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Scott Richard Kubie
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Karriereverlauf von Scott Richard Kubie
Ehemalige bekannte Positionen von Scott Richard Kubie
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
CWM LLC
![]() CWM LLC Investment ManagersFinance CWM LLC is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2010 and is a wholly-owned subsidiary of Carson Group Holdings LLC. CWM manages investment portfolios for individual clients, high net-worth families, foundations, endowments, and institutional investors. They also provide personal financial planning and investment advice. | Marktstratege | 01.04.2017 | 01.09.2022 |
CLS Investments LLC
![]() CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Mitglied des Investmentausschusses | 01.11.1995 | 06.03.2017 |
Portfolio Manager-Aktien | 01.11.1995 | 06.03.2017 | |
Marktstratege | 01.11.1995 | 06.03.2017 |
Ausbildung von Scott Richard Kubie
Trinity University | Undergraduate Degree |
University of Nebraska | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Market Strategist | 2 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sektoral
Finance | 3 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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CLS Investments LLC
![]() CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Finance |
CWM LLC
![]() CWM LLC Investment ManagersFinance CWM LLC is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2010 and is a wholly-owned subsidiary of Carson Group Holdings LLC. CWM manages investment portfolios for individual clients, high net-worth families, foundations, endowments, and institutional investors. They also provide personal financial planning and investment advice. | Finance |
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