Career history of James Rosenkoetter
Former positions of James Rosenkoetter
| Companies | Position | Start | End |
|---|---|---|---|
Talon Asset Management, Inc.
 Talon Asset Management, Inc. Investment ManagersFinance Founded in 1994 by Terry Diamond and Alan Wilson, Talon Asset Management LLC is a registered investment advisor located in Chicago, Illinois. The firm also serves as an ERISA qualified manager. They offer a variety of investment vehicles and services, including: (1) individually managed equity, fixed-income and balanced portfolio accounts (2) hedge funds and (3) private equity/venture capital investment opportunities. Their clients include managing equity, fixed-income and balanced portfolios for individuals, retirement funds, foundations and family partnerships. They manage the Talon Sharpridge QO LLC and the Talon Opportunity Partners LP. | Portfolio Manager-Fixed Income | 2008-07-31 | 2011-06-29 |
| Trading-Fixed Income | 2008-07-31 | 2011-06-29 | |
| BANK OF MONTREAL | Corporate Officer/Principal | 2008-07-29 | 2008-07-29 |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Portfolio Manager-Fixed Income | 2011-06-30 | - |
Training of James Rosenkoetter
| The University of Chicago Booth School of Business | Masters Business Admin |
| Indiana University | Undergraduate Degree |
Statistics
International
| United States | 5 |
| Canada | 2 |
Operational
| Portfolio Manager-Fixed Income | 2 |
| Trading-Fixed Income | 1 |
| Corporate Officer/Principal | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Listed companies | 1 |
|---|---|
| BANK OF MONTREAL | Finance |
| Private companies | 2 |
|---|---|
Talon Asset Management, Inc.
Talon Asset Management, Inc. Investment ManagersFinance Founded in 1994 by Terry Diamond and Alan Wilson, Talon Asset Management LLC is a registered investment advisor located in Chicago, Illinois. The firm also serves as an ERISA qualified manager. They offer a variety of investment vehicles and services, including: (1) individually managed equity, fixed-income and balanced portfolio accounts (2) hedge funds and (3) private equity/venture capital investment opportunities. Their clients include managing equity, fixed-income and balanced portfolios for individuals, retirement funds, foundations and family partnerships. They manage the Talon Sharpridge QO LLC and the Talon Opportunity Partners LP. | Finance |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |
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