Pete Klingelhofer
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Profil
Peter Elliott Klingelhofer worked as an International Research Analyst at Heartland Advisors, Inc. from 2014 to 2015.
He then worked as a Portfolio Manager at JPMorgan Investment Management, Inc. from 2015 to 2020.
Prior to that, he worked as an Assistant Portfolio Manager at State Teachers Retirement System of Ohio from 2011 to 2013.
He also worked as a Geologist at GZA GeoEnvironmental, Inc. in 1996.
He is currently the Chief Investment Officer at WealthStone Family Office LLC.
Mr. Klingelhofer received his undergraduate degree from Washington & Lee University in 1992.
Anciens postes connus de Pete Klingelhofer
| Sociétés | Poste | Fin |
|---|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Analyst-Equity | 01/02/2020 |
Heartland Advisors, Inc.
 Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients. | Analyst-Equity | 01/03/2015 |
State Teachers Retirement System of Ohio
 State Teachers Retirement System of Ohio Investment ManagersFinance The State Teachers Retirement System of Ohio (STRS Ohio) is a State-owned pension fund management firm headquartered in Columbus, Ohio. The firm was founded in 1919 and manages pension assets for active, inactive and retired Ohio public educators. STRS Ohio operates under the guidelines of Chapter 3307 of the Ohio Revised Code as enacted by the Ohio General Assembly. They are legally separated from and fiscally independent of state and local governments. | Portfolio Manager-Equities | 31/12/2013 |
GZA GeoEnvironmental, Inc.
 GZA GeoEnvironmental, Inc. Engineering & ConstructionIndustrial Services GZA GeoEnvironmental, Inc. provides geotechnical, environmental, water, ecological, and construction management services to private and public clients. The firm offers building and property services, contractor services, sustainability services, site and civil engineering and design, and data management and visualization solutions. The company was founded by Donald T. Goldberg and William S. Zoino in 1964 and is headquartered in Norwood, MA. | Corporate Officer/Principal | 01/01/1996 |
WealthStone Family Office LLC
 WealthStone Family Office LLC Investment ManagersFinance WealthStone Family Office LLC (does business as WealthStone Advisors) is a registered investment adviser and wealth management firm founded in 1977. The firm is a direct subsidiary of WealthStone Holdings, Inc. Headquartered in Columbus, Ohio, WealthStone Advisors provides investment advisory services to individuals (other than high-net worth individuals); high-net worth individuals; businesses; charitable organizations; pension and profit-sharing plans (other than plan participants); and corporations, trusts, or other businesses. | Chief Investment Officer | - |
Formation de Pete Klingelhofer
| Washington & Lee University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Heartland Advisors, Inc.
Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients. | Finance |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
State Teachers Retirement System of Ohio
State Teachers Retirement System of Ohio Investment ManagersFinance The State Teachers Retirement System of Ohio (STRS Ohio) is a State-owned pension fund management firm headquartered in Columbus, Ohio. The firm was founded in 1919 and manages pension assets for active, inactive and retired Ohio public educators. STRS Ohio operates under the guidelines of Chapter 3307 of the Ohio Revised Code as enacted by the Ohio General Assembly. They are legally separated from and fiscally independent of state and local governments. | Finance |
GZA GeoEnvironmental, Inc.
GZA GeoEnvironmental, Inc. Engineering & ConstructionIndustrial Services GZA GeoEnvironmental, Inc. provides geotechnical, environmental, water, ecological, and construction management services to private and public clients. The firm offers building and property services, contractor services, sustainability services, site and civil engineering and design, and data management and visualization solutions. The company was founded by Donald T. Goldberg and William S. Zoino in 1964 and is headquartered in Norwood, MA. | Industrial Services |
WealthStone Family Office LLC
WealthStone Family Office LLC Investment ManagersFinance WealthStone Family Office LLC (does business as WealthStone Advisors) is a registered investment adviser and wealth management firm founded in 1977. The firm is a direct subsidiary of WealthStone Holdings, Inc. Headquartered in Columbus, Ohio, WealthStone Advisors provides investment advisory services to individuals (other than high-net worth individuals); high-net worth individuals; businesses; charitable organizations; pension and profit-sharing plans (other than plan participants); and corporations, trusts, or other businesses. | Finance |
