discretionary advisory services to individuals, including high net worth individuals, families, trusts, closely-held businesses, foundations, retirement accounts and retirement plans. | Algemeen Directeur | 01-01-2017 |
Eerdere bekende functies van Nick Bauer
| Bedrijven | Functie | Einde |
|---|---|---|
Ziegler Capital Management LLC (Old)
 Ziegler Capital Management LLC (Old) Investment ManagersFinance Founded in 1902, Ziegler Capital Management LLC is a registered investment advisor located in Chicago with additional offices in West Bend, Wisconsin, Milwaukee, Wisconsin and Grand Rapids, Michigan. The firm provides investment advisory services to company-sponsored mutual funds and managed account services for individual and institutional clients including foundations, endowment funds, corporations, institutions and businesses. Ziegler also offers their proprietary North Track funds | Corporate Officer/Principal | - |
Opleiding van Nick Bauer
| University of Wisconsin | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Ziegler Capital Management LLC (Old)
Ziegler Capital Management LLC (Old) Investment ManagersFinance Founded in 1902, Ziegler Capital Management LLC is a registered investment advisor located in Chicago with additional offices in West Bend, Wisconsin, Milwaukee, Wisconsin and Grand Rapids, Michigan. The firm provides investment advisory services to company-sponsored mutual funds and managed account services for individual and institutional clients including foundations, endowment funds, corporations, institutions and businesses. Ziegler also offers their proprietary North Track funds | Finance |
Operose Advisors LLC
Operose Advisors LLC Investment ManagersFinance Operose Advisors LLC is an independent registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Nicholas C. Bauer in 2017. Operose Advisors provides discretionary advisory services to individuals, including high net worth individuals, families, trusts, closely-held businesses, foundations, retirement accounts and retirement plans. | Finance |
