Thomas Bolgert
Analyst-Equity bij Campbell Newman Asset Management, Inc.
Profiel
Mr. Thomas H.
Bolgert, CFA MBA, is a Portfolio Manager & Analyst at Campbell Newman Asset Management, Inc. Mr. Bolgert has over 35 years experience in the investment management industry.
Preceding Campbell Newman, Mr. Bolgert was employed at Amcore Financial as a portfolio manager for the Vintage Funds.
Prior to that, he was a vice president and analyst at Firstar Investment Research and Management Company, LLC.
He also held investment analyst positions with First National Bank of Chicago and State of Michigan Retirement System.
He graduated with a BS degree in business administration from Valparaiso University and received his MBA degree in finance from University of Wisconsin-Madison and is a Chartered Financial Analyst charterholder.
Actieve functies van Thomas Bolgert
| Bedrijven | Functie | Begin |
|---|---|---|
Campbell Newman Asset Management, Inc.
 Campbell Newman Asset Management, Inc. Investment ManagersFinance Campbell Newman Asset Management, Inc. (Campbell Newman) is an independent registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Campbell Newman provides professional portfolio management services to institutional clients who includes pension and profit-sharing plans, charitable organizations, corporations and government entities, as well as high net worth and other individuals, such as those managed through wrap programs. | Analyst-Equity | 01-01-2023 |
Eerdere bekende functies van Thomas Bolgert
| Bedrijven | Functie | Einde |
|---|---|---|
| Firstar Corp. | Corporate Officer/Principal | 31-03-2002 |
Opleiding van Thomas Bolgert
| Valparaiso University | Undergraduate Degree |
| University of Wisconsin | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Campbell Newman Asset Management, Inc.
Campbell Newman Asset Management, Inc. Investment ManagersFinance Campbell Newman Asset Management, Inc. (Campbell Newman) is an independent registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Campbell Newman provides professional portfolio management services to institutional clients who includes pension and profit-sharing plans, charitable organizations, corporations and government entities, as well as high net worth and other individuals, such as those managed through wrap programs. | Finance |
| Firstar Corp. | Finance |
