Joel T. Falk
Profile
Mr. Falk focuses his attention on investment research and portfolio management.
Prior to joining Cambridge Advisors, he was a credit and investment manager with Peter Kiewit Sons’, Inc., a portfolio manager for Clarke Lanzen Skalla Investment Firm, Inc., a business analyst with US Bank, and a telecommunications analyst with Union Pacific Railroad.
He received his Master of Business Administration degree from the University of Nebraska at Omaha and Bachelor of Science degrees in economics and business administration (with finance emphasis) from the University of Nebraska at Kearney.
He is a member of the Omaha-Lincoln Society of Financial Analysts and the Association for Investment Management and Research.
Former positions of Joel T. Falk
| Companies | Position | End |
|---|---|---|
| US BANCORP | Corporate Officer/Principal | 07/02/2004 |
CLS Investments LLC
 CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Portfolio Manager-Equities | 07/02/2004 |
Cambridge Advisors, Inc.
 Cambridge Advisors, Inc. Investment ManagersFinance Founded by Gaylan Abood in 1990, Cambridge Advisors, Inc. is a wealth management firm and registered investment advisor located in Omaha, Nebraska. The firm provides investment advisory services to individuals and their families, retirement plans and not-for-profit organizations. | Analyst-Equity | - |
Training of Joel T. Falk
| University of Nebraska | Masters Business Admin |
Experiences
Positions held
Linked companies
| Listed companies | 1 |
|---|---|
| US BANCORP | Finance |
| Private companies | 2 |
|---|---|
CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Finance |
Cambridge Advisors, Inc.
Cambridge Advisors, Inc. Investment ManagersFinance Founded by Gaylan Abood in 1990, Cambridge Advisors, Inc. is a wealth management firm and registered investment advisor located in Omaha, Nebraska. The firm provides investment advisory services to individuals and their families, retirement plans and not-for-profit organizations. | Finance |
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