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שם | כותרת | משנת | עד שנת |
---|---|---|---|
Thomas Kaiser | Portfolio Manager | 2021 | עכשיו |
ביוגרפיה | Mr. Kaiser attended Indiana University’s Kelley School of Business where he earned Bachelor of Science degrees in finance, business economics, and public policy analysis. Mr. Kaiser has earned his designation as a Chartered Financial Analyst. As a portfolio manager for Dividend Performers, he helps with the security selection process, asset allocation, and portfolio analytics. Mr. Kaiser performs similar duties for the Adviser’s various other strategies and at Sheaff Brock Investment Advisors, LLC (SBIA), an affiliate of the Adviser. He has more than 10 years of experience in the financial services industry beginning with Northern Trust, then with Fitch Ratings, and most recently with 40|86 Advisors from 2016 to 2020. Mr. Kaiser has been with the Adviser since 2021 and with SBIA since 2020. | ||
Franz Schardax | - | 2013 | 2021 |
Gerald Stadlbauer | - | 2011 | 2012 |
Nicholas Daxelhoffer | Senior Portfolio Manager, Head of Balanced Mandates | 1998 | 2003 |
ביוגרפיה | Nicholas Daxelhoffer joined Pictet & Cie in 1990 and is both a Senior Investment Manager and Head of Balanced Mandates, Zurich. Nicholas began his career at Swiss Life Insurance in the department Math & Statistics catering to institutional clients where he calculated offers for corporate clients. After his studies he worked at Vontobel & Cie Zurich in the Portfolio Management & Swiss Research department. Nicholas holds a degree in economics from the University of Zurich. |
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