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Profil
Mr. Junkmann joined Integrated Financial Management in July 2005.
He comes to IFM after five years with LaSalle Bank/ABN AMRO in Chicago.
At LaSalle, Mr. Junkmann was part of the commercial lending department where he was responsible for performing financial analysis on a wide variety of companies in many different industries and making judgments on their creditworthiness.
Prior to joining LaSalle, Mr. Junkmann was a project manager in the Mutual Fund Department at Robert W.
Baird in Milwaukee.
He graduated Magna Cum Laude from East Carolina University with a degree in Finance.
He managed to achieve academic excellence while participating on a full athletic scholarship to play on the NCAA Division I East Carolina Baseball Team.
He is currently enrolled at Depaul’s Kellstadt Graduate School of Business working towards his MBA with a concentration in financial analysis.
Anciens postes connus de Jacob J. Junkmann
| Sociétés | Poste | Fin |
|---|---|---|
Integrated Financial Management. Inc.
 Integrated Financial Management. Inc. Investment ManagersFinance Integrated Financial Management (IFM) is a value manager that manages customized portfolios of equity, fixed-income and alternative investments that are based on each client's individual objectives, risk tolerance, time horizon, tax circumstances and liquidity requirements. The firm primarily uses individual securities as opposed to mutual funds, ETFs or other similar types of securities. Though not limited by sector, IFM tends to invest in the stocks of companies of all market-caps in the technology, services, communications and industrial services sectors. IFM selects securities based on their in-house, bottom-up research approach that analyzes companies of all market-caps, industries and sectors. They invest only in companies in which they believe there is a value to be gained. For diversification and to minimize risk and maximize returns, IFM also makes fixed-income and alternative investments. The firm's research process seeks to determine a fair value for an investment and to purchase it at a significant discount to that figure. They carefully monitor investments and employ strict guidelines for action if a stocks price hits certain levels on both the downside and upside. The firm performs in-house fundamental research to identify companies that are undervalued relative to their underlying growth prospects or future earnings potential. IFM does not restrict investments to companies of a certain size or industry. IFM's equity investment strategy is based on basic premises: (1) the value of a business is equal to the present value of its future cash flows and (2) Over time, the price and value of a company will converge. When evaluating an equity investment, the firm seeks to understand the company's balance sheet and income statement, as well as, the company's growth drivers and operational strengths. They look for companies with an established history of operating success with good growth prospects and a sustainable competitive advantage in their industry. IFM also looks for companies with above-average returns on invested capital. Free cash flow is also a significant criterion because it is the means by which management can create shareholder value. Once they have identified a company that meets their criteria, IFM uses a proprietary in-house valuation model to determine its fair price. Based on the determination of the company's intrinsic value, the firm then looks to purchase its stock at a discount to that value. IFM's fixed-income investment strategy is based on the idea that fixed-income investments can play an important role in nearly every portfolio, depending on the client's needs and the investments characteristics. The firm uses fixed-income investments to provide a steady stream of income, to reduce the overall risk level of a portfolio and to preserve capital, particularly when equity markets are weak. IFM seeks to maximize income generation by investing in a variety of fixed-income vehicles including taxable and tax-exempt bonds, agency bonds, inflation-protected bonds, preferred stocks and step-up bonds. To reduce overall portfolio volatility, they invest in high-credit-quality investments that have lower price volatility and a lower chance of default. The types of bonds they invest in are determined based on the current and anticipated future interest rate environment and the average length of time before those bonds mature. IFM also provides access to investments in non-traditional asset classes including hedge funds, fund-of-funds, private-equity funds, real estate and structured products. | Gestionnaire de Portefeuille-Actions | 15/07/2008 |
LaSalle National Bank
 LaSalle National Bank Investment ManagersFinance LaSalle's investment management philosophy is based on controlling risk and volatility while producing long-term wealth accumulation. Their principal goal is to meet investment objectives through a systematic and disciplined approach to the purchase and sale of securities. Their portfolio managers focus on companies with superior earnings growth, stability, with above-average ROE and evidence of sustainable margins. They fuse computer models with quantitative analysis to distill the universe of securities to a list of optimal investments. After a list has been developed, each company is scrutinized to ensure financial strength and the ability to support future growth. | Analyst-Equity | 30/06/2005 |
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Corporate Officer/Principal | - |
Formation de Jacob J. Junkmann
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
8
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
LaSalle National Bank
LaSalle National Bank Investment ManagersFinance LaSalle's investment management philosophy is based on controlling risk and volatility while producing long-term wealth accumulation. Their principal goal is to meet investment objectives through a systematic and disciplined approach to the purchase and sale of securities. Their portfolio managers focus on companies with superior earnings growth, stability, with above-average ROE and evidence of sustainable margins. They fuse computer models with quantitative analysis to distill the universe of securities to a list of optimal investments. After a list has been developed, each company is scrutinized to ensure financial strength and the ability to support future growth. | Finance |
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Finance |
Integrated Financial Management. Inc.
Integrated Financial Management. Inc. Investment ManagersFinance Integrated Financial Management (IFM) is a value manager that manages customized portfolios of equity, fixed-income and alternative investments that are based on each client's individual objectives, risk tolerance, time horizon, tax circumstances and liquidity requirements. The firm primarily uses individual securities as opposed to mutual funds, ETFs or other similar types of securities. Though not limited by sector, IFM tends to invest in the stocks of companies of all market-caps in the technology, services, communications and industrial services sectors. IFM selects securities based on their in-house, bottom-up research approach that analyzes companies of all market-caps, industries and sectors. They invest only in companies in which they believe there is a value to be gained. For diversification and to minimize risk and maximize returns, IFM also makes fixed-income and alternative investments. The firm's research process seeks to determine a fair value for an investment and to purchase it at a significant discount to that figure. They carefully monitor investments and employ strict guidelines for action if a stocks price hits certain levels on both the downside and upside. The firm performs in-house fundamental research to identify companies that are undervalued relative to their underlying growth prospects or future earnings potential. IFM does not restrict investments to companies of a certain size or industry. IFM's equity investment strategy is based on basic premises: (1) the value of a business is equal to the present value of its future cash flows and (2) Over time, the price and value of a company will converge. When evaluating an equity investment, the firm seeks to understand the company's balance sheet and income statement, as well as, the company's growth drivers and operational strengths. They look for companies with an established history of operating success with good growth prospects and a sustainable competitive advantage in their industry. IFM also looks for companies with above-average returns on invested capital. Free cash flow is also a significant criterion because it is the means by which management can create shareholder value. Once they have identified a company that meets their criteria, IFM uses a proprietary in-house valuation model to determine its fair price. Based on the determination of the company's intrinsic value, the firm then looks to purchase its stock at a discount to that value. IFM's fixed-income investment strategy is based on the idea that fixed-income investments can play an important role in nearly every portfolio, depending on the client's needs and the investments characteristics. The firm uses fixed-income investments to provide a steady stream of income, to reduce the overall risk level of a portfolio and to preserve capital, particularly when equity markets are weak. IFM seeks to maximize income generation by investing in a variety of fixed-income vehicles including taxable and tax-exempt bonds, agency bonds, inflation-protected bonds, preferred stocks and step-up bonds. To reduce overall portfolio volatility, they invest in high-credit-quality investments that have lower price volatility and a lower chance of default. The types of bonds they invest in are determined based on the current and anticipated future interest rate environment and the average length of time before those bonds mature. IFM also provides access to investments in non-traditional asset classes including hedge funds, fund-of-funds, private-equity funds, real estate and structured products. | Finance |
East Carolina University
 East Carolina University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
