Thomas Bolgert
Analyst-Equity chez Campbell Newman Asset Management, Inc.
Profil
Mr. Thomas H.
Bolgert, CFA MBA, is a Portfolio Manager & Analyst at Campbell Newman Asset Management, Inc. Mr. Bolgert has over 35 years experience in the investment management industry.
Preceding Campbell Newman, Mr. Bolgert was employed at Amcore Financial as a portfolio manager for the Vintage Funds.
Prior to that, he was a vice president and analyst at Firstar Investment Research and Management Company, LLC.
He also held investment analyst positions with First National Bank of Chicago and State of Michigan Retirement System.
He graduated with a BS degree in business administration from Valparaiso University and received his MBA degree in finance from University of Wisconsin-Madison and is a Chartered Financial Analyst charterholder.
Postes actifs de Thomas Bolgert
| Sociétés | Poste | Début |
|---|---|---|
Campbell Newman Asset Management, Inc.
 Campbell Newman Asset Management, Inc. Investment ManagersFinance Campbell Newman Asset Management, Inc. (Campbell Newman) is an independent registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Campbell Newman provides professional portfolio management services to institutional clients who includes pension and profit-sharing plans, charitable organizations, corporations and government entities, as well as high net worth and other individuals, such as those managed through wrap programs. | Analyst-Equity | 01/01/2023 |
Anciens postes connus de Thomas Bolgert
| Sociétés | Poste | Fin |
|---|---|---|
| Firstar Corp. | Corporate Officer/Principal | 31/03/2002 |
Formation de Thomas Bolgert
| Valparaiso University | Undergraduate Degree |
| University of Wisconsin | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Campbell Newman Asset Management, Inc.
Campbell Newman Asset Management, Inc. Investment ManagersFinance Campbell Newman Asset Management, Inc. (Campbell Newman) is an independent registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Campbell Newman provides professional portfolio management services to institutional clients who includes pension and profit-sharing plans, charitable organizations, corporations and government entities, as well as high net worth and other individuals, such as those managed through wrap programs. | Finance |
| Firstar Corp. | Finance |
