Career history of Tom Marthaler
Former positions of Tom Marthaler
Companies | Position | Start | End |
---|---|---|---|
Neuberger Berman Investment Advisers LLC
Neuberger Berman Investment Advisers LLC Investment ManagersFinance Neuberger Berman Investment Advisers, Inc. (NBIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 as Neuberger Berman Fixed Income LLC and adopted their present name in 2016. They are a subsidiary of Neuberger Berman Investment Advisers Holdings LLC, ultimately owned by NBSH Acquisition LLC. NBIA provides a wide range of discretionary investment management services to a variety of clients, which includes individuals, institutions, registered investment companies, non-US registered funds and private investment funds. | Investment Committee Member | 31/03/2006 | 30/06/2019 |
Portfolio Manager-Fixed Income | 31/03/2006 | 30/06/2019 | |
CFA Society of Chicago
CFA Society of Chicago Miscellaneous Commercial ServicesCommercial Services CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020. | Corporate Officer/Principal | 29/06/2011 | 29/06/2011 |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | 30/12/2007 | 30/12/2007 |
ABN AMRO Asset Management USA LLC
ABN AMRO Asset Management USA LLC Regional BanksFinance ABN AMRO Asset Management (AAM) is the separately organized U.S. investment management business of ABN AMRO Holding NV (NYSE: ABN). AAM offers a line of global, regional and domestic investment strategies to institutional and individual investors worldwide as segregated accounts, as well as through ABN AMRO mutual funds. The firm is based in Chicago. | Chief Investment Officer | 31/12/2002 | - |
Head-Fixed Income Invts | 31/12/2002 | - | |
Portfolio Manager-Fixed Income | 31/12/2002 | - | |
Chicago Capital Management LP (Broker)
Chicago Capital Management LP (Broker) Investment Banks/BrokersFinance Founded in 1997, Chicago Capital Management LP is a broker-dealer located in Chicago, Illinois. | Corporate Officer/Principal | 31/12/1999 | 30/12/2001 |
The Chicago Trust Co. NA
The Chicago Trust Co. NA Investment ManagersFinance Part of Wintrust Financial Corp., The Chicago Trust Co. NA provides investment advice. The company is based in Chicago, IL. The company was founded in 1991. Robert J. Mayo has been the CEO of the company since 2003. | Portfolio Manager-Equities | 30/12/1999 | 30/12/1999 |
Chicago Title Insurance Co.
Chicago Title Insurance Co. Specialty InsuranceFinance Part of Fidelity National Financial, Inc., Chicago Title Insurance Co. provides title insurance services. The company is based in Chicago, IL. | Corporate Officer/Principal | 30/12/1989 | 30/12/1989 |
Training of Tom Marthaler
Loyola University of Chicago | Masters Business Admin |
University of St. Thomas | Undergraduate Degree |
Statistics
International
United States | 10 |
Operational
Corporate Officer/Principal | 4 |
Portfolio Manager-Fixed Income | 2 |
Chief Investment Officer | 1 |
Sectoral
Finance | 7 |
Consumer Services | 3 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 7 |
---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
ABN AMRO Asset Management USA LLC
ABN AMRO Asset Management USA LLC Regional BanksFinance ABN AMRO Asset Management (AAM) is the separately organized U.S. investment management business of ABN AMRO Holding NV (NYSE: ABN). AAM offers a line of global, regional and domestic investment strategies to institutional and individual investors worldwide as segregated accounts, as well as through ABN AMRO mutual funds. The firm is based in Chicago. | Finance |
The Chicago Trust Co. NA
The Chicago Trust Co. NA Investment ManagersFinance Part of Wintrust Financial Corp., The Chicago Trust Co. NA provides investment advice. The company is based in Chicago, IL. The company was founded in 1991. Robert J. Mayo has been the CEO of the company since 2003. | Finance |
Chicago Capital Management LP (Broker)
Chicago Capital Management LP (Broker) Investment Banks/BrokersFinance Founded in 1997, Chicago Capital Management LP is a broker-dealer located in Chicago, Illinois. | Finance |
Chicago Title Insurance Co.
Chicago Title Insurance Co. Specialty InsuranceFinance Part of Fidelity National Financial, Inc., Chicago Title Insurance Co. provides title insurance services. The company is based in Chicago, IL. | Finance |
CFA Society of Chicago
CFA Society of Chicago Miscellaneous Commercial ServicesCommercial Services CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020. | Commercial Services |
Neuberger Berman Investment Advisers LLC
Neuberger Berman Investment Advisers LLC Investment ManagersFinance Neuberger Berman Investment Advisers, Inc. (NBIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 as Neuberger Berman Fixed Income LLC and adopted their present name in 2016. They are a subsidiary of Neuberger Berman Investment Advisers Holdings LLC, ultimately owned by NBSH Acquisition LLC. NBIA provides a wide range of discretionary investment management services to a variety of clients, which includes individuals, institutions, registered investment companies, non-US registered funds and private investment funds. | Finance |
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