
Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
Michael Hadden | Portfolio Manager | 2020 | 2022 |
Tiểu sử | Michael Hadden is a portfolio manager at Brinker Capital Investments, a brand entity of Orion Advisor Solutions. Previously, he served as an investment analyst and associate portfolio manager for CLS Investments. Michael joined CLS in 2017. He graduated with honors and high distinction from the University of Nebraska at Lincoln with a Bachelor of Science degree in finance and accounting. He is a CFA charterholder and holds the FINRA Series 65 license. Michael is a member of the CFA Society of Nebraska. | ||
Grant Engelbart | Lead Portfolio Manager | 2014 | 2022 |
Tiểu sử | Grant Engelbart joined CLS in 2009. Mr. Engelbart currently serves as a manager on CLS’s aggressive mutual funds in addition to several ETF and mutual fund separate account strategies. Prior to joining CLS, he held positions at TD Ameritrade and State Street Corporation. Mr. Engelbart received his bachelor’s degree in finance from the University of Nebraska—Lincoln. He holds the Chartered Financial Analyst (CFA) designation, Chartered Alternative Investment Analyst (CAIA) designation, and FINRA Series 65 license. | ||
Konstantin Etus | Research/Portfolio Analyst | 2015 | 2020 |
Tiểu sử | Konstantin “Kostya” Etus specializes in international investments. He is a co-manager on two mutual funds (aggressive allocation and international) and manager on various separate account strategies, including Core Plus ETF and ESG. In addition, he manages 529 plans. Mr. Etus began his career at CLS in 2011 as a Trading Specialist and became a Research/Portfolio Analyst in early 2013. In 2016, he was promoted to Portfolio Manager. Prior to working at CLS, Mr. Etus worked as an Associate Financial Analyst at ConAgra Foods, Inc., managing the company’s global cash network. He graduated from the University of Nebraska at Omaha with a Bachelor of Science degree in Business Administration and obtained Master of Investment Management and Financial Analysis and Master of Business Administration degrees from Creighton University. He holds the FINRA Series 65 securities registration and the Chartered Financial Analyst (CFA) designation | ||
Matthew Santini | portfolio manager | 2013 | 2014 |
Tiểu sử | Mr. Santini joined CLS in August 2011, continuing as portfolio manager.Prior to joining CLS, Mr. Santini was a portfolio manager at Milestone Capital Management, LLC for five years. Prior to serving as portfolio manager at Milestone Capital Management, LLC, Mr. Santini worked for Citigroup where he assisted clients in evaluating proprietary offerings. | ||
Dennis Guenther | Portfolio Manager | 2011 | 2013 |
Tiểu sử | Guenther has worked for CLS Investment firm since 1997 as a database/interface manager and began serving as a portfolio manager in 2002. Guenther holds the Charted Financial Analyst designation. | ||
Robert Jergovic | CIO (Chief Investment Officer) | 2009 | 2012 |
Tiểu sử | Robert Jergovic, joined CLS as a portfolio manager in November 2000. In March of 2002, Mr. Jergovic was promoted to Chief Investment Officer. He also serves on the CLS Investment Committee. As Chief Investment Officer, Mr. Jergovic leads the research and analysis of the financial markets and mutual funds. Mr. Jergovic has served as a Registered Representative of Northern Lights Distributors, LLC, and its predecessor since November of 2003. Prior to that, he served as a registered representative for PFG Distribution Company (1998-1999) and vice president of Investment Management and assistant treasurer for Guarantee Life Insurance Company (1994-2000). Jergovic holds the Chartered Financial Analyst designation. | ||
Dennis Guenther | Portfolio Manager | 2009 | 2011 |
Tiểu sử | Guenther has worked for CLS Investment firm since 1997 as a database/interface manager and began serving as a portfolio manager in 2002. Guenther holds the Charted Financial Analyst designation. |
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