Profil
Mr. John C.
Doak, CFA, is a Research Analyst at Riverwater Partners LLC.
he is responsible for manager selection and asset allocation research and provides research support to the Riverwater analysts.
Prior to joining Riverwater, he worked as a Research and Due Diligence analyst within U.S.
Bank’s Asset Management Group for 3 years primarily covering international and emerging markets equity managers and municipal fixed income.
He earned his bachelor’s degree in Economics with a minor in statistics from Macalester College and received his Charter Financial Analyst designation in 2022.
Aktive Positionen von Connor Doak
| Unternehmen | Position | Beginn |
|---|---|---|
Riverwater Partners LLC
 Riverwater Partners LLC Investment ManagersFinance Riverwater Partners LLC (Riverwater) is an independent, SEC-registered socially responsible investment advisory firm headquartered in Milwaukee, Wisconsin. The firm was founded by Laura and Adam Peck in April 2016 and in 2018 became the first certified B-Corporation in Milwaukee. Riverwater manages socially responsible investments for individual, families, consultants, financial advisors, and foundations. | Analyst-Equity | 01.04.2021 |
Ausbildung von Connor Doak
| Macalester College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Riverwater Partners LLC
Riverwater Partners LLC Investment ManagersFinance Riverwater Partners LLC (Riverwater) is an independent, SEC-registered socially responsible investment advisory firm headquartered in Milwaukee, Wisconsin. The firm was founded by Laura and Adam Peck in April 2016 and in 2018 became the first certified B-Corporation in Milwaukee. Riverwater manages socially responsible investments for individual, families, consultants, financial advisors, and foundations. | Finance |
