Paul Herman Lundmark
Portfolio Manager-Fixed Income chez Richmond Capital Management, Inc.
Profil
Mr. Paul H.
Lundmark, CFA MBA, is Managing Director & Portfolio Manager at Richmond Capital Management, Inc. He has 18 years experience on Richmond Capital team.
Prior to joining Richmond, Mr. Lundmark was employed as a Principal by USAA Investment Management Co., Home Life Insurance Co., and Washington Square Capital, Inc.
Mr. Lundmark received his B.S.
in Business from the University of Minnesota in 1983 and an M.B.A.
in Business Administration from the University of Minnesota in 1987.
Postes actifs de Paul Herman Lundmark
| Sociétés | Poste | Début |
|---|---|---|
Richmond Capital Management, Inc.
 Richmond Capital Management, Inc. Investment ManagersFinance Richmond Capital Management, Inc. is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1982 and offers fixed income investment management services to pension plans, endowments, foundations, insurance companies, nonprofits, and Taft-Hartley plans. Richmond Capital Management is a signatory to the UN Principles for Responsible Investment (UNPRI). | Portfolio Manager-Fixed Income | 01/03/2003 |
Anciens postes connus de Paul Herman Lundmark
| Sociétés | Poste | Fin |
|---|---|---|
Washington Square Capital, Inc.
 Washington Square Capital, Inc. Investment ManagersFinance Washington Square Capital, Inc. provides private investment management services. The private company is based in Minneapolis, MN. The company was founded by Daniel A. Nathanson. | Corporate Officer/Principal | - |
USAA Investment Services Co.
 USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Gestionnaire de Portefeuille-Actions | - |
Formation de Paul Herman Lundmark
| University of Minnesota | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Richmond Capital Management, Inc.
Richmond Capital Management, Inc. Investment ManagersFinance Richmond Capital Management, Inc. is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1982 and offers fixed income investment management services to pension plans, endowments, foundations, insurance companies, nonprofits, and Taft-Hartley plans. Richmond Capital Management is a signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
USAA Investment Services Co.
USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Finance |
Washington Square Capital, Inc.
Washington Square Capital, Inc. Investment ManagersFinance Washington Square Capital, Inc. provides private investment management services. The private company is based in Minneapolis, MN. The company was founded by Daniel A. Nathanson. | Finance |