Profil
Mr. Jeffrey A. Hakala, CFA MBA, is an Independent Director at Conifer Holdings, Inc. and a Chief Executive Officer & Co-Chief Investment Officer at Clarkston Capital Partners LLC.
He is on the Board of Directors at Conifer Holdings, Inc. and Waterford Bancorp, Inc.
Prior to forming Clarkston, he served as a portfolio manager for Seger-Elvekrog, Inc. and Investment Counsel, Inc. He served as a member of the Audit and Advisory Services Group of Arthur Andersen, LLP prior to his roles in portfolio management.
In addition, he has held other roles as an associate adjunct professor for studies in financial statement analysis and as a seminar leader.
He holds a Bachelor of Business Administration and Master of Business Administration from Michigan State University.
Postes actifs de Jeff Hakala
| Sociétés | Poste | Début |
|---|---|---|
| PRESURANCE HOLDINGS, INC. | Directeur/Membre du Conseil | 19/03/2018 |
Clarkston Capital Partners LLC
Clarkston Capital Partners LLC Investment ManagersFinance Clarkston manages small-, medium-, and large-capitalization, US dollar-denominated, concentrated, long-term equity portfolios using a “quality value” philosophy. They implement their philosophy through disciplined purchasing only at a time when a quality company trades at a reasonable discount to their estimate of intrinsic value. | Directeur Général | 01/01/2007 |
Waterford Bancorp, Inc.
Waterford Bancorp, Inc. Major BanksFinance Operates as a bank holding company whose subsidiaries provides national banking services | Directeur/Membre du Conseil | - |
Clarkston Co., Inc. | President | - |
Anciens postes connus de Jeff Hakala
| Sociétés | Poste | Fin |
|---|---|---|
| CLARKSTON FINANCIAL CORPORATION | Président | - |
Clarkston State Bank
Clarkston State Bank Regional BanksFinance State chartered commercial bank | Directeur/Membre du Conseil | - |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | - |
Investment Counsel, Inc.
Investment Counsel, Inc. Investment ManagersFinance Investment Counsel employs a traditional investment approach that focuses on the preservation of the purchasing power of principal and income and consistent long-term growth that outperforms the general market. The firm invests in high-quality stocks and bonds with a focus on returns. They tend to hold onto these securities for extended periods, which reduces turnover and creates tax-efficient portfolios. Their proprietary research models focus on micro factors rather than trying to predict overall market trends. | Corporate Officer/Principal | - |
Provident Investment Management, Inc.
Provident Investment Management, Inc. Investment ManagersFinance Provident employs a disciplined, balanced growth investment approach. The firm invests in equities and fixed-income securities. Their equity management strategy involves the pursuit of sustained growth in earnings per share at a reasonable share price. It is further identified as a bottom up approach that begins with a deep assessment of each company’s operations from a financial point of view. Fixed income investments are made using an approach of laddered maturities of high-quality taxable or tax-exempt securities as appropriate. | Corporate Officer/Principal | - |
Formation de Jeff Hakala
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Clarkston Financial Corp.
Clarkston Financial Corp. Regional BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Finance |
Waterford Bancorp, Inc.
Waterford Bancorp, Inc. Major BanksFinance Operates as a bank holding company whose subsidiaries provides national banking services | Finance |
Conifer Holdings, Inc.
Conifer Holdings, Inc. Property/Casualty InsuranceFinance Operates as a holding company with interest in providing personal and commercial property, casualty and other insurance products | Finance |
Michigan State University
Michigan State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Provident Investment Management, Inc.
Provident Investment Management, Inc. Investment ManagersFinance Provident employs a disciplined, balanced growth investment approach. The firm invests in equities and fixed-income securities. Their equity management strategy involves the pursuit of sustained growth in earnings per share at a reasonable share price. It is further identified as a bottom up approach that begins with a deep assessment of each company’s operations from a financial point of view. Fixed income investments are made using an approach of laddered maturities of high-quality taxable or tax-exempt securities as appropriate. | Finance |
Clarkston State Bank
Clarkston State Bank Regional BanksFinance State chartered commercial bank | Finance |
Investment Counsel, Inc.
Investment Counsel, Inc. Investment ManagersFinance Investment Counsel employs a traditional investment approach that focuses on the preservation of the purchasing power of principal and income and consistent long-term growth that outperforms the general market. The firm invests in high-quality stocks and bonds with a focus on returns. They tend to hold onto these securities for extended periods, which reduces turnover and creates tax-efficient portfolios. Their proprietary research models focus on micro factors rather than trying to predict overall market trends. | Finance |
Clarkston Capital Partners LLC
Clarkston Capital Partners LLC Investment ManagersFinance Clarkston manages small-, medium-, and large-capitalization, US dollar-denominated, concentrated, long-term equity portfolios using a “quality value” philosophy. They implement their philosophy through disciplined purchasing only at a time when a quality company trades at a reasonable discount to their estimate of intrinsic value. | Finance |
Clarkston Co., Inc. |
















