Perfil
Mr. Joel D.
Siefert, CFA MBA, is a Senior Portfolio Manager & Principal at Johnson Investment Counsel, Inc. He joined the firm in 2011 and is also a shareholder of the firm.
Prior to joining the firm, Mr. Siefert worked for KeyBank as a Senior Portfolio Manager.
He received his B.B.A. in Finance and M.B.A. in Finance from the University of Toledo.
He holds the Chartered Financial Analyst (CFA) designation.
Cargos activos de Joel Siefert
| Empresas | Cargo | Inicio |
|---|---|---|
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson builds investment portfolios designed to perform well in all market environments. The firm focuses on both investment grade fixed income and domestic equity securities. Equity strategies are bottom-up oriented driven by a proven multi-factor quantitative approach to company analysis. Fixed income blends together a macro and micro strategy, focusing on quality yield and emphasizing appropriate maturities. | Gestor de Cartera-Acciones | 01/04/2011 |
Antiguos cargos conocidos de Joel Siefert.
| Empresas | Cargo | Fin |
|---|---|---|
KeyBank NA (Cleveland, Ohio)
KeyBank NA (Cleveland, Ohio) Major BanksFinance Provides banking services | Corporate Officer/Principal | 31/03/2011 |
Formación de Joel Siefert.
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson builds investment portfolios designed to perform well in all market environments. The firm focuses on both investment grade fixed income and domestic equity securities. Equity strategies are bottom-up oriented driven by a proven multi-factor quantitative approach to company analysis. Fixed income blends together a macro and micro strategy, focusing on quality yield and emphasizing appropriate maturities. | Finance |
University of Toledo (Ohio)
University of Toledo (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
KeyBank NA (Cleveland, Ohio)
KeyBank NA (Cleveland, Ohio) Major BanksFinance Provides banking services | Finance |
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