Career history of Jim Tatera
Former positions of Jim Tatera
Companies | Position | Start | End |
---|---|---|---|
Marquette Asset Management LLC
Marquette Asset Management LLC Investment ManagersFinance Marquette Asset Management LLC (Marquette) is a wealth management firm registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2005 by John Beuerlein, John Pohlad and John Fabie. They are a subsidiary of Marquette Wealth Management LLC. Marquette provides wealth management services to high net worth and other individuals and their trusts, private foundations, donor-advised funds, and other entities. | Analyst-Equity | 2016-12-31 | 2022-06-30 |
Chief Investment Officer | 2016-12-31 | 2022-06-30 | |
Investment Committee Member | 2016-12-31 | 2022-06-30 | |
Portfolio Manager-Equities | 2016-12-31 | 2022-06-30 | |
Head of Private Banking | 2016-12-31 | 2022-06-30 | |
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard Ltd. (NYSE: LAZ). LAM provides investment advisory services to a variety of clients. | Portfolio Manager-Equities | - | 2008-12-30 |
Securian Asset Management, Inc.
Securian Asset Management, Inc. Investment ManagersFinance Securian Asset Management, Inc. (Securian AM) is a SEC-registered investment advisor headquartered in St. Paul, Minnesota. The firm was founded in 1984 and formerly known as MIMLIC Asset Management, Inc. and Advantus Capital Management, Inc. They are a wholly-owned subsidiary of Securian Financial Group, Inc., ultimately owned by Minnesota Mutual Cos., Inc. Securian AM offers discretionary and non-discretionary asset management for registered investment companies, insurance companies, including separate accounts of insurance companies, and other institutional investors. | Corporate Officer/Principal | - | - |
Training of Jim Tatera
University of Wisconsin | Masters Business Admin |
Statistics
International
United States | 5 |
Operational
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 1 |
Analyst-Equity | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard Ltd. (NYSE: LAZ). LAM provides investment advisory services to a variety of clients. | Finance |
Securian Asset Management, Inc.
Securian Asset Management, Inc. Investment ManagersFinance Securian Asset Management, Inc. (Securian AM) is a SEC-registered investment advisor headquartered in St. Paul, Minnesota. The firm was founded in 1984 and formerly known as MIMLIC Asset Management, Inc. and Advantus Capital Management, Inc. They are a wholly-owned subsidiary of Securian Financial Group, Inc., ultimately owned by Minnesota Mutual Cos., Inc. Securian AM offers discretionary and non-discretionary asset management for registered investment companies, insurance companies, including separate accounts of insurance companies, and other institutional investors. | Finance |
Marquette Asset Management LLC
Marquette Asset Management LLC Investment ManagersFinance Marquette Asset Management LLC (Marquette) is a wealth management firm registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2005 by John Beuerlein, John Pohlad and John Fabie. They are a subsidiary of Marquette Wealth Management LLC. Marquette provides wealth management services to high net worth and other individuals and their trusts, private foundations, donor-advised funds, and other entities. | Finance |
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