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Jared Perry Plotz
Directeur de la Recherche - Actions chez
Ulland Investment Advisors LLC
Profil
Mr. Jared P.
Plotz, CFA MBA, is a Director of Research & Portfolio Manager at Ulland Investment Advisors LLC.
He joined Ulland Investment Advisors in January 2017.
He leads the analyst team in looking for new ideas and monitoring portfolio positions.
Prior to UIA, he worked for Cornerstone Capital Management LLC as an analyst since April 2013.
He was responsible for coverage of the Energy, Materials, and Industrials sectors and for supporting research coverage across other industries.
Prior to joining Cornerstone, he was a sell-side Global Automotive & Truck Analyst at Robert W.
Baird from 2011-2013, where he helped expand analysis of global industry trends.
His other previous investment roles included positions at Leuthold Weeden Capital Management and Ulland Investment Advisors (in 2008), with experience in the Healthcare and Energy sectors.
He received his undergraduate degree from Carleton College and an MBA from Henry B. Tippie College of Business.
He is a CFA charterholder and a member of the CFA Society of Minnesota as well as the Economic Club of Minnesota.
Postes actifs de Jared Perry Plotz
| Sociétés | Poste | Début |
|---|---|---|
Ulland Investment Advisors LLC
 Ulland Investment Advisors LLC Investment ManagersFinance UIA offers five investment strategies (Intelligent Fixed Income, Intelligent Fixed Income IG, Defensive Growth, Intelligent Blend and Strategic Equity) which seek to achieve above-market returns through a combination of growth and income. Client portfolio is tailor-made to match both their risk tolerance and return expectations. | Directeur de la Recherche - Actions | 01/01/2017 |
Anciens postes connus de Jared Perry Plotz
| Sociétés | Poste | Fin |
|---|---|---|
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 28/02/2013 |
Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance UIA offers five investment strategies (Intelligent Fixed Income, Intelligent Fixed Income IG, Defensive Growth, Intelligent Blend and Strategic Equity) which seek to achieve above-market returns through a combination of growth and income. Client portfolio is tailor-made to match both their risk tolerance and return expectations. | Corporate Officer/Principal | 01/09/2008 |
The Leuthold Group LLC (Investment Management)
 The Leuthold Group LLC (Investment Management) Investment ManagersFinance LWCM seeks capital appreciation and income. Their investment approach focuses on quantitative measures of value combined with the identification of fundamental and technical trends. | Corporate Officer/Principal | - |
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 | - |
Formation de Jared Perry Plotz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
80
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
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 |
The Leuthold Group LLC (Investment Management)
The Leuthold Group LLC (Investment Management) Investment ManagersFinance LWCM seeks capital appreciation and income. Their investment approach focuses on quantitative measures of value combined with the identification of fundamental and technical trends. | Finance |
Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance UIA offers five investment strategies (Intelligent Fixed Income, Intelligent Fixed Income IG, Defensive Growth, Intelligent Blend and Strategic Equity) which seek to achieve above-market returns through a combination of growth and income. Client portfolio is tailor-made to match both their risk tolerance and return expectations. | Finance |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Carleton College
 Carleton College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Henry B. Tippie College of Business
 Henry B. Tippie College of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
