Mark Stewart Truelsen
Analyst-Equity bei Segall Bryant & Hamill LLC
Profil
Mr. Mark S.
Truelsen, CFA, is a Senior Equity Analyst at Segall Bryant & Hamill LLC.
He is responsible for research within the consumer staples and health care sectors.
Mr. Truelsen joined the firm in May 2018 as part of SBH’s acquisition of Denver Investments.
He has been in the investment industry since 1998.
During his 16-year tenure with Denver Investments, he began as a marketing specialist for the firm before joining the Small-Cap Growth team as an analyst in 2004.
Prior to joining Denver Investments, Mr. Truelsen was a junior research analyst with RJ Falkner & Co. He also worked as a marketing assistant at Skyline Asset Management and as an investment representative at Scudder Kemper Investments.
Mr. Truelsen earned his B.A.
from the University of Illinois at Urbana-Champaign.
He has earned the Chartered Financial Analyst designation and is a member of CFA Institute and CFA Society Colorado.
Aktive Positionen von Mark Stewart Truelsen
Unternehmen | Position | Beginn |
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Segall Bryant & Hamill LLC
Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017. | Analyst-Equity | 01.05.2018 |
Ehemalige bekannte Positionen von Mark Stewart Truelsen
Unternehmen | Position | Ende |
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Denver Investment Advisors LLC
Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT). | Analyst-Equity | 01.05.2018 |
R. J. Falkner & Co.
R. J. Falkner & Co. Investment ManagersFinance RJ Falkner & Co. is an investment research and financial communications firm located in Spicewood, Texas. The firm seeks out undervalued special situations among small-cap stocks that should outperform the overall small-cap market over a 12 to 18 month timeframe. Their objective is to identify such companies before their prospects for growth and solid asset values are recognized by major brokerage firms or the institutional investment community. | Corporate Officer/Principal | 31.12.2000 |
Zurich Scudder Investments, Inc. | Corporate Officer/Principal | 31.12.1998 |
Skyline Asset Management Co.
Skyline Asset Management Co. Investment ManagersFinance Skyline Asset Management Co. (Skyline) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Oregon. The firm was founded by Robert DeHaan in 2000 to manage growth and income portfolios. Skyline provides investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Corporate Officer/Principal | - |
Ausbildung von Mark Stewart Truelsen
University of Illinois | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 5 |
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Denver Investment Advisors LLC
Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT). | Finance |
Segall Bryant & Hamill LLC
Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017. | Finance |
Zurich Scudder Investments, Inc. | Finance |
R. J. Falkner & Co.
R. J. Falkner & Co. Investment ManagersFinance RJ Falkner & Co. is an investment research and financial communications firm located in Spicewood, Texas. The firm seeks out undervalued special situations among small-cap stocks that should outperform the overall small-cap market over a 12 to 18 month timeframe. Their objective is to identify such companies before their prospects for growth and solid asset values are recognized by major brokerage firms or the institutional investment community. | Finance |
Skyline Asset Management Co.
Skyline Asset Management Co. Investment ManagersFinance Skyline Asset Management Co. (Skyline) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Oregon. The firm was founded by Robert DeHaan in 2000 to manage growth and income portfolios. Skyline provides investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |