Michael David Fohr
Gestionnaire de Portefeuille-Actions chez National Investment Services of America LLC
Profil
Mr. Michael D.
Fohr, CFA CPA, is a Co-Portfolio Manager High Yield at National Investment Services.
He joined the firm in 2016 as a credit analyst and was promoted to his current position in 2020.
He is responsible for the following sectors: building materials, consumer cyclical services, home construction, paper, manufacturing and restaurants.
Prior to joining NIS, Mike was an equity analyst for Reinhart Partners focused on the energy and business services sectors.
Previously, he was an equity research intern at Wells Capital Management.
He was also one of four students selected to manage $50 million in fixed income assets for the University of Wisconsin System while attending UW-Madison’s Applied Security Analysis Program.
Mike holds a B.B.A.
in accounting and an M.S.
in taxation from the University of Wisconsin – Milwaukee.
He also holds an M.B.A.
in applied security analysis and J.D.
from the University of Wisconsin-Madison.
Mike is a CFA charterholder and Certified Public Accountant.
Postes actifs de Michael David Fohr
| Sociétés | Poste | Début |
|---|---|---|
National Investment Services of America LLC
 National Investment Services of America LLC Investment ManagersFinance National Investment Services of America LLC (NIS) is a registered investment adviser headquartered in Milwaukee, Wisconsin. The firm was founded by Bob Brooks in 2019 and is a majority-owned subsidiary of Resolute Investment Managers, Inc., ultimately held by Kelso Investment Associates VIII LP. NIS provides asset management services to multi-employer funds (pension and health and welfare funds), corporations, individuals, high-net worth individuals, state and local governmental entities, ERISA plans, Taft-Hartley accounts, private funds, unified managed accounts (UMAs) and endowment and foundation funds. | Gestionnaire de Portefeuille-Actions | 09/10/2019 |
Anciens postes connus de Michael David Fohr
| Sociétés | Poste | Fin |
|---|---|---|
Reinhart Partners, Inc.
 Reinhart Partners, Inc. Investment ManagersFinance Reinhart Partners, Inc. is a privately-held, SEC-registered investment advisor headquartered in Mequon, Wisconsin. The firm was founded by James Reinhart in 1991 and was formerly known as Reinhart & Mahoney Capital Management, Inc. Reinhart Partners provides investment advisory services to mutual funds, corporations, other investment advisers, pension and profit-sharing plans, Taft-Hartley plans, municipalities and other public institutions, foundations, trusts, individuals and other separate accounts. They also provide model portfolio recommendations to sponsors of managed account programs. | Analyst-Equity | 01/06/2016 |
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 1, 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, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Corporate Officer/Principal | - |
Formation de Michael David Fohr
| University of Wisconsin Law School | Graduate Degree |
| University of Wisconsin | Masters Business Admin |
| University of Wisconsin-Milwaukee | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Reinhart Partners, Inc.
Reinhart Partners, Inc. Investment ManagersFinance Reinhart Partners, Inc. is a privately-held, SEC-registered investment advisor headquartered in Mequon, Wisconsin. The firm was founded by James Reinhart in 1991 and was formerly known as Reinhart & Mahoney Capital Management, Inc. Reinhart Partners provides investment advisory services to mutual funds, corporations, other investment advisers, pension and profit-sharing plans, Taft-Hartley plans, municipalities and other public institutions, foundations, trusts, individuals and other separate accounts. They also provide model portfolio recommendations to sponsors of managed account programs. | Finance |
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 1, 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, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Finance |
National Investment Services of America LLC
National Investment Services of America LLC Investment ManagersFinance National Investment Services of America LLC (NIS) is a registered investment adviser headquartered in Milwaukee, Wisconsin. The firm was founded by Bob Brooks in 2019 and is a majority-owned subsidiary of Resolute Investment Managers, Inc., ultimately held by Kelso Investment Associates VIII LP. NIS provides asset management services to multi-employer funds (pension and health and welfare funds), corporations, individuals, high-net worth individuals, state and local governmental entities, ERISA plans, Taft-Hartley accounts, private funds, unified managed accounts (UMAs) and endowment and foundation funds. | Finance |
