J.D. Steinhilber
Vorstandsvorsitzender bei Agile Enterprises LLC
Profil
Mr. Jack D.
Steinhilber is a Managing Member, Investment & Compliance Officer at Agile Enterprises LLC.
He received a B.S.
in Finance and Accounting in 1992 from the University of Virginia.
Aktive Positionen von J.D. Steinhilber
Unternehmen | Position | Beginn |
---|---|---|
Agile Enterprises LLC
Agile Enterprises LLC Investment ManagersFinance Agile Enterprises LLC (dba Agile Investments) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Asheville, North Carolina. Founded in 2004, the firm provides portfolio management services to high-net-worth individuals and trusts. | Vorstandsvorsitzender | - |
Ehemalige bekannte Positionen von J.D. Steinhilber
Unternehmen | Position | Ende |
---|---|---|
WestEnd Advisors LLC
WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | Direktor der Forschung - Eigenkapital | 01.06.2006 |
PowellJohnson, Inc.
PowellJohnson, Inc. Investment ManagersFinance PowellJohnson Private Asset Management (PJ) is a registered investment advisor based in Nashville, Tennessee. | Direktor der Forschung - Eigenkapital | 30.03.2005 |
J. C. Bradford & Co., Inc. | Corporate Officer/Principal | - |
Robert W. Baird & Co., Inc.
Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Corporate Officer/Principal | - |
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Corporate Officer/Principal | - |
Ausbildung von J.D. Steinhilber
University of Virginia | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 6 |
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Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Finance |
WestEnd Advisors LLC
WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | Finance |
J. C. Bradford & Co., Inc. | Finance |
PowellJohnson, Inc.
PowellJohnson, Inc. Investment ManagersFinance PowellJohnson Private Asset Management (PJ) is a registered investment advisor based in Nashville, Tennessee. | Finance |
Robert W. Baird & Co., Inc.
Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Finance |
Agile Enterprises LLC
Agile Enterprises LLC Investment ManagersFinance Agile Enterprises LLC (dba Agile Investments) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Asheville, North Carolina. Founded in 2004, the firm provides portfolio management services to high-net-worth individuals and trusts. | Finance |