Profil
Mr. Joel D.
Siefert, CFA MBA, is a Senior Portfolio Manager & Principal at Johnson Investment Counsel, Inc. He joined the firm in 2011 and is also a shareholder of the firm.
Prior to joining the firm, Mr. Siefert worked for KeyBank as a Senior Portfolio Manager.
He received his B.B.A. in Finance and M.B.A. in Finance from the University of Toledo.
He holds the Chartered Financial Analyst (CFA) designation.
Aktiva positioner av Joel Siefert
| Företag | Position | Start |
|---|---|---|
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson builds investment portfolios designed to perform well in all market environments. The firm focuses on both investment grade fixed income and domestic equity securities. Equity strategies are bottom-up oriented driven by a proven multi-factor quantitative approach to company analysis. Fixed income blends together a macro and micro strategy, focusing on quality yield and emphasizing appropriate maturities. | Portföljförvaltare-Aktier | 2011-04-01 |
Tidigare kända positioner av Joel Siefert
| Företag | Position | Slut |
|---|---|---|
KeyBank NA (Cleveland, Ohio)
KeyBank NA (Cleveland, Ohio) Major BanksFinance Provides banking services | Företagsledare/Principal | 2011-03-31 |
Joel Sieferts utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson builds investment portfolios designed to perform well in all market environments. The firm focuses on both investment grade fixed income and domestic equity securities. Equity strategies are bottom-up oriented driven by a proven multi-factor quantitative approach to company analysis. Fixed income blends together a macro and micro strategy, focusing on quality yield and emphasizing appropriate maturities. | Finance |
University of Toledo (Ohio)
University of Toledo (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
KeyBank NA (Cleveland, Ohio)
KeyBank NA (Cleveland, Ohio) Major BanksFinance Provides banking services | Finance |
















