Earl R. DeLaet
Analyst-Equity chez Uniplan Investment Counsel, Inc.
Profil
Mr. Earl R.
DeLaet, CFA, is a Senior Research Analyst at Uniplan Investment Counsel, Inc. He joined Uniplan in January 2018 as a Senior Research Analyst.
He brings his experience as an investment banking and equity analyst to Uniplan.
With over 20 years of experience in the investment business, Mr. DeLaet's career has included working at BC Ziegler, Firstar Investment Research & Management Company, Nicholas Funds and most recently as a Senior Equity Analyst at BMO Global Wealth Management.
He has a BBA–Accounting degree from the University of Wisconsin – Milwaukee.
He is a Chartered Financial Analyst.
Postes actifs de Earl R. DeLaet
| Sociétés | Poste | Début |
|---|---|---|
Uniplan Investment Counsel, Inc.
 Uniplan Investment Counsel, Inc. Investment ManagersFinance Uniplan Investment Counsel, Inc. (Uniplan) is an independent, SEC-registered investment advisor headquartered in Union Grove, Wisconsin. UIC was founded by Richard Imperiale in 2010. Uniplan provides sophisticated, specialized investment advisory management, sub-advisory and portfolio modeling services, on both a discretionary and nondiscretionary basis, to private and institutional investor clients. | Analyst-Equity | 01/01/2018 |
Anciens postes connus de Earl R. DeLaet
| Sociétés | Poste | Fin |
|---|---|---|
M&I Investment Management Corp.
 M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Analyst-Equity | 31/05/2012 |
Nicholas Co., Inc.
 Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Analyst-Equity | 31/12/2007 |
| Firstar Investment Research & Management Co. (WI) | Corporate Officer/Principal | - |
| THE ZIEGLER COMPANIES, INC. | Corporate Officer/Principal | 31/12/1996 |
BMO Asset Management Corp.
 BMO Asset Management Corp. Investment ManagersFinance BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients. | Analyst-Equity | - |
Formation de Earl R. DeLaet
| University of Wisconsin | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
| Firstar Investment Research & Management Co. (WI) | Finance |
Nicholas Co., Inc.
Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Finance |
Ziegler Cos., Inc.
 Ziegler Cos., Inc. Investment Banks/BrokersFinance Ziegler Cos., Inc. engages in the provision of investment banking services for the healthcare, senior living, religion, and education sectors. It operates through the following segments: Institutional, Wealth Management, and Corporate. The Institutional segment consists of investment banking, corporate finance, financial advisory, fixed income institutional sales and trading, private placement, and financial services. The Wealth Management segment offers financial products and financial planning services through its retail branch distribution network. The Corporate segment includes company's proprietary investing and financing activities. The company was founded by Ben Ziegler in 1902 and is headquartered in Chicago, IL. | Finance |
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Finance |
Uniplan Investment Counsel, Inc.
Uniplan Investment Counsel, Inc. Investment ManagersFinance Uniplan Investment Counsel, Inc. (Uniplan) is an independent, SEC-registered investment advisor headquartered in Union Grove, Wisconsin. UIC was founded by Richard Imperiale in 2010. Uniplan provides sophisticated, specialized investment advisory management, sub-advisory and portfolio modeling services, on both a discretionary and nondiscretionary basis, to private and institutional investor clients. | Finance |
BMO Asset Management Corp.
BMO Asset Management Corp. Investment ManagersFinance BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients. | Finance |