Profil
Ms. Jennifer J.
Schenkelberg, CFA MBA, is Senior Portfolio Manager at CLS Investments LLC.
She is responsible for separate account and mutual fund portfolio management.
In addition, she helps maintain investor relationships.
Prior to working at CLS, Ms. Schenkelberg was a senior analyst for First Focus Funds, where she concentrated on analysis of financial, consumer product, and health care stocks.
She was the lead manager of a separate account portfolio of 30 individual stocks.
Ms. Schenkelberg received her Bachelor of Science in Accounting and Finance from Kansas State University and an MBA from Creighton University.
Anciens postes connus de J.J. Schenkelberg
| Sociétés | Poste | Fin |
|---|---|---|
CLS Investments LLC
 CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Membre du Comité d'Investissement | 01/12/2015 |
| Tributary Funds, Inc. | Corporate Officer/Principal | 30/11/2004 |
Formation de J.J. Schenkelberg
| Kansas State University | Undergraduate Degree |
| Creighton University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Finance |
| Tributary Funds, Inc. |
