Karl Thomas Poehls
Directeur Général chez Poehls Associates LLC
Profil
Karl Thomas Poehls is the founder and currently holds the position of Manager & Chief Compliance Officer at Poehls Associates LLC, which is founded in 2016.
He previously worked as a Research Analyst at Fiduciary Management, Inc. from 2008 to 2016 and as a Principal at Citigroup Global Markets, Inc. from 2004 to 2006.
He also held a Principal position at Smith Barney & Co., Inc. Mr. Poehls received his undergraduate degree and MBA from the University of Wisconsin.
Postes actifs de Karl Thomas Poehls
| Sociétés | Poste | Début |
|---|---|---|
Poehls Associates LLC
 Poehls Associates LLC Investment ManagersFinance Poehls Associates LLC is an independent, SEC-registered investment advisor headquartered in Boulder, Colorado. The firm was founded by Karl Poehls in 2016. Poehls Associates offers discretionary investment advisory services to high-net-worth individuals through separately managed accounts (SMAs). | Directeur Général | 01/01/2016 |
Anciens postes connus de Karl Thomas Poehls
| Sociétés | Poste | Fin |
|---|---|---|
Fiduciary Management, Inc.
 Fiduciary Management, Inc. Investment ManagersFinance Fiduciary Management, Inc. (FMI) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Founded in 1980, FMI manages assets for domestic and international institutions, individual investors, Registered Investment Advisers through separately managed accounts and the FMI Family of Funds. | Analyst-Equity | 31/05/2016 |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Corporate Officer/Principal | 01/01/2006 |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Formation de Karl Thomas Poehls
| University of Wisconsin | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Fiduciary Management, Inc.
Fiduciary Management, Inc. Investment ManagersFinance Fiduciary Management, Inc. (FMI) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Founded in 1980, FMI manages assets for domestic and international institutions, individual investors, Registered Investment Advisers through separately managed accounts and the FMI Family of Funds. | Finance |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Finance |
| Smith Barney & Co., Inc. | Finance |
Poehls Associates LLC
Poehls Associates LLC Investment ManagersFinance Poehls Associates LLC is an independent, SEC-registered investment advisor headquartered in Boulder, Colorado. The firm was founded by Karl Poehls in 2016. Poehls Associates offers discretionary investment advisory services to high-net-worth individuals through separately managed accounts (SMAs). | Finance |
