Chad Christopher Clauser
Portfolio Manager-Equities at Lawson Kroeker Investment Management, Inc.
Profile
Mr. Chad C.
Clauser, CFA, is Vice President & Portfolio Manager at Lawson Kroeker Investment Management, Inc. He joined Lawson Kroeker in April 2015.
He has over 10 years of investment experience.
Mr. Clauser was previously employed as an Analyst by Tributary Capital Management LLC, Vice President by Credit Suisse Securities (USA) LLC (Broker), and Senior Advisor by Ernst & Young LLP (Missouri).
He was a senior analyst at a local investment advisor and a vice president at a New York investment bank.
He received his undergraduate degree from the University of Nebraska.
He earned the Chartered Financial Analyst designation in 2009 and is a member of the CFA Society of Nebraska.
Chad Christopher Clauser active positions
Companies | Position | Start |
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Lawson Kroeker Investment Management, Inc.
Lawson Kroeker Investment Management, Inc. Investment ManagersFinance Lawson Kroeker Investment Management, Inc. is a registered independent wealth management firm headquartered in Omaha, Nebraska. The firm was co-founded by Frank Lawson and Ken Kroeker in 1986. Lawson Kroeker provides investment advisory services to high net worth individuals, trusts, charitable organizations, corporations, pension and profit-sharing plans, and investment companies. | Portfolio Manager-Equities | 01/04/2015 |
Former positions of Chad Christopher Clauser
Companies | Position | End |
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Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Corporate Officer/Principal | 30/05/2011 |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | - |
Tributary Capital Management LLC
Tributary Capital Management LLC Investment ManagersFinance Tributary Capital Management LLC (Tributary) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2005 and is a wholly owned subsidiary of First National Bank of Omaha, which in turn a wholly owned subsidiary of First National of Nebraska, Inc. (OTCMKTS: FINN). Tributary and First Investment Group (formerly a department of First National Bank of Omaha) merged in May 2010. The event constituted a change in ownership only, as the investment strategies and personnel remained the same for each of the prior firms. Tributary provides investment management services to institutional and individual investors and to registered investment companies. The firm also participates in wrap fee programs and provides model-based offerings. | Analyst-Equity | - |
Training of Chad Christopher Clauser
University of Nebraska | Undergraduate Degree |
Experiences
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Private companies | 4 |
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Tributary Capital Management LLC
Tributary Capital Management LLC Investment ManagersFinance Tributary Capital Management LLC (Tributary) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2005 and is a wholly owned subsidiary of First National Bank of Omaha, which in turn a wholly owned subsidiary of First National of Nebraska, Inc. (OTCMKTS: FINN). Tributary and First Investment Group (formerly a department of First National Bank of Omaha) merged in May 2010. The event constituted a change in ownership only, as the investment strategies and personnel remained the same for each of the prior firms. Tributary provides investment management services to institutional and individual investors and to registered investment companies. The firm also participates in wrap fee programs and provides model-based offerings. | Finance |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Finance |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
Lawson Kroeker Investment Management, Inc.
Lawson Kroeker Investment Management, Inc. Investment ManagersFinance Lawson Kroeker Investment Management, Inc. is a registered independent wealth management firm headquartered in Omaha, Nebraska. The firm was co-founded by Frank Lawson and Ken Kroeker in 1986. Lawson Kroeker provides investment advisory services to high net worth individuals, trusts, charitable organizations, corporations, pension and profit-sharing plans, and investment companies. | Finance |
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