Greg J. Schroeder
Fondateur chez Wisco Investment Management LLC
Profil
Mr. Greg J.
Schroeder is a Portfolio Manager at Wisco Investment Management LLC.
He founded the firm in 2010.
Mr. Schroeder spent the first ten years of his career as an Investment Analyst in New York City with several large brokerage and investment banking firms.
Upon returning to Madison, he worked as a buy-side analyst with a long-short equity manager.
He has worked as a Financial Advisor with Wisco for the last twelve years and is currently a Senior Lecturer for the Hawk Center for Investment Analysis at the Wisconsin School of Business.
Mr. Schroeder holds a BA degree in Economics (1990), an MS degree in Business Statistics (1993) and an MS degree in Business Finance (1994) from the University of Wisconsin-Madison.
He is a graduate of the Applied Security Analysis Program (ASAP) at the Wisconsin School of Business.
Postes actifs de Greg J. Schroeder
| Sociétés | Poste | Début |
|---|---|---|
Wisco Investment Management LLC
 Wisco Investment Management LLC Investment ManagersFinance Wisco Investment Management LLC (WISCO) is an independent, SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Greg J. Schroeder in 2010. WISCO offers a variety of investment services to individual and institutional clients. | Fondateur | 01/01/2010 |
Anciens postes connus de Greg J. Schroeder
| Sociétés | Poste | Fin |
|---|---|---|
Wisco Research LLC
 Wisco Research LLC Investment Banks/BrokersFinance Founded in 2008, Wisco Research LLC is a research firm located in Madison, Wisconsin. The firm focuses primarily on under-followed small- and- mid-cap U.S. common stocks. | Fondateur | 01/12/2011 |
Jesup & Lamont Securities Corp.
 Jesup & Lamont Securities Corp. Investment Banks/BrokersFinance Jesup & Lamont Securities Corp. is broker/dealer headquartered in New York City. The firm is a subsidiary of Jesup & Lamont, Inc. (AMEX: JLI), formerly Empire Financial Holding Co., a New York City-based full-service brokerage and investment banking firm that specializes in institutional, retail sales, trading services and equity research. Jesup & Lamont, Inc. was founded in 2000, but traces its roots to the 1877 partnership between James Jesup and Lansing Lamont. Jesup & Lamont Securities Corp. provides institutional and retail sales and trading services, equity research and asset management for institutions and high net-worth individuals. The firm's corporate finance activities include mergers and acquisitions, capital raising, acquisition finance, restructurings and other corporate finance matters. Their research covers the following areas in the US and abroad: biotechnology, industrials, specialty retail, aerospace/defense, alternative energy, oil & gas, restaurants, technology, transportation and special situations. Jesup & Lamont provides fundamental analysis of companies and sectors and also employs strategists and technical analysts to provide comprehensive research insights. | Analyst-Equity | 31/12/2009 |
Nakoma Capital Management LLC
 Nakoma Capital Management LLC Investment ManagersFinance Nakoma Capital Management LLC is a hedge fund manager located in Madison, Wisconsin. The firm manages the Nakoma Partners LP and the Nakoma Absolute Return Fund. | Analyst-Equity | 31/12/2007 |
| Fulcrum Global Partners LLC | Corporate Officer/Principal | - |
| PaineWebber, Inc. | Corporate Officer/Principal | - |
Formation de Greg J. Schroeder
| University of Wisconsin | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Nakoma Capital Management LLC
Nakoma Capital Management LLC Investment ManagersFinance Nakoma Capital Management LLC is a hedge fund manager located in Madison, Wisconsin. The firm manages the Nakoma Partners LP and the Nakoma Absolute Return Fund. | Finance |
| PaineWebber, Inc. | Finance |
| Josephthal & Co (Broker) | Finance |
| Fulcrum Global Partners LLC | Finance |
| Advest, Inc. | Finance |
Wisco Research LLC
Wisco Research LLC Investment Banks/BrokersFinance Founded in 2008, Wisco Research LLC is a research firm located in Madison, Wisconsin. The firm focuses primarily on under-followed small- and- mid-cap U.S. common stocks. | Finance |
Jesup & Lamont Securities Corp.
Jesup & Lamont Securities Corp. Investment Banks/BrokersFinance Jesup & Lamont Securities Corp. is broker/dealer headquartered in New York City. The firm is a subsidiary of Jesup & Lamont, Inc. (AMEX: JLI), formerly Empire Financial Holding Co., a New York City-based full-service brokerage and investment banking firm that specializes in institutional, retail sales, trading services and equity research. Jesup & Lamont, Inc. was founded in 2000, but traces its roots to the 1877 partnership between James Jesup and Lansing Lamont. Jesup & Lamont Securities Corp. provides institutional and retail sales and trading services, equity research and asset management for institutions and high net-worth individuals. The firm's corporate finance activities include mergers and acquisitions, capital raising, acquisition finance, restructurings and other corporate finance matters. Their research covers the following areas in the US and abroad: biotechnology, industrials, specialty retail, aerospace/defense, alternative energy, oil & gas, restaurants, technology, transportation and special situations. Jesup & Lamont provides fundamental analysis of companies and sectors and also employs strategists and technical analysts to provide comprehensive research insights. | Finance |
Morgan Joseph & Co., Inc.
 Morgan Joseph & Co., Inc. Investment Banks/BrokersFinance Founded in 1982, Morgan Joseph TriArtisan LLC, formerly Morgan Joseph & Co., Inc., is a full-service investment banking firm and broker/dealer headquartered in New York City. The firm was also previously known as Morgan Lewis & Co. Morgan Joseph TriArtisan is a subsidiary of Morgan Joseph TriArtisan Group, Inc. Morgan Joseph TriArtisan's primary focus is on providing financial advisory and capital raising services in the US, Europe and Asia. This includes mergers and acquisitions advice, restructuring advice, private placements and public offerings of debt and equity. For their institutional clients, Morgan Joseph TriArtisan provides a full range of sales and executions services, including equity research and specialized reports on convertible debt. The firm's sales and trading teams service a variety of institutional clients with both debt and equity investment ideas and trading services. Morgan Joseph primarily serves the consumer products, healthcare, automotive, chemical, transportation, construction, entertainment, telecommunications and media industries. Morgan Joseph TriArtisan's debt and equity analysts cover a growing universe of stock and bond issues across a broad range of industry sectors. Their equity research focuses primarily on middle-market companies with limited research and coverage and uses a classic bottom-up qualitative approach. The high-yield department specializes in finding trading opportunities by identifying undervalued and overvalued high-yield debt for institutional clients. They focus on small- to mid-sized issues that are not widely covered and are often mispriced in the market. Morgan Joseph TriArtisan is a member of FINRA, the NASD and the SIPC. | Finance |
Wisco Investment Management LLC
Wisco Investment Management LLC Investment ManagersFinance Wisco Investment Management LLC (WISCO) is an independent, SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Greg J. Schroeder in 2010. WISCO offers a variety of investment services to individual and institutional clients. | Finance |
