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Career history of Kent Mergler
Former positions of Kent Mergler
Companies | Position | Start | End |
---|---|---|---|
Rushmore Investment Advisors, Inc.
![]() Rushmore Investment Advisors, Inc. Investment ManagersFinance Founded in 1996 by John Vann, Rushmore Investment Advisors, Inc. is a registered investment advisor located in Plano, Texas. The firm is a subsidiary of JVC Financial LLC. They manage pure growth portfolios for institutions, endowments, foundations and high net-worth individuals | Portfolio Manager-Equities | 01/04/2011 | 30/09/2013 |
Northstar Capital Management, Inc.
![]() Northstar Capital Management, Inc. Investment ManagersFinance Founded in 2000, Northstar Capital Management, Inc. is a registered investment advisor located in Boca Raton, Florida. The firm manages investments for high net-worth individuals, investment companies including mutual funds, pension and profit sharing plans, charitable organizations, corporations and state and municipal government entities. | Chairman | 01/07/2000 | 31/03/2011 |
Chief Investment Officer | 01/07/2000 | 31/03/2011 | |
Founder | 27/10/2010 | 31/03/2011 | |
Portfolio Manager-Equities | 01/07/2000 | 31/03/2011 | |
Portfolio Manager-Fixed Income | 01/07/2000 | 31/03/2011 | |
Loomis, Sayles & Co. LP
![]() Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Corporate Officer/Principal | 01/01/1992 | 31/12/1999 |
Stein Roe & Farnham, Inc. /Private Capital Management Div/ | President | - | 31/12/1991 |
Training of Kent Mergler
University of Cincinnati (Ohio) | Masters Business Admin |
Statistics
International
United States | 6 |
Operational
Portfolio Manager-Equities | 2 |
Chairman | 1 |
Chief Investment Officer | 1 |
Sectoral
Finance | 4 |
Miscellaneous | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Northstar Capital Management, Inc.
![]() Northstar Capital Management, Inc. Investment ManagersFinance Founded in 2000, Northstar Capital Management, Inc. is a registered investment advisor located in Boca Raton, Florida. The firm manages investments for high net-worth individuals, investment companies including mutual funds, pension and profit sharing plans, charitable organizations, corporations and state and municipal government entities. | Finance |
Loomis, Sayles & Co. LP
![]() Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Finance |
Stein Roe & Farnham, Inc. /Private Capital Management Div/ | Miscellaneous |
Rushmore Investment Advisors, Inc.
![]() Rushmore Investment Advisors, Inc. Investment ManagersFinance Founded in 1996 by John Vann, Rushmore Investment Advisors, Inc. is a registered investment advisor located in Plano, Texas. The firm is a subsidiary of JVC Financial LLC. They manage pure growth portfolios for institutions, endowments, foundations and high net-worth individuals | Finance |
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