Derek Joseph Pawlak
Analyst-Equity bei Oarsman Capital, Inc.
Profil
Derek Joseph Pawlak is currently a Portfolio Manager & Senior Research Analyst at Oarsman Capital, Inc. He was previously a Portfolio Manager at Heartland Advisors, Inc. in 2001, a Vice President at Ziegler Capital Management LLC (Old) from 2002 to 2006, and a Portfolio Manager at Geneva Capital Management LLC from 2007 to 2022.
He received his undergraduate degree from Carroll College (Montana) and another undergraduate degree from the University of Wisconsin.
He also earned an MBA from Marquette University in 1992.
Aktive Positionen von Derek Joseph Pawlak
Unternehmen | Position | Beginn |
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Oarsman Capital, Inc.
Oarsman Capital, Inc. Investment ManagersFinance Oarsman Capital, Inc. is an independent registered investment advisor headquartered in Milwaukee, Wisconsin with an additional office in Prairie du Sac and Brookfield. The firm was founded by Robert Phelps and Alan Purintun in 2000. Oarsman Capital provides investment management services, mutual fund/exchange-traded fund portfolios, and retirement plan advisory services to a variety of retail and institutional clients. | Analyst-Equity | 01.07.2022 |
Ehemalige bekannte Positionen von Derek Joseph Pawlak
Unternehmen | Position | Ende |
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Geneva Capital Management LLC
Geneva Capital Management LLC Investment ManagersFinance Geneva Capital Management LLC (Geneva) is SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by William Priebe and Amy Croen in 1987. They were acquired by GCM Purchaser LLC, which is ultimately owned by Geneva Management LLC. Geneva offers discretionary and non-discretionary portfolio management services to institutions and high-net-worth individuals. | Analyst-Equity | 01.07.2022 |
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. | Portfolio Manager-Aktien | 31.12.2001 |
Ziegler Capital Management LLC (Old)
Ziegler Capital Management LLC (Old) Investment ManagersFinance Founded in 1902, Ziegler Capital Management LLC is a registered investment advisor located in Chicago with additional offices in West Bend, Wisconsin, Milwaukee, Wisconsin and Grand Rapids, Michigan. The firm provides investment advisory services to company-sponsored mutual funds and managed account services for individual and institutional clients including foundations, endowment funds, corporations, institutions and businesses. Ziegler also offers their proprietary North Track funds | Portfolio Manager-Fixed Income | 31.12.2006 |
Ausbildung von Derek Joseph Pawlak
Carroll College (Montana) | Undergraduate Degree |
Marquette University | Masters Business Admin |
University of Wisconsin | 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 | 4 |
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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 |
Geneva Capital Management LLC
Geneva Capital Management LLC Investment ManagersFinance Geneva Capital Management LLC (Geneva) is SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by William Priebe and Amy Croen in 1987. They were acquired by GCM Purchaser LLC, which is ultimately owned by Geneva Management LLC. Geneva offers discretionary and non-discretionary portfolio management services to institutions and high-net-worth individuals. | Finance |
Ziegler Capital Management LLC (Old)
Ziegler Capital Management LLC (Old) Investment ManagersFinance Founded in 1902, Ziegler Capital Management LLC is a registered investment advisor located in Chicago with additional offices in West Bend, Wisconsin, Milwaukee, Wisconsin and Grand Rapids, Michigan. The firm provides investment advisory services to company-sponsored mutual funds and managed account services for individual and institutional clients including foundations, endowment funds, corporations, institutions and businesses. Ziegler also offers their proprietary North Track funds | Finance |
Oarsman Capital, Inc.
Oarsman Capital, Inc. Investment ManagersFinance Oarsman Capital, Inc. is an independent registered investment advisor headquartered in Milwaukee, Wisconsin with an additional office in Prairie du Sac and Brookfield. The firm was founded by Robert Phelps and Alan Purintun in 2000. Oarsman Capital provides investment management services, mutual fund/exchange-traded fund portfolios, and retirement plan advisory services to a variety of retail and institutional clients. | Finance |