Andy Rutlin
Analyst-Equity at NewSouth Capital Management, Inc.
Profile
Mr. Andrew B.
Rutlin, CFA, is a Principal, Analyst & Portfolio Manager at NewSouth Capital Management, Inc. He joined the firm in 2012 as a member of the research team and he has over 26 years of industry experience.
He is a member of the Milwaukee Investment Analyst Society.
Prior to joining NewSouth, Mr. Rutlin was a Research Analyst at Netols Asset Management in Milwaukee, Wisconsin.
He was also a Research Analyst at Thornburg Investment Management and Nicholas Company, Inc. He started his career at Robert W.
Baird & Co. Incorporated.
Mr. Rutlin earned a Bachelor of Business Administration degree from the University of Wisconsin-Madison in 1996.
He is a CFA charter holder since 1999.
Andy Rutlin active positions
| Companies | Position | Start |
|---|---|---|
NewSouth Capital Management, Inc.
 NewSouth Capital Management, Inc. Investment ManagersFinance NewSouth Capital Management, Inc. (NewSouth) is an independent, SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1985 by David Morrow and Paul Gillespie, Jr. NewSouth manages assets for institutional and private clients across four concentrated equity strategies. | Analyst-Equity | 01/07/2012 |
Former positions of Andy Rutlin
| Companies | Position | End |
|---|---|---|
Netols Asset Management, Inc.
 Netols Asset Management, Inc. Investment ManagersFinance Founded by Jeffrey Netols in 2000, Netols Asset Management, Inc. is an independent, employee-owned registered investment advisor firm located in Mequon, Wisconsin | Analyst-Equity | 30/11/2012 |
Thornburg Investment Management, Inc.
 Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to a number of client types, including: Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Analyst-Equity | 30/08/2009 |
Nicholas Co., Inc.
 Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Analyst-Equity | 31/10/2008 |
Marshall & Ilsley Corp.
 Marshall & Ilsley Corp. Major BanksFinance Marshall & Ilsley Corp. had provided comprehensive financial products and services and unparalleled customer services to personal, business, corporate and institutional customers. The company was founded in 1847 and was headquartered in Milwaukee, WI. | Corporate Officer/Principal | 31/12/1997 |
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. | Analyst-Equity | - |
Training of Andy Rutlin
| University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Marshall & Ilsley Corp.
Marshall & Ilsley Corp. Major BanksFinance Marshall & Ilsley Corp. had provided comprehensive financial products and services and unparalleled customer services to personal, business, corporate and institutional customers. The company was founded in 1847 and was headquartered in Milwaukee, WI. | Finance |
Nicholas Co., Inc.
Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Finance |
Thornburg Investment Management, Inc.
Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to a number of client types, including: Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Finance |
NewSouth Capital Management, Inc.
NewSouth Capital Management, Inc. Investment ManagersFinance NewSouth Capital Management, Inc. (NewSouth) is an independent, SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1985 by David Morrow and Paul Gillespie, Jr. NewSouth manages assets for institutional and private clients across four concentrated equity strategies. | 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 |
Netols Asset Management, Inc.
Netols Asset Management, Inc. Investment ManagersFinance Founded by Jeffrey Netols in 2000, Netols Asset Management, Inc. is an independent, employee-owned registered investment advisor firm located in Mequon, Wisconsin | Finance |
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