Jared R. Lewis
Directeur/Membre du Conseil chez Smithsonian National Air & Space Museum
Profil
Mr. Jared R.
Lewis is a Partner & Portfolio Manager at Foundry Partners LLC (Minnesota).
He is on the Board of Directors at Smithsonian National Air & Space Museum.
He is a Portfolio Manager on the Alpha Small Cap Growth team for Foundry Partners.
Mr. Lewis started in the industry in 1997 and has been with Foundry Partners since the company’s transaction with Arbor Capital Management in September of 2016.
He was with Arbor from 2015 – Sept.
2016 as an Analyst.
Prior to joining Arbor, he was a Senior Research Analyst at Northland Securities from 2012 through 2014 and an Equity Analyst for White Pine Capital from 2008 through 2012.
He served as a PM or Analyst from 1997 to 2008 for both Long Only and Hedge Funds.
Mr. Lewis graduated from the University of St. Thomas with a B.A.
in Chemistry and earned his MBA from the University of Minnesota’s Carlson School of Management.
Postes actifs de Jared R. Lewis
| Sociétés | Poste | Début |
|---|---|---|
Foundry Partners LLC (Minnesota)
 Foundry Partners LLC (Minnesota) Investment ManagersFinance Foundry Partners LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Timothy Ford and Seamus Morphy in 2012 and is wholly-owned by Foundry Management Partners LLC. Foundry Partners provides investment management services to high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other legal entities. The firm advises clients through accounts in Separately Managed Account (SMA) programs and provides sponsors access to its investment models through UMA programs. | Gestionnaire de Portefeuille-Actions | 01/09/2016 |
Smithsonian National Air & Space Museum
 Smithsonian National Air & Space Museum Other Consumer ServicesConsumer Services Smithsonian National Air & Space Museum operates museums. The company was founded in 1976 and is headquartered in Washington, DC. | Directeur/Membre du Conseil | - |
Anciens postes connus de Jared R. Lewis
| Sociétés | Poste | Fin |
|---|---|---|
Northland Securities, Inc.
 Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients. | Analyst-Equity | 01/04/2014 |
White Pine Capital LLC
 White Pine Capital LLC Investment ManagersFinance White Pine Capital LLC (WPC) is an independent wealth management firm and registered investment advisor headquartered in Golden Valley, Minnesota. The firm was founded in 2000 by Michael Wallace and Dennis Senneseth. WPC provides fee-based discretionary investment advisory services to institutional accounts (corporate, pension and profit-sharing accounts, endowments, foundations and Taft-Hartley (union) plans), family offices and high net worth individuals. | Analyst-Equity | 05/06/2009 |
Telluride Asset Management LLC
 Telluride Asset Management LLC Investment ManagersFinance Founded in 2003, Telluride Asset Management LLC is a hedge fund manager located in Wayzata, Minnesota. They manage the Telluride Capital Fund Ltd. and the Telluride Capital Master Fund Ltd | Corporate Officer/Principal | 30/11/2007 |
Merced Capital LP
 Merced Capital LP Investment ManagersFinance Merced Capital LP is a privately-held, SEC-registered investment advisor and hedge fund manager headquartered in Minnetonka, Minnesota. The firm was founded as EBF & Associates in 1988 by three executives from Cargill's Financial Markets Department. The firm provides investment advisory services to privately offered pooled investment vehicles. Investors in the clients include public and private pension funds, foundations, endowment funds, funds of funds, high net worth individuals and family offices. | Corporate Officer/Principal | 31/07/2005 |
| Dain Rauscher, Inc. | Corporate Officer/Principal | 28/02/1999 |
Formation de Jared R. Lewis
| University of Minnesota | Masters Business Admin |
| University of St. Thomas | Undergraduate Degree |
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Sociétés liées
| Entreprise privées | 8 |
|---|---|
Merced Capital LP
Merced Capital LP Investment ManagersFinance Merced Capital LP is a privately-held, SEC-registered investment advisor and hedge fund manager headquartered in Minnetonka, Minnesota. The firm was founded as EBF & Associates in 1988 by three executives from Cargill's Financial Markets Department. The firm provides investment advisory services to privately offered pooled investment vehicles. Investors in the clients include public and private pension funds, foundations, endowment funds, funds of funds, high net worth individuals and family offices. | Finance |
White Pine Capital LLC
White Pine Capital LLC Investment ManagersFinance White Pine Capital LLC (WPC) is an independent wealth management firm and registered investment advisor headquartered in Golden Valley, Minnesota. The firm was founded in 2000 by Michael Wallace and Dennis Senneseth. WPC provides fee-based discretionary investment advisory services to institutional accounts (corporate, pension and profit-sharing accounts, endowments, foundations and Taft-Hartley (union) plans), family offices and high net worth individuals. | Finance |
Telluride Asset Management LLC
Telluride Asset Management LLC Investment ManagersFinance Founded in 2003, Telluride Asset Management LLC is a hedge fund manager located in Wayzata, Minnesota. They manage the Telluride Capital Fund Ltd. and the Telluride Capital Master Fund Ltd | Finance |
Northland Securities, Inc.
Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients. | Finance |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Finance |
Smithsonian National Air & Space Museum
Smithsonian National Air & Space Museum Other Consumer ServicesConsumer Services Smithsonian National Air & Space Museum operates museums. The company was founded in 1976 and is headquartered in Washington, DC. | Consumer Services |
| Dain Rauscher, Inc. | Finance |
Foundry Partners LLC (Minnesota)
Foundry Partners LLC (Minnesota) Investment ManagersFinance Foundry Partners LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Timothy Ford and Seamus Morphy in 2012 and is wholly-owned by Foundry Management Partners LLC. Foundry Partners provides investment management services to high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other legal entities. The firm advises clients through accounts in Separately Managed Account (SMA) programs and provides sponsors access to its investment models through UMA programs. | Finance |
