Profil
Mr. David J.
Quello, CFA MBA, is a Chief Investment Officer at Portico Benefit Services.
He is on the Board of Directors at Western National Mutual Insurance Co. He rejoined Portico in April of 2020 as Chief Investment Officer.
His responsibilities include leading the Investment program, serving as a member of the Executive Team providing organization-wide leadership and supporting business development and relationship management for existing and prospective customers’ investment activities.
Prior to joining Portico, he served as the Chief Investment Officer for Waycrosse, a local family office.
Previous to that he worked at Portico where he led the private equity and real asset programs.
He also worked at Thrivent Financial in their Investment Unit as a Manager of Quantitative Research.
He earned an MBA in Finance and MIS from the University of MN, Carlson School of Management, and a BA from Luther College.
He is a CFA charter holder, a member of the CFA Institute and the CFA Society of Minnesota.
Aktive Positionen von David J. Quello
| Unternehmen | Position | Beginn |
|---|---|---|
Western National Mutual Insurance Co.
 Western National Mutual Insurance Co. Property/Casualty InsuranceFinance Western National Mutual Insurance Co., Inc. provides mutual insurance services that specializes in property-and-casualty insurance needs. The firm offers a variety of both personal and commercial insurance products and services for surety bonds, commercial packaged and businessowners policy, and employer's practices liability. The company was founded in 1900 and is headquartered in Edina, MN. | Direktor/Vorstandsmitglied | 08.06.2021 |
Portico Benefit Services
 Portico Benefit Services Investment ManagersFinance Portico Benefit Services is a pension fund management firm headquartered in Minneapolis, Minnesota. The firm was founded in 1988 and was formerly known as Evangelical Lutheran Church in America Board of Pensions. Portico Benefit Services is a subsidiary of the Evangelical Lutheran Church in America (ELCA), a non-profit provider of health and retirement benefits with related services solely designed to help plan members of the ELCA and other faith-based organizations. The firm manages and operates the pension and other benefits plans for the church with the design and policy adopted by the Church wide Assembly. | Chief Investment Officer | 01.04.2020 |
Ehemalige bekannte Positionen von David J. Quello
| Unternehmen | Position | Ende |
|---|---|---|
Portico Benefit Services
Portico Benefit Services Investment ManagersFinance Portico Benefit Services is a pension fund management firm headquartered in Minneapolis, Minnesota. The firm was founded in 1988 and was formerly known as Evangelical Lutheran Church in America Board of Pensions. Portico Benefit Services is a subsidiary of the Evangelical Lutheran Church in America (ELCA), a non-profit provider of health and retirement benefits with related services solely designed to help plan members of the ELCA and other faith-based organizations. The firm manages and operates the pension and other benefits plans for the church with the design and policy adopted by the Church wide Assembly. | Analyst-Equity | 01.04.2011 |
Erfahrungen
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Börsennotierte Unternehmen
Private Unternehmen
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Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Portico Benefit Services
Portico Benefit Services Investment ManagersFinance Portico Benefit Services is a pension fund management firm headquartered in Minneapolis, Minnesota. The firm was founded in 1988 and was formerly known as Evangelical Lutheran Church in America Board of Pensions. Portico Benefit Services is a subsidiary of the Evangelical Lutheran Church in America (ELCA), a non-profit provider of health and retirement benefits with related services solely designed to help plan members of the ELCA and other faith-based organizations. The firm manages and operates the pension and other benefits plans for the church with the design and policy adopted by the Church wide Assembly. | Finance |
Western National Mutual Insurance Co.
Western National Mutual Insurance Co. Property/Casualty InsuranceFinance Western National Mutual Insurance Co., Inc. provides mutual insurance services that specializes in property-and-casualty insurance needs. The firm offers a variety of both personal and commercial insurance products and services for surety bonds, commercial packaged and businessowners policy, and employer's practices liability. The company was founded in 1900 and is headquartered in Edina, MN. | Finance |
