Bryan John Mortenson
Directeur Général chez Long Lake Capital Management LLC
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 Capital Management LLC (Long Lake) is an independent, SEC-registered investment advisor headquartered in Birmingham, Michigan. Founded in 2014, Long Lake designs and manages investment portfolios for individual clients, families, trusts, estates, and other entities. | Directeur Général | 01/05/2014 |
Anciens postes connus de Bryan John Mortenson
| Sociétés | Poste | Fin |
|---|---|---|
R.H. Bluestein & Co. LLC
 R.H. Bluestein & Co. LLC Investment ManagersFinance R.H. Bluestein & Co. LLC (RHB) is a registered investment advisor and wealth management firm headquartered in Birmingham, Michigan. The firm was founded in 1990 and is a subsidiary of CI Private Wealth US LLC, which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. RHB provides investment management and supervisory services to both separately managed accounts and pooled investment vehicles. Their clients also include individuals, corporations, endowments, foundations, trusts, estates, and pension and profit-sharing plans. | Gestionnaire de Portefeuille-Actions | 01/12/2013 |
The Huntington National Bank (Columbus, Ohio)
 The Huntington National Bank (Columbus, Ohio) Major BanksFinance The Huntington National Bank engages in the provision of personal and business banking services to individuals and families, small and middle market businesses, and not-for-profit businesses. Its services include online and mobile banking, borrowing, investments, insurance, planning, and security services. The company was founded in 1866 and is headquartered in Columbus, OH. | Corporate Officer/Principal | 01/08/2007 |
Wells Fargo Financial LLC
 Wells Fargo Financial LLC Finance/Rental/LeasingFinance Wells Fargo Financial LLC provides financial services. It offers real estate-secured lending, automobile financing, consumer and private-label credit cards and commercial services to consumers and businesses. The firm serves industries and government entities through different stores in the U.S. and Canada. The company was founded by Jacob Levitt in 1897 and is headquartered in Des Moines, IA. | Corporate Officer/Principal | 01/12/2005 |
Formation de Bryan John Mortenson
| Albion College | Undergraduate Degree |
| University of Michigan | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Wells Fargo Financial LLC
Wells Fargo Financial LLC Finance/Rental/LeasingFinance Wells Fargo Financial LLC provides financial services. It offers real estate-secured lending, automobile financing, consumer and private-label credit cards and commercial services to consumers and businesses. The firm serves industries and government entities through different stores in the U.S. and Canada. The company was founded by Jacob Levitt in 1897 and is headquartered in Des Moines, IA. | Finance |
R.H. Bluestein & Co. LLC
R.H. Bluestein & Co. LLC Investment ManagersFinance R.H. Bluestein & Co. LLC (RHB) is a registered investment advisor and wealth management firm headquartered in Birmingham, Michigan. The firm was founded in 1990 and is a subsidiary of CI Private Wealth US LLC, which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. RHB provides investment management and supervisory services to both separately managed accounts and pooled investment vehicles. Their clients also include individuals, corporations, endowments, foundations, trusts, estates, and pension and profit-sharing plans. | Finance |
The Huntington National Bank (Columbus, Ohio)
The Huntington National Bank (Columbus, Ohio) Major BanksFinance The Huntington National Bank engages in the provision of personal and business banking services to individuals and families, small and middle market businesses, and not-for-profit businesses. Its services include online and mobile banking, borrowing, investments, insurance, planning, and security services. The company was founded in 1866 and is headquartered in Columbus, OH. | Finance |
Long Lake Capital Management LLC
Long Lake Capital Management LLC Investment ManagersFinance Long Lake Capital Management LLC (Long Lake) is an independent, SEC-registered investment advisor headquartered in Birmingham, Michigan. Founded in 2014, Long Lake designs and manages investment portfolios for individual clients, families, trusts, estates, and other entities. | Finance |
