Karriereverlauf von Joe Smith
Ehemalige bekannte Positionen von Joe Smith
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
CLS Investments LLC
 CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Analyst-Equity | 01.05.2015 | 01.08.2019 |
| Mitglied des Investmentausschusses | 01.05.2015 | 01.08.2019 | |
| Portfolio Manager-Aktien | 01.05.2015 | 01.08.2019 | |
| Marktstratege | 01.05.2015 | 01.08.2019 |
Ausbildung von Joe Smith
| University of Washington | Undergraduate Degree |
| Carnegie Mellon University | Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 4 |
Operativ
| Analyst-Equity | 1 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Sektoral
| Consumer Services | 3 |
| Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Finance |
