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Profil
Mr. Chad E.
Klatt, CFA, is a Portfolio Manager at Foundry Partners LLC (Minnesota).
Mr. Klatt was previously employed as Senior Analyst & Associate Portfolio Manager by Cornerstone Capital Management LLC, a Research Associate by Jeffrey Slocum & Associates, Inc., and a Research Analyst by Piper Jaffray & Co. (Broker).
He has over 14 years of experience.
Mr. Klatt graduated as the Valedictorian of the Finance Department from the University of Northern Iowa with a B.A. in Finance.
He is a CFA charterholder.
Anciens postes connus de Chad Everett Klatt
| Sociétés | Poste | Fin |
|---|---|---|
Cornerstone Capital Management LLC
 Cornerstone Capital Management LLC Investment ManagersFinance Cornerstone Capital Management (CCM) is a large-cap growth investment manager. The firm's services include the management of US equity, US fixed-income and US balanced portfolios. CCM's selection of fixed-income investments is based on each client's investment objectives and risk tolerance and may include tax-exempt and/or taxable securities. CCM seeks to achieve long-term investment success for their clients by identifying underappreciated opportunities. The firm looks for high-quality, fundamentally strong companies with significant growth opportunities that are undervalued in the market. Stock selection is also based on the fundamentals of revenue, earnings, cash flow and the quality of management. Sector allocation is a by-product of individual stock selection. CCM invests mainly in stocks that are traded on the US exchanges or markets. The firm focuses on investments in the following sectors: (1) consumer (2) energy (3) financials (4) healthcare (5) industrials and (6) information technology. | Analyst-Equity | 01/01/2013 |
Foundry Partners LLC (Minnesota)
 Foundry Partners LLC (Minnesota) Investment ManagersFinance Foundry Partners offers a variety of value strategies filling in multiple areas within the capitalization spectrum. While each strategy is distinct, they all seek time-tested low-multiple value characteristics and use fundamental analysis in their decision making. | Gestionnaire de Portefeuille-Actions | - |
Jeffrey Slocum & Associates, Inc.
 Jeffrey Slocum & Associates, Inc. Investment ManagersFinance Provides investment consulting services for institutional funds | Corporate Officer/Principal | - |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 30/04/2006 |
Formation de Chad Everett Klatt
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
37
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Cornerstone Capital Management LLC
Cornerstone Capital Management LLC Investment ManagersFinance Cornerstone Capital Management (CCM) is a large-cap growth investment manager. The firm's services include the management of US equity, US fixed-income and US balanced portfolios. CCM's selection of fixed-income investments is based on each client's investment objectives and risk tolerance and may include tax-exempt and/or taxable securities. CCM seeks to achieve long-term investment success for their clients by identifying underappreciated opportunities. The firm looks for high-quality, fundamentally strong companies with significant growth opportunities that are undervalued in the market. Stock selection is also based on the fundamentals of revenue, earnings, cash flow and the quality of management. Sector allocation is a by-product of individual stock selection. CCM invests mainly in stocks that are traded on the US exchanges or markets. The firm focuses on investments in the following sectors: (1) consumer (2) energy (3) financials (4) healthcare (5) industrials and (6) information technology. | Finance |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Northern Iowa
 University of Northern Iowa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Jeffrey Slocum & Associates, Inc.
Jeffrey Slocum & Associates, Inc. Investment ManagersFinance Provides investment consulting services for institutional funds | Finance |
Foundry Partners LLC (Minnesota)
Foundry Partners LLC (Minnesota) Investment ManagersFinance Foundry Partners offers a variety of value strategies filling in multiple areas within the capitalization spectrum. While each strategy is distinct, they all seek time-tested low-multiple value characteristics and use fundamental analysis in their decision making. | Finance |
