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Patrick Mark Gundlach
Comptroller/Controller/Auditor chez
WHEELER REAL ESTATE INVESTMENT TRUST, INC.
Profil
Patrick Mark Gundlach is Chief Accounting Officer & Treasurer at Wheeler Real Estate Investment Trust, Inc. since 2018.
Former roles include Managing Director & Fund Manager at BMO Asset Management Corp., Analyst at Nicholas Co., Inc., Analyst at Mondelez International, Inc., Strategist at Piper Sandler & Co. (Broker), Portfolio Manager at M&I Investment Management Corp.
from 2004 to 2012, and Portfolio Manager at Harris Investment Management, Inc. in 2012.
Education includes undergraduate and graduate degrees from the University of Wisconsin conferred in 2002, and undergraduate studies at James Madison University.
Postes actifs de Patrick Mark Gundlach
| Sociétés | Poste | Début |
|---|---|---|
| WHEELER REAL ESTATE INVESTMENT TRUST, INC. | Comptroller/Controller/Auditor | 14/03/2026 |
Anciens postes connus de Patrick Mark Gundlach
| Sociétés | Poste | Fin |
|---|---|---|
Harris Investment Management, Inc.
 Harris Investment Management, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/05/2012 |
BMO Asset Management Corp.
 BMO Asset Management Corp. Investment ManagersFinance BMO AM actively manages equity, fixed-income, short duration/cash and asset allocation strategies for their clients. The firm employs a variety of security analysis methods in managing client accounts, including fundamental and quantitative (technical) analysis. They provide advice regarding the following types of securities as part of its principal investment strategies: equity securities, debt securities, commercial paper, municipal securities, government securities, mutual funds, ETFs, futures and options contracts, collateralized loans and private placements. | Gestionnaire de Portefeuille-Actions | - |
M&I Investment Management Corp.
 M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates. | Gestionnaire de Portefeuille-Actions | 31/05/2012 |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
| MONDELEZ INTERNATIONAL, INC. | Corporate Officer/Principal | - |
Formation de Patrick Mark Gundlach
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Nicholas Co., Inc.
 Nicholas Co., Inc. Investment ManagersFinance Nicholas Co. employs a fundamental, bottom-up approach to security selection with a long-term investment horizon. Their process focuses on identifying securities offering secular growth characteristics, strong financial bases, reasonable valuations and downside risk. The firm’s long-term approach deemphasizes the short-term impact of day-to-day market volatility and maintains a focus on the long-term potential of the securities in their portfolios. | Finance |
Mondelez International, Inc.
 Mondelez International, Inc. Food: Specialty/CandyConsumer Non-Durables Manufactures and sells biscuits, snacks, chocolates, gums, candies, cheese groceries & beverages | Consumer Non-Durables |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates. | Finance |
Wheeler Real Estate Investment Trust, Inc.
 Wheeler Real Estate Investment Trust, Inc. Real Estate Investment TrustsFinance Acts as a real estate investment trust | Finance |
Harris Investment Management, Inc.
Harris Investment Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
James Madison University
 James Madison University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BMO Asset Management Corp.
BMO Asset Management Corp. Investment ManagersFinance BMO AM actively manages equity, fixed-income, short duration/cash and asset allocation strategies for their clients. The firm employs a variety of security analysis methods in managing client accounts, including fundamental and quantitative (technical) analysis. They provide advice regarding the following types of securities as part of its principal investment strategies: equity securities, debt securities, commercial paper, municipal securities, government securities, mutual funds, ETFs, futures and options contracts, collateralized loans and private placements. | Finance |
