Christi Lyn Salm
Analyst-Equity en Schaper, Benz & Wise Investment Counsel, Inc. .
Perfil
Ms. Christi L.
Salm, CFA, is Vice President, Investment Officer, Principal & Director at Schaper, Benz & Wise Investment Counsel, Inc. She manages relationships and portfolios for the investment firm's clients.
She also performs fundamental investment research on companies held within client portfolios and on prospective new ideas.
Prior to joining Schaper, Benz & Wise Investment Counsel in 2003, Ms. Salm was a Senior Equity Analyst and Associate Portfolio Manager at Thrivent Financial for Lutherans.
Before that, she was managing client accounts as a portfolio manager with Merrill Lynch Private Client Services.
She started her career at Associated Bank, where she was responsible for security analysis, portfolio management and management of equity collective funds.
She received her B.B.A.
degrees in Finance and Marketing from the University of Wisconsin.
She is a CFA charterholder and member of the CFA Institute and CFA Society of Milwaukee.
Cargos activos de Christi Lyn Salm
| Empresas | Cargo | Inicio |
|---|---|---|
Schaper, Benz & Wise Investment Counsel, Inc.
 Schaper, Benz & Wise Investment Counsel, Inc. Investment ManagersFinance Schaper Benz & Wise Investment Counsel, Inc. (SBW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Neenah, Wisconsin. The firm was founded by Gerald Schaper in 1992. SBW offers investment management services primarily to families of wealth, foundations and businesses. | Analyst-Equity | 01/01/2003 |
Antiguos cargos conocidos de Christi Lyn Salm.
| Empresas | Cargo | Fin |
|---|---|---|
Thrivent Financial for Lutherans
 Thrivent Financial for Lutherans Financial ConglomeratesFinance Thrivent Financial for Lutherans operates as a not-for-profit membership organization of Christians, which engages in the provision of investment advisory services. It offers life insurance, annuities and mutual funds, student and educational resources, charitable planning, and trust services. The company was founded in June 2001 and is headquartered in Minneapolis, MN. | Corporate Officer/Principal | 31/12/2002 |
Associated Bank, NA (Green Bay, Wisconsin)
 Associated Bank, NA (Green Bay, Wisconsin) Major BanksFinance Associated Bank NA engages in the provision of banking and non-banking financial services to individuals and businesses. It offers personal, business, commercial, and wealth services. The company was founded in 1874 and is headquartered in Green Bay, WI. | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Formación de Christi Lyn Salm.
| University of Wisconsin | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Schaper, Benz & Wise Investment Counsel, Inc.
Schaper, Benz & Wise Investment Counsel, Inc. Investment ManagersFinance Schaper Benz & Wise Investment Counsel, Inc. (SBW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Neenah, Wisconsin. The firm was founded by Gerald Schaper in 1992. SBW offers investment management services primarily to families of wealth, foundations and businesses. | Finance |
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Financial ConglomeratesFinance Thrivent Financial for Lutherans operates as a not-for-profit membership organization of Christians, which engages in the provision of investment advisory services. It offers life insurance, annuities and mutual funds, student and educational resources, charitable planning, and trust services. The company was founded in June 2001 and is headquartered in Minneapolis, MN. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Associated Bank, NA (Green Bay, Wisconsin)
Associated Bank, NA (Green Bay, Wisconsin) Major BanksFinance Associated Bank NA engages in the provision of banking and non-banking financial services to individuals and businesses. It offers personal, business, commercial, and wealth services. The company was founded in 1874 and is headquartered in Green Bay, WI. | Finance |
- Bolsa de valores
- Insiders
- Christi Lyn Salm
