Perfil
Mr. Frank F.
Holsteen is Chief Operating Officer & Managing Director at Barrington Strategic Wealth Management Group LLC.
Prior to joining Barrington Strategic, he was Managing Director at Chicago Asset Management Company from 1993 to 2008, where he served the investment management needs of institutional and private clients.
He served as member of the firm’s Investment Strategy Group, and his experience included investment strategy, fixed-income portfolio management, securities trading, investment technology and operations.
Mr. Holsteen received his BA in Economics, Magna Cum Laude, from Lake Forest College.
Antiguos cargos conocidos de Frank Frederick Holsteen.
Empresas | Cargo | Fin |
---|---|---|
Barrington Strategic Wealth Management Group LLC
Barrington Strategic Wealth Management Group LLC Investment ManagersFinance Founded in 2009, Barrington Strategic Wealth Management Group LLC is a registered investment advisor located in Chicago, Illinois. The firm provides investment services to high net-worth individuals, families, trusts, estates, and foundations. In addition, they provide investment services to banks or thrift institutions, pension and profit-sharing plans, and corporations or other business entities. | Director de Operaciones | 28/02/2012 |
Chicago Asset Management Co.
Chicago Asset Management Co. Investment ManagersFinance Chicago Asset Management Company (CAM) is a Chicago-based registered investment adviser specializing in the active management of equity, fixed-income and balanced portfolios. They offer professional investment management for both tax-exempt institutional clients and for private clients. | Director Técnico/Científico/I+D | 01/01/2009 |
Formación de Frank Frederick Holsteen.
Lake Forest College | 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 | 2 |
---|---|
Chicago Asset Management Co.
Chicago Asset Management Co. Investment ManagersFinance Chicago Asset Management Company (CAM) is a Chicago-based registered investment adviser specializing in the active management of equity, fixed-income and balanced portfolios. They offer professional investment management for both tax-exempt institutional clients and for private clients. | Finance |
Barrington Strategic Wealth Management Group LLC
Barrington Strategic Wealth Management Group LLC Investment ManagersFinance Founded in 2009, Barrington Strategic Wealth Management Group LLC is a registered investment advisor located in Chicago, Illinois. The firm provides investment services to high net-worth individuals, families, trusts, estates, and foundations. In addition, they provide investment services to banks or thrift institutions, pension and profit-sharing plans, and corporations or other business entities. | Finance |
- Bolsa de valores
- Insiders
- Frank Frederick Holsteen