Investment Advisors, Inc.
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Investment Advisors, Inc. Employees
Employee
Years
Job
Industry
Dave McDonald Dave McDonald's Investment Advisors, Inc. Experience September 1994 - February 2000
Job Head, Life Sciences Investment Banking at Lake Street Capital Markets, LLC
Industry Biotechnology
Experience
Lake Street Capital Markets, LLC November 2014 - Present
SillaJen, Inc. May 2013 - November 2014
Delcath Systems, Inc September 2009 - April 2013
Delcath Systems, Inc. September 2009 - September 2011
AngioDynamics, Inc. July 2008 - September 2009
Cornerstone Healthcare Advisors LLC April 2005 - July 2008
Cain Brothers LLC October 2005 - May 2007
RBC Capital Markets May 2000 - March 2005
Investment Advisors, Inc. September 1994 - February 2000
Wessels Arnold & Henderson 1989 - 1994
Skills
Medical Devices, Mergers, Strategic Planning, International Business, Start-ups, Venture Capital, Business Strategy, Corporate Development, Commercialization, Product Development, Finance, Restructuring, Strategic Partnerships, M&A experience, P&L Management, Manufacturing, Operations Management, Forecasting, Market Development, Product Launch, Global Business..., Lifesciences, Biotechnology, Private Equity, New Business Development, Sales Management, Executive Management, Acquisition Integration, Marketing Strategy, Corporate Finance, Turn Around Management, Licensing, Financial Modeling, Pharmaceutical Industry, Market Research, Market Analysis, Product Marketing, Healthcare, Due Diligence, Management, Team Building, Investor Relations, Global Marketing, Entrepreneurship, Marketing Management, Competitive Analysis, Cross-functional Team..., Managerial Finance, Business Development, Business Planning
Education
St. Olaf College 1978 — 1982
Bachelor of Arts (BA), Economics
Lake Street Capital Markets, LLC November 2014 - Present
SillaJen, Inc. May 2013 - November 2014
Delcath Systems, Inc September 2009 - April 2013
Delcath Systems, Inc. September 2009 - September 2011
AngioDynamics, Inc. July 2008 - September 2009
Cornerstone Healthcare Advisors LLC April 2005 - July 2008
Cain Brothers LLC October 2005 - May 2007
RBC Capital Markets May 2000 - March 2005
Investment Advisors, Inc. September 1994 - February 2000
Wessels Arnold & Henderson 1989 - 1994
Skills
Medical Devices, Mergers, Strategic Planning, International Business, Start-ups, Venture Capital, Business Strategy, Corporate Development, Commercialization, Product Development, Finance, Restructuring, Strategic Partnerships, M&A experience, P&L Management, Manufacturing, Operations Management, Forecasting, Market Development, Product Launch, Global Business..., Lifesciences, Biotechnology, Private Equity, New Business Development, Sales Management, Executive Management, Acquisition Integration, Marketing Strategy, Corporate Finance, Turn Around Management, Licensing, Financial Modeling, Pharmaceutical Industry, Market Research, Market Analysis, Product Marketing, Healthcare, Due Diligence, Management, Team Building, Investor Relations, Global Marketing, Entrepreneurship, Marketing Management, Competitive Analysis, Cross-functional Team..., Managerial Finance, Business Development, Business Planning
Education
St. Olaf College 1978 — 1982
Bachelor of Arts (BA), Economics
Jay E. Pluimer Jay E. Pluimer's Investment Advisors, Inc. Experience 1992 - 1997
Job Managing Director at Summit Creek Advisors
Industry Investment Management
Experience
Summit Creek Advisors October 2010 - Present
FAF Advisors April 2007 - October 2010
Stanton Group April 2003 - April 2007
Jeffrey Slocum & Associates September 2000 - April 2003
Investment Advisors, Inc. 1992 - 1997
Skills
Investments, Equities, Asset Management, Hedge Funds, Portfolio Management, Institutional, Asset Allocation, Alternative Investments, Due Diligence, Pensions, Customer Relations, Risk Management, Wealth Management, Series 7, Research, Mutual Funds, Endowments, Client Service, 401k, Investment Policy, Fund Of Funds, Financial Advisory, Private Equity
Education
University of St. Thomas 1996 — 1997
Lawrence University 1988 — 1992
Bachelor of Arts, History
Summit Creek Advisors October 2010 - Present
FAF Advisors April 2007 - October 2010
Stanton Group April 2003 - April 2007
Jeffrey Slocum & Associates September 2000 - April 2003
Investment Advisors, Inc. 1992 - 1997
Skills
Investments, Equities, Asset Management, Hedge Funds, Portfolio Management, Institutional, Asset Allocation, Alternative Investments, Due Diligence, Pensions, Customer Relations, Risk Management, Wealth Management, Series 7, Research, Mutual Funds, Endowments, Client Service, 401k, Investment Policy, Fund Of Funds, Financial Advisory, Private Equity
Education
University of St. Thomas 1996 — 1997
Lawrence University 1988 — 1992
Bachelor of Arts, History
Michael Mosiman's Investment Advisors, Inc. Experience August 1991 - May 1999
Job Strategic Account Manager at Medica
Industry Financial Services
Experience
Medica October 2011 - Present
OptumHealth Financial (United HealthCare) October 2001 - November 2011
Investment Advisors, Inc. August 1991 - May 1999
Skills
Health Insurance, Strategy, Employee Benefits, Team Leadership, Customer Service, Program Management, Investments, COBRA, Management, Microsoft Excel, Insurance, Negotiation, Series 63, Disability Insurance
Education
Gustavus Adolphus College 1987 — 1991
B.A., Business/Communications
Minnetonka High School 1983 — 1987
Medica October 2011 - Present
OptumHealth Financial (United HealthCare) October 2001 - November 2011
Investment Advisors, Inc. August 1991 - May 1999
Skills
Health Insurance, Strategy, Employee Benefits, Team Leadership, Customer Service, Program Management, Investments, COBRA, Management, Microsoft Excel, Insurance, Negotiation, Series 63, Disability Insurance
Education
Gustavus Adolphus College 1987 — 1991
B.A., Business/Communications
Minnetonka High School 1983 — 1987
Joe Caticchio, CFA Joe Caticchio, CFA's Investment Advisors, Inc. Experience 1995 - 1999
Job Director of Marketing and Client Service at Piermont Capital Management
Industry Investment Management
Experience
Piermont Capital Management April 2011 - Present
Ashfield Capital Partners, LLC 2008 - 2011
ULLICO 2005 - 2007
Harris Investment Management 1999 - 2005
Investment Advisors, Inc. 1995 - 1999
Banc One Investment Advisors 1993 - 1995
Hewitt Associates 1989 - 1993
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1995
MBA, Finance
University of Minnesota Duluth 1980 — 1985
BBA, Finance, Economics, Marketing
Wayzata High School 1977 — 1980
Piermont Capital Management April 2011 - Present
Ashfield Capital Partners, LLC 2008 - 2011
ULLICO 2005 - 2007
Harris Investment Management 1999 - 2005
Investment Advisors, Inc. 1995 - 1999
Banc One Investment Advisors 1993 - 1995
Hewitt Associates 1989 - 1993
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1995
MBA, Finance
University of Minnesota Duluth 1980 — 1985
BBA, Finance, Economics, Marketing
Wayzata High School 1977 — 1980
Linn Wright's Investment Advisors, Inc. Experience 1982 - 1991
Job Owner, Linn Wright Realty
Industry Real Estate
Experience
Keller Williams July 2007 - Present
Keller Williams Realty 2007 - Present
Keller Williams, Pearland 2007 - 2010
AIM Investments 2000 - 2004
Coral Energy 1998 - 2000
American General January 1992 - February 1998
Investment Advisors, Inc. 1982 - 1991
Education
The University of Texas at Austin - Red McCombs School of Business 1978 — 1981
MBA, Marketing & Advertising
University of Illinois at Urbana-Champaign 1975 — 1978
B.S., Advertising
Nicolet High School 1970 — 1974
yes, general
Keller Williams July 2007 - Present
Keller Williams Realty 2007 - Present
Keller Williams, Pearland 2007 - 2010
AIM Investments 2000 - 2004
Coral Energy 1998 - 2000
American General January 1992 - February 1998
Investment Advisors, Inc. 1982 - 1991
Education
The University of Texas at Austin - Red McCombs School of Business 1978 — 1981
MBA, Marketing & Advertising
University of Illinois at Urbana-Champaign 1975 — 1978
B.S., Advertising
Nicolet High School 1970 — 1974
yes, general
Janelle Loven's Investment Advisors, Inc. Experience June 1994 - March 1998
Job Human Resources Generalist at Gray Plant Mooty
Industry Human Resources
Experience
Gray Plant Mooty February 2007 - Present
Merchant & Gould May 1998 - February 2007
Investment Advisors, Inc. June 1994 - March 1998
Education
University of Minnesota-Morris 1990 — 1994
BA, Human Services
Swanville Public High School
Gray Plant Mooty February 2007 - Present
Merchant & Gould May 1998 - February 2007
Investment Advisors, Inc. June 1994 - March 1998
Education
University of Minnesota-Morris 1990 — 1994
BA, Human Services
Swanville Public High School
Greg O'Hara's Investment Advisors, Inc. Experience November 1995 - May 1998
Job Vice President, Client Portfolio Manager at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company July 2009 - Present
Loomis Sayles May 1998 - June 2009
Investment Advisors, Inc. November 1995 - May 1998
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Equities, Asset Managment, Investment Management, Investment Strategies, Mutual Funds, Portfolio Management, Investments, Series 7, Investment Advisory, Securities, Capital Markets, Bonds, Private Equity, Valuation, Derivatives, Financial Markets, Options, Bloomberg, Institutional..., Financial Services, Equity Research, Emerging Markets, Equity Trading, Structured Products, ETFs, Investor Relations, Trading, Financial Modeling, High Yield, Fund Of Funds, Pension Funds, Asset Management, Wealth Management, Strategy, Equity Valuation
Education
Rutgers University-New Brunswick 1979 — 1981
MS, Industrial Relations & Human Resources
Syracuse University - Martin J. Whitman School of Management 1975 — 1979
BS, Industrial Relations and Marketing
Loomis, Sayles & Company July 2009 - Present
Loomis Sayles May 1998 - June 2009
Investment Advisors, Inc. November 1995 - May 1998
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Equities, Asset Managment, Investment Management, Investment Strategies, Mutual Funds, Portfolio Management, Investments, Series 7, Investment Advisory, Securities, Capital Markets, Bonds, Private Equity, Valuation, Derivatives, Financial Markets, Options, Bloomberg, Institutional..., Financial Services, Equity Research, Emerging Markets, Equity Trading, Structured Products, ETFs, Investor Relations, Trading, Financial Modeling, High Yield, Fund Of Funds, Pension Funds, Asset Management, Wealth Management, Strategy, Equity Valuation
Education
Rutgers University-New Brunswick 1979 — 1981
MS, Industrial Relations & Human Resources
Syracuse University - Martin J. Whitman School of Management 1975 — 1979
BS, Industrial Relations and Marketing
Lisa Funk's Investment Advisors, Inc. Experience September 1994 - November 1996
Job Executive Assistant at Standard Iron & Wire Works, Inc.
Industry Marketing and Advertising
Experience
Standard Iron & Wire Works, Inc. February 2013 - Present
The Carrot Agency -- Optum 2009 - February 2013
Fallon 1996 - 2009
Investment Advisors, Inc. September 1994 - November 1996
Skills
Integrated Marketing, Advertising, Creative Strategy, InDesign, Social Networking, Direct Mail, Marketing Strategy, Marketing Communications, Event Planning, Social Media, Direct Marketing, Event Management, Brand Development
Education
Alexandria Technical College 1990 — 1992
AAS, Legal Secretary + Office Management
Standard Iron & Wire Works, Inc. February 2013 - Present
The Carrot Agency -- Optum 2009 - February 2013
Fallon 1996 - 2009
Investment Advisors, Inc. September 1994 - November 1996
Skills
Integrated Marketing, Advertising, Creative Strategy, InDesign, Social Networking, Direct Mail, Marketing Strategy, Marketing Communications, Event Planning, Social Media, Direct Marketing, Event Management, Brand Development
Education
Alexandria Technical College 1990 — 1992
AAS, Legal Secretary + Office Management
John Twele, CFA's Investment Advisors, Inc. Experience April 1994 - April 1996
Job President & CEO at Twele Capital Management, Inc.
Industry Investment Management
Experience
Twele Capital Management, Inc. January 2004 - Present
U.S. Bancorp Asset Management, Inc. February 1999 - February 2002
U.S. Bancorp Asset Management. Inc. November 1996 - February 1999
Investment Advisors, Inc. April 1994 - April 1996
American Express Financial Advisors November 1987 - April 1994
Kemper Financial Services, Inc. August 1986 - November 1987
Mercantile Trust Company, NA July 1983 - August 1986
Skills
Portfolio Management, Equities, Investment Strategies, Asset Allocation, Investment Management, Asset Managment, Investments, Financial Analysis, Financial Modeling, Valuation, Wealth Management, Equity Research, Hedge Funds, Investor Relations, ETFs, Bonds, Capital Markets, Mutual Funds, Series 7, Series 63, Investment Advisory, Securities, Fixed Income, Strategic Financial..., Bloomberg
Education
Indiana University Bloomington 1980 — 1982
B.S., Finance, Accounting
Twele Capital Management, Inc. January 2004 - Present
U.S. Bancorp Asset Management, Inc. February 1999 - February 2002
U.S. Bancorp Asset Management. Inc. November 1996 - February 1999
Investment Advisors, Inc. April 1994 - April 1996
American Express Financial Advisors November 1987 - April 1994
Kemper Financial Services, Inc. August 1986 - November 1987
Mercantile Trust Company, NA July 1983 - August 1986
Skills
Portfolio Management, Equities, Investment Strategies, Asset Allocation, Investment Management, Asset Managment, Investments, Financial Analysis, Financial Modeling, Valuation, Wealth Management, Equity Research, Hedge Funds, Investor Relations, ETFs, Bonds, Capital Markets, Mutual Funds, Series 7, Series 63, Investment Advisory, Securities, Fixed Income, Strategic Financial..., Bloomberg
Education
Indiana University Bloomington 1980 — 1982
B.S., Finance, Accounting
Grace Van Moer's Investment Advisors, Inc. Experience November 1995 - June 1996
Job Management Assistant at Hines
Industry Real Estate
Experience
Hines February 2006 - Present
Hines November 2002 - February 2006
Skagway Outlet Store May 2002 - September 2002
Theatre de la Jeune Lune August 2001 - February 2002
Hines June 1996 - July 2001
Investment Advisors, Inc. November 1995 - June 1996
Maritz Travel Company September 1993 - October 1995
University of Illinois at Urbana-Champaign October 1988 - May 1993
Skills
Office Management, Property Management, Administrative..., Outlook, Lease Administration, Facilities Management, Leases, Travel Arrangements, Microsoft Excel, Microsoft Office, Office Administration
Education
University of Illinois at Urbana-Champaign 1985 — 1990
Bachelor of Arts (BA), French Language and Literature
University of St. Thomas
Business Administration and Management, General
Hines February 2006 - Present
Hines November 2002 - February 2006
Skagway Outlet Store May 2002 - September 2002
Theatre de la Jeune Lune August 2001 - February 2002
Hines June 1996 - July 2001
Investment Advisors, Inc. November 1995 - June 1996
Maritz Travel Company September 1993 - October 1995
University of Illinois at Urbana-Champaign October 1988 - May 1993
Skills
Office Management, Property Management, Administrative..., Outlook, Lease Administration, Facilities Management, Leases, Travel Arrangements, Microsoft Excel, Microsoft Office, Office Administration
Education
University of Illinois at Urbana-Champaign 1985 — 1990
Bachelor of Arts (BA), French Language and Literature
University of St. Thomas
Business Administration and Management, General