Profil
Mr. Steve K.
Mergler is a Portfolio Manager at Rushmore Investment Advisors, Inc. Mr. Mergler is a member of the investment committee where he is responsible for security selection and portfolio construction.
Prior to joining Rushmore in April 2011, Mr. Mergler was Co-Founder & President at Northstar Capital Management, Inc. and Vice President & Portfolio Manager at Loomis, Sayles & Co. LP.
Mr. Mergler received his BA and JD degrees from the University of Florida.
Ehemalige bekannte Positionen von Steve K. Mergler
| Unternehmen | Position | Ende |
|---|---|---|
Rushmore Investment Advisors, Inc.
 Rushmore Investment Advisors, Inc. Investment ManagersFinance Founded in 1996 by John Vann, Rushmore Investment Advisors, Inc. is a registered investment advisor located in Plano, Texas. The firm is a subsidiary of JVC Financial LLC. They manage pure growth portfolios for institutions, endowments, foundations and high net-worth individuals | Mitglied des Investmentausschusses | 30.09.2013 |
Northstar Capital Management, Inc.
 Northstar Capital Management, Inc. Investment ManagersFinance Founded in 2000, Northstar Capital Management, Inc. is a registered investment advisor located in Boca Raton, Florida. The firm manages investments for high net-worth individuals, investment companies including mutual funds, pension and profit sharing plans, charitable organizations, corporations and state and municipal government entities. | Gründer | 31.03.2011 |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through its separate account management services. In addition, the firm provides investment advisory or sub advisory services to a variety of investment funds. | Corporate Officer/Principal | 01.01.2000 |
Ausbildung von Steve K. Mergler
| University of Florida | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Northstar Capital Management, Inc.
Northstar Capital Management, Inc. Investment ManagersFinance Founded in 2000, Northstar Capital Management, Inc. is a registered investment advisor located in Boca Raton, Florida. The firm manages investments for high net-worth individuals, investment companies including mutual funds, pension and profit sharing plans, charitable organizations, corporations and state and municipal government entities. | Finance |
Rushmore Investment Advisors, Inc.
Rushmore Investment Advisors, Inc. Investment ManagersFinance Founded in 1996 by John Vann, Rushmore Investment Advisors, Inc. is a registered investment advisor located in Plano, Texas. The firm is a subsidiary of JVC Financial LLC. They manage pure growth portfolios for institutions, endowments, foundations and high net-worth individuals | Finance |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through its separate account management services. In addition, the firm provides investment advisory or sub advisory services to a variety of investment funds. | Finance |
