J.D. Steinhilber
Chief Executive Officer at Agile Enterprises LLC
J.D. Steinhilber active positions
Companies | Position | Start | End |
---|---|---|---|
Agile Enterprises LLC
Agile Enterprises LLC Investment ManagersFinance Agile Enterprises LLC (dba Agile Investments) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Asheville, North Carolina. Founded in 2004, the firm provides portfolio management services to high-net-worth individuals and trusts. | Chief Executive Officer | - | - |
Chief Investment Officer | - | - | |
Compliance Officer | - | - | |
President | - | - |
Career history of J.D. Steinhilber
Former positions of J.D. Steinhilber
Companies | Position | Start | End |
---|---|---|---|
WestEnd Advisors LLC
WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | Director of Research - Equity | 31/03/2005 | 31/05/2006 |
Portfolio Manager-Equities | 31/03/2005 | 31/05/2006 | |
Portfolio Manager-Fixed Income | 31/03/2005 | 31/05/2006 | |
PowellJohnson, Inc.
PowellJohnson, Inc. Investment ManagersFinance PowellJohnson Private Asset Management (PJ) is a registered investment advisor based in Nashville, Tennessee. | Director of Research - Equity | 29/08/2004 | 29/03/2005 |
J. C. Bradford & Co., Inc. | Corporate Officer/Principal | 31/12/1991 | - |
Robert W. Baird & Co., Inc.
Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Corporate Officer/Principal | - | - |
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Corporate Officer/Principal | - | - |
Training of J.D. Steinhilber
University of Virginia | Undergraduate Degree |
Statistics
International
United States | 8 |
Operational
Corporate Officer/Principal | 3 |
Director of Research - Equity | 2 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 7 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 6 |
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PowellJohnson, Inc.
PowellJohnson, Inc. Investment ManagersFinance PowellJohnson Private Asset Management (PJ) is a registered investment advisor based in Nashville, Tennessee. | Finance |
WestEnd Advisors LLC
WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | Finance |
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Finance |
Agile Enterprises LLC
Agile Enterprises LLC Investment ManagersFinance Agile Enterprises LLC (dba Agile Investments) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Asheville, North Carolina. Founded in 2004, the firm provides portfolio management services to high-net-worth individuals and trusts. | Finance |
J. C. Bradford & Co., Inc. | Finance |
Robert W. Baird & Co., Inc.
Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Finance |
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