Lance Marx
Gestionnaire de Portefeuille-Actions chez Resolute Capital Asset Partners LLC
Profil
Lawrence Marx is the founder of Elk Creek Partners LLC, which was founded in 2011.
He is currently a Portfolio Manager at Resolute Capital Asset Partners LLC since 2019.
Mr. Marx was a Principal at Denver Investment Advisors LLC in 2001, a Portfolio Manager & Senior Analyst at Allspring Global Investments LLC from 2001 to 2011, and a Principal at Hanifen, Imhoff, Inc. Mr. Marx received his undergraduate degree from Middlebury College in 1993.
Postes actifs de Lance Marx
| Sociétés | Poste | Début |
|---|---|---|
Resolute Capital Asset Partners LLC
 Resolute Capital Asset Partners LLC Investment ManagersFinance Resolute Capital Asset Partners LLC is an independent hedge fund management firm headquartered in Denver, Colorado. The firm manages assets of high net worth clients. | Gestionnaire de Portefeuille-Actions | 01/05/2019 |
Anciens postes connus de Lance Marx
| Sociétés | Poste | Fin |
|---|---|---|
Elk Creek Partners LLC
 Elk Creek Partners LLC Investment ManagersFinance Founded in 2011, Elk Creek Partners LLC is a registered investment advisor located in Denver, Colorado. The firm provides services to institutional clients, including corporate, multi-employer and public pension plans, charitable organizations, a registered mutual fund, and trust funds, as well as to high net-worth individuals. Elk Creek Partners is the sub-advisor to the Harbor Small Cap Growth Opportunities Fund. Investors in the fund may include individuals, corporations, pension plans, charitable organizations, and trusts, among others. | Fondateur | - |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Analyst-Equity | 01/03/2011 |
Hanifen, Imhoff, Inc.
 Hanifen, Imhoff, Inc. Investment Banks/BrokersFinance Part of Stifel Financial Corp., Hanifen, Imhoff, Inc. is a brokerage services provider. The company is based in Denver, CO. | Corporate Officer/Principal | - |
Denver Investment Advisors LLC
 Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT). | Corporate Officer/Principal | 01/01/2001 |
Formation de Lance Marx
| Middlebury College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Finance |
Elk Creek Partners LLC
Elk Creek Partners LLC Investment ManagersFinance Founded in 2011, Elk Creek Partners LLC is a registered investment advisor located in Denver, Colorado. The firm provides services to institutional clients, including corporate, multi-employer and public pension plans, charitable organizations, a registered mutual fund, and trust funds, as well as to high net-worth individuals. Elk Creek Partners is the sub-advisor to the Harbor Small Cap Growth Opportunities Fund. Investors in the fund may include individuals, corporations, pension plans, charitable organizations, and trusts, among others. | Finance |
Denver Investment Advisors LLC
Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT). | Finance |
Hanifen, Imhoff, Inc.
Hanifen, Imhoff, Inc. Investment Banks/BrokersFinance Part of Stifel Financial Corp., Hanifen, Imhoff, Inc. is a brokerage services provider. The company is based in Denver, CO. | Finance |
Resolute Capital Asset Partners LLC
Resolute Capital Asset Partners LLC Investment ManagersFinance Resolute Capital Asset Partners LLC is an independent hedge fund management firm headquartered in Denver, Colorado. The firm manages assets of high net worth clients. | Finance |
