Todd Alan Poellein
Portfolio Manager-Aktien bei HORAN Capital Advisors LLC
Profil
Mr. Todd A.
Poellein, CFA, is a Principal & Portfolio Manager at HORAN Capital Advisors LLC.
He is responsible for meeting the investment and planning needs of HORAN’s clientele.
His experiences with families, defined benefit plans, foundations and endowments are invaluable to HORAN’s portfolio management team.
Aktive Positionen von Todd Alan Poellein
Unternehmen | Position | Beginn |
---|---|---|
HORAN Capital Advisors LLC
HORAN Capital Advisors LLC Investment ManagersFinance HORAN Capital Advisors LLC (HCA) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. Founded in 1948, HCA provides investment and portfolio management services to ultra-high net worth to mass affluent individuals, as well as corporate and institutional clients. | Portfolio Manager-Aktien | 01.06.2015 |
Ehemalige bekannte Positionen von Todd Alan Poellein
Unternehmen | Position | Ende |
---|---|---|
Fifth Third Bank, NA (Investment Management)
Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Portfolio Manager-Aktien | 01.05.2015 |
Pricewaterhousecoopers LLC | Corporate Officer/Principal | - |
Ausbildung von Todd Alan Poellein
Indiana University | 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 | 3 |
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Fifth Third Bank, NA (Investment Management)
Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Finance |
HORAN Capital Advisors LLC
HORAN Capital Advisors LLC Investment ManagersFinance HORAN Capital Advisors LLC (HCA) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. Founded in 1948, HCA provides investment and portfolio management services to ultra-high net worth to mass affluent individuals, as well as corporate and institutional clients. | Finance |
Pricewaterhousecoopers LLC |