Curt D. McLeod
Gestionnaire de Portefeuille-Actions chez Wells Fargo Bank, NA (Private Banking)
Profil
Curt D.
McLeod is currently working as a Senior Portfolio Manager at Wells Fargo Bank, NA (Private Banking).
Previously, he worked as a Senior Portfolio Manager at Paladin Investment Associates LLC from 1997 to 2002, a Portfolio Manager at Arbor Capital Management LLC, a Partner at Knappenberger Partners from 2003 to 2004, and a Senior Vice President at Piper Jaffray Cos.
from 1986 to 1996.
He also worked as a Portfolio Manager at Investment Advisers, Inc. and Abbot Downing Investment Advisors.
Mr. McLeod completed his undergraduate degree at the University of St. Thomas.
Postes actifs de Curt D. McLeod
| Sociétés | Poste | Début |
|---|---|---|
Wells Fargo Bank, NA (Private Banking)
 Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for high-net-worth individuals. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Curt D. McLeod
| Sociétés | Poste | Fin |
|---|---|---|
Abbot Downing Investment Advisors
 Abbot Downing Investment Advisors Investment ManagersFinance Abbot Downing Investment Advisors is an investment advisor headquartered in Minneapolis, Minnesota. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). They provide investment management services to a small number of individuals and families, as well as their endowments and foundations. | Gestionnaire de Portefeuille-Actions | 01/01/2020 |
Knappenberger Partners
 Knappenberger Partners Investment ManagersFinance Knappenberger Partners is the sub-adviser of the FMI Knappenberger Partners Emerging Growth Fund. Founded in 1998, the company is located in Minnetonka, Minnesota. | Gestionnaire de Portefeuille-Actions | 31/12/2004 |
| Paladin Investment Associates LLC | Gestionnaire de Portefeuille-Actions | 31/12/2002 |
Piper Jaffray Cos.
 Piper Jaffray Cos. Investment Banks/BrokersFinance Piper Jaffray Cos. is an investment bank and asset management firm, which engages in the provision of equity and debt capital markets products; public finance services; financial advisory services; equity research and institutional brokerage; fixed income institutional brokerage; and asset management services. It operates through Capital Markets and Asset Management segment. The Capital Markets segment focuses on investment banking and institutional sales, trading and research services for various equity and fixed income products. The Asset Management segment gives traditional asset management business and seed investments in registered and private funds. The company was founded in 1895 and is headquartered in Minneapolis, MN. | Corporate Officer/Principal | 31/12/1996 |
Investment Advisers, Inc.
 Investment Advisers, Inc. Investment ManagersFinance Part of Federated Hermes, Inc., Investment Advisers, Inc. is a company that provides investment and other related financial services. The company is based in Bloomington, MN. Investment Advisers was acquired by Federated Hermes, Inc. from Lloyds TSB Group Plc on September 20, 2000. | Corporate Officer/Principal | - |
Formation de Curt D. McLeod
| University of St. Thomas | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
| Paladin Investment Associates LLC | Finance |
Arbor Capital Management LLC
 Arbor Capital Management LLC Investment ManagersFinance Founded in 1997, Arbor Capital Management LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm manages portfolios for institutions and individuals. | Finance |
Knappenberger Partners
Knappenberger Partners Investment ManagersFinance Knappenberger Partners is the sub-adviser of the FMI Knappenberger Partners Emerging Growth Fund. Founded in 1998, the company is located in Minnetonka, Minnesota. | Finance |
Piper Jaffray Cos.
Piper Jaffray Cos. Investment Banks/BrokersFinance Piper Jaffray Cos. is an investment bank and asset management firm, which engages in the provision of equity and debt capital markets products; public finance services; financial advisory services; equity research and institutional brokerage; fixed income institutional brokerage; and asset management services. It operates through Capital Markets and Asset Management segment. The Capital Markets segment focuses on investment banking and institutional sales, trading and research services for various equity and fixed income products. The Asset Management segment gives traditional asset management business and seed investments in registered and private funds. The company was founded in 1895 and is headquartered in Minneapolis, MN. | Finance |
Investment Advisers, Inc.
Investment Advisers, Inc. Investment ManagersFinance Part of Federated Hermes, Inc., Investment Advisers, Inc. is a company that provides investment and other related financial services. The company is based in Bloomington, MN. Investment Advisers was acquired by Federated Hermes, Inc. from Lloyds TSB Group Plc on September 20, 2000. | Finance |
Abbot Downing Investment Advisors
Abbot Downing Investment Advisors Investment ManagersFinance Abbot Downing Investment Advisors is an investment advisor headquartered in Minneapolis, Minnesota. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). They provide investment management services to a small number of individuals and families, as well as their endowments and foundations. | Finance |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for high-net-worth individuals. | Finance |