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Aaron James Garcia
Analyst-Equity bei Madison Investment Advisors LLC
Aktive Positionen von Aaron James Garcia
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Madison Investment Advisors LLC
![]() Madison Investment Advisors LLC Investment ManagersFinance Madison Investment Advisors LLC (MIA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 2010 and is a wholly-owned subsidiary of Madison Asset Management LLC, which is owned by Madison Investment Holdings, Inc. MIA e provide investment advisory services to a variety of clients, which includes individuals, pension and profit-sharing trusts, insurance companies, foundations, charitable organizations and other institutional clients, such as mutual funds. | Analyst-Equity | 01.09.2019 | - |
Portfolio Manager-Aktien | 01.09.2019 | - |
Karriereverlauf von Aaron James Garcia
Ehemalige bekannte Positionen von Aaron James Garcia
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Broadview Advisors LLC
![]() Broadview Advisors LLC Investment ManagersFinance Founded in 2001 by Richard Lane, Broadview Advisors LLC is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm provides investment advisory services primarily to investment companies and other institutional clients, including pension and profit sharing plans, pooled investment vehicles, corporations, foundations, endowments and other business entities. Advisory services may also be provided to individuals, trusts and estates. Their sole mutual fund client is the Broadview Opportunity Fund (BVAOX), a series of Broadview Funds Trust, a registered open-end management investment company. | Analyst-Equity | 01.11.2003 | 01.09.2019 |
Portfolio Manager-Aktien | 01.11.2003 | 01.09.2019 | |
Stifel, Nicolaus & Co., Inc.
![]() Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Corporate Officer/Principal | 31.10.2003 | 31.10.2003 |
Ausbildung von Aaron James Garcia
Rice University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Analyst-Equity | 2 |
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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Broadview Advisors LLC
![]() Broadview Advisors LLC Investment ManagersFinance Founded in 2001 by Richard Lane, Broadview Advisors LLC is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm provides investment advisory services primarily to investment companies and other institutional clients, including pension and profit sharing plans, pooled investment vehicles, corporations, foundations, endowments and other business entities. Advisory services may also be provided to individuals, trusts and estates. Their sole mutual fund client is the Broadview Opportunity Fund (BVAOX), a series of Broadview Funds Trust, a registered open-end management investment company. | Finance |
Stifel, Nicolaus & Co., Inc.
![]() Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Finance |
Madison Investment Advisors LLC
![]() Madison Investment Advisors LLC Investment ManagersFinance Madison Investment Advisors LLC (MIA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 2010 and is a wholly-owned subsidiary of Madison Asset Management LLC, which is owned by Madison Investment Holdings, Inc. MIA e provide investment advisory services to a variety of clients, which includes individuals, pension and profit-sharing trusts, insurance companies, foundations, charitable organizations and other institutional clients, such as mutual funds. | Finance |
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