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Dan Walker
Analyst-Equity at Bridges Investment Management, Inc.
Dan Walker active positions
Companies | Position | Start | End |
---|---|---|---|
Bridges Investment Management, Inc.
![]() Bridges Investment Management, Inc. Investment ManagersFinance Bridges Investment Management, Inc. (BIM) is a registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1994 and they are a direct subsidiary of Bridges Holding Co., ultimately owned by McCarthy Group LLC. BIM provides investment services to individuals, investment companies, trusts, estates, retirement plans, private funds, corporations and other entities, family offices, banks or thrift institutions, foundations and other charitable organizations. | Analyst-Equity | 01/05/2019 | - |
Career history of Dan Walker
Former positions of Dan Walker
Companies | Position | Start | End |
---|---|---|---|
Weitz Investment Management, Inc.
![]() Weitz Investment Management, Inc. Investment ManagersFinance Weitz Investment Management, Inc. (Weitz) is an independent, SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded by Wallace R. Weitz in 1983 as Wallace R. Weitz & Co. Weitz provides investment management services on a discretionary basis to registered investment companies and to a number of separate accounts. | Analyst-Equity | 01/07/2015 | 01/05/2019 |
Heartland Advisors, Inc.
![]() Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients. | Analyst-Equity | 01/06/2011 | 01/06/2015 |
Bozell Group | Corporate Officer/Principal | - | - |
Training of Dan Walker
University of Evansville | Undergraduate Degree |
University of Wisconsin | Masters Business Admin |
Statistics
International
United States | 7 |
Operational
Analyst-Equity | 3 |
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
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Heartland Advisors, Inc.
![]() Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients. | Finance |
Bozell Group | |
Weitz Investment Management, Inc.
![]() Weitz Investment Management, Inc. Investment ManagersFinance Weitz Investment Management, Inc. (Weitz) is an independent, SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded by Wallace R. Weitz in 1983 as Wallace R. Weitz & Co. Weitz provides investment management services on a discretionary basis to registered investment companies and to a number of separate accounts. | Finance |
Bridges Investment Management, Inc.
![]() Bridges Investment Management, Inc. Investment ManagersFinance Bridges Investment Management, Inc. (BIM) is a registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1994 and they are a direct subsidiary of Bridges Holding Co., ultimately owned by McCarthy Group LLC. BIM provides investment services to individuals, investment companies, trusts, estates, retirement plans, private funds, corporations and other entities, family offices, banks or thrift institutions, foundations and other charitable organizations. | Finance |
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