Dan Matola
Direktor/Vorstandsmitglied bei BrightStar Wisconsin Foundation, Inc.
Aktive Positionen von Dan Matola
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
BrightStar Wisconsin Foundation, Inc.
BrightStar Wisconsin Foundation, Inc. Investment ManagersFinance BrightStar Wisconsin Foundation, Inc. operates as an non-profit organization focused on funding for-profit early-stage companies. BSW works with government, educational institutions, other charitable organizations, angel groups and venture funds to identify, invest or co-invest in, mentor and promote fast growing early stage companies to create technology based jobs in Wisconsin. The company was founded in 2013 and is headquartered in Milwaukee, WI. | Direktor/Vorstandsmitglied | - | - |
Treasurer | - | - | |
Curi RMB Capital LLC
Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Portfolio Manager-Aktien | 01.11.2017 | - |
Karriereverlauf von Dan Matola
Ehemalige bekannte Positionen von Dan Matola
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Jacobus Wealth Management, Inc.
Jacobus Wealth Management, Inc. Investment ManagersFinance Founded by Richard Jacobus in 1985, Jacobus Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm provides investment management services to individuals, pension and profit sharing plans, charitable organizations and corporations. | Chief Investment Officer | 01.01.2012 | 30.11.2017 |
Mitglied des Investmentausschusses | 01.01.2002 | 30.11.2017 | |
Portfolio Manager-Aktien | 20.12.2011 | 30.11.2017 | |
Präsident | 01.01.2014 | 30.11.2017 |
Ausbildung von Dan Matola
University of Wisconsin | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Portfolio Manager-Equities | 2 |
Chief Investment Officer | 1 |
Investment Committee Member | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
---|---|
Jacobus Wealth Management, Inc.
Jacobus Wealth Management, Inc. Investment ManagersFinance Founded by Richard Jacobus in 1985, Jacobus Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm provides investment management services to individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
BrightStar Wisconsin Foundation, Inc.
BrightStar Wisconsin Foundation, Inc. Investment ManagersFinance BrightStar Wisconsin Foundation, Inc. operates as an non-profit organization focused on funding for-profit early-stage companies. BSW works with government, educational institutions, other charitable organizations, angel groups and venture funds to identify, invest or co-invest in, mentor and promote fast growing early stage companies to create technology based jobs in Wisconsin. The company was founded in 2013 and is headquartered in Milwaukee, WI. | Finance |
Curi RMB Capital LLC
Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Finance |
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