The Leuthold Group
Industry: Company
DescriptionFounded: 1981 Subsidiary: Leuthold Weeden Capital Management, LLC
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The Leuthold Group Employees
Employee
Years
Job
Industry
Kristen Hendrickson, CFA Kristen Hendrickson, CFA's The Leuthold Group Experience February 2011 - Present
Job Research Analyst at The Leuthold Group, LLC
Industry Investment Management
Experience
The Leuthold Group February 2011 - Present
The Leuthold Group November 2007 - February 2011
Windsor Financial Group October 2004 - October 2007
Ameriprise Financial Services, Inc. January 2004 - October 2004
Wells Fargo Home Mortgage May 2001 - January 2004
Skills
Investments, Asset Management, Equities, Bloomberg, Trading
Education
University of Minnesota-Twin Cities 1999 — 2003
Bachelor of Arts (B.A.), Economics with a Quantitative Emphasis
Maple Grove High School 1996 — 1999
The Leuthold Group February 2011 - Present
The Leuthold Group November 2007 - February 2011
Windsor Financial Group October 2004 - October 2007
Ameriprise Financial Services, Inc. January 2004 - October 2004
Wells Fargo Home Mortgage May 2001 - January 2004
Skills
Investments, Asset Management, Equities, Bloomberg, Trading
Education
University of Minnesota-Twin Cities 1999 — 2003
Bachelor of Arts (B.A.), Economics with a Quantitative Emphasis
Maple Grove High School 1996 — 1999
Sami Shingu Sami Shingu's The Leuthold Group Experience April 2014 - Present
Job Associate Portfolio Administrator
Industry Investment Management
Experience
The Leuthold Group April 2014 - Present
Anytime Fitness October 2013 - Present
Fiduciary Counselling, Inc. January 2012 - April 2014
Fiduciary Counselling, Inc. January 2010 - January 2012
Minnesota Zoo August 2009 - January 2010
University of California, Santa Barbara October 2006 - July 2009
Skills
Lotus Notes, Administrative..., Organization &..., Timeslips, Microsoft Excel, Microsoft Word, Great Personality, Time Management, AS400 system, Great Plains Software, Microsoft Office, QuickBooks, Adobe Professional, IBM iSeries, Budgets, Administrative Support, Great Plains, AS400, Mutual Funds, Creative Problem Solving, Interpersonal..., Yoga, Account Reconciliation
Education
Metropolitan State University 2010 — 2012
B.S., Accounting
University of California, Santa Barbara 2005 — 2009
B.A., Biological Sciences - Ecology, Evolution & Marine Biology
Lodi High School
The Leuthold Group April 2014 - Present
Anytime Fitness October 2013 - Present
Fiduciary Counselling, Inc. January 2012 - April 2014
Fiduciary Counselling, Inc. January 2010 - January 2012
Minnesota Zoo August 2009 - January 2010
University of California, Santa Barbara October 2006 - July 2009
Skills
Lotus Notes, Administrative..., Organization &..., Timeslips, Microsoft Excel, Microsoft Word, Great Personality, Time Management, AS400 system, Great Plains Software, Microsoft Office, QuickBooks, Adobe Professional, IBM iSeries, Budgets, Administrative Support, Great Plains, AS400, Mutual Funds, Creative Problem Solving, Interpersonal..., Yoga, Account Reconciliation
Education
Metropolitan State University 2010 — 2012
B.S., Accounting
University of California, Santa Barbara 2005 — 2009
B.A., Biological Sciences - Ecology, Evolution & Marine Biology
Lodi High School
Sue Storms Sue Storms's The Leuthold Group Experience 1986 - 1991
Job Marketing Coordinator at Boyum & Barenscheer|Editor of Firm Communications|Project Manager|Onboarding|Dog Rescue
Industry Accounting
Experience
Boyum & Barenscheer PLLP November 1991 - Present
The Leuthold Group 1986 - 1991
National Car Rental 1983 - 1986
Skills
Strategic Planning, New Business Development, Social Networking, Customer Service, Event Planning, Social Media, Marketing, Dog Rescue/Fundraising
Education
Dakota State University 1980 — 1982
Bachelor of Science, History
Dakota State University 1978 — 1980
Associate of Arts (AA), Travel Management
Winner Sr. High School - Winner, South Dakota 1976 — 1978
Diploma, General Studies
Boyum & Barenscheer PLLP November 1991 - Present
The Leuthold Group 1986 - 1991
National Car Rental 1983 - 1986
Skills
Strategic Planning, New Business Development, Social Networking, Customer Service, Event Planning, Social Media, Marketing, Dog Rescue/Fundraising
Education
Dakota State University 1980 — 1982
Bachelor of Science, History
Dakota State University 1978 — 1980
Associate of Arts (AA), Travel Management
Winner Sr. High School - Winner, South Dakota 1976 — 1978
Diploma, General Studies
Bridget Fogarty DeVolder Bridget Fogarty DeVolder's The Leuthold Group Experience 2001 - Present
Job Executive Assistant at The Leuthold Group
Industry Financial Services
Experience
The Leuthold Group 2001 - Present
The Leuthold Group 2001 - Present
Morgan Stanley Smith Barney May 1992 - May 2001
Education
College of St. Catherine 1982 — 1986
Bachelor of Arts (B.A.), Telecommunications
The Leuthold Group 2001 - Present
The Leuthold Group 2001 - Present
Morgan Stanley Smith Barney May 1992 - May 2001
Education
College of St. Catherine 1982 — 1986
Bachelor of Arts (B.A.), Telecommunications
Jenelle Weller Jenelle Weller's The Leuthold Group Experience April 2008 - February 2013
Job Communications & Administrator at Leuthold Family Office
Industry Investment Management
Experience
Leuthold Family Office February 2013 - Present
The Leuthold Group April 2008 - February 2013
American Family Insurance January 2005 - April 2008
Skills
Customer Service, Strategic Planning, Sales, Microsoft Excel, Payroll, Leadership, Outlook, Sales Management, PowerPoint, Marketing Communications, Management, Operations Management, Account Management, Recruiting, Microsoft Office, Program Management, Team Building, Process Improvement
Education
The Ohio State University 2000 — 2004
Bachelor's, Communications & Social Issues
Leuthold Family Office February 2013 - Present
The Leuthold Group April 2008 - February 2013
American Family Insurance January 2005 - April 2008
Skills
Customer Service, Strategic Planning, Sales, Microsoft Excel, Payroll, Leadership, Outlook, Sales Management, PowerPoint, Marketing Communications, Management, Operations Management, Account Management, Recruiting, Microsoft Office, Program Management, Team Building, Process Improvement
Education
The Ohio State University 2000 — 2004
Bachelor's, Communications & Social Issues
Hilary Sweeney, CFP Hilary Sweeney, CFP's The Leuthold Group Experience June 2003 - Present
Job Vice President at Leuthold Weeden Capital Management
Industry Investment Management
Experience
The Leuthold Group June 2003 - Present
Skills
Investments, Mutual Funds, Asset Allocation, Investment Strategies, Fixed Income, Securities, Alternative Investments, Series 63, Equities, Investment Advisory, 401k, Financial Advisory
Education
The University of North Dakota 1998 — 2003
Bachelor of Business Administration (BBA), Marketing, Communication, 3.8
Minot High School
The Leuthold Group June 2003 - Present
Skills
Investments, Mutual Funds, Asset Allocation, Investment Strategies, Fixed Income, Securities, Alternative Investments, Series 63, Equities, Investment Advisory, 401k, Financial Advisory
Education
The University of North Dakota 1998 — 2003
Bachelor of Business Administration (BBA), Marketing, Communication, 3.8
Minot High School
Ruggs Cote's The Leuthold Group Experience 1995 - 1997
Job Executive Director at Camp Lincoln and Camp Lake Hubert
Industry Recreational Facilities and Services
Experience
Camp Lincoln and Camp Lake Hubert September 2012 - Present
Cote Family Companies November 1997 - Present
Camp Lincoln 1997 - September 2012
The Leuthold Group 1995 - 1997
Skills
Public Speaking, Research, Social Media, Strategic Planning, Non-profits, Event Management, Nonprofits, Event Planning, Camps, Team Leadership, Team Building, Kindness, Experience Working with..., Fundraising, Teaching
Education
DePauw University 1989 — 1993
BA, Economics
Camp Lincoln and Camp Lake Hubert September 2012 - Present
Cote Family Companies November 1997 - Present
Camp Lincoln 1997 - September 2012
The Leuthold Group 1995 - 1997
Skills
Public Speaking, Research, Social Media, Strategic Planning, Non-profits, Event Management, Nonprofits, Event Planning, Camps, Team Leadership, Team Building, Kindness, Experience Working with..., Fundraising, Teaching
Education
DePauw University 1989 — 1993
BA, Economics
Holly Weiss's The Leuthold Group Experience June 2008 - Present
Job CFO at The Leuthold Group
Industry Investment Management
Experience
The Leuthold Group June 2008 - Present
Education
St. Cloud State University 1986 — 1990
The Leuthold Group June 2008 - Present
Education
St. Cloud State University 1986 — 1990
Susan Feist's The Leuthold Group Experience January 2007 - Present
Job Programmer/DBA at Leuthold Group
Industry Financial Services
Experience
The Leuthold Group January 2007 - Present
Ameriprise Financial February 2000 - July 2006
Education
University of Minnesota-Twin Cities 1996 — 1999
BS, MIS and Accounting
The Leuthold Group January 2007 - Present
Ameriprise Financial February 2000 - July 2006
Education
University of Minnesota-Twin Cities 1996 — 1999
BS, MIS and Accounting
Philip Segner, CFA's The Leuthold Group Experience November 2010 - Present
Job Trader / Analyst The Leuthold Group
Industry Financial Services
Experience
The Leuthold Group November 2010 - Present
Deephaven Capital Management 2007 - 2009
FAF Advisors 2005 - 2007
Skills
Bloomberg, Equities, Fixed Income, Financial Modeling, Portfolio Management, Financial Analysis, Hedge Funds, Securities, Investments, Asset Managment, Valuation, Equity Research, Derivatives, Financial Reporting, Finance, Capital Markets, Trading, Asset Allocation
Education
University of Minnesota - Carlson School of Management 2007 — 2010
MBA, Finance
Gustavus Adolphus College 2000 — 2004
BA, Finance
The Leuthold Group November 2010 - Present
Deephaven Capital Management 2007 - 2009
FAF Advisors 2005 - 2007
Skills
Bloomberg, Equities, Fixed Income, Financial Modeling, Portfolio Management, Financial Analysis, Hedge Funds, Securities, Investments, Asset Managment, Valuation, Equity Research, Derivatives, Financial Reporting, Finance, Capital Markets, Trading, Asset Allocation
Education
University of Minnesota - Carlson School of Management 2007 — 2010
MBA, Finance
Gustavus Adolphus College 2000 — 2004
BA, Finance
Dana R Strong's The Leuthold Group Experience 1984 - 1986
Job Investment Management Professional
Industry Investment Management
Experience
Tealwood Investment Management 2008 - 2009
Northern Trust 2005 - 2008
The Johnston Group 2003 - 2004
US Trust Co. 2000 - 2003
First Trust Co. 1988 - 2000
Marquette Capital Management 1986 - 1988
The Leuthold Group 1984 - 1986
Education
Bowdoin College 1968 — 1972
Economics, Political Science
Tealwood Investment Management 2008 - 2009
Northern Trust 2005 - 2008
The Johnston Group 2003 - 2004
US Trust Co. 2000 - 2003
First Trust Co. 1988 - 2000
Marquette Capital Management 1986 - 1988
The Leuthold Group 1984 - 1986
Education
Bowdoin College 1968 — 1972
Economics, Political Science
Greg Swenson, CFA's The Leuthold Group Experience July 2006 - Present
Job Portfolio Manager
Industry Investment Management
Experience
The Leuthold Group July 2006 - Present
FactSet Research Systems July 2003 - July 2006
Education
University of Iowa 1999 — 2003
BBA, Finance
The Leuthold Group July 2006 - Present
FactSet Research Systems July 2003 - July 2006
Education
University of Iowa 1999 — 2003
BBA, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY