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Profil
Monte Lew Avery worked as a Principal at PaineWebber, Inc. in 1981, at Dean Witter Reynolds, Inc. from 1982 to 1988, at Bremer Bank, NA (Willmar, Minnesota) from 1988 to 1994, at Integrity Mutual Funds, Inc. in 1995, and as a Senior Portfolio Manager at Viking Fund Management LLC from 2009 to 2020.
He also worked as a Portfolio Manager at Integrity Money Management, Inc. Mr. Avery received his undergraduate degree from Minot State University in 1980.
Anciens postes connus de Monte Lew Avery
| Sociétés | Poste | Fin |
|---|---|---|
Viking Fund Management LLC
 Viking Fund Management LLC Investment ManagersFinance Viking Fund Management provides discretionary portfolio management services to the Integrity Viking Family of Funds. The funds offer a broad range of equity, fixed income and municipal bond strategies. | Portfolio Manager-Fixed Income | 13/07/2020 |
Integrity Mutual Funds, Inc.
 Integrity Mutual Funds, Inc. Investment ManagersFinance Operates a financial holding company | Corporate Officer/Principal | 01/01/1995 |
Bremer Bank, NA (Willmar, Minnesota)
 Bremer Bank, NA (Willmar, Minnesota) Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | 31/12/1992 |
Dean Witter Reynolds, Inc.
 Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Corporate Officer/Principal | 01/01/1988 |
PaineWebber, Inc.
 PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Analyst-Equity | 31/12/1981 |
Formation de Monte Lew Avery
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
73
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Integrity Mutual Funds, Inc.
Integrity Mutual Funds, Inc. Investment ManagersFinance Operates a financial holding company | Finance |
Viking Fund Management LLC
Viking Fund Management LLC Investment ManagersFinance Viking Fund Management provides discretionary portfolio management services to the Integrity Viking Family of Funds. The funds offer a broad range of equity, fixed income and municipal bond strategies. | Finance |
Integrity Money Management, Inc.
 Integrity Money Management, Inc. Investment ManagersFinance Integrity manages state-specific municipal bond funds. They employ a value-oriented strategy that seeks higher-yielding bonds offering the potential for above-average returns. They also manage investments in high-yield corporate bonds, utilizing a fundamental bottom-up strategy that seeks to provide above average returns in a risk-managed mutual fund. The firm's equity investment approach is value-oriented and focuses on buying companies with good growth prospects and high returns on capital that are trading at a discount to their fair value. They look for stocks with enough dividend income to reduce the overall volatility of the stock price. In general, Integrity invests in the stocks of US large-cap companies in the producer manufacturing, health technology and utilities sectors. | Finance |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
Dean Witter Reynolds, Inc.
Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Finance |
Minot State University
 Minot State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bremer Bank, NA (Willmar, Minnesota)
Bremer Bank, NA (Willmar, Minnesota) Major BanksFinance Nationally chartered commercial bank | Finance |
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