Montana Board of Investments

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Montana Board of Investments Employees

Employee
Years
Job
Industry
Frank Cornwell, CPA Frank Cornwell, CPA Helena, Montana Details
Frank Cornwell, CPA's Montana Board of Investments Experience July 2012 - Present
Job Associate Financial Manager, Experienced Auditing Government Agencies, Investment Accountant
Industry Accounting
Experience
Montana Board of Investments   July 2012 - Present
Helena Youth Soccer Association   November 2012 - Present
State of Montana Legislative Audit Division   August 2009 - June 2012
JOSEPH EVE, Certified Public Accountants  January 2009 - July 2009
Anderson ZurMuehlen Certified Public Accountants & Business Advisors  September 2007 - September 2008
State of Montana Department of Revenue  March 2006 - August 2006
Hamilton Consulting Group   January 2005 - April 2005

Skills
Auditing, Tax Preparation, Tax Returns, Income Tax, Tax, Small Business..., Accounting, Tax Research, Partnership Taxation, Financial Reporting, Tax Compliance, S Corporations, Audit, Tax Return Preparation, Federal Tax, Internal Controls, Payroll Taxes, Tax Accounting, GAAP, US GAAP, CPA, Financial Statements, General Ledger, External Audit, Financial Accounting, Revenue Recognition, Journal Entries, Account Reconciliation, Cash Flow, Financial Audits, Accruals, Bank Reconciliation, QuickBooks

Education
Montana State University-Bozeman
Masters of Professional Accountancy, Accounting

Montana State University-Northern
Bachelors Associate in Business Technology, Business, Accounting

Jan Schweitzer Jan Schweitzer Missoula, Montana Details
Jan Schweitzer's Montana Board of Investments Experience March 1993 - April 1995
Job Shareholder at Anderson ZurMuehlen Certified Public Accountants & Business Advisors
Industry Accounting
Experience
Anderson ZurMuehlen Certified Public Accountants & Business Advisors  October 2005 - Present
Elmore & Associates, P.C.   December 2002 - October 2005
Cascade Cable Constructors   October 1998 - October 2001
Oregon Catholic Press  September 1996 - September 1998
Kiemle & Hagood Company  April 1995 - August 1996
Montana Board of Investments   March 1993 - April 1995
MetWest Agribusiness   January 1991 - March 1993
Ernst & Young  September 1988 - January 1991

Skills
CPA, GAAP, Forensic Accounting, Accounting, QuickBooks, Nonprofit Consulting, Internal Controls, Auditing, Financial Reporting, Nonprofits, Financial Analysis, US GAAP

Education
Montana State University-Bozeman   1984 — 1988
Bachelor's degree, Accounting

Capital High School   1981 — 1984

Craig Coulter Craig Coulter Helena, Montana Details
Craig Coulter's Montana Board of Investments Experience July 2014 - Present
Job Alternative Investments Analyst
Industry Investment Management
Experience
Montana Board of Investments   July 2014 - Present
Michigan Bureau of Investments   June 2013 - April 2014
City of Grand Rapids  January 2013 - June 2013

Education
Grand Valley State University
Master of Business Administration (M.B.A.), Finance Emphasis

Michigan State University
Bachelor of Arts (B.A.), Finance

William Northey, CFA William Northey, CFA Great Falls, Montana Area Details
William Northey, CFA's Montana Board of Investments Experience 1998 - December 2000
Job Chief Investment Officer at US Bank Private Client Group
Industry Investment Management
Experience
US Bank  December 2000 - Present
Montana Board of Investments   1998 - December 2000

Education
University of Montana   2000 — 2004
MBA, Business Administration

CFA Institute
CFA, Chartered Financial Analyst

University of Montana   1990 — 1994
B.S., Accounting / Finance

James Penner James Penner Helena, Montana Details
James Penner's Montana Board of Investments Experience February 1984 - August 2004
Job Owner, Penner Financial, LLC
Industry Investment Management
Experience
Penner Financial LLC   January 2005 - Present
The Montana Higher Education Student Assistance Corporation   July 2011 - Present
Montana Public Employee Retirement Administartion   July 2004 - Present
Portico Benefit Services  August 2003 - August 2009
Montana Board of Investments   February 1984 - August 2004
First Interstate Bank  September 1981 - February 1984

Skills
Mutual Funds, Investments, Series 7, Chartered Financial..., Asset Allocation, Investment Advisory, Retirement, Trusts, Securities, Finance, Financial Analysis, Asset Management, Employee Benefits

Education
Columbus State University   1976 — 1979
MBA, Business

The University of Montana   1964 — 1968
Business, Accounting

Steve Biggs, CFA, CFP® Steve Biggs, CFA, CFP® San Francisco Bay Area Details
Steve Biggs, CFA, CFP®'s Montana Board of Investments Experience 1997 - 1998
Job Principal, Chief Investment Officer at HC Financial Advisors
Industry Investment Management
Experience
HC Financial Advisors, Inc.   October 2008 - Present
Zacks Investment Research  March 2003 - September 2008
Manning & Napier  2001 - 2002
Wells Capital Management  1998 - 2001
State of Montana  1997 - 1998
Montana Board of Investments   1997 - 1998

Skills
Asset Allocation, Investment Strategies, Portfolio Management, Equities, Asset Management, Investments, Wealth Management, Equity Research

Education
San Diego State University-California State University   1990 — 1996
Master's degree, Finance, General

La Jolla High School   1983 — 1986

Bill Hubber Bill Hubber Townsend, Montana Details
Bill Hubber's Montana Board of Investments Experience 1988 - 1995
Job Board Chair at Broadwater Health Center
Industry Nonprofit Organization Management
Experience
Townsend Health Systems   September 2012 - Present
Broadwater Health Center   September 2012 - Present
Broadwater County Social Services Committee   September 2007 - Present
Broadwater Food Pantry   September 2004 - September 2011
Montana Board of Investments   1988 - 1995
Montana Department of Commerce  1987 - 1988
Montana Office of Public Instruction  April 1977 - 1987
Hecla Mining  1976 - 1977
North Idaho College  August 1969 - May 1973

Skills
Microsoft Office, Fundraising, Strategic Planning, Writing

Education
Montana State University-Bozeman   1963 — 1969
Master of Science, Mathematics

Jon Shoen Jon Shoen Austin, Texas Details
Jon Shoen's Montana Board of Investments Experience 2006 - 2011
Job Private Equity Manager at Texas County & District Retirement System
Industry Government Administration
Experience
Texas County & District Retirement System  2011 - Present
Montana Board of Investments   2006 - 2011
Insight Capital Research & Management, Inc   1996 - 2005

Education
Santa Clara University

Robert Vince Smith Robert Vince Smith Santa Fe, New Mexico Details
Robert Vince Smith's Montana Board of Investments Experience August 1987 - November 1997
Job Deputy State Investment Officer/Chief Investment Officer at New Mexico State Investment Council
Industry Investment Management
Experience
New Mexico State Investment Council  September 2010 - Present
Kansas Public Employees Retirement System  April 2006 - September 2010
Employees Retirement System of Texas  November 1997 - March 2006
Montana Board of Investments   August 1987 - November 1997

Skills
Investment Strategies, Investment Management, Investments, Portfolio Management, Asset Allocation, Equities, Asset Management, Pensions, Valuation, Alternative Investments, Fixed Income, Hedge Funds, Private Equity, Retirement, Capital Markets

Education
Montana State University-Bozeman   1982 — 1987
Business Finance, Finance, Economics

Jon Putnam Jon Putnam Great Falls, Montana Area Details
Jon Putnam's Montana Board of Investments Experience January 2005 - Present
Job Investment Analyst at Montana Board of Investments
Industry Investment Management
Experience
Montana Board of Investments   January 2005 - Present
MPC Computers  June 2003 - January 2005
Radiant Engineering, Inc.   June 1995 - June 2002
Natural Selections, Inc.   March 1994 - March 2001

Skills
Asset Management, Bloomberg, Investments, Financial Analysis, Fixed Income, Bonds, Portfolio Management, Risk Management, Investment Management, Equities, Finance, Financial Services, Strategic Planning, Mutual Funds, Analysis, Management, Financial Modeling, Investment Strategies, Alternative Investments, Private Equity

Education
The University of Montana - School of Business Administration   2002 — 2003
M.B.A.

Montana State University-Bozeman   1987 — 1991
B.S. in Business, Finance

Daniel Zarling Daniel Zarling Great Falls, Montana Area Details
Daniel Zarling's Montana Board of Investments Experience July 2006 - Present
Job DoR at Montana Board of Investments
Industry Investment Management
Experience
Montana Board of Investments   July 2006 - Present
US Bank  1996 - 2003
IDS Financial   1991 - 1997

Skills
Investments, Portfolio Management, Valuation, Asset Management, Due Diligence, Pension Funds, Alternative Investments

Education
The University of Chicago - Booth School of Business   1989 — 1991
MBA, Accounting and Finance

University of Minnesota-Twin Cities   1983 — 1986
Economics

Jason Brent Jason Brent Great Falls, Montana Area Details
Jason Brent's Montana Board of Investments Experience November 2005 - Present
Job Investment Analyst at Montana Board of Investments
Industry Investment Management
Experience
Montana Board of Investments   November 2005 - Present
Standard & Poor's   April 1998 - June 2003

Education
University of Minnesota - Carlson School of Management   2003 — 2005
MBA, Finance

University of Missouri-Columbia   1988 — 1993
B.A., Economics, German

teri kolnik teri kolnik East Helena, Montana Details
teri kolnik's Montana Board of Investments Experience October 2005 - Present
Job Investment analyst at Montana Board of Investments
Industry Investment Management
Experience
Montana Board of Investments   October 2005 - Present

Skills
Equities, Financial Modeling, Equity Research, Investments, Fixed Income, Alternative Investments, Private Equity, Mutual Funds, Due Diligence, Fund Of Funds, Retirement Planning

Education
Montana State University-Bozeman   1997 — 2002
Finance, General