Jonathan P. Horick
Plus aucun poste en cours
Profil
Mr. Jonathan P.
Horick, CFA CPA, is a Portfolio Manager at Akros Capital LLC.
He joined Akros Capital, LLC in January of 2010.
Prior to joining Akros, Mr. Horick was the Managing Principal of the Northland Directions Equity Fund from 2006 to 2009.
He has a diverse set of institutional investment experiences involving securities analysis for both public and private entities, and an extensive work history in equity financing and fixed-income objectives.
He held positions at several investment managers in New York and the Twin Cities, including Millennium Partners, White Pine Capital, Deephaven Capital Management, Dougherty & Company, Sit Investment Associates and Advantus Capital Management.
Mr. Horick is an acting mentor and committee advisor on the University of Minnesota's Carlson Enterprise Growth Fund, an endowment investment committee member at Wartburg College, a member of the CFA Institute and a member of the Twin Cities Society of Security Analysts.
He is a Chartered Financial Analyst, and holds an inactive Certified Public Accountant certificate.
He received his B.A.
in Accounting and Finance (1985) from Wartburg College and his M.B.A.
in Finance (1997) from the University of Minnesota – Carlson School of Management.
Anciens postes connus de Jonathan P. Horick
| Sociétés | Poste | Fin |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 31/12/2006 |
Securian Asset Management, Inc.
 Securian Asset Management, Inc. Investment ManagersFinance Securian Asset Management, Inc. (Securian AM) is a SEC-registered investment advisor headquartered in St. Paul, Minnesota. The firm was founded in 1984 and formerly known as MIMLIC Asset Management, Inc. and Advantus Capital Management, Inc. They are a wholly-owned subsidiary of Securian Financial Group, Inc., ultimately owned by Minnesota Mutual Cos., Inc. Securian AM offers discretionary and non-discretionary asset management for registered investment companies, insurance companies, including separate accounts of insurance companies, and other institutional investors. | Corporate Officer/Principal | - |
Sit Investment Associates, Inc.
 Sit Investment Associates, Inc. Investment ManagersFinance Sit Investment Associates, Inc. (Sit Investment) is a privately-owned, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Eugene Sit in 1981. Sit Investment manages client assets on a discretionary basis for several types of clients, which includes public and private institutional investors, pension funds, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations, insurance companies, municipalities, registered investment companies, private investment companies, collective investment trusts and high-net-worth individuals. | Corporate Officer/Principal | - |
Colliers Securities LLC
 Colliers Securities LLC Investment Banks/BrokersFinance Colliers Securities LLC is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1997 and formerly known as Dougherty & Co. LLC. They are a wholly owned subsidiary of Colliers Mortgage Holdings LLC, ultimately owned by Colliers International Group, Inc. (NASDAQ; TSX: CIGI) in Canada. Colliers Securities generally provides brokerage, custody and execution services through a clearing arrangement with National Financial Services LLC, a nonaffiliated firm, member NYSE, SIPC and a Fidelity Investments® Company. | Corporate Officer/Principal | - |
Deephaven Capital Management LLC
 Deephaven Capital Management LLC Investment ManagersFinance Deephaven Capital Management LLC performs investment management services and sponsors a private investment fund, the Deephaven fund, for institutions and high-net-worth individuals. The Minnetonka, Minnesota-based firm is a subsidiary of Knight Trading Group, Inc. (NASDAQ: NITE) | Corporate Officer/Principal | - |
Formation de Jonathan P. Horick
| University of Minnesota | Masters Business Admin |
| Wartburg College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
| Millennium Partners LLC | Commercial Services |
Securian Asset Management, Inc.
Securian Asset Management, Inc. Investment ManagersFinance Securian Asset Management, Inc. (Securian AM) is a SEC-registered investment advisor headquartered in St. Paul, Minnesota. The firm was founded in 1984 and formerly known as MIMLIC Asset Management, Inc. and Advantus Capital Management, Inc. They are a wholly-owned subsidiary of Securian Financial Group, Inc., ultimately owned by Minnesota Mutual Cos., Inc. Securian AM offers discretionary and non-discretionary asset management for registered investment companies, insurance companies, including separate accounts of insurance companies, and other institutional investors. | Finance |
Sit Investment Associates, Inc.
Sit Investment Associates, Inc. Investment ManagersFinance Sit Investment Associates, Inc. (Sit Investment) is a privately-owned, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Eugene Sit in 1981. Sit Investment manages client assets on a discretionary basis for several types of clients, which includes public and private institutional investors, pension funds, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations, insurance companies, municipalities, registered investment companies, private investment companies, collective investment trusts and high-net-worth individuals. | 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 |
Deephaven Capital Management LLC
Deephaven Capital Management LLC Investment ManagersFinance Deephaven Capital Management LLC performs investment management services and sponsors a private investment fund, the Deephaven fund, for institutions and high-net-worth individuals. The Minnetonka, Minnesota-based firm is a subsidiary of Knight Trading Group, Inc. (NASDAQ: NITE) | Finance |
Colliers Securities LLC
Colliers Securities LLC Investment Banks/BrokersFinance Colliers Securities LLC is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1997 and formerly known as Dougherty & Co. LLC. They are a wholly owned subsidiary of Colliers Mortgage Holdings LLC, ultimately owned by Colliers International Group, Inc. (NASDAQ; TSX: CIGI) in Canada. Colliers Securities generally provides brokerage, custody and execution services through a clearing arrangement with National Financial Services LLC, a nonaffiliated firm, member NYSE, SIPC and a Fidelity Investments® Company. | Finance |
Akros Capital LLC
 Akros Capital LLC Investment ManagersFinance Founded in 2003 by Brady Lipp, Akros Capital LLC is a hedge fund manager located in New York City. The firm manages the Akros Capital Fund LP, a hedge fund, and the Quaker Akros Absolute Strategies Fund, an open-end mutual fund. They provide investment management services to individuals and institutions | Finance |
