Bill Tuebo
Analyst-Equity bei Zuckerman Investment Group LLC
Profil
Mr. William J.
Tuebo, CFA MBA, is a Portfolio Manager at Zuckerman Investment Group LLC.
He is part of the investment team who sources, researches, and recommends equity and fixed income investments.
He has over 21 years of investment management experience.
Prior to joining Zuckerman Investment Group, Mr. Tuebo was a Senior Equity Analyst & Co-portfolio manager at William Harris Investors and Vivaldi Capital Management.
He has extensive experience in family office investing with WHI and Vivaldi (a joint venture with WHI), having co-managed the domestic equity assets for the Irving B.
Harris extended family.
He was previously employed as an Equity Analyst by LCM Capital Management, Inc.
Mr. Tuebo received a Bachelor of Science in Industrial Engineering from Northwestern University and a Master of Business Administration from Harvard Business School.
Before attending business school, he completed General Electric’s entry-level management development program, completing four rotational assignment in various operational roles.
He is a CFA charter holder.
Aktive Positionen von Bill Tuebo
| Unternehmen | Position | Beginn |
|---|---|---|
Zuckerman Investment Group LLC
 Zuckerman Investment Group LLC Investment ManagersFinance Zuckerman Investment Group LLC (ZIG) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Daniel Zuckerman and Sherwin Zuckerman in 2005. They are a subsidiary of Zig Holding LLC. ZIG manages equity, balanced and fixed income portfolios for high net worth individuals and families, trusts, partnerships, retirement plans and charitable foundations. The firm provides investment advice, counseling and portfolio management to multi-generational families on both a discretionary and non-discretionary basis through the use of separately managed accounts. | Analyst-Equity | 01.01.2018 |
Ehemalige bekannte Positionen von Bill Tuebo
| Unternehmen | Position | Ende |
|---|---|---|
LCM Capital Management, Inc.
 LCM Capital Management, Inc. Investment ManagersFinance LCM Capital Management, Inc. (LCM) is an independent, SEC-registered investment advisor and wealth manager headquartered in Chicago, Illinois. The firm was co-founded by John Nowicki and Gary Wozny in 1998. LCM provides investment advisory services through ongoing supervisory management for individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations and corporations on a discretionary basis. | Analyst-Equity | 31.12.2000 |
William Harris Investors, Inc.
 William Harris Investors, Inc. Investment ManagersFinance William Harris Investors, Inc. (WHI) is a privately-owned investment and wealth management firm headquartered in Chicago, Illinois. The firm serves as the family office for the Irving B. Harris family. Founded in 1976 by Irving B. Harris to manage his own family's capital, WHI has expanded its services and today provides a broad range of professional and wealth management services, including financial and estate planning, trust services, cash management, accounting and administrative services, tax preparation, and a variety of philanthropic services to four generations of the Harris family. | Mitglied des Investmentausschusses | - |
| GE AEROSPACE | Corporate Officer/Principal | - |
| IBM | Corporate Officer/Principal | - |
Vivaldi Capital Management LP
 Vivaldi Capital Management LP Investment ManagersFinance Vivaldi Capital Management LP (VCM) is a wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was co-founded by Randal Golden and David Sternberg in 2011. They are primarily owned by VFT Holdings LP. VCM provides integrated wealth management solutions to high-net-worth individuals, family offices and institutions and their related entities, which includes trusts and retirement plans. | Corporate Officer/Principal | - |
Ausbildung von Bill Tuebo
| University of Northwestern Ohio | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 2 |
|---|---|
| GE AEROSPACE | Producer Manufacturing |
| IBM | Technology Services |
| Private Unternehmen | 4 |
|---|---|
Zuckerman Investment Group LLC
Zuckerman Investment Group LLC Investment ManagersFinance Zuckerman Investment Group LLC (ZIG) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Daniel Zuckerman and Sherwin Zuckerman in 2005. They are a subsidiary of Zig Holding LLC. ZIG manages equity, balanced and fixed income portfolios for high net worth individuals and families, trusts, partnerships, retirement plans and charitable foundations. The firm provides investment advice, counseling and portfolio management to multi-generational families on both a discretionary and non-discretionary basis through the use of separately managed accounts. | Finance |
Vivaldi Capital Management LP
Vivaldi Capital Management LP Investment ManagersFinance Vivaldi Capital Management LP (VCM) is a wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was co-founded by Randal Golden and David Sternberg in 2011. They are primarily owned by VFT Holdings LP. VCM provides integrated wealth management solutions to high-net-worth individuals, family offices and institutions and their related entities, which includes trusts and retirement plans. | Finance |
William Harris Investors, Inc.
William Harris Investors, Inc. Investment ManagersFinance William Harris Investors, Inc. (WHI) is a privately-owned investment and wealth management firm headquartered in Chicago, Illinois. The firm serves as the family office for the Irving B. Harris family. Founded in 1976 by Irving B. Harris to manage his own family's capital, WHI has expanded its services and today provides a broad range of professional and wealth management services, including financial and estate planning, trust services, cash management, accounting and administrative services, tax preparation, and a variety of philanthropic services to four generations of the Harris family. | Finance |
LCM Capital Management, Inc.
LCM Capital Management, Inc. Investment ManagersFinance LCM Capital Management, Inc. (LCM) is an independent, SEC-registered investment advisor and wealth manager headquartered in Chicago, Illinois. The firm was co-founded by John Nowicki and Gary Wozny in 1998. LCM provides investment advisory services through ongoing supervisory management for individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations and corporations on a discretionary basis. | Finance |
