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Profil
David J.
Lettenberger formerly worked at UBS Asset Management (Americas) LLC, as Portfolio Manager from 2005 to 2010, M&I Investment Management Corp., as Vice President from 1992 to 1998, U.S.
Bank NA (Cincinnati Ohio Investment Management), as Senior Portfolio Manager from 1999 to 2005, Knelman Asset Management Group LLC, as Senior Portfolio Manager, and Thrivent Investment Management, Inc., as Portfolio Manager from 2013 to 2022.
Mr. Lettenberger received his undergraduate degree from Marquette University.
Anciens postes connus de David J. Lettenberger
| Sociétés | Poste | Fin |
|---|---|---|
UBS Asset Management (Americas) LLC
 UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value. | Head-Equity Investments | 31/05/2010 |
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance USB-IM develops a personalized investment strategy based on their client’s needs, preferences, tax sensitivity, risk tolerance and time horizon. The firm focuses on a diversified asset allocation that helps to provide growth and stability while addressing volatility and risk. They will include a mix of equities, bonds and real assets. Their strategies are designed to weather unpredictable conditions in all types of market cycles. | Gestionnaire de Portefeuille-Actions | 31/10/2005 |
M&I Investment Management Corp.
 M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates. | Gestionnaire de Portefeuille-Actions | 31/12/1998 |
Thrivent Investment Management, Inc.
 Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent utilizes certain general assumptions relating to the market and interest and other rates including, but not limited to, rates of investment performance, inflation rates and tax rates. The firm invests client assets in a variety of securities, including but not limited to, listed and unlisted stocks, ETF, ETNs, bonds, certain open-end mutual funds (load-waived and no-load), closed-end funds, certain options positions (excluding those that involve the use of margin), commercial paper, certificates of deposit, and municipal securities. | Gestionnaire de Portefeuille-Actions | - |
Knelman Asset Management Group LLC
 Knelman Asset Management Group LLC Investment ManagersFinance Knelman Asset Management Group manages equity and balanced/fixed-income portfolios and also provides investment advice related to the venture capital markets. The firm employs a relative growth investment strategy. They offer large-cap growth and all-cap growth equity investment strategies. Knelman Asset Management seeks to invest in companies with strong balance sheets, relatively low debt-to-total capitalization, strong and/or improving top line and bottom line growth and experienced management teams. The firm's main objective is to produce above average performance with lower than average risk. They also seek to manage portfolios in a tax-efficient manner with relatively low portfolio turnover. Knelman Asset Management also manages balanced investment portfolios that utilize both tax-exempt and taxable fixed-income securities, depending on the client's individual investment objectives and tax status. | Gestionnaire de Portefeuille-Actions | - |
Formation de David J. Lettenberger
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
77
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
UBS Asset Management (Americas) LLC
UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value. | Finance |
Thrivent Investment Management, Inc.
Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent utilizes certain general assumptions relating to the market and interest and other rates including, but not limited to, rates of investment performance, inflation rates and tax rates. The firm invests client assets in a variety of securities, including but not limited to, listed and unlisted stocks, ETF, ETNs, bonds, certain open-end mutual funds (load-waived and no-load), closed-end funds, certain options positions (excluding those that involve the use of margin), commercial paper, certificates of deposit, and municipal securities. | Finance |
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates. | Finance |
Marquette University
 Marquette University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Knelman Asset Management Group LLC
Knelman Asset Management Group LLC Investment ManagersFinance Knelman Asset Management Group manages equity and balanced/fixed-income portfolios and also provides investment advice related to the venture capital markets. The firm employs a relative growth investment strategy. They offer large-cap growth and all-cap growth equity investment strategies. Knelman Asset Management seeks to invest in companies with strong balance sheets, relatively low debt-to-total capitalization, strong and/or improving top line and bottom line growth and experienced management teams. The firm's main objective is to produce above average performance with lower than average risk. They also seek to manage portfolios in a tax-efficient manner with relatively low portfolio turnover. Knelman Asset Management also manages balanced investment portfolios that utilize both tax-exempt and taxable fixed-income securities, depending on the client's individual investment objectives and tax status. | Finance |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance USB-IM develops a personalized investment strategy based on their client’s needs, preferences, tax sensitivity, risk tolerance and time horizon. The firm focuses on a diversified asset allocation that helps to provide growth and stability while addressing volatility and risk. They will include a mix of equities, bonds and real assets. Their strategies are designed to weather unpredictable conditions in all types of market cycles. | Finance |
