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Seth P. Heimermann
Directeur en chef des Investissements chez
The Advocate Group LLC
Profil
Mr. Seth P.
Heimermann, CFA MBA, is a Chief Investment Officer at The Advocate Group LLC.
He leverages this background, and his experience in institutional portfolio management and equity research, to help individual clients achieve their financial goals.
Mr. Heimermann obtained his Masters of Business Administration degree from the University of Minnesota and a Bachelor of Science degree from St. Cloud State University.
Postes actifs de Seth P. Heimermann
| Sociétés | Poste | Début |
|---|---|---|
The Advocate Group LLC
 The Advocate Group LLC Investment ManagersFinance The Advocate Group’s core belief is that a comprehensive financial plan should drive investment and asset allocation decisions, not exclusively a client’s personal risk tolerance. Their investment philosophy is also impacted by the unique circumstances of its client base. | Directeur en chef des Investissements | 01/10/2019 |
Anciens postes connus de Seth P. Heimermann
| Sociétés | Poste | Fin |
|---|---|---|
Knelman Asset Management Group LLC
 Knelman Asset Management Group LLC Investment ManagersFinance Knelman Asset Management Group manages equity and balanced/fixed-income portfolios and also provides investment advice related to the venture capital markets. The firm employs a relative growth investment strategy. They offer large-cap growth and all-cap growth equity investment strategies. Knelman Asset Management seeks to invest in companies with strong balance sheets, relatively low debt-to-total capitalization, strong and/or improving top line and bottom line growth and experienced management teams. The firm's main objective is to produce above average performance with lower than average risk. They also seek to manage portfolios in a tax-efficient manner with relatively low portfolio turnover. Knelman Asset Management also manages balanced investment portfolios that utilize both tax-exempt and taxable fixed-income securities, depending on the client's individual investment objectives and tax status. | Analyst-Equity | 01/02/2013 |
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance USB-IM develops a personalized investment strategy based on their client’s needs, preferences, tax sensitivity, risk tolerance and time horizon. The firm focuses on a diversified asset allocation that helps to provide growth and stability while addressing volatility and risk. They will include a mix of equities, bonds and real assets. Their strategies are designed to weather unpredictable conditions in all types of market cycles. | Analyst-Equity | - |
Formation de Seth P. Heimermann
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
St. Cloud State University
 St. Cloud State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Knelman Asset Management Group LLC
Knelman Asset Management Group LLC Investment ManagersFinance Knelman Asset Management Group manages equity and balanced/fixed-income portfolios and also provides investment advice related to the venture capital markets. The firm employs a relative growth investment strategy. They offer large-cap growth and all-cap growth equity investment strategies. Knelman Asset Management seeks to invest in companies with strong balance sheets, relatively low debt-to-total capitalization, strong and/or improving top line and bottom line growth and experienced management teams. The firm's main objective is to produce above average performance with lower than average risk. They also seek to manage portfolios in a tax-efficient manner with relatively low portfolio turnover. Knelman Asset Management also manages balanced investment portfolios that utilize both tax-exempt and taxable fixed-income securities, depending on the client's individual investment objectives and tax status. | Finance |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance USB-IM develops a personalized investment strategy based on their client’s needs, preferences, tax sensitivity, risk tolerance and time horizon. The firm focuses on a diversified asset allocation that helps to provide growth and stability while addressing volatility and risk. They will include a mix of equities, bonds and real assets. Their strategies are designed to weather unpredictable conditions in all types of market cycles. | Finance |
The Advocate Group LLC
The Advocate Group LLC Investment ManagersFinance The Advocate Group’s core belief is that a comprehensive financial plan should drive investment and asset allocation decisions, not exclusively a client’s personal risk tolerance. Their investment philosophy is also impacted by the unique circumstances of its client base. | Finance |
