Top Investment Officers in Greater Minneapolis-St. Paul Area
VanGuilder Greg
Chief Financial Officer, Chief Investment Officer
Greater Minneapolis-St. Paul Area
Chief Financial Officer, Chief Investment Officer
St. Olaf College
Recommendations: 1
Accounting
Analysis
Budgets
Banking
Business Analysis
Credit
Entrepreneurship
Executive Management
g****[email protected]
Heather Williamson
Principal Investment Advisor (Acting Chief Investment Officer)
Greater Minneapolis-St. Paul Area
Principal Investment Advisor (Acting Chief Investment Officer)
Chief Investment Officer, Executive Vice President
Chief Investment Officer
Senior Investment Manager
Consultant
University of Minnesota - Carlson School of Management
Northwestern University
Recommendations: 1
Investments
Risk Management
Portfolio Management
Equities
Mutual Funds
Strategy
Financial Services
Due Diligence
Lena Motz
Managing Director/ Portfolio Manager
Greater Minneapolis-St. Paul Area
Managing Director/ Portfolio Manager
Director
Financial Analyst
CEO and Chief Investment Officer
William Mitchell College of Law
University of Minnesota Duluth
Recommendations: 0
Hedge Funds
High Yield
Alternative Investments
Asset Management
Structured Finance
Private Equity
Investments
Financial Structuring
l*****@wmdasset.com
l****[email protected]
Stuart Mason
Chief Investment Officer
Greater Minneapolis-St. Paul Area
Chief Investment Officer
University of Minnesota
St. Olaf College
Recommendations: 0
Asset Management
Equities
Financial Modeling
Capital Markets
Fixed Income
Valuation
Portfolio Management
Financial Analysis
m****[email protected]
Nate Elliott, CFA
Founder, Chief Executive Officer and Chief Investment Officer
Greater Minneapolis-St. Paul Area
Founder, Chief Executive Officer and Chief Investment Officer
Chief Investment Analyst
Co-Founding Partner, Fund Manager / Chief Executive Officer
Senior Treasury Analyst
Investment Banking Analyst
Equity Research Associate
Public Finance Associate
University of Minnesota - Carlson School of Management
University of Saint Thomas
Recommendations: 0
Investment Banking
Mutual Funds
Equity Research
Asset Allocation
Alternative Investments
Portfolio Management
Hedge Funds
Equities
n****[email protected]
Wei Huang
Chief Investment Officer
Greater Minneapolis-St. Paul Area
Chief Investment Officer
Principal Investment Officer - Private Markets
Vice President of Equity Investments - Head of Public Equity and Alternative Investments
Director & Head of Alternative Investments
Private Equity Investment Officer
The Wharton School
Boston College
Shanghai Jiao Tong University
Recommendations: 0
Private Equity
Investments
Hedge Funds
Asset Managment
Alternative Investments
Equities
Finance
Corporate Finance
j****[email protected]
Barry Randall
Portfolio Manager
Greater Minneapolis-St. Paul Area
Portfolio Manager
Portfolio Manager
Portfolio Manager
Portfolio Manager
Senior Equity Analyst - Technology
Senior Equity Analyst - Software
Equity Analyst
Chief Investment Officer
The University of Texas at Austin - Red McCombs School of Business
University of Massachusetts Amherst
Recommendations: 0
Portfolio Management
Equity Research
Technology Research
Asset Management
Equities
Fundamental Research
SaaS
Software Industry
b****[email protected]
Mark Jordahl
President, Wealth Management Group
Greater Minneapolis-St. Paul Area
President, Wealth Management Group
Chief Investment Officer
Chief Investment Officer
Concordia College
University of Minnesota-Twin Cities
Recommendations: 0
m****[email protected]
Mike Gerend
President, Home Service
Greater Minneapolis-St. Paul Area
President, Home Service
President and COO
CEO
Director-Regional Airline Planning
Investment Officer
University of Wisconsin-Madison - School of Business
University of Notre Dame
Recommendations: 0
m****[email protected]
Carol CFA
Director of Research
Greater Minneapolis-St. Paul Area
Director of Research
Vice President/Research Analyst
Market Strategist
Regional Chief Investment Officer, Asset Management
Partner and Investment Principal
Deputy Chief Investment Officer
William Woods University
Recommendations: 0
Asset Allocation
Investments
Asset Managment
Portfolio Management
Equities
Alternative Investments
Financial Modeling
Wealth Management
c****[email protected]
Todd Arens, CRPS® AIF®
President, Chief Investment Officer
Greater Minneapolis-St. Paul Area
President, Chief Investment Officer
First Vice President-Investments
Financial Advisor
Financial Advisor
University of Minnesota-Duluth
Wabasha-Kellogg
Recommendations: 0
t****[email protected]
David Kuplic
VP & Senior Portfolio manager
Greater Minneapolis-St. Paul Area
VP & Senior Portfolio manager
President and Trustee
Assistant Vice President
Senior VP & Chief Investment Officer
VP Fixed Income Research
President and CEO
Indiana University - Kelley School of Business
Minnesota State University, Mankato
Recommendations: 0
Investments
Fixed Income
Mutual Funds
Investment Management
Hedging
Funding
Asset Allocation
Treasury
Gary Kohler
Portfolio Manager and Chief Investment Officer
Greater Minneapolis-St. Paul Area
Portfolio Manager and Chief Investment Officer
Vice President and Portfolio Manager
Partner and Portfolio Manager
Cornell University - S.C. Johnson Graduate School of Management
University of Minnesota-Twin Cities
Recommendations: 0
Hedge Funds
Equities
Securities
Portfolio Management
Investments
Financial Modeling
Investment Management
Financial Analysis
g****[email protected]
Curt Fee
Vice President and Chief Investment Officer
Greater Minneapolis-St. Paul Area
Vice President and Chief Investment Officer
Investment Manager
Investment Manager
Investment Research Internships
Senior Investment Manager
University of Iowa
University of Illinois at Urbana-Champaign
University of Iowa
Recommendations: 0
Investments
Alternative Investments
Asset Allocation
Investment Strategies
Risk Management
Private Equity
Investment Management
Socially Responsible Investing
c****[email protected]
Joseph Mallen
Chief Investment Officer
Greater Minneapolis-St. Paul Area
Chief Investment Officer
Senior Analyst
Vice President
Vice President
Associate
Investment Analyst Intern
London Business School
University of Minnesota - Carlson School of Management
Recommendations: 0
Asset Allocation
Investment Management
Alternative Investments
Hedge Funds
Equities
Fixed Income
Quantitative Finance
Quantitative Research
j*****@sawtootham.com
j****[email protected]
Chris Suedbeck
Sr Financial Analyst
Greater Minneapolis-St. Paul Area
Sr Financial Analyst
Board Member
Board Member
Investment Committee Member
Chief Investment Officer
Quantitative Analyst
Director of Investments
Investment Professional & Volunteer Committee Member
University of St. Thomas
St. Cloud State University
Recommendations: 0
Investments
Financial Modeling
Asset Management
Asset Allocation
Portfolio Management
Asset Managment
Due Diligence
Alternative Investments
s****[email protected]
Erica Bergsland
Director, Research and Trading
Greater Minneapolis-St. Paul Area
Director, Research and Trading
Sr. Investment Officer
University of Minnesota - Carlson School of Management
University of Wisconsin-Madison
Recommendations: 0
Fixed Income
Bloomberg
Asset Allocation
Equities
Portfolio Management
Asset Management
Alternative Investments
Investments
e****[email protected]
Bob Lawson, CIO, RFC, LUTCF
President & Chief Investment Officer
Greater Minneapolis-St. Paul Area
President & Chief Investment Officer
Securities Expert Witness | Litigation Support | FINRA Case Analysis
An Industry Dispute Resolution Arbitrator
NFA Dispute Resolution Arbitrator
Keynote Speaker
Head Coach for Investment Professionals
Branch Manager | Securities Principal
Branch Manager and Registered Securities Principal
Vice President of Investments
Financial Advisor
Hamline University School of Law
FINRA
International Association of Registered Financial Consultants
The American College
Normandale College
St. Louis Park High School
Recommendations: 0
Securities Expert Witness
Investments
Financial Expert Witness
Securities
Investment Advisory
Arbitration
Mediation
Securities Arbitration
b*****@barringtoncap.com
Gerald (Jerry) Trenda
President and Chief Investment Officer
Greater Minneapolis-St. Paul Area
President and Chief Investment Officer
Corporate Tax Manager
Senior Tax Manager
University of Minnesota
Recommendations: 0
Asset Management
Portfolio Management
Investment Strategies
Investment Management
Wealth Management
Accounting and Tax...
Estate and Gift Planning
Business Management
j*****@wabashcap.com
John Orner, MBA, CTP
Vice President, Treasurer & Chief Investment Officer
Greater Minneapolis-St. Paul Area
Vice President, Treasurer & Chief Investment Officer
President & Chief Investment Officer
Chief Investment Officer
Securities Analyst & IPO Underwriter, Fixed Income Trader & Investment Banker
University of St. Thomas - Opus College of Business
Recommendations: 0
Financial Analysis
Risk Management
Investments
Treasury Management
Process Improvement
Asset Management
Equities
Financial Risk
j****[email protected]
Eric Freedman
Vice President
Greater Minneapolis-St. Paul Area
Vice President
Portfolio Manager
Managing Director, Chief Investment Officer
Chief Investment Officer, Asset Management Group
Skaneateles Central High School
Recommendations: 0
e****[email protected]
e****[email protected]
Thomas G. Grace CFA
Founder and Principal
Greater Minneapolis-St. Paul Area
Founder and Principal
Chief Investment Officer
Director of Research
Vice-President
Senior Equity Analyst
University of Colorado Boulder
University of Colorado at Boulder
Recommendations: 0
Investment Properties
Strategic Financial Planning
Financial Advisory
Thechnical Analysis
Equity Capital Markets
Fundamental Analysis
Quantitative Finance
Asset Management
t****[email protected]
t****[email protected]
Patrick Regan
Senior Research Analyst, Advisory Research
Greater Minneapolis-St. Paul Area
Senior Research Analyst, Advisory Research
Director of Manager Research, Personal Money Management
Chief Investment Officer
Director of Research, Mutual Fund and Product Development
Manager, Managed Portfolios Research
University of Minnesota - Carlson School of Management
St. John's University
Recommendations: 0
p****[email protected]
Charles Mahar
CEO and Chief Investment Officer
Greater Minneapolis-St. Paul Area
CEO and Chief Investment Officer
Coe College
Recommendations: 0
c****[email protected]
Roger Conant
Chairman and Founder
Greater Minneapolis-St. Paul Area
Chairman and Founder
City Councilperson
Coordinator
Chief Investment Officer
Columbia University in the City of New York
Wharton School of Business
Recommendations: 0
Asset Management
Investments
Portfolio Management
Equities
Equity Research
Asset Managment
Hedge Funds
Alternative Investments
Kenny Akin
Associate Lecturer/Adjunct professor of international Finance
Greater Minneapolis-St. Paul Area
Associate Lecturer/Adjunct professor of international Finance
Associate Lecturer/ Adjunct Professor
Owner
President/ Chief Investment Officer
District Manager/Financial Advisor
Financial Advisor
Banking Services consultant/Wealth Management Advisor
University of Minnesota - Carlson School of Management
Recommendations: 0
Financial Analysis
Asset Allocation
Strategic Planning
Financial Modeling
Risk Management
Investments
Business Analysis
Finance
d****[email protected]
David Royal
Chief Investment Officer
Greater Minneapolis-St. Paul Area
Chief Investment Officer
Director and Trustee
President
Adjunct Professor (Investment Management Law)
Deputy General Counsel
Yale Law School
Yale College
Recommendations: 0
