Rich Rokus
Portfolio Manager-Fixed Income bij Great Lakes Advisors LLC
Profiel
Mr. Richard M.
Rokus, CFA MBA, is a Managing Director & Senior Portfolio Manager at Great Lakes Advisors LLC.
He is on the Fixed Income Team at Great Lakes Advisors.
With over 25 years of portfolio management experience, he is responsible for the management of fixed income portfolios for municipalities, corporations, foundations and other institutional clients.
He manages portfolios across all types of maturities, durations and fixed income strategies.
Prior to joining the firm, Mr. Rokus spent 17 years at M&I Investment Management Corporation and was responsible for managing over $18 billion in taxable mutual funds, limited partnerships, and separate accounts.
As a member of the Fixed Income Policy Committee, he had oversight responsibility for all fixed income products managed by the firm.
He also managed the securities lending trading team.
Mr. Rokus received his MBA from the University of Notre Dame as well as a BBA in Finance from the University of Wisconsin at Whitewater.
He is a Chartered Financial Analyst and a member of the CFA Society of Milwaukee.
Actieve functies van Rich Rokus
| Bedrijven | Functie | Begin |
|---|---|---|
Great Lakes Advisors LLC
 Great Lakes Advisors LLC Investment ManagersFinance Great Lakes Advisors LLC (GLA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1981, the firm is a subsidiary of Whamco Holding Co. and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC), which acquired the firm in 2011. GLA offers customized investment advisory services to individual and institutional clients. In addition, the firm serves as adviser to mutual funds and is the General Partner to a Private Fund. GLA is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Portfolio Manager-Fixed Income | - |
Eerdere bekende functies van Rich Rokus
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portfolio Manager-Fixed Income | 31-03-2010 |
Opleiding van Rich Rokus
| University of Wisconsin | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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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 |
Great Lakes Advisors LLC
Great Lakes Advisors LLC Investment ManagersFinance Great Lakes Advisors LLC (GLA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1981, the firm is a subsidiary of Whamco Holding Co. and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC), which acquired the firm in 2011. GLA offers customized investment advisory services to individual and institutional clients. In addition, the firm serves as adviser to mutual funds and is the General Partner to a Private Fund. GLA is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Finance |
