Tom J. Bartos
Financieel Directeur/CFO bij IDR Core Property Index Fund Ltd.
Profiel
Tom J.
Bartos is currently the Chief Financial Officer, Treasurer & Director at IDR Core Property Index Fund Ltd.
since 2019 and also the Chief Financial Officer at Investors Diversified Realty Management I LLC since 2017.
He previously worked as the Chief Compliance Officer at MAI Capital Management LLC.
Mr. Bartos holds an MBA from the University of Notre Dame and an undergraduate degree from Bowling Green State University.
Actieve functies van Tom J. Bartos
Bedrijven | Functie | Begin |
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IDR Core Property Index Fund Ltd.
IDR Core Property Index Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous IDR Core Property Index Fund Ltd. operates as an investment company. Its investment objective is to employ an indexing investment approach designed to seek to track the NCREIF Fund Index-Open End Diversified Core Equity X (the “NFI-ODCE X” or the “NFI- ODCE X Index”). The NFI-ODCE is an index of investment returns reporting on both a historical and current basis the results of open-end commingled funds pursuing a core real estate investment strategy. The NFI-ODCE is currently comprised of twenty-five component funds (the “Component Funds”). These Component Funds are invested in primarily four major property types: Office, Industrial, Multi-Family and Retail. The company is headquartered in Cleveland, OH. | Financieel Directeur/CFO | 01-01-2019 |
Investors Diversified Realty Management I LLC
Investors Diversified Realty Management I LLC Investment ManagersFinance Investors Diversified Realty Management I LLC provides investment advisory services. The private company is based in Cleveland, OH. The company was founded by Gary A. Zdolshek. | Financieel Directeur/CFO | 01-03-2017 |
Eerdere bekende functies van Tom J. Bartos
Bedrijven | Functie | Einde |
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MAI Capital Management LLC
MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Algemeen Adviseur | 04-12-2009 |
Opleiding van Tom J. Bartos
Bowling Green State University | Undergraduate Degree |
University of Notre Dame | Masters Business Admin |
Ervaring
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Bedrijven in privébezit | 3 |
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MAI Capital Management LLC
MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Finance |
IDR Core Property Index Fund Ltd.
IDR Core Property Index Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous IDR Core Property Index Fund Ltd. operates as an investment company. Its investment objective is to employ an indexing investment approach designed to seek to track the NCREIF Fund Index-Open End Diversified Core Equity X (the “NFI-ODCE X” or the “NFI- ODCE X Index”). The NFI-ODCE is an index of investment returns reporting on both a historical and current basis the results of open-end commingled funds pursuing a core real estate investment strategy. The NFI-ODCE is currently comprised of twenty-five component funds (the “Component Funds”). These Component Funds are invested in primarily four major property types: Office, Industrial, Multi-Family and Retail. The company is headquartered in Cleveland, OH. | Miscellaneous |
Investors Diversified Realty Management I LLC
Investors Diversified Realty Management I LLC Investment ManagersFinance Investors Diversified Realty Management I LLC provides investment advisory services. The private company is based in Cleveland, OH. The company was founded by Gary A. Zdolshek. | Finance |