Career history of Josh Overholt
Former positions of Josh Overholt
Companies | Position | Start | End |
---|---|---|---|
Investment Counselors of Maryland LLC
Investment Counselors of Maryland LLC Investment ManagersFinance Investment Counselors of Maryland LLC (ICM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 1972 and is a subsidiary of William Blair Investment Management LLC, which is owned by WBC Holdings LP. ICM provides value-oriented, fundamentally based advisory services to institutional investors, collective trust funds, individuals, high net worth individuals, and a mutual fund. | Analyst-Equity | 2006-12-31 | 2021-06-30 |
Portfolio Manager-Equities | 2006-12-31 | 2021-06-30 | |
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Analyst-Equity | 2003-12-31 | 2006-12-30 |
First American Funds, Inc. | Corporate Officer/Principal | 2003-12-31 | - |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Analyst-Equity | 2004-03-23 | 2005-02-07 |
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 | 2001-12-31 | 2003-12-30 |
Electronic Data Systems Corp.
Electronic Data Systems Corp. Information Technology ServicesTechnology Services EDS provides a broad portfolio of business and technology solutions to help its clients worldwide improve their business performance. EDS’ core portfolio comprises information-technology, applications and business process services, as well as information-technology transformation services. EDS’ A.T. Kearney subsidiary is one of the world’s leading high-value management consultancies | Corporate Officer/Principal | 2001-12-30 | 2001-12-30 |
Training of Josh Overholt
Cedarville University, Inc. | Undergraduate Degree |
Indiana University | Masters Business Admin |
Statistics
International
United States | 9 |
Operational
Analyst-Equity | 3 |
Corporate Officer/Principal | 3 |
Undergraduate Degree | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 6 |
---|---|
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | 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 |
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Finance |
Investment Counselors of Maryland LLC
Investment Counselors of Maryland LLC Investment ManagersFinance Investment Counselors of Maryland LLC (ICM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 1972 and is a subsidiary of William Blair Investment Management LLC, which is owned by WBC Holdings LP. ICM provides value-oriented, fundamentally based advisory services to institutional investors, collective trust funds, individuals, high net worth individuals, and a mutual fund. | Finance |
First American Funds, Inc. | Miscellaneous |
Electronic Data Systems Corp.
Electronic Data Systems Corp. Information Technology ServicesTechnology Services EDS provides a broad portfolio of business and technology solutions to help its clients worldwide improve their business performance. EDS’ core portfolio comprises information-technology, applications and business process services, as well as information-technology transformation services. EDS’ A.T. Kearney subsidiary is one of the world’s leading high-value management consultancies | Technology Services |
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