Jeff Loehr
Membre du Comité d'Investissement chez SRS Capital Advisors, Inc.
Postes actifs de Jeff Loehr
Sociétés | Poste | Début | Fin |
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SRS Capital Advisors, Inc.
SRS Capital Advisors, Inc. Investment ManagersFinance SRS Capital Advisors, Inc. (SRS) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by David A. Simon, Michael P. Riordan and Patrick C. South in 2004. They were acquired in 2024 by Arax Investment Partners LLC, which is owned by Arax Business Trust. SRS specializes in customized investment platforms and highly sophisticated wealth planning solutions for high-net-worth families and individuals, businesses, and foundations. | Membre du Comité d'Investissement | 01/10/2016 | - |
Gestionnaire de Portefeuille-Actions | 01/10/2016 | - |
Historique de carrière de Jeff Loehr
Anciens postes connus de Jeff Loehr
Sociétés | Poste | Début | Fin |
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Denver Investment Advisors LLC
Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT). | Gestionnaire de Portefeuille-Actions | 01/06/2009 | 01/05/2016 |
Formation de Jeff Loehr
University of South Florida | Undergraduate Degree |
University of Denver | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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Denver Investment Advisors LLC
Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT). | Finance |
SRS Capital Advisors, Inc.
SRS Capital Advisors, Inc. Investment ManagersFinance SRS Capital Advisors, Inc. (SRS) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by David A. Simon, Michael P. Riordan and Patrick C. South in 2004. They were acquired in 2024 by Arax Investment Partners LLC, which is owned by Arax Business Trust. SRS specializes in customized investment platforms and highly sophisticated wealth planning solutions for high-net-worth families and individuals, businesses, and foundations. | Finance |
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