Profil
Jolie Kay Keller worked as a Director of Investment Research at Pegasus Partners Ltd.
from 2015 to 2023.
She also worked as an Assistant Portfolio Manager at Morgan Dempsey Capital Management LLC.
Prior to that, she worked as an Equity Analyst at Ziegler Capital Management LLC (Old) from 2004 to 2006.
Ehemalige bekannte Positionen von Jolie Kay Keller
| Unternehmen | Position | Ende |
|---|---|---|
Pegasus Partners Ltd.
 Pegasus Partners Ltd. Investment ManagersFinance Pegasus Partners Ltd. is a privately held, SEC-registered investment advisor and wealth management firm headquartered in Mequon, Wisconsin. The firm was founded by Todd Krieg, Matthew D’Attilio and Bill Wernecke in 2015. Pegasus Partners provides comprehensive wealth management services to individuals, families, trusts, foundations & endowments. | Direktor der Forschung - Eigenkapital | 01.03.2023 |
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 | Analyst-Equity | 31.12.2006 |
Morgan Dempsey Capital Management LLC
 Morgan Dempsey Capital Management LLC Investment ManagersFinance Morgan Dempsey Capital Management LLC (Morgan Dempsey) is a SEC-registered investment advisor headquartered in Menomonee Falls, Wisconsin. The firm was founded by R. Thomas Dempsey in 1994 and is wholly-owned by MDCM Holdings LLC, which is majority owned by MDCM Legacy LLC. Morgan Dempsey manages assets for institutions, individual investors, and Registered Investment Advisors. | Analyst-Equity | 31.12.2003 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Morgan Dempsey Capital Management LLC
Morgan Dempsey Capital Management LLC Investment ManagersFinance Morgan Dempsey Capital Management LLC (Morgan Dempsey) is a SEC-registered investment advisor headquartered in Menomonee Falls, Wisconsin. The firm was founded by R. Thomas Dempsey in 1994 and is wholly-owned by MDCM Holdings LLC, which is majority owned by MDCM Legacy LLC. Morgan Dempsey manages assets for institutions, individual investors, and Registered Investment Advisors. | 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 |
Pegasus Partners Ltd.
Pegasus Partners Ltd. Investment ManagersFinance Pegasus Partners Ltd. is a privately held, SEC-registered investment advisor and wealth management firm headquartered in Mequon, Wisconsin. The firm was founded by Todd Krieg, Matthew D’Attilio and Bill Wernecke in 2015. Pegasus Partners provides comprehensive wealth management services to individuals, families, trusts, foundations & endowments. | Finance |
