Tyler Patrick Ellegard
Portfolio Manager-Aktien bei Gradient Investments LLC
Profil
Mr. Tyler P.
Ellegard, CFA, is a Portfolio Manager at Gradient Investments LLC.
Prior to his current role with GI, Mr. Ellegard served as an investment analyst where he assisted the Portfolio Managers with analysis of portfolio performance and with the proprietary investment analysis on individual security selection.
Prior to Gradient , Mr. Ellegard worked for US Bancorp in Minneapolis, MN as a Wealth Management Advisor where his primary responsibility was building custom investment portfolios tailored to clients specific investment objectives and risk tolerences.
He is a graduate of the University of Minnesota with a Bachelor of Science degree in Applied Economics with an emphasis in Finance.
Aktive Positionen von Tyler Patrick Ellegard
| Unternehmen | Position | Beginn |
|---|---|---|
Gradient Investments LLC
 Gradient Investments LLC Investment ManagersFinance Gradient Investments LLC (GI) is an independent, privately-owned, fee-based, SEC registered investment advisor headquartered in Arden Hills, Minnesota. The firm was founded by Charles E. Lucius in 2006. GI provides professional money management services to individuals, employer-sponsored pension plans, foundations, endowments and corporations primarily through exchange-traded funds (ETFs) and individual equities within separately managed accounts. | Portfolio Manager-Aktien | 01.08.2022 |
Ehemalige bekannte Positionen von Tyler Patrick Ellegard
| Unternehmen | Position | Ende |
|---|---|---|
U.S. Bancorp Investments, Inc.
 U.S. Bancorp Investments, Inc. Investment ManagersFinance US Bancorp Investments, Inc. (USBI) is a dually SEC-registered investment advisor and broker-dealer headquartered in St. Paul, Minnesota. The firm was founded in 2003 and is owned by US Bancorp (NYSE: USB). USBI offers financial planning services and other advisory services to a wide range of clients, which includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other businesses. | Corporate Officer/Principal | 01.10.2018 |
Ausbildung von Tyler Patrick Ellegard
| University of Minnesota | 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 | 2 |
|---|---|
Gradient Investments LLC
Gradient Investments LLC Investment ManagersFinance Gradient Investments LLC (GI) is an independent, privately-owned, fee-based, SEC registered investment advisor headquartered in Arden Hills, Minnesota. The firm was founded by Charles E. Lucius in 2006. GI provides professional money management services to individuals, employer-sponsored pension plans, foundations, endowments and corporations primarily through exchange-traded funds (ETFs) and individual equities within separately managed accounts. | Finance |
U.S. Bancorp Investments, Inc.
U.S. Bancorp Investments, Inc. Investment ManagersFinance US Bancorp Investments, Inc. (USBI) is a dually SEC-registered investment advisor and broker-dealer headquartered in St. Paul, Minnesota. The firm was founded in 2003 and is owned by US Bancorp (NYSE: USB). USBI offers financial planning services and other advisory services to a wide range of clients, which includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other businesses. | Finance |
