Jim Oberweis
Directeur Général chez Oberweis Asset Management, Inc.
Profil
Mr. James W.
Oberweis, CFA MBA, is a President at Oberweis Securities, Inc., a CIO, President, Portfolio Manager & Principal at Oberweis Asset Management, Inc. He oversees all investment research at Oberweis.
Mr. Oberweis has spent his entire career managing portfolios of high-growth, small-cap companies.
He is a holder of the Chartered Financial Analyst (CFA) designation.
Mr. Oberweis earned an MBA with high honors from the University of Chicago and a BS in Computer Science from the University of Illinois.
Postes actifs de Jim Oberweis
| Sociétés | Poste | Début |
|---|---|---|
Oberweis Asset Management, Inc.
 Oberweis Asset Management, Inc. Investment ManagersFinance Oberweis Asset Management, Inc. (Oberweis) is an independent, SEC-registered investment advisor headquartered in Lisle, Illinois. The firm was founded by James D. Oberweis in 1989 to seek market inefficiencies in equities globally. Oberweis offers their active geographically focused strategies to institutional and individual investors through separately managed accounts (SMAs) and their own proprietary mutual fund family. | Directeur Général | 01/12/1995 |
Oberweis Securities, Inc.
 Oberweis Securities, Inc. Investment Banks/BrokersFinance Founded by James D. Oberweis in 1978, Oberweis Securities, Inc. is a full-service, SEC-registered broker/dealer headquartered in Lisle, Illinois. The firm offers assistance with investment planning, portfolio analysis or asset allocation strategies including the following services: individual stock ideas, fixed-income, mutual fund allocation and managed account platform. They also offer trading and execution services with a special emphasis on rapidly growing companies. Oberweis is a member of FINRA, the NASD and the SIPC. They affiliated with Oberweis Asset Management, Inc. and serve as the distributor of the Oberweis family of mutual funds | President | 01/09/1996 |
Oberweis Dairy, Inc.
 Oberweis Dairy, Inc. Agricultural Commodities/MillingProcess Industries Oberweis Dairy, Inc. markets dairy products. Its products include milk, cheese yogurt, bacon and seasonal products. The firm is privately owned, largely by the Oberweis family. The company also provides home delivery of its glass-bottled milk along with other dairy, juice and meat products. Oberweis Dairy is headquartered in North Aurora, IL. | Président | - |
Northern Illinois Food Bank
 Northern Illinois Food Bank Services to the Health IndustryHealth Services Northern Illinois Food Bank provides social services. The firm distributes donated, government and purchased food through a network of food pantries, shelters, soup kitchens and other food assistance sites. It gets financial support from individuals, retailers, manufacturers, corporations, and community resources. The company was founded in 1983 and is headquartered in St. Charles, IL. | Directeur/Membre du Conseil | 04/11/2009 |
Formation de Jim Oberweis
| The University of Chicago | Masters Business Admin |
| University of Illinois | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Oberweis Asset Management, Inc.
Oberweis Asset Management, Inc. Investment ManagersFinance Oberweis Asset Management, Inc. (Oberweis) is an independent, SEC-registered investment advisor headquartered in Lisle, Illinois. The firm was founded by James D. Oberweis in 1989 to seek market inefficiencies in equities globally. Oberweis offers their active geographically focused strategies to institutional and individual investors through separately managed accounts (SMAs) and their own proprietary mutual fund family. | Finance |
Oberweis Securities, Inc.
Oberweis Securities, Inc. Investment Banks/BrokersFinance Founded by James D. Oberweis in 1978, Oberweis Securities, Inc. is a full-service, SEC-registered broker/dealer headquartered in Lisle, Illinois. The firm offers assistance with investment planning, portfolio analysis or asset allocation strategies including the following services: individual stock ideas, fixed-income, mutual fund allocation and managed account platform. They also offer trading and execution services with a special emphasis on rapidly growing companies. Oberweis is a member of FINRA, the NASD and the SIPC. They affiliated with Oberweis Asset Management, Inc. and serve as the distributor of the Oberweis family of mutual funds | Finance |
Oberweis Dairy, Inc.
Oberweis Dairy, Inc. Agricultural Commodities/MillingProcess Industries Oberweis Dairy, Inc. markets dairy products. Its products include milk, cheese yogurt, bacon and seasonal products. The firm is privately owned, largely by the Oberweis family. The company also provides home delivery of its glass-bottled milk along with other dairy, juice and meat products. Oberweis Dairy is headquartered in North Aurora, IL. | Process Industries |
Northern Illinois Food Bank
Northern Illinois Food Bank Services to the Health IndustryHealth Services Northern Illinois Food Bank provides social services. The firm distributes donated, government and purchased food through a network of food pantries, shelters, soup kitchens and other food assistance sites. It gets financial support from individuals, retailers, manufacturers, corporations, and community resources. The company was founded in 1983 and is headquartered in St. Charles, IL. | Health Services |