Keith Norman Tufte
President chez Cherry Tree Wealth Management LLC
Profil
Mr. Keith N.
Tufte, CFA MBA, is a President & Investment Advisor at Cherry Tree Wealth Management LLC.
He has over 25 years of experience as a professional investor.
He has experience as a Wall Street analyst, mutual fund portfolio manager, director of equity research for a major mutual fund company, hedge fund portfolio manager, and wealth manager for high net worth families.
Mr. Tufte was previously employed as a Principal by American Express Financial Advisors, Inc., by Ameriprise Financial, Inc., by Cherry Tree Investments, Inc., a Portfolio Manager by Black River Asset Management LLC, by RiverSource Investments LLC, a Vice President by J.P.
Morgan Investment Management Ltd.
and a President by Longview Asset Management LLC.
He received his BA in Economics degree from St. Olaf College and an MBA from the University of Michigan.
Postes actifs de Keith Norman Tufte
| Sociétés | Poste | Début |
|---|---|---|
Cherry Tree Wealth Management LLC
 Cherry Tree Wealth Management LLC Investment ManagersFinance Cherry Tree Wealth Management LLC (CTWM) is a SEC-registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded in 2009 and previously known as Adam Smith Advisors LLC. They are a subsidiary of Adam Smith Cos. LLC. CTWM provides advisory services to individual and institutional clients. | President | 01/08/2009 |
Anciens postes connus de Keith Norman Tufte
| Sociétés | Poste | Fin |
|---|---|---|
Cherry Tree Investments/Private Equity/
 Cherry Tree Investments/Private Equity/ Investment ManagersFinance Cherry Investments /Private Equity/ is a private equity/venture capital operating division of Cherry Tree Investments, Inc. founded in 1980. The firm is headquartered in Minnetonka, Minnesota. | Gestionnaire de Portefeuille-Actions | 26/03/2013 |
RiverSource Investments LLC
 RiverSource Investments LLC Investment ManagersFinance RiverSource Investments LLC, formerly American Express Financial Corp., is a registered investment advisor and mutual fund manager headquartered in Minneapolis, Minnesota with offices in New York City, Maryland, Massachusetts and California. The firm is a wholly-owned subsidiary of Ameriprise Financial Services, Inc. (NYSE: AMP). RiverSource Investments provides investment management services to the RiverSource Investments family of funds (formerly the American Express Funds). The firm also provides investment management services for institutional clients, alternative investments, insurance assets and a managed account program. | Membre du Comité d'Investissement | 31/12/2008 |
Longview Asset Management LLC
 Longview Asset Management LLC Investment ManagersFinance Longview Asset Management LLC (LAM) is a multi-strategy investment firm and in-house investment arm for the Crown family of Chicago, a private family investment firm. The firm was founded in 1998 and is headquartered in Chicago, Illinois. They are owned by Henry Crown & Co. LAM manage accounts for charities, high net-worth individuals and trusts. | President | - |
Black River Asset Management LLC
 Black River Asset Management LLC Investment ManagersFinance A division of Cargill Financial Services, Black River Asset Management LLC is an independently run global hedge fund manager located in Hopkins, Minnesota. The firm is wholly-owned by Cargill, Inc. and was founded in 2003. | Gestionnaire de Portefeuille-Actions | - |
| AMERIPRISE FINANCIAL, INC. | Corporate Officer/Principal | - |
Formation de Keith Norman Tufte
| St. Olaf College | Undergraduate Degree |
| University of Michigan | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| AMERIPRISE FINANCIAL, INC. | Finance |
| Entreprise privées | 7 |
|---|---|
RiverSource Investments LLC
RiverSource Investments LLC Investment ManagersFinance RiverSource Investments LLC, formerly American Express Financial Corp., is a registered investment advisor and mutual fund manager headquartered in Minneapolis, Minnesota with offices in New York City, Maryland, Massachusetts and California. The firm is a wholly-owned subsidiary of Ameriprise Financial Services, Inc. (NYSE: AMP). RiverSource Investments provides investment management services to the RiverSource Investments family of funds (formerly the American Express Funds). The firm also provides investment management services for institutional clients, alternative investments, insurance assets and a managed account program. | Finance |
Cherry Tree Investments/Private Equity/
Cherry Tree Investments/Private Equity/ Investment ManagersFinance Cherry Investments /Private Equity/ is a private equity/venture capital operating division of Cherry Tree Investments, Inc. founded in 1980. The firm is headquartered in Minnetonka, Minnesota. | Finance |
J.P. Morgan Investment Management Ltd.
 J.P. Morgan Investment Management Ltd. Investment ManagersFinance J.P. Morgan Investment Management Ltd. provides investment banking and financial services It also offers commercial banking, financial transaction processing, asset management, and private equity services. The company was founded on April 28, 2000 and is headquartered in London, the United Kingdom. | Finance |
| American Express Financial Advisors, Inc. | |
Black River Asset Management LLC
Black River Asset Management LLC Investment ManagersFinance A division of Cargill Financial Services, Black River Asset Management LLC is an independently run global hedge fund manager located in Hopkins, Minnesota. The firm is wholly-owned by Cargill, Inc. and was founded in 2003. | Finance |
Longview Asset Management LLC
Longview Asset Management LLC Investment ManagersFinance Longview Asset Management LLC (LAM) is a multi-strategy investment firm and in-house investment arm for the Crown family of Chicago, a private family investment firm. The firm was founded in 1998 and is headquartered in Chicago, Illinois. They are owned by Henry Crown & Co. LAM manage accounts for charities, high net-worth individuals and trusts. | Finance |
Cherry Tree Wealth Management LLC
Cherry Tree Wealth Management LLC Investment ManagersFinance Cherry Tree Wealth Management LLC (CTWM) is a SEC-registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded in 2009 and previously known as Adam Smith Advisors LLC. They are a subsidiary of Adam Smith Cos. LLC. CTWM provides advisory services to individual and institutional clients. | Finance |