Profil
David W.
Trotter has founded Winnebago Capital Partners LLC in 2016, where he currently holds the title of Managing Director.
He has worked as a Trust Investment Officer at Legacy Private Trust Co. and as a Vice President at Pennant Management, Inc. from 2006 to 2012.
Mr. Trotter has an undergraduate degree from Marquette University.
Postes actifs de David Trotter
| Sociétés | Poste | Début |
|---|---|---|
Winnebago Capital Partners LLC
 Winnebago Capital Partners LLC Investment ManagersFinance Winnebago Capital Partners LLC (Winnebago Capital) is a venture capital firm founded in 2016 by David Trotter. The firm is headquartered in Neenah, Wisconsin. | Fondateur | 01/01/2016 |
Anciens postes connus de David Trotter
| Sociétés | Poste | Fin |
|---|---|---|
Pennant Management, Inc.
 Pennant Management, Inc. Investment ManagersFinance Founded in 1992 by Mark Elste, Pennant Management, Inc. is a registered investment advisor located in Milwaukee, Wisconsin with an additional office in Oakbrook, Illinois. The firm is a subsidiary of U.S. Fiduciary Services, Inc. They manage investment portfolios for individuals, as well as, insurance companies, community banks, healthcare organizations, governmental units, employee benefit trusts and other organizations. Pennant Management is the sub-advisor to the Accessor Limited Duration U.S. Government Fund (ticker ALTDX) and the Accessor Total Return Fund. | Analyst-Equity | 31/08/2012 |
Legacy Private Trust Co.
 Legacy Private Trust Co. Investment ManagersFinance Legacy Private Trust Co. (Legacy) is an independent investment adviser headquartered in Neenah, Wisconsin. The firm was founded in 2004 by Joseph E. McGrane, Michael B. Mahlik and Nick Carver. Legacy provides customized wealth management with an emphasis on developing long-term personal client relationships to their clients who include individuals and families, family-owned businesses, non-profit organizations, family offices, and foundations and endowments. | Gestionnaire de Portefeuille-Actions | - |
Formation de David Trotter
| Marquette University | Undergraduate Degree |
Expériences
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Legacy Private Trust Co.
Legacy Private Trust Co. Investment ManagersFinance Legacy Private Trust Co. (Legacy) is an independent investment adviser headquartered in Neenah, Wisconsin. The firm was founded in 2004 by Joseph E. McGrane, Michael B. Mahlik and Nick Carver. Legacy provides customized wealth management with an emphasis on developing long-term personal client relationships to their clients who include individuals and families, family-owned businesses, non-profit organizations, family offices, and foundations and endowments. | Finance |
Pennant Management, Inc.
Pennant Management, Inc. Investment ManagersFinance Founded in 1992 by Mark Elste, Pennant Management, Inc. is a registered investment advisor located in Milwaukee, Wisconsin with an additional office in Oakbrook, Illinois. The firm is a subsidiary of U.S. Fiduciary Services, Inc. They manage investment portfolios for individuals, as well as, insurance companies, community banks, healthcare organizations, governmental units, employee benefit trusts and other organizations. Pennant Management is the sub-advisor to the Accessor Limited Duration U.S. Government Fund (ticker ALTDX) and the Accessor Total Return Fund. | Finance |
Winnebago Capital Partners LLC
Winnebago Capital Partners LLC Investment ManagersFinance Winnebago Capital Partners LLC (Winnebago Capital) is a venture capital firm founded in 2016 by David Trotter. The firm is headquartered in Neenah, Wisconsin. | Finance |
