Profil
Mark Arthur Elste was the founder of Pennant Management, Inc. (1992), holding the title of Chief Executive Officer from 2012 to 2015.
Current jobs include Chairman at CIB Marine Bancshares, Inc. since 2015, Chairman at CIBM Bank since 2015, Director at Salem Trust Co. since 2014, and Chief Operating Officer & Senior Executive VP at U.S.
Fiduciary Services, Inc. since 2012.
Former job includes Chief Investment Officer at Banc One Investment Advisors.
Education includes undergraduate and MBA degrees from the University of Wisconsin.
Postes actifs de Mark Arthur Elste
| Sociétés | Poste | Début |
|---|---|---|
| CIB MARINE BANCSHARES, INC. | Président | 31/10/2015 |
U.S. Fiduciary Services, Inc.
U.S. Fiduciary Services, Inc. Investment Trusts/Mutual FundsMiscellaneous Operates investment trusts | Directeur des opérations | 01/01/2004 |
Salem Trust Co.
Salem Trust Co. Investment Trusts/Mutual FundsMiscellaneous Operates an investment trust | Directeur/Membre du Conseil | 06/02/2014 |
CIBM Bank
CIBM Bank Regional BanksFinance Operates as a state chartered commercial bank | Président | 31/10/2015 |
Anciens postes connus de Mark Arthur Elste
| 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. | Directeur Général | 28/05/2015 |
Banc One Investment Advisors
Banc One Investment Advisors Major BanksFinance A team of portfolio managers, research analysts and traders is responsible for the management of each equity portfolio. They employ a bottom-up approach, using proprietary research to analyze and evaluate securities on a stock-by-stock basis. The research process begins with a diverse universe of companies. For each company in the universe, analysts develop earnings and revenue estimates. The analysts use those forecasts to calculate 13 value, growth and risk variables, which are used to rank each stock. Using the forecast and ranking information, the analysts then code the stocks on a 5-point scale - from 1, which is the most attractive to 5, which is the least attractive. The equity teams review the recommendations and create an overall assessment of the stock. The teams select stocks for the portfolios that are attractively priced with improving fundamentals. In choosing fixed income securities, BOIA seeks to avoid market timing and interest rate speculation in favor of strategies providing more consistent value over time. The teams construct the portfolios by using a process that combines specific security selection with macro bond market factors. The firm's fixed income teams actively manage all aspects of the fixed income market using risk-management techniques to minimize volatility and add value through yield curve, sector, issue and duration decisions. | Directeur en chef des Investissements | 31/12/1991 |
Formation de Mark Arthur Elste
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 | 7 |
|---|---|
CIB Marine Bancshares, Inc.
CIB Marine Bancshares, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Finance |
Banc One Investment Advisors
Banc One Investment Advisors Major BanksFinance A team of portfolio managers, research analysts and traders is responsible for the management of each equity portfolio. They employ a bottom-up approach, using proprietary research to analyze and evaluate securities on a stock-by-stock basis. The research process begins with a diverse universe of companies. For each company in the universe, analysts develop earnings and revenue estimates. The analysts use those forecasts to calculate 13 value, growth and risk variables, which are used to rank each stock. Using the forecast and ranking information, the analysts then code the stocks on a 5-point scale - from 1, which is the most attractive to 5, which is the least attractive. The equity teams review the recommendations and create an overall assessment of the stock. The teams select stocks for the portfolios that are attractively priced with improving fundamentals. In choosing fixed income securities, BOIA seeks to avoid market timing and interest rate speculation in favor of strategies providing more consistent value over time. The teams construct the portfolios by using a process that combines specific security selection with macro bond market factors. The firm's fixed income teams actively manage all aspects of the fixed income market using risk-management techniques to minimize volatility and add value through yield curve, sector, issue and duration decisions. | 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 |
U.S. Fiduciary Services, Inc.
U.S. Fiduciary Services, Inc. Investment Trusts/Mutual FundsMiscellaneous Operates investment trusts | Miscellaneous |
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 |
CIBM Bank
CIBM Bank Regional BanksFinance Operates as a state chartered commercial bank | Finance |
















