Perfil
David Walter Schulz worked as a Managing Director at QIS Advisors LLC from 2004 to 2007, and at Convergence Investment Partners LLC from 2008 to 2010.
He also served as President at M&I Investment Management Corp.
and as a Trustee at Cardinal Stritch College.
Schulz obtained an undergraduate degree from the University of Wisconsin.
Antiguos cargos conocidos de David Walter Schulz.
Empresas | Cargo | Fin |
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QIS Advisors LLC
QIS Advisors LLC Investment ManagersFinance Founded in 2004 by David Abitz, Todd Hanson and David Schultz, QIS Advisors LLC is a registered investment advisor firm located in Mequon, Wisconsin with an additional office in San Marcos, California. They manage the QIS Long/Short Equity Fund LP. | Gestor de Cartera-Acciones | 31/12/2007 |
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Presidente | 31/12/2003 |
Convergence Investment Partners LLC
Convergence Investment Partners LLC Investment ManagersFinance Founded in 2008, Convergence Investment Partners LLC is a registered investment advisor headquartered in Grafton, Wisconsin. The firm was formerly known as Mariner Quantitative Solutions LLC and as Quantitative Investment Solutions LLC. They are a subsidiary of Montage Investments LLC and their ultimate parent is Bicknell Family Management Co. Trust. Convergence Investment Partners offers proprietary quantitative investment strategies for individual and institutional investors. | Presidente | - |
Cardinal Stritch College | Corporate Officer/Principal | - |
Formación de David Walter Schulz.
University of Wisconsin | Undergraduate Degree |
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M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Finance |
QIS Advisors LLC
QIS Advisors LLC Investment ManagersFinance Founded in 2004 by David Abitz, Todd Hanson and David Schultz, QIS Advisors LLC is a registered investment advisor firm located in Mequon, Wisconsin with an additional office in San Marcos, California. They manage the QIS Long/Short Equity Fund LP. | Finance |
Convergence Investment Partners LLC
Convergence Investment Partners LLC Investment ManagersFinance Founded in 2008, Convergence Investment Partners LLC is a registered investment advisor headquartered in Grafton, Wisconsin. The firm was formerly known as Mariner Quantitative Solutions LLC and as Quantitative Investment Solutions LLC. They are a subsidiary of Montage Investments LLC and their ultimate parent is Bicknell Family Management Co. Trust. Convergence Investment Partners offers proprietary quantitative investment strategies for individual and institutional investors. | Finance |
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