Nat Beebe
Gestor de Cartera-Acciones en Ulland Investment Advisors LLC .
Cargos activos de Nat Beebe
Empresas | Cargo | Inicio | Fin |
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Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | Gestor de Cartera-Acciones | 01/05/2016 | - |
Analyst-Equity | 01/06/2006 | 01/08/2010 | |
Director de Investigación - Acciones | 01/05/2008 | 01/08/2010 | |
Corporate Officer/Principal | 01/08/2010 | 01/05/2016 |
Historial de carrera de Nat Beebe
Formación de Nat Beebe.
Carleton College | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 3 |
Operativa
Analyst-Equity | 1 |
Director of Research - Equity | 1 |
Portfolio Manager-Equities | 1 |
Sectorial
Finance | 2 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 1 |
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Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | Finance |
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