![Julie M. van Cleave](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Julie M. van Cleave
Directeur/Membre du Conseil chez
West Bend Insurance Co.
Profil
Ms. Julie M.
van Cleave, CFA MBA, is on the Board of Directors at West Bend Insurance Co.
Ms. van Cleave was previously employed as a Chief Investment Officer by University of Wisconsin Foundation, a Portfolio Manager by OppenheimerFunds, Inc., a Managing Director by Deutsche Investment Management Americas, Inc., a Principal by DWS Scudder Distributors, Inc., and a Managing Director by Mason Street Advisors LLC.
She received her undergraduate degree from the University of Wisconsin and an MBA from Madison University.
Postes actifs de Julie M. van Cleave
| Sociétés | Poste | Début |
|---|---|---|
West Bend Insurance Co.
 West Bend Insurance Co. Insurance Brokers/ServicesFinance Operates as an insurance agency | Directeur/Membre du Conseil | - |
Anciens postes connus de Julie M. van Cleave
| Sociétés | Poste | Fin |
|---|---|---|
University of Wisconsin Foundation
 University of Wisconsin Foundation Investment Trusts/Mutual FundsMiscellaneous UW Foundation raises, invests and distributes funds for the benefit of UW–Madison. Each year, the Foundation transfers gift and investment income to UW–Madison. These funds support campus priorities, including scholarships, building projects, research efforts, and the initiatives of specific schools, colleges, and programs. | Directeur en chef des Investissements | 30/06/2020 |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DIMA typically invest in securities that appear to offer the best potential to meet client needs, which may include any number of factors such as: yield, value, growth, income, etc. The firm utilizes a variety of quantitative and qualitative techniques in trying to meet clients' investment objectives. Portfolio management constructs the strategy using a combination of top-down macro views and bottom-up research along with risk management strategies. | Gestionnaire de Portefeuille-Actions | 31/03/2010 |
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OFI focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm’s methods of security analysis may include economic analysis, fundamental analysis, technical analysis, quantitative analysis and top-down analysis. OFI’s investment strategies may also be guided by (a) the investment objectives, policies, strategies, and restrictions set forth in an advisory or sub-advisory agreement, (b) any offering document or other governing document applicable to a client for whom OFI provides advisory services, and (c) applicable legal and regulatory requirements. OFI offers investment strategies in the following broad asset classes: equities, fixed income, alternatives and multi-asset. Equities include main street equity, small and mid cap growth equity, value and income equity, emerging markets equity and global equity. Fixed income has investment grade debt, high yield corporate debt, global debt, Rochester municipals, multi-sector fixed income and cash strategies. Alternatives asset class includes alternative strategies, real estate, gold and special minerals and global infrastructure securities. | Gestionnaire de Portefeuille-Actions | - |
Mason Street Advisors LLC
 Mason Street Advisors LLC Investment ManagersFinance MSA may use a variety of methods of analysis in formulating investment advice and managing assets for their clients, including fundamental, quantitative and cyclical analysis, as well as utilizing proprietary modeling tools along with advice or research provided to them. The firm may sell securities for a variety of reasons which include when the valuation targets are achieved; new information becomes available; better investment opportunities are identified; when clients add or reduce their assets under their management; there are changes in an underlying index. | Gestionnaire de Portefeuille-Actions | - |
DWS Scudder Distributors, Inc.
 DWS Scudder Distributors, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides investment solutions | Corporate Officer/Principal | - |
Formation de Julie M. van Cleave
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
24
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Mason Street Advisors LLC
Mason Street Advisors LLC Investment ManagersFinance MSA may use a variety of methods of analysis in formulating investment advice and managing assets for their clients, including fundamental, quantitative and cyclical analysis, as well as utilizing proprietary modeling tools along with advice or research provided to them. The firm may sell securities for a variety of reasons which include when the valuation targets are achieved; new information becomes available; better investment opportunities are identified; when clients add or reduce their assets under their management; there are changes in an underlying index. | Finance |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OFI focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm’s methods of security analysis may include economic analysis, fundamental analysis, technical analysis, quantitative analysis and top-down analysis. OFI’s investment strategies may also be guided by (a) the investment objectives, policies, strategies, and restrictions set forth in an advisory or sub-advisory agreement, (b) any offering document or other governing document applicable to a client for whom OFI provides advisory services, and (c) applicable legal and regulatory requirements. OFI offers investment strategies in the following broad asset classes: equities, fixed income, alternatives and multi-asset. Equities include main street equity, small and mid cap growth equity, value and income equity, emerging markets equity and global equity. Fixed income has investment grade debt, high yield corporate debt, global debt, Rochester municipals, multi-sector fixed income and cash strategies. Alternatives asset class includes alternative strategies, real estate, gold and special minerals and global infrastructure securities. | Finance |
DWS Investment Management Americas, Inc.
DWS Investment Management Americas, Inc. Investment ManagersFinance DIMA typically invest in securities that appear to offer the best potential to meet client needs, which may include any number of factors such as: yield, value, growth, income, etc. The firm utilizes a variety of quantitative and qualitative techniques in trying to meet clients' investment objectives. Portfolio management constructs the strategy using a combination of top-down macro views and bottom-up research along with risk management strategies. | Finance |
West Bend Insurance Co.
West Bend Insurance Co. Insurance Brokers/ServicesFinance Operates as an insurance agency | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
DWS Scudder Distributors, Inc.
DWS Scudder Distributors, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides investment solutions | Miscellaneous |
University of Wisconsin Foundation
University of Wisconsin Foundation Investment Trusts/Mutual FundsMiscellaneous UW Foundation raises, invests and distributes funds for the benefit of UW–Madison. Each year, the Foundation transfers gift and investment income to UW–Madison. These funds support campus priorities, including scholarships, building projects, research efforts, and the initiatives of specific schools, colleges, and programs. | Miscellaneous |
Madison University
 Madison University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
