Karl Thomas Poehls
Chief Executive Officer at Poehls Associates LLC
Karl Thomas Poehls active positions
Companies | Position | Start | End |
---|---|---|---|
Poehls Associates LLC
Poehls Associates LLC Investment ManagersFinance Poehls Associates LLC is an independent, SEC-registered investment advisor headquartered in Boulder, Colorado. The firm was founded by Karl Poehls in 2016. Poehls Associates offers discretionary investment advisory services to high-net-worth individuals through separately managed accounts (SMAs). | Chief Executive Officer | 31/12/2015 | - |
Compliance Officer | 31/12/2015 | - | |
Founder | 31/12/2015 | - |
Career history of Karl Thomas Poehls
Former positions of Karl Thomas Poehls
Companies | Position | Start | End |
---|---|---|---|
Fiduciary Management, Inc.
Fiduciary Management, Inc. Investment ManagersFinance Fiduciary Management, Inc. (FMI) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Founded in 1980, FMI manages assets for domestic and international institutions, individual investors, Registered Investment Advisers through separately managed accounts and the FMI Family of Funds. | Analyst-Equity | 31/12/2007 | 30/05/2016 |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Corporate Officer/Principal | 31/12/2003 | 31/12/2005 |
Smith Barney & Co., Inc. | Corporate Officer/Principal | - | - |
Training of Karl Thomas Poehls
University of Wisconsin | Masters Business Admin |
Statistics
International
United States | 6 |
Operational
Corporate Officer/Principal | 2 |
Analyst-Equity | 1 |
Masters Business Admin | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Fiduciary Management, Inc.
Fiduciary Management, Inc. Investment ManagersFinance Fiduciary Management, Inc. (FMI) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Founded in 1980, FMI manages assets for domestic and international institutions, individual investors, Registered Investment Advisers through separately managed accounts and the FMI Family of Funds. | Finance |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Finance |
Smith Barney & Co., Inc. | Finance |
Poehls Associates LLC
Poehls Associates LLC Investment ManagersFinance Poehls Associates LLC is an independent, SEC-registered investment advisor headquartered in Boulder, Colorado. The firm was founded by Karl Poehls in 2016. Poehls Associates offers discretionary investment advisory services to high-net-worth individuals through separately managed accounts (SMAs). | Finance |
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