Aktive Positionen von David Trotter
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Winnebago Capital Partners LLC
Winnebago Capital Partners LLC Investment ManagersFinance Winnebago Capital Partners LLC (Winnebago Capital) is a venture capital firm founded in 2016 by David Trotter. The firm is headquartered in Neenah, Wisconsin. | Gründer | 01.01.2016 | - |
Private Equity Investor | 01.01.2016 | - |
Karriereverlauf von David Trotter
Ehemalige bekannte Positionen von David Trotter
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Pennant Management, Inc.
Pennant Management, Inc. Investment ManagersFinance Founded in 1992 by Mark Elste, Pennant Management, Inc. is a registered investment advisor located in Milwaukee, Wisconsin with an additional office in Oakbrook, Illinois. The firm is a subsidiary of U.S. Fiduciary Services, Inc. They manage investment portfolios for individuals, as well as, insurance companies, community banks, healthcare organizations, governmental units, employee benefit trusts and other organizations. Pennant Management is the sub-advisor to the Accessor Limited Duration U.S. Government Fund (ticker ALTDX) and the Accessor Total Return Fund. | Analyst-Equity | 01.01.2006 | 31.08.2012 |
Analyst-Festverzinsliche Wertpapiere | 01.01.2006 | 31.08.2012 | |
Portfolio Manager-Aktien | 22.04.2009 | 31.08.2012 | |
Portfolio Manager-Fixed Income | 01.01.2006 | 31.08.2012 | |
Legacy Private Trust Co.
Legacy Private Trust Co. Investment ManagersFinance Legacy Private Trust Co. (Legacy) is an independent investment adviser headquartered in Neenah, Wisconsin. The firm was founded in 2004 by Joseph E. McGrane, Michael B. Mahlik and Nick Carver. Legacy provides customized wealth management with an emphasis on developing long-term personal client relationships to their clients who include individuals and families, family-owned businesses, non-profit organizations, family offices, and foundations and endowments. | Portfolio Manager-Aktien | 01.09.2012 | - |
Ausbildung von David Trotter
Marquette University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Analyst-Fixed Income | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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Pennant Management, Inc.
Pennant Management, Inc. Investment ManagersFinance Founded in 1992 by Mark Elste, Pennant Management, Inc. is a registered investment advisor located in Milwaukee, Wisconsin with an additional office in Oakbrook, Illinois. The firm is a subsidiary of U.S. Fiduciary Services, Inc. They manage investment portfolios for individuals, as well as, insurance companies, community banks, healthcare organizations, governmental units, employee benefit trusts and other organizations. Pennant Management is the sub-advisor to the Accessor Limited Duration U.S. Government Fund (ticker ALTDX) and the Accessor Total Return Fund. | Finance |
Legacy Private Trust Co.
Legacy Private Trust Co. Investment ManagersFinance Legacy Private Trust Co. (Legacy) is an independent investment adviser headquartered in Neenah, Wisconsin. The firm was founded in 2004 by Joseph E. McGrane, Michael B. Mahlik and Nick Carver. Legacy provides customized wealth management with an emphasis on developing long-term personal client relationships to their clients who include individuals and families, family-owned businesses, non-profit organizations, family offices, and foundations and endowments. | Finance |
Winnebago Capital Partners LLC
Winnebago Capital Partners LLC Investment ManagersFinance Winnebago Capital Partners LLC (Winnebago Capital) is a venture capital firm founded in 2016 by David Trotter. The firm is headquartered in Neenah, Wisconsin. | Finance |
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