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Steven Jay Backus
Portfolio Manager-Aktien bei Johnson Wealth, Inc.
Aktive Positionen von Steven Jay Backus
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Johnson Wealth, Inc.
![]() Johnson Wealth, Inc. Investment ManagersFinance Johnson Wealth, Inc. is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Formerly known as Cleary Gull Advisors Inc., the firm was founded by Michael Cleary in 2003 as MBO Cleary Advisors, Inc. They are a wholly owned subsidiary of Johnson Financial Group, Inc. which acquired the firm from Cleary Gull Holdings, Inc. in 2016. Johnson Wealth provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, public and private foundations and endowments, business entities, government entities, and other investment advisers, including their affiliate Johnson Bank. | Portfolio Manager-Aktien | 01.10.2008 | - |
Karriereverlauf von Steven Jay Backus
Ehemalige bekannte Positionen von Steven Jay Backus
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Strong Capital Management, Inc.
![]() Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Corporate Officer/Principal | - | - |
Ziegler Capital Management LLC (Old)
![]() Ziegler Capital Management LLC (Old) Investment ManagersFinance Founded in 1902, Ziegler Capital Management LLC is a registered investment advisor located in Chicago with additional offices in West Bend, Wisconsin, Milwaukee, Wisconsin and Grand Rapids, Michigan. The firm provides investment advisory services to company-sponsored mutual funds and managed account services for individual and institutional clients including foundations, endowment funds, corporations, institutions and businesses. Ziegler also offers their proprietary North Track funds | Corporate Officer/Principal | - | - |
MORGAN STANLEY | Corporate Officer/Principal | - | - |
Cleary Gull, Inc.
![]() Cleary Gull, Inc. Investment ManagersFinance Founded in 1987, Cleary Gull, Inc.is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm is a subsidiary of Cleary Gull Holdings, Inc., They are affiliated with Cleary Gull Advisors Inc. Cleary Gull may retain affiliated and unaffiliated investment managers to perform sub-advisory services for client accounts. The firm generally selects managers that are on the platform of a third party program administrator. Cleary Gull provides wealth management services to individuals, families, trusts, and non-profit organizations. | Portfolio Manager-Aktien | - | - |
Ausbildung von Steven Jay Backus
University of Wisconsin | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 7 |
Operativ
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Sektoral
Finance | 6 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
---|---|
MORGAN STANLEY | Finance |
Private Unternehmen | 4 |
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Cleary Gull, Inc.
![]() Cleary Gull, Inc. Investment ManagersFinance Founded in 1987, Cleary Gull, Inc.is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm is a subsidiary of Cleary Gull Holdings, Inc., They are affiliated with Cleary Gull Advisors Inc. Cleary Gull may retain affiliated and unaffiliated investment managers to perform sub-advisory services for client accounts. The firm generally selects managers that are on the platform of a third party program administrator. Cleary Gull provides wealth management services to individuals, families, trusts, and non-profit organizations. | Finance |
Ziegler Capital Management LLC (Old)
![]() Ziegler Capital Management LLC (Old) Investment ManagersFinance Founded in 1902, Ziegler Capital Management LLC is a registered investment advisor located in Chicago with additional offices in West Bend, Wisconsin, Milwaukee, Wisconsin and Grand Rapids, Michigan. The firm provides investment advisory services to company-sponsored mutual funds and managed account services for individual and institutional clients including foundations, endowment funds, corporations, institutions and businesses. Ziegler also offers their proprietary North Track funds | Finance |
Strong Capital Management, Inc.
![]() Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Finance |
Johnson Wealth, Inc.
![]() Johnson Wealth, Inc. Investment ManagersFinance Johnson Wealth, Inc. is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Formerly known as Cleary Gull Advisors Inc., the firm was founded by Michael Cleary in 2003 as MBO Cleary Advisors, Inc. They are a wholly owned subsidiary of Johnson Financial Group, Inc. which acquired the firm from Cleary Gull Holdings, Inc. in 2016. Johnson Wealth provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, public and private foundations and endowments, business entities, government entities, and other investment advisers, including their affiliate Johnson Bank. | Finance |
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