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Profil
Joseph John Gazzoli served as President & Chief Executive Officer at TIAA-CREF Trust Co., FSB from 1998 to 2004.
He then served as Chief Executive Officer at Enterprise Bank & Trust (Missouri).
From 2004 to 2007, he was Executive Vice President at UMB Financial Corp.
and UMB Bank, NA (Investment Management).
He also served as Principal at AHM Asset Management LLC from 2007 to 2009.
Gazzoli received his undergraduate degree from the University of Virginia in 1974 and his graduate degree from St. Louis University in 1977.
Anciens postes connus de Joe Gazzoli
| Sociétés | Poste | Fin |
|---|---|---|
AHM Asset Management LLC
 AHM Asset Management LLC Investment ManagersFinance AHM Asset Management provides customized investment solutions from a variety of insurance and asset management offerings. Taking a long-term approach, AHM also invests debt and equity capital in projects and private companies. AHM's clients include individual and institutional investors. To minimize costs and tax effects, portfolios usually have a mixture of investment vehicles including ETFs, institutionally-priced funds focusing on a specific asset class and individual stocks or bonds. The firm also invests debt and equity capital in projects and companies identified through their client network. | Gestionnaire de Portefeuille-Actions | 31/12/2009 |
UMB Bank, NA (Investment Management)
 UMB Bank, NA (Investment Management) Investment ManagersFinance UMB-IM focuses on investments in the stocks of US large-cap companies. The firm's Large Cap Equity Strategy emphasizes quality growth and is based on GARP methodology. The strategy seeks to add value through rigorous stock selection and active sector selection. They combine a fundamental, bottom-up stock selection approach with a top-down focus on the macro economy. UMB-IM seeks to identify relative value within companies that have proven their ability to grow earnings and cash flow. To construct portfolios, the firm employs internal and external economic research to determine overweighting or underweighting versus the economic sectors of the S&P 500 Index. | Head-Equity Investments | 31/08/2007 |
| UMB FINANCIAL CORPORATION | Corporate Officer/Principal | 31/08/2007 |
TIAA-CREF Trust Co., FSB
 TIAA-CREF Trust Co., FSB Investment ManagersFinance Profile unavailable. | President | 01/01/2004 |
Enterprise Bank & Trust (Missouri)
 Enterprise Bank & Trust (Missouri) Regional BanksFinance EBT focuses on determining the appropriate asset allocation for each client based on the individual client's specific objectives and risk tolerance. They tend to employ a value-oriented investment approach that invests primarily in the stocks of US large-cap companies. | Directeur Général | - |
Formation de Joe Gazzoli
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
85
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
UMB Financial Corp.
 UMB Financial Corp. Major BanksFinance Operates as a bank holding company which provides banking services | Finance |
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB-IM focuses on investments in the stocks of US large-cap companies. The firm's Large Cap Equity Strategy emphasizes quality growth and is based on GARP methodology. The strategy seeks to add value through rigorous stock selection and active sector selection. They combine a fundamental, bottom-up stock selection approach with a top-down focus on the macro economy. UMB-IM seeks to identify relative value within companies that have proven their ability to grow earnings and cash flow. To construct portfolios, the firm employs internal and external economic research to determine overweighting or underweighting versus the economic sectors of the S&P 500 Index. | Finance |
TIAA-CREF Trust Co., FSB
TIAA-CREF Trust Co., FSB Investment ManagersFinance Profile unavailable. | Finance |
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
St. Louis University
 St. Louis University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Enterprise Bank & Trust (Missouri)
Enterprise Bank & Trust (Missouri) Regional BanksFinance EBT focuses on determining the appropriate asset allocation for each client based on the individual client's specific objectives and risk tolerance. They tend to employ a value-oriented investment approach that invests primarily in the stocks of US large-cap companies. | Finance |
AHM Asset Management LLC
AHM Asset Management LLC Investment ManagersFinance AHM Asset Management provides customized investment solutions from a variety of insurance and asset management offerings. Taking a long-term approach, AHM also invests debt and equity capital in projects and private companies. AHM's clients include individual and institutional investors. To minimize costs and tax effects, portfolios usually have a mixture of investment vehicles including ETFs, institutionally-priced funds focusing on a specific asset class and individual stocks or bonds. The firm also invests debt and equity capital in projects and companies identified through their client network. | Finance |
