Portfolio Manager
Description
A Portfolio Manager is a professional responsible for making investment decisions and carrying out investment activities on behalf of vested individuals or institutions.
Portfolio Manager List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Portfolio Manager. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Portfolio Manager Employees
Employee
Years
Job
Industry
Tom Weyhrich Tom Weyhrich's Portfolio Manager Experience November 2011 - August 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2013 - Present
Portfolio Manager November 2011 - August 2013
CBOT January 1996 - April 2013
Education
Miami University 1988 — 1992
BA, Economics
University of Colorado at Boulder 1987 — 1988
Glenbrook South H.S.
Wells Fargo Advisors, LLC August 2013 - Present
Portfolio Manager November 2011 - August 2013
CBOT January 1996 - April 2013
Education
Miami University 1988 — 1992
BA, Economics
University of Colorado at Boulder 1987 — 1988
Glenbrook South H.S.
Todd Owens, CFA Todd Owens, CFA's Portfolio Manager Experience December 1998 - Present
Job President & Portfolio Manager
Industry Investment Management
Experience
Portfolio Manager December 1998 - Present
Portfolio Manager December 1997 - Present
Skills
Asset Allocation, Wealth Management, Portfolio Management, Investments, Asset Management, Investment Advisory, Investment Management, Investment Strategies
Education
Baylor University - Hankamer School of Business 1988 — 1992
BBA, Financial Services
Portfolio Manager December 1998 - Present
Portfolio Manager December 1997 - Present
Skills
Asset Allocation, Wealth Management, Portfolio Management, Investments, Asset Management, Investment Advisory, Investment Management, Investment Strategies
Education
Baylor University - Hankamer School of Business 1988 — 1992
BBA, Financial Services
Bill Leedom Bill Leedom's Portfolio Manager Experience January 1996 - January 1998
Job Experienced Human Resources and Financial Services Professional
Industry Human Resources
Experience
WHL CONSULTING, LLC September 2008 - Present
CHRISTIAN CHILDREN'S FUND, INC April 2001 - June 2008
Claris Financial, LLC May 2005 - July 2006
LANDAMERICA FINANCIAL GROUP INC October 1998 - April 2001
Portfolio Manager January 1996 - January 1998
WACHOVIA BANK (formerly Central Fidelity Bank) January 1986 - January 1998
Central Fidelity Bank January 1986 - January 1996
Peebles Department Stores January 1978 - January 1986
PEEBLES DEPARTMENT STORES January 1975 - January 1986
Peebles Department Stores January 1975 - January 1978
Skills
Organizational..., HRIS, Performance Management, Non-profits, Human Resources, Organizational..., Employee Relations, Training, Leadership Development, Recruiting, HR Consulting, Employment Law, Employee Benefits, Management, Leadership, System Administration, Budgets, Management Consulting, Program Management, Talent Management, Strategic Planning, Employee Engagement, Team Building, Onboarding, Career Development, Public Speaking, Personnel Management, Coaching, Benefits Administration, Change Management, Workforce Planning, Policy, Vendor Management, Strategy, HR Policies, Workshop Facilitation, Executive Coaching, Payroll, Nonprofits, Employee Training, Succession Planning, Sales, Deferred Compensation, Talent Acquisition, New Hire Orientations, Applicant Tracking..., Executive Pay, Interviews, Process Improvement, College Recruiting
Education
University of Delaware
Bachelor of Arts Master of Arts
University of North Carolina at Chapel Hill
PhD. Program
University of Richmond
Virginia Commonwealth University
Certificate in Financial Planning
WHL CONSULTING, LLC September 2008 - Present
CHRISTIAN CHILDREN'S FUND, INC April 2001 - June 2008
Claris Financial, LLC May 2005 - July 2006
LANDAMERICA FINANCIAL GROUP INC October 1998 - April 2001
Portfolio Manager January 1996 - January 1998
WACHOVIA BANK (formerly Central Fidelity Bank) January 1986 - January 1998
Central Fidelity Bank January 1986 - January 1996
Peebles Department Stores January 1978 - January 1986
PEEBLES DEPARTMENT STORES January 1975 - January 1986
Peebles Department Stores January 1975 - January 1978
Skills
Organizational..., HRIS, Performance Management, Non-profits, Human Resources, Organizational..., Employee Relations, Training, Leadership Development, Recruiting, HR Consulting, Employment Law, Employee Benefits, Management, Leadership, System Administration, Budgets, Management Consulting, Program Management, Talent Management, Strategic Planning, Employee Engagement, Team Building, Onboarding, Career Development, Public Speaking, Personnel Management, Coaching, Benefits Administration, Change Management, Workforce Planning, Policy, Vendor Management, Strategy, HR Policies, Workshop Facilitation, Executive Coaching, Payroll, Nonprofits, Employee Training, Succession Planning, Sales, Deferred Compensation, Talent Acquisition, New Hire Orientations, Applicant Tracking..., Executive Pay, Interviews, Process Improvement, College Recruiting
Education
University of Delaware
Bachelor of Arts Master of Arts
University of North Carolina at Chapel Hill
PhD. Program
University of Richmond
Virginia Commonwealth University
Certificate in Financial Planning
Anne McCullough Anne McCullough's Portfolio Manager Experience June 2014 - Present
Job Vice President Investments
Industry Financial Services
Experience
Portfolio Manager June 2014 - Present
Skills
Investments, Retirement Planning, Finance, Series 7, Retirement, Mutual Funds, Financial Advisory, Investment Advisory
Education
Boston University - School of Management
Marketing, Business Law
Johnson and Wales University
Culinary Arts
Portfolio Manager June 2014 - Present
Skills
Investments, Retirement Planning, Finance, Series 7, Retirement, Mutual Funds, Financial Advisory, Investment Advisory
Education
Boston University - School of Management
Marketing, Business Law
Johnson and Wales University
Culinary Arts
David Doherty, WMS David Doherty, WMS's Portfolio Manager Experience 1980 - 1989
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James March 1997 - Present
L.A. Bernard & Associates 1994 - 1997
Texas Commerce Bank 1989 - 1994
Portfolio Manager 1980 - 1989
Education
The University of Texas at Austin 1974 — 1978
Bachelor of Business Administration (BBA), Finance, General
Lamar High School 1971 — 1974
Raymond James March 1997 - Present
L.A. Bernard & Associates 1994 - 1997
Texas Commerce Bank 1989 - 1994
Portfolio Manager 1980 - 1989
Education
The University of Texas at Austin 1974 — 1978
Bachelor of Business Administration (BBA), Finance, General
Lamar High School 1971 — 1974
Grant Steiner's Portfolio Manager Experience August 2012 - May 2013
Job Business Systems Analyst at ConAgra Foods
Industry Higher Education
Experience
ConAgra Foods April 2015 - Present
ConAgra Foods January 2014 - April 2015
ConAgra Foods June 2013 - January 2014
Portfolio Manager August 2012 - May 2013
Creighton University March 2011 - May 2013
Skills
Financial Analysis, ERP Implementations, Data Integration, SAP MM, Microsoft SQL Server, Technical Data Analysis, SAP, Agile Methodologies, Microsoft Excel, Visio, Bloomberg Terminal, Agile, Finance, Information Technology, Agile Project Management, Master Data, Access
Education
Creighton University 2009 — 2013
Bachelor of Science (BS), Finance
Creighton University's Heider College of Business 2009 — 2013
Financial Analysis
ConAgra Foods April 2015 - Present
ConAgra Foods January 2014 - April 2015
ConAgra Foods June 2013 - January 2014
Portfolio Manager August 2012 - May 2013
Creighton University March 2011 - May 2013
Skills
Financial Analysis, ERP Implementations, Data Integration, SAP MM, Microsoft SQL Server, Technical Data Analysis, SAP, Agile Methodologies, Microsoft Excel, Visio, Bloomberg Terminal, Agile, Finance, Information Technology, Agile Project Management, Master Data, Access
Education
Creighton University 2009 — 2013
Bachelor of Science (BS), Finance
Creighton University's Heider College of Business 2009 — 2013
Financial Analysis
Cameron McCown, CTPA's Portfolio Manager Experience February 2008 - September 2010
Job Mortgage Analyst at Affinity Mortgage
Industry Investment Management
Experience
Affinity Mortgage May 2010 - Present
Portfolio Manager February 2008 - September 2010
US Army Reserve June 2003 - May 2010
Vector Marketing Corporation October 2005 - August 2006
Education
Baylor University 2004 — 2010
BBA, Finance, Real Estate
Baylor University
Bachelor of Business Administration, Finance; Real Estate
Baylor University
Affinity Mortgage May 2010 - Present
Portfolio Manager February 2008 - September 2010
US Army Reserve June 2003 - May 2010
Vector Marketing Corporation October 2005 - August 2006
Education
Baylor University 2004 — 2010
BBA, Finance, Real Estate
Baylor University
Bachelor of Business Administration, Finance; Real Estate
Baylor University
Kevin J. Wade's Portfolio Manager Experience November 2007 - April 2010
Job Business Operations Manager at Dyncorp International
Industry Defense & Space
Experience
Dyncorp International June 2011 - July 2013
EagleBank May 2010 - June 2011
Portfolio Manager November 2007 - April 2010
Skills
Budgets, Banking, Microsoft Office, Variance Analysis, Portfolio Management, Finance, Analysis, Financial Reporting, Forecasting, Accounting, Cash Flow, Commercial Banking, Managerial Finance, Credit, Microsoft Excel, Corporate Finance, Strategic Financial..., Leadership, Risk Management, Project Planning
Education
Loyola University Maryland 2004 — 2007
Master of Business Administration (MBA), Finance, General Business
Loyola University Maryland 1995 — 1999
Bachelor of Business Administration (B.B.A.), International Business
Dyncorp International June 2011 - July 2013
EagleBank May 2010 - June 2011
Portfolio Manager November 2007 - April 2010
Skills
Budgets, Banking, Microsoft Office, Variance Analysis, Portfolio Management, Finance, Analysis, Financial Reporting, Forecasting, Accounting, Cash Flow, Commercial Banking, Managerial Finance, Credit, Microsoft Excel, Corporate Finance, Strategic Financial..., Leadership, Risk Management, Project Planning
Education
Loyola University Maryland 2004 — 2007
Master of Business Administration (MBA), Finance, General Business
Loyola University Maryland 1995 — 1999
Bachelor of Business Administration (B.B.A.), International Business
Raymond Hutabarat's Portfolio Manager Experience December 1998 - January 2010
Job Business Developer, eCommerce Technical Specialist
Industry Consumer Services
Experience
Online e-Commerce December 2002 - Present
Portfolio Manager December 1998 - January 2010
Blue Heron Realty March 2001 - May 2006
Skills
Small Business, Management, Team Leadership, E-commerce, Strategic Planning, Investments, Finance, Budgets, Marketing, Sales, Public Relations, Event Planning, Public Speaking, Customer Service, Web Development, Web Content Management, Web Content Production, Dreamweaver, Visual Studio, Photoshop, HTML5, CSS3, JavaScript, Flash, Weebly
Education
George Mason University 2013 — 2013
Certification, Web Design & Developer
Virginia Commonwealth University 1997 — 2002
Bachelor's Degree, Chemistry
University of Pennsylvania - The Wharton School
Certification, Business Foundation
Online e-Commerce December 2002 - Present
Portfolio Manager December 1998 - January 2010
Blue Heron Realty March 2001 - May 2006
Skills
Small Business, Management, Team Leadership, E-commerce, Strategic Planning, Investments, Finance, Budgets, Marketing, Sales, Public Relations, Event Planning, Public Speaking, Customer Service, Web Development, Web Content Management, Web Content Production, Dreamweaver, Visual Studio, Photoshop, HTML5, CSS3, JavaScript, Flash, Weebly
Education
George Mason University 2013 — 2013
Certification, Web Design & Developer
Virginia Commonwealth University 1997 — 2002
Bachelor's Degree, Chemistry
University of Pennsylvania - The Wharton School
Certification, Business Foundation