Geoff Penn
Fondateur chez North Star Asset Management, Inc.
Profil
Mr. Geoffry A.
Penn, CFA, is a Managing Director at North Star Asset Management, Inc. He is also a Founding Principal of North Star Asset Management.
Mr. Penn had been a Trust Investment Officer at Associated Bank from 1990 to 1996.
While at Associated Bank, he managed the Bond Funds and co-managed the Capital Appreciation Funds.
Mr. Penn is a 1990 graduate of the University of Wisconsin-Madison with a BBA Degree in Finance, Investments and Banking.
He is a Chartered Financial Analyst charterholder and a member of the CFA Institute.
Postes actifs de Geoff Penn
Sociétés | Poste | Début |
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North Star Asset Management, Inc.
North Star Asset Management, Inc. Investment ManagersFinance North Star Asset Management, Inc. (NSAM) is an independent, SEC-registered investment advisor headquartered in Neenah, Wisconsin. The firm was founded in 1996 by Kenneth Brusda, Michael Flesch, Geoffry Penn, David Risgaard and Eric Richter. NSAM provides investment advice on a discretionary/non-discretionary basis to individual and institutional clients. | Fondateur | 01/01/1996 |
Anciens postes connus de Geoff Penn
Sociétés | Poste | Fin |
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ASSOCIATED BANC-CORP | Portfolio Manager-Fixed Income | 31/12/1995 |
Formation de Geoff Penn
University of Wisconsin | Undergraduate Degree |
Expériences
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Sociétés liées
Sociétés cotées | 1 |
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ASSOCIATED BANC-CORP | Finance |
Entreprise privées | 1 |
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North Star Asset Management, Inc.
North Star Asset Management, Inc. Investment ManagersFinance North Star Asset Management, Inc. (NSAM) is an independent, SEC-registered investment advisor headquartered in Neenah, Wisconsin. The firm was founded in 1996 by Kenneth Brusda, Michael Flesch, Geoffry Penn, David Risgaard and Eric Richter. NSAM provides investment advice on a discretionary/non-discretionary basis to individual and institutional clients. | Finance |