Profil
Mr. Mortenson serves as the President of Long Lake Capital Management, LLC.
He brings over 15 years of experience to the firm.
Prior to forming Long Lake, Mr. Mortenson was a Senior Equity Analyst and Portfolio Manager at R.H.
Bluestein & Company, a multi-billion dollar asset management firm.
Prior to that, Mr. Mortenson held positions of increasing responsibility within Huntington Bank's retail banking platform and Wells Fargo's consumer lending division.
Mr. Mortenson holds a BA in Economics & Management from Albion College and an MBA from the Steven M.
Ross School of Business at the University of Michigan.
Postes actifs de Bryan John Mortenson
| Sociétés | Poste | Début |
|---|---|---|
Long Lake Capital Management LLC
Long Lake Capital Management LLC Investment ManagersFinance Long Lake is primarily focused on the preservation, and growth, of client capital while aiming to outperform the S&P 500 over a three-to-five-year time horizon. The firm employs a rigorous, value-focused, bottom-up research process that aims to identify dislocations between a firm's intrinsic value and its current market value. Their investment portfolios primarily consist of publicly traded equities and individual fixed income securities. LLCM avoids using mutual funds and other products with embedded fees. | Directeur Général | 01/01/2014 |
Anciens postes connus de Bryan John Mortenson
| Sociétés | Poste | Fin |
|---|---|---|
R.H. Bluestein & Co. LLC
R.H. Bluestein & Co. LLC Investment ManagersFinance RHB is a conservative manager which seeks to achieve superior investment results by using traditional philosophy that emphasizes capital preservation and long-term growth. The investment assets in their client accounts typically include equities of public companies, debt issued by various investment grade issuers, mutual funds, exchange-traded funds (ETFs), closed-end funds, and cash equivalents. | Gestionnaire de Portefeuille-Actions | 01/12/2013 |
The Huntington National Bank (Columbus, Ohio)
The Huntington National Bank (Columbus, Ohio) Major BanksFinance Provides banking services | Corporate Officer/Principal | 01/08/2007 |
Wells Fargo Financial LLC
Wells Fargo Financial LLC Finance/Rental/LeasingFinance Provides consumer and automobile financing & leasing services | Corporate Officer/Principal | 01/12/2005 |
Formation de Bryan John Mortenson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Wells Fargo Financial LLC
Wells Fargo Financial LLC Finance/Rental/LeasingFinance Provides consumer and automobile financing & leasing services | Finance |
R.H. Bluestein & Co. LLC
R.H. Bluestein & Co. LLC Investment ManagersFinance RHB is a conservative manager which seeks to achieve superior investment results by using traditional philosophy that emphasizes capital preservation and long-term growth. The investment assets in their client accounts typically include equities of public companies, debt issued by various investment grade issuers, mutual funds, exchange-traded funds (ETFs), closed-end funds, and cash equivalents. | Finance |
Albion College
Albion College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Huntington National Bank (Columbus, Ohio)
The Huntington National Bank (Columbus, Ohio) Major BanksFinance Provides banking services | Finance |
Stephen M. Ross School of Business
Stephen M. Ross School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Long Lake Capital Management LLC
Long Lake Capital Management LLC Investment ManagersFinance Long Lake is primarily focused on the preservation, and growth, of client capital while aiming to outperform the S&P 500 over a three-to-five-year time horizon. The firm employs a rigorous, value-focused, bottom-up research process that aims to identify dislocations between a firm's intrinsic value and its current market value. Their investment portfolios primarily consist of publicly traded equities and individual fixed income securities. LLCM avoids using mutual funds and other products with embedded fees. | Finance |
















