Profil
Mr. Alan L.
Purintun, CFA MBA, is a Principal at Oarsman Capital, Inc. He has managed investment portfolios for high-net-worth individuals and institutions since 1994.
He provides portfolio management, research and client service.
As the firm's Director of Research, he specializes in equity security valuation and analysis of global macro-economic and financial-market developments.
Prior to co-founding Oarsman Capital in 2000, Mr. Purintun was First Vice President and Portfolio Manager with Baird Investment Management and Principal and Portfolio Manager with Marietta Investment Partners, LLC.
Before joining Baird, he spent six years as an intelligence officer with the U.S.
Central Intelligence Agency in Washington, D.C.
Mr. Purintun received his MBA degree, with honors, from the Amos Tuck School of Business Administration at Dartmouth College and a BA degree, magna cum laude, in History from Yale University.
He was awarded the Chartered Financial Analyst designation in 1997.
Postes actifs de Alan Lawrence Purintun
| Sociétés | Poste | Début |
|---|---|---|
Oarsman Capital, Inc.
 Oarsman Capital, Inc. Investment ManagersFinance Oarsman Capital, Inc. is an independent registered investment advisor headquartered in Milwaukee, Wisconsin with an additional office in Prairie du Sac and Brookfield. The firm was founded by Robert Phelps and Alan Purintun in 2000. Oarsman Capital provides investment management services, mutual fund/exchange-traded fund portfolios, and retirement plan advisory services to a variety of retail and institutional clients. | Fondateur | 01/01/2000 |
Anciens postes connus de Alan Lawrence Purintun
| Sociétés | Poste | Fin |
|---|---|---|
Marietta Investment Partners LLC
 Marietta Investment Partners LLC Investment ManagersFinance Marietta Investment Partners LLC (Marietta) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by John T. Evans in 2000. Marietta provides investment advisory services to individual, trust and institutional clients. | Gestionnaire de Portefeuille-Actions | - |
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. | Gestionnaire de Portefeuille-Actions | 31/12/1999 |
Formation de Alan Lawrence Purintun
| Yale University | Undergraduate Degree |
| Tuck School of Business at Dartmouth | Masters Business Admin |
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Oarsman Capital, Inc.
Oarsman Capital, Inc. Investment ManagersFinance Oarsman Capital, Inc. is an independent registered investment advisor headquartered in Milwaukee, Wisconsin with an additional office in Prairie du Sac and Brookfield. The firm was founded by Robert Phelps and Alan Purintun in 2000. Oarsman Capital provides investment management services, mutual fund/exchange-traded fund portfolios, and retirement plan advisory services to a variety of retail and institutional clients. | Finance |
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 |
Marietta Investment Partners LLC
Marietta Investment Partners LLC Investment ManagersFinance Marietta Investment Partners LLC (Marietta) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by John T. Evans in 2000. Marietta provides investment advisory services to individual, trust and institutional clients. | Finance |
