Top Senior Portfolio Managers in Greater Minneapolis-St. Paul Area
Lissa Rurik, CFA
Investor
Greater Minneapolis-St. Paul Area
Investor
Member
Investor Relations Co-Chair
Member, Investment Committee
SVP / Investment Strategist
SVP / Market Investment Executive / Portfolio Manager
Senior Managing Director / Portfolio Manager
Director of Investments / Senior Portfolio Manager
University of Pennsylvania - The Wharton School
Macalester College
Recommendations: 4
Investments
Portfolio Management
Alternative Investments
Investment Strategies
Asset Allocation
Equities
Strategic Planning
Due Diligence
l****[email protected]
Mark A. Vitelli, CFA
Senior Portfolio Manager
Greater Minneapolis-St. Paul Area
Senior Portfolio Manager
Financial Professional
Senior Investment Manager
Adjunct Professor
Education Chairperson
Senior Investment Manager
Investment Manager
Economic Analyst
Money Market Trader/Portfolio Administrator
University of St. Thomas - Opus College of Business
University of Minnesota-Twin Cities
Roseville High School
Recommendations: 1
Investments
Portfolio Management
Finance
Mutual Funds
Retirement Planning
Asset Management
Asset Allocation
Securities
m****[email protected]
Harvey R Peck
Principal
Greater Minneapolis-St. Paul Area
Principal
Senior Portfolio Manager | The Private Client Reserve | Wealth Management Group
V. P. & Chief Investment Officer Trust Department
V.P & Chief Investment Officer, Trust Department
Principal/Co-Owner
Portfolio Manager
Captain, Procurement Officer (Purchasing/Contracts)
Recommendations: 1
h****[email protected]
h****[email protected]
Paul Springmeyer
Vice President - Senior Portfolio Manager
Greater Minneapolis-St. Paul Area
Vice President - Senior Portfolio Manager
Vice President - Portfolio Strategist
Director - Manager Research
Assistant Vice President - Managed Assets Group
Vice President
Bowdoin College
Universitat de Barcelona / University of Barcelona
Recommendations: 0
Portfolio Management
Equities
Series 7
Mutual Funds
High Net Worth...
Asset Management
Investments
Due Diligence
p****[email protected]
Tim Magnusson
Fixed Income Trader
Greater Minneapolis-St. Paul Area
Fixed Income Trader
Senior Portfolio Manager
Fixed Income Trader & Financial Analyst
Founding Partner and Senior Portfolio Manager
Thunderbird School of Global Management
Central Michigan University
Recommendations: 0
Fixed Income
Portfolio Management
Hedge Funds
Asset Management
Derivatives
Alternative Investments
Investments
Bloomberg
t****[email protected]
Joe CFA
Director, Portfolio Manager/Analyst, Asset Allocation Strategies
Greater Minneapolis-St. Paul Area
Director, Portfolio Manager/Analyst, Asset Allocation Strategies
Director, Asset Allocation
Portfolio Manager, Strategic Asset Allocation
Senior Portfolio Manager
University of New South Wales
Macquarie University
Recommendations: 0
Asset Allocation
Portfolio Management
Investments
Fixed Income
Quantitative Analytics
Portfolio Optimization
Financial Risk
Investment Strategies
j****[email protected]
Bill Nimmo
Senior Vice President and National Director--Real Estate Asset Management
Greater Minneapolis-St. Paul Area
Senior Vice President and National Director--Real Estate Asset Management
Vice President -- Real Estate and Special Assets
President
President & CEO
Sr. Director Sales & Finance
Managing Director
Senior Portfolio Manager
VIce President
Marketing Representative
Northwestern University School of Law
University of Oregon
Recommendations: 0
Real Estate
Capital Markets
Restructures
REO
Banking
Investors
Asset
Commercial Lending
n****[email protected]
Justin Felicetta
Vice President and Director of Investments
Greater Minneapolis-St. Paul Area
Vice President and Director of Investments
Managing Director and Senior Portfolio Manager
Regional Sales Director
Regional Consultant
Associate
University of Minnesota-Twin Cities
Recommendations: 0
Investment Management
Portfolio Management
Asset Allocation
Capital Markets
Client Development
Investments
Equities
Wealth Management
j****[email protected]
Dan Wrigley
Senior Vice President, Regional Investment Manager
Greater Minneapolis-St. Paul Area
Senior Vice President, Regional Investment Manager
Wealth Advisor
Senior Portfolio Manager
Investment Associate
University of Washington
St. Olaf College
Recommendations: 0
Wealth Management
Portfolio Management
Investments
Asset Management
Retirement Planning
Estate Planning
Asset Allocation
Risk Management
d****[email protected]
Stephen Wehr | CFP®
Senior Investment Strategist
Greater Minneapolis-St. Paul Area
Senior Investment Strategist
Senior Portfolio Manager
Wealth Advisory Services Consultant
Financial Advisor
Account Planner
University of Virginia
Princeton Theological Seminary
Wake Forest University
Edina High School
Recommendations: 0
Investment Management
Asset Management
Trust Services
Strategic Planning
Alternative Investments
SMA
International Investing
Writing
s****[email protected]
Steve Guggenberger
SVP & Senior Portfolio Manager
Greater Minneapolis-St. Paul Area
SVP & Senior Portfolio Manager
Investment Management Consultants Association
University of Minnesota - Carlson School of Management
St. Cloud State University
CHS
Recommendations: 0
Investment Strategies
Pensions
LDI
Investments
Asset Allocation
Mutual Funds
Portfolio Management
Investment Management
s****[email protected]
Jd Hurd
President / Senior Portfolio Manager
Greater Minneapolis-St. Paul Area
President / Senior Portfolio Manager
Recommendations: 0
j*****@rocketcapital.com
Wayne D. Jorgenson
Senior Vice President - Wealth Mgmt & Senior Portfolio Manager
Greater Minneapolis-St. Paul Area
Senior Vice President - Wealth Mgmt & Senior Portfolio Manager
Senior Vice President
Augsburg College
Richfield High School
Recommendations: 0
w****[email protected]
j****[email protected]
Jim Diedrich
Head of Equity Investments
Greater Minneapolis-St. Paul Area
Head of Equity Investments
Senior Portfolio Manager
University of Minnesota - Carlson School of Management
Albany High School
Recommendations: 0
Investments
Asset Managment
Financial Modeling
Portfolio Management
Equity Research
Equities
Asset Allocation
Investment Strategies
j****[email protected]
