![Josh Lamers](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Josh Lamers worked as a Registered Representative at Rothschild Investment Corp.
from 2010 to 2013 and as an Equity Research Associate at William Blair & Co. LLC from 2013 to 2021.
He received his undergraduate degree from Carthage College in 2010.
Tidigare kända positioner av Josh Lamers
| Företag | Position | Slut |
|---|---|---|
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2021-04-01 |
Rothschild Investment LLC
 Rothschild Investment LLC Investment ManagersFinance Rothschild recommends an appropriate balance between equity and fixed-income investments to clients and suggests suitable risk parameters for portfolio investments. The firm’s long-term objective is to establish a pattern of positive total return for their clients. They strive to achieve a combined rate of return sufficient to enhance, as well as protect, the real (inflation-adjusted) value of their clients’ assets. Rothschild relies mainly on basic analysis in selecting equity investments. The firm normally constructs portfolios comprised of laddered, short-term to intermediate-term investment grade fixed income securities to protect against interest rate risk and credit risk. | Företagsledare/Principal | 2013-03-01 |
Josh Lamerss utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
93
Första gradens relationer
3
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
Rothschild Investment LLC
Rothschild Investment LLC Investment ManagersFinance Rothschild recommends an appropriate balance between equity and fixed-income investments to clients and suggests suitable risk parameters for portfolio investments. The firm’s long-term objective is to establish a pattern of positive total return for their clients. They strive to achieve a combined rate of return sufficient to enhance, as well as protect, the real (inflation-adjusted) value of their clients’ assets. Rothschild relies mainly on basic analysis in selecting equity investments. The firm normally constructs portfolios comprised of laddered, short-term to intermediate-term investment grade fixed income securities to protect against interest rate risk and credit risk. | Finance |
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Carthage College
 Carthage College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
