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James Edward Habanek
Corporate Officer/Principal chez
Salem Trust Co.
Profil
James Edward Habanek is currently a Senior Vice President at Salem Trust Co. He previously worked as a Vice President at Ziegler Cos., Inc. and CIB Marine Bancshares, Inc. He was also a Senior Vice President & Portfolio Manager at Pennant Management, Inc. from 2008 to 2014.
Additionally, he worked as a Senior Vice President at GreatBanc Trust Co. (Investment Management).
Habanek received his undergraduate degree from the University of Wisconsin and the University of Illinois.
He also holds an MBA from the University of Minnesota.
Postes actifs de James Edward Habanek
| Sociétés | Poste | Début |
|---|---|---|
Salem Trust Co.
 Salem Trust Co. Investment Trusts/Mutual FundsMiscellaneous Operates an investment trust | Corporate Officer/Principal | 01/01/2008 |
Anciens postes connus de James Edward Habanek
| Sociétés | Poste | Fin |
|---|---|---|
Pennant Management, Inc.
 Pennant Management, Inc. Investment ManagersFinance Pennant Management employs a disciplined, flexible, global tactical asset allocation investment approach that is based on fundamental and technical analysis and seeks to meet each client's investment objectives regarding total return, risk tolerance, liquidity, time horizon and tax considerations. The firm also offers a variety of specialized and broad-based financial consulting services through their proprietary CFO a la Carte program. In general, the firm tends to invest in the stocks of US companies in the producer manufacturing, energy minerals, electronic technology, retail and technology services sectors. Pennant invests across all market-caps. Pennant's equity selection process utilizes market models that seek statistically significant valuation anomalies in the capital markets. They use ETFs and mutual funds to target specific asset classes, market sectors or geographic regions that exhibit noticeable value relative to the market. The firm seeks appropriate portfolio diversification while minimizing both explicit and implicit trading costs. The firm's fixed-income strategy focuses on active management of high quality short and intermediate bonds with average maturities of 1 to 5 years. Pennant addresses liquidity needs, ranging from one day to one year, with low volatility, highly liquid money market instruments including a proprietary Repurchase Agreement. Pennant's Alternative Equity strategy uses active management to achieve advantages over static asset allocation. The strategy is designed to make money when the market moves higher and to protect money when the market declines. | Portfolio Manager-Fixed Income | 23/10/2014 |
| CIB MARINE BANCSHARES, INC. | Corporate Officer/Principal | - |
| THE ZIEGLER COMPANIES, INC. | Corporate Officer/Principal | - |
GreatBanc Trust Co. (Investment Management)
 GreatBanc Trust Co. (Investment Management) Investment ManagersFinance GreatBanc-IM specializes in employee stock ownership plans (ESOPs). The firm’s wealth management strategies seek to preserve and enhance the wealth their clients. It offers customized strategies that consider each client's present and future financial goals, tax sensitivity, financial and non-financial objectives and risk tolerance. Their research-driven process is based on fundamental and technical analyses. | Portfolio Manager-Fixed Income | - |
Formation de James Edward Habanek
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
10
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Ziegler Cos., Inc.
 Ziegler Cos., Inc. Investment Banks/BrokersFinance Provides investment banking credit structures and advisory services | Finance |
CIB Marine Bancshares, Inc.
 CIB Marine Bancshares, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Finance |
Pennant Management, Inc.
Pennant Management, Inc. Investment ManagersFinance Pennant Management employs a disciplined, flexible, global tactical asset allocation investment approach that is based on fundamental and technical analysis and seeks to meet each client's investment objectives regarding total return, risk tolerance, liquidity, time horizon and tax considerations. The firm also offers a variety of specialized and broad-based financial consulting services through their proprietary CFO a la Carte program. In general, the firm tends to invest in the stocks of US companies in the producer manufacturing, energy minerals, electronic technology, retail and technology services sectors. Pennant invests across all market-caps. Pennant's equity selection process utilizes market models that seek statistically significant valuation anomalies in the capital markets. They use ETFs and mutual funds to target specific asset classes, market sectors or geographic regions that exhibit noticeable value relative to the market. The firm seeks appropriate portfolio diversification while minimizing both explicit and implicit trading costs. The firm's fixed-income strategy focuses on active management of high quality short and intermediate bonds with average maturities of 1 to 5 years. Pennant addresses liquidity needs, ranging from one day to one year, with low volatility, highly liquid money market instruments including a proprietary Repurchase Agreement. Pennant's Alternative Equity strategy uses active management to achieve advantages over static asset allocation. The strategy is designed to make money when the market moves higher and to protect money when the market declines. | Finance |
GreatBanc Trust Co. (Investment Management)
GreatBanc Trust Co. (Investment Management) Investment ManagersFinance GreatBanc-IM specializes in employee stock ownership plans (ESOPs). The firm’s wealth management strategies seek to preserve and enhance the wealth their clients. It offers customized strategies that consider each client's present and future financial goals, tax sensitivity, financial and non-financial objectives and risk tolerance. Their research-driven process is based on fundamental and technical analyses. | Finance |
Salem Trust Co.
Salem Trust Co. Investment Trusts/Mutual FundsMiscellaneous Operates an investment trust | Miscellaneous |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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