Weitz Investment Management
Industry: Company
DescriptionFounded: 1983
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Weitz Investment Management Employees
Employee
Years
Job
Industry
Debbie 'Becker' Stalnaker Debbie 'Becker' Stalnaker's Weitz Investment Management Experience April 2014 - Present
Job Portfolio Assistant / Trading Assistant at Weitz Investment Management
Industry Financial Services
Experience
Weitz Investment Management April 2014 - Present
Westwood Trust November 2010 - April 2014
McCarthy Group Advisors June 2008 - November 2010
AllianceBernstein L.P January 2005 - April 2008
AllianceBernstein L.P June 2003 - January 2005
AllianceBernstein L.P June 2001 - June 2003
Atrium Marketing Group June 1999 - April 2001
Education
Loyola University Chicago 1995 — 1999
Bachelor, Business Administration - Marketing
Marian High School 1991 — 1995
Weitz Investment Management April 2014 - Present
Westwood Trust November 2010 - April 2014
McCarthy Group Advisors June 2008 - November 2010
AllianceBernstein L.P January 2005 - April 2008
AllianceBernstein L.P June 2003 - January 2005
AllianceBernstein L.P June 2001 - June 2003
Atrium Marketing Group June 1999 - April 2001
Education
Loyola University Chicago 1995 — 1999
Bachelor, Business Administration - Marketing
Marian High School 1991 — 1995
Leah Thrasher Leah Thrasher's Weitz Investment Management Experience April 2011 - Present
Job Marketing and Sales Associate at Weitz Investment Management, Inc.
Industry Marketing and Advertising
Experience
Weitz Investment Management April 2011 - Present
Beeba Designs January 2012 - Present
Ms Pub April 2005 - July 2014
Thomas Cain Inc November 2009 - November 2010
Omaha World-Herald January 2009 - June 2009
Skills
Email Marketing, Social Media, Advertising, WordPress, Marketing, Public Relations, Graphic Design, Marketing Strategy, Microsoft Office, Event Planning, Illustrator, InDesign, E-commerce
Education
Bellevue University 2006 — 2008
Bachelors of Arts, Marketing Management
Metropolitan Community College
Associates of Arts, Liberal Arts
Mercy High School 1998 — 2002
Weitz Investment Management April 2011 - Present
Beeba Designs January 2012 - Present
Ms Pub April 2005 - July 2014
Thomas Cain Inc November 2009 - November 2010
Omaha World-Herald January 2009 - June 2009
Skills
Email Marketing, Social Media, Advertising, WordPress, Marketing, Public Relations, Graphic Design, Marketing Strategy, Microsoft Office, Event Planning, Illustrator, InDesign, E-commerce
Education
Bellevue University 2006 — 2008
Bachelors of Arts, Marketing Management
Metropolitan Community College
Associates of Arts, Liberal Arts
Mercy High School 1998 — 2002
Kelly Kraft, CIMA Kelly Kraft, CIMA's Weitz Investment Management Experience January 2015 - Present
Job Director of National Accounts at Weitz Investment Management
Industry Financial Services
Experience
Weitz Investment Management January 2015 - Present
Lord Abbett September 1996 - January 2015
Nuveen Investments September 1991 - September 1996
Skills
Separately Managed..., Alternative Investments, Asset Managment, Series 24, Series 63, Series 7, Mutual Funds, Strategic Planning, Investment Strategies, Asset Allocation, Series 65, Investment Advisory, Uniform Combined State..., Equities, Asset Management, Wealth Management, Investments
Education
Illinois State University 1986 — 1990
Weitz Investment Management January 2015 - Present
Lord Abbett September 1996 - January 2015
Nuveen Investments September 1991 - September 1996
Skills
Separately Managed..., Alternative Investments, Asset Managment, Series 24, Series 63, Series 7, Mutual Funds, Strategic Planning, Investment Strategies, Asset Allocation, Series 65, Investment Advisory, Uniform Combined State..., Equities, Asset Management, Wealth Management, Investments
Education
Illinois State University 1986 — 1990
Jordan Larsen Jordan Larsen's Weitz Investment Management Experience October 2007 - June 2011
Job Equity Research Analyst
Industry
Experience
Ensign Peak Advisors July 2015 - Present
Weitz Investment Management October 2007 - June 2011
Wasatch Advisors December 2006 - August 2007
Skills
Bloomberg, Investment Strategies, Asset Allocation, Equity Research, Quantitative Analytics, Alternative Investments, Mutual Funds, Asset Management, Investments, Valuation, Data Analysis
Education
Brigham Young University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Westminster College 2001 — 2007
BS, Finance, General
Ensign Peak Advisors July 2015 - Present
Weitz Investment Management October 2007 - June 2011
Wasatch Advisors December 2006 - August 2007
Skills
Bloomberg, Investment Strategies, Asset Allocation, Equity Research, Quantitative Analytics, Alternative Investments, Mutual Funds, Asset Management, Investments, Valuation, Data Analysis
Education
Brigham Young University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Westminster College 2001 — 2007
BS, Finance, General
Ryam Lee Ryam Lee's Weitz Investment Management Experience June 2015 - August 2015
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Investment Management
Experience
Weitz Investment Management June 2015 - August 2015
Guild Mortgage January 2014 - June 2015
McCarthy Capital Corporation January 2013 - June 2015
Gavilon Group, LLC July 2011 - January 2013
Acclaro Valuation Advisors December 2008 - July 2011
Eagle Noodle Factory, Inc. 2003 - 2008
Skills
Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Business Valuation, Management, Investments, Analysis, Finance, Forecasting, Portfolio Management
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Creighton University 2009 — 2011
MSAPM, Investment Management
Creighton University 2004 — 2008
BSBA, Finance and Economics
Weitz Investment Management June 2015 - August 2015
Guild Mortgage January 2014 - June 2015
McCarthy Capital Corporation January 2013 - June 2015
Gavilon Group, LLC July 2011 - January 2013
Acclaro Valuation Advisors December 2008 - July 2011
Eagle Noodle Factory, Inc. 2003 - 2008
Skills
Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Business Valuation, Management, Investments, Analysis, Finance, Forecasting, Portfolio Management
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Creighton University 2009 — 2011
MSAPM, Investment Management
Creighton University 2004 — 2008
BSBA, Finance and Economics
Andrea Tiernan Andrea Tiernan's Weitz Investment Management Experience August 2011 - July 2015
Job Independent Sales Consultant at Norwex USA
Industry Financial Services
Experience
Norwex USA 2014 - Present
Weitz Investment Management August 2011 - July 2015
Gemini Fund Services August 2010 - August 2011
Gemini Fund Services April 2008 - July 2010
Gemini Fund Services April 2007 - April 2008
Orion Advisor Services December 2006 - April 2007
CLS Investment Firm, LLC May 2006 - December 2006
WageWorks September 2003 - December 2005
M&I Bank May 2001 - January 2003
First National Bank of Omaha January 2001 - April 2001
Skills
Financial Reporting, Data Analysis, Securities, Mutual Funds, Fund Accounting, Financial Analysis, Finance, Accounting, Microsoft Excel, Microsoft Office
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2003 — 2005
BBA, Finance and International Business
Metropolitan Community College 1998 — 2003
Associate of Applied Science, Business
Norwex USA 2014 - Present
Weitz Investment Management August 2011 - July 2015
Gemini Fund Services August 2010 - August 2011
Gemini Fund Services April 2008 - July 2010
Gemini Fund Services April 2007 - April 2008
Orion Advisor Services December 2006 - April 2007
CLS Investment Firm, LLC May 2006 - December 2006
WageWorks September 2003 - December 2005
M&I Bank May 2001 - January 2003
First National Bank of Omaha January 2001 - April 2001
Skills
Financial Reporting, Data Analysis, Securities, Mutual Funds, Fund Accounting, Financial Analysis, Finance, Accounting, Microsoft Excel, Microsoft Office
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2003 — 2005
BBA, Finance and International Business
Metropolitan Community College 1998 — 2003
Associate of Applied Science, Business
Robert Caravella, CFA Robert Caravella, CFA's Weitz Investment Management Experience 2010 - 2010
Job Real Estate, Private Equity
Industry Real Estate
Experience
The Townsend Group 2014 - Present
Victory Capital Management 2011 - 2013
GARC LLC 2007 - 2013
Weitz Investment Management 2010 - 2010
KeyBank Real Estate Capital 2007 - 2009
KeyBanc Capital Markets 2005 - 2007
Skills
Investments, Finance, Wealth Management, Hedge Funds, Private Equity, Real Estate, Real Estate Private..., Commercial Real Estate, Venture Capital, Financial Modeling, Equity Research, Due Diligence, Asset Management, Portfolio Management, Valuation
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance, Graduated with Honors
Georgetown University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General, Magna Cum Laude
Gilmour Academy
The Townsend Group 2014 - Present
Victory Capital Management 2011 - 2013
GARC LLC 2007 - 2013
Weitz Investment Management 2010 - 2010
KeyBank Real Estate Capital 2007 - 2009
KeyBanc Capital Markets 2005 - 2007
Skills
Investments, Finance, Wealth Management, Hedge Funds, Private Equity, Real Estate, Real Estate Private..., Commercial Real Estate, Venture Capital, Financial Modeling, Equity Research, Due Diligence, Asset Management, Portfolio Management, Valuation
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance, Graduated with Honors
Georgetown University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General, Magna Cum Laude
Gilmour Academy
Justin Teruya's Weitz Investment Management Experience June 2008 - August 2008
Job Director, Innovation and Business Development at Group Health Cooperative
Industry Hospital & Health Care
Experience
Group Health Cooperative December 2011 - Present
Deloitte Consulting September 2009 - December 2011
Weitz Investment Management June 2008 - August 2008
Deloitte Consulting August 2003 - June 2007
Skills
Strategic Planning, Financial Modeling, Financial Analysis, Data Analysis, Process Engineering, Process Improvement, Healthcare, Strategy Development, Analysis, Competitive Analysis, Business Strategy, Management Consulting, Valuation, Strategic Analysis, Business Planning, Business Process..., Business Analysis, Strategy, Analytics, Change Management, Business Development, Program Management, Cross-functional Team..., Mergers & Acquisitions, Consulting, Business Intelligence
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Strategic Management, Finance and Accounting
University of Puget Sound 1999 — 2003
BA, Business Administration
Iolani School
Group Health Cooperative December 2011 - Present
Deloitte Consulting September 2009 - December 2011
Weitz Investment Management June 2008 - August 2008
Deloitte Consulting August 2003 - June 2007
Skills
Strategic Planning, Financial Modeling, Financial Analysis, Data Analysis, Process Engineering, Process Improvement, Healthcare, Strategy Development, Analysis, Competitive Analysis, Business Strategy, Management Consulting, Valuation, Strategic Analysis, Business Planning, Business Process..., Business Analysis, Strategy, Analytics, Change Management, Business Development, Program Management, Cross-functional Team..., Mergers & Acquisitions, Consulting, Business Intelligence
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Strategic Management, Finance and Accounting
University of Puget Sound 1999 — 2003
BA, Business Administration
Iolani School
Curt Engel's Weitz Investment Management Experience September 2002 - July 2008
Job
Industry Information Technology and Services
Experience
ConAgra Foods September 2014 - Present
ConAgra Foods September 2013 - September 2014
Omaha Public Power District August 2011 - August 2013
Transmit America July 2008 - August 2011
Weitz Investment Management September 2002 - July 2008
Woodmen Accident & Life November 1998 - September 2002
Skills
Disaster Recovery, Customer Service, Networking, System Administration, Microsoft Office, Troubleshooting, Visio, Analysis, Databases, Project Management, SharePoint, Servers, Telecommunications, Active Directory, Microsoft SQL Server, SQL, Data Analysis, Strategic Planning, Printers, NERC, Change Management, Lean Thinking, Conflict Resolution, Business Process..., Operational Streamlining, Agile Methodologies, Agile Project Management, Business Analysis, Business Strategy, Systems Analysis, Microsoft Project, Project Planning, Weblogic Administration, SAP ERP, JDE Enterprise One, IT Operations
Education
Creighton University 2010 — 2011
MBA, Masters of Business Administration
Creighton University 2008 — 2009
Master's Degree, Information Technology Management
Nebraska Wesleyan University 1998 — 2002
Bachelor's Degree, Information Systems
ConAgra Foods September 2014 - Present
ConAgra Foods September 2013 - September 2014
Omaha Public Power District August 2011 - August 2013
Transmit America July 2008 - August 2011
Weitz Investment Management September 2002 - July 2008
Woodmen Accident & Life November 1998 - September 2002
Skills
Disaster Recovery, Customer Service, Networking, System Administration, Microsoft Office, Troubleshooting, Visio, Analysis, Databases, Project Management, SharePoint, Servers, Telecommunications, Active Directory, Microsoft SQL Server, SQL, Data Analysis, Strategic Planning, Printers, NERC, Change Management, Lean Thinking, Conflict Resolution, Business Process..., Operational Streamlining, Agile Methodologies, Agile Project Management, Business Analysis, Business Strategy, Systems Analysis, Microsoft Project, Project Planning, Weblogic Administration, SAP ERP, JDE Enterprise One, IT Operations
Education
Creighton University 2010 — 2011
MBA, Masters of Business Administration
Creighton University 2008 — 2009
Master's Degree, Information Technology Management
Nebraska Wesleyan University 1998 — 2002
Bachelor's Degree, Information Systems
Gina Ladd's Weitz Investment Management Experience January 2015 - Present
Job Content and Communications Specialist at Weitz Investment Management
Industry Financial Services
Experience
Weitz Investment Management January 2015 - Present
Mutual of Omaha November 2007 - January 2015
Mutual of Omaha November 2005 - November 2007
Mutual of Omaha October 2004 - November 2005
Harrah's Entertainment May 2003 - October 2004
Slosburg Company August 2002 - May 2003
Skills
Marketing, Disability Insurance, Leadership, Sales, Internal Communications, Marketing Strategy, Marketing Communications, Health Insurance, Insurance, Direct Marketing, Account Management, Marketing Management, Lead Generation, CRM, Customer Retention, Email Marketing, Market Planning, Strategic Planning
Education
Bellevue University 2005 — 2009
MBA, Marketing
Creighton University 1998 — 2002
Bachelor of Arts (B.A.), Journalism and Mass Communications
Weitz Investment Management January 2015 - Present
Mutual of Omaha November 2007 - January 2015
Mutual of Omaha November 2005 - November 2007
Mutual of Omaha October 2004 - November 2005
Harrah's Entertainment May 2003 - October 2004
Slosburg Company August 2002 - May 2003
Skills
Marketing, Disability Insurance, Leadership, Sales, Internal Communications, Marketing Strategy, Marketing Communications, Health Insurance, Insurance, Direct Marketing, Account Management, Marketing Management, Lead Generation, CRM, Customer Retention, Email Marketing, Market Planning, Strategic Planning
Education
Bellevue University 2005 — 2009
MBA, Marketing
Creighton University 1998 — 2002
Bachelor of Arts (B.A.), Journalism and Mass Communications
Nolan Anderson's Weitz Investment Management Experience 2011 - Present
Job Fixed Income Analyst at Weitz Investment Management, Inc.
Industry Investment Management
Experience
Weitz Investment Management 2011 - Present
Wells Fargo 2008 - 2010
Wells Fargo 2007 - 2008
Woodmen of the World 2004 - 2007
Skills
Negotiation, Financial Analysis, Portfolio Management, Due Diligence, Financial Modeling, Private Equity
Education
University of Nebraska at Omaha 1999 — 2007
BA, MBA, Finance
Weitz Investment Management 2011 - Present
Wells Fargo 2008 - 2010
Wells Fargo 2007 - 2008
Woodmen of the World 2004 - 2007
Skills
Negotiation, Financial Analysis, Portfolio Management, Due Diligence, Financial Modeling, Private Equity
Education
University of Nebraska at Omaha 1999 — 2007
BA, MBA, Finance
John Gabriel, MBA, CFP®'s Weitz Investment Management Experience May 2011 - Present
Job Regional Director at Weitz Investment Management
Industry Financial Services
Experience
Weitz Investment Management May 2011 - Present
Bellatore April 2008 - October 2010
Bellatore, LLC April 2008 - November 2009
Alliance Capital Management December 2006 - January 2008
Rydex Investments March 2000 - November 2006
Rydex 2000 - 2006
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Fixed Income, ETFs, Investment Management, Separately Managed..., Financial Services, Trading, Financial Advisory, Series 63, Series 7, Alternative Investments, Asset Allocation, Investment Advisory, Asset Managment, Wealth Management, Investment Strategies, Series 65
Education
University of Colorado Denver 2002 — 2005
MBA, Finance, Entrepreneurship
University of Denver 1989 — 1993
BA, Environmental Science & Education
Weitz Investment Management May 2011 - Present
Bellatore April 2008 - October 2010
Bellatore, LLC April 2008 - November 2009
Alliance Capital Management December 2006 - January 2008
Rydex Investments March 2000 - November 2006
Rydex 2000 - 2006
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Fixed Income, ETFs, Investment Management, Separately Managed..., Financial Services, Trading, Financial Advisory, Series 63, Series 7, Alternative Investments, Asset Allocation, Investment Advisory, Asset Managment, Wealth Management, Investment Strategies, Series 65
Education
University of Colorado Denver 2002 — 2005
MBA, Finance, Entrepreneurship
University of Denver 1989 — 1993
BA, Environmental Science & Education
Rachelle Hill-McMahon's Weitz Investment Management Experience March 2000 - Present
Job Client Services Representative, Chartered Mutual Fund Counselor
Industry Investment Management
Experience
Weitz Investment Management March 2000 - Present
Blue Cross Blue Shield 1997 - 2000
A.G. Edwards 1996 - 1997
Skills
RFP writing, Superior Client Service, Proofreading, Marketing Communications, Databases, Mutual Funds, Client Services
Education
The University of South Dakota 1991 — 1996
BA, English
Weitz Investment Management March 2000 - Present
Blue Cross Blue Shield 1997 - 2000
A.G. Edwards 1996 - 1997
Skills
RFP writing, Superior Client Service, Proofreading, Marketing Communications, Databases, Mutual Funds, Client Services
Education
The University of South Dakota 1991 — 1996
BA, English
Jo Ann Quinif's Weitz Investment Management Experience February 2008 - Present
Job Director of Marketing and Client Service at Weitz Investment Management, Inc.
Industry Financial Services
Experience
Weitz Investment Management February 2008 - Present
Ariel Investments December 2003 - January 2008
Cincinnati Financial Corporation 2002 - 2003
Education
Xavier University 2001 — 2002
MBA, Business
The Ohio State University 1994 — 1999
Bachelor’s Degree, Finance
Weitz Investment Management February 2008 - Present
Ariel Investments December 2003 - January 2008
Cincinnati Financial Corporation 2002 - 2003
Education
Xavier University 2001 — 2002
MBA, Business
The Ohio State University 1994 — 1999
Bachelor’s Degree, Finance
Ann Stratton's Weitz Investment Management Experience May 2005 - Present
Job Marketing & Client Services at Weitz Investment Management, Inc.
Industry Financial Services
Experience
Weitz Investment Management May 2005 - Present
CBSHOME Real Estate January 2003 - May 2005
Amcon Distributing Inc June 1999 - December 2001
Weitz Investment Management September 1992 - June 1999
Mutual of Omaha June 1991 - September 1992
Coopers & Lybrand Consulting November 1990 - June 1991
Mutual of Omaha November 1988 - November 1990
Mutual of Omaha May 1986 - November 1988
Skills
Budgets, Merchant Services, Microsoft Office, Mutual Funds, Sales Management
Education
University of Nebraska-Lincoln 1982 — 1986
Accounting, Accounting
Weitz Investment Management May 2005 - Present
CBSHOME Real Estate January 2003 - May 2005
Amcon Distributing Inc June 1999 - December 2001
Weitz Investment Management September 1992 - June 1999
Mutual of Omaha June 1991 - September 1992
Coopers & Lybrand Consulting November 1990 - June 1991
Mutual of Omaha November 1988 - November 1990
Mutual of Omaha May 1986 - November 1988
Skills
Budgets, Merchant Services, Microsoft Office, Mutual Funds, Sales Management
Education
University of Nebraska-Lincoln 1982 — 1986
Accounting, Accounting
Lori Kuhlmann's Weitz Investment Management Experience October 1999 - Present
Job Trader at Weitz Investment Management
Industry Financial Services
Experience
Weitz Investment Management October 1999 - Present
Education
Midland Lutheran College
Business Administration and Management, General
Tekamah Herman High School
Tekamah Herman High School
Weitz Investment Management October 1999 - Present
Education
Midland Lutheran College
Business Administration and Management, General
Tekamah Herman High School
Tekamah Herman High School
Deloitte
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