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Patrick Nelson Sommerfield
Compliance Officer bei P. J. Schmidt Investment Management, Inc.
Profil
Mr. Patrick N.
Sommerfield is a President & Chief Investment Officer at P.
J.
Schmidt Investment Management, Inc. He is also a Senior Portfolio Manager on the investment committee, he leads the investment process.
His primary responsibilities include screening and analyzing new investments, completing due diligence, evaluating risk, and guiding portfolio construction.
With 20 of his 22 years’ experience with the firm, Patrick has helped to shape and develop PJS Investment Management by maintaining client relationships and remaining current on markets, forecasts, and strategy.
Additionally, he serves as the firm’s Chief Compliance Officer and guides PJS’ Strategic Committee.
Mr. Sommerfield was previously employed as a Treasury Analyst by Firstar Corp.
He received his undergraduate degree from the University of Wisconsin.
Aktive Positionen von Patrick Nelson Sommerfield
Unternehmen | Position | Beginn |
---|---|---|
P. J. Schmidt Investment Management, Inc.
![]() P. J. Schmidt Investment Management, Inc. Investment ManagersFinance P. J. Schmidt Investment Management, Inc. (dba PJS Investment Management) is an independent registered investment advisor headquartered in Cedarburg, Wisconsin. The firm was founded by Phillip J. Schmidt in 1981. PJS Investment Management builds customized investment portfolios and delivers wealth management solutions to investors and families. | Compliance Officer | 01.07.2000 |
Ehemalige bekannte Positionen von Patrick Nelson Sommerfield
Unternehmen | Position | Ende |
---|---|---|
Firstar Corp. | Corporate Officer/Principal | 31.12.1998 |
Ausbildung von Patrick Nelson Sommerfield
University of Wisconsin | 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 | 2 |
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Firstar Corp. | Finance |
P. J. Schmidt Investment Management, Inc.
![]() P. J. Schmidt Investment Management, Inc. Investment ManagersFinance P. J. Schmidt Investment Management, Inc. (dba PJS Investment Management) is an independent registered investment advisor headquartered in Cedarburg, Wisconsin. The firm was founded by Phillip J. Schmidt in 1981. PJS Investment Management builds customized investment portfolios and delivers wealth management solutions to investors and families. | Finance |