Nat Beebe
Portfolio Manager-Equities at Ulland Investment Advisors LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Jim Ulland | M | 82 |
Ulland Investment Advisors LLC
 Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | 27 years |
| James Robin Goodfellow Skjong | M | - |
Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | 19 years |
| Jared Perry Plotz | M | - |
Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts.
Carleton College
| 12 years |
| Marilyn McCoy | F | 76 |
Carleton College
| 21 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Natalie Do | F | - |
Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | 4 years |
| Yansong Pang | M | - |
Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | 3 years |
| Marcel Gozali | M | - |
Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | 3 years |
| Joshua Estes | M | - |
Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | 3 years |
| Henry Heitzer | M | - |
Carleton College
| 4 years |
| Alec Roman | M | - |
Carleton College
| 4 years |
| Hugh R. Cameron | M | - |
Carleton College
| 4 years |
| JM Hanley | M | - |
Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | - |
| Lindsey Main | F | - |
Carleton College
| 10 years |
| Nicole Catchpole | F | - |
Carleton College
| 4 years |
| Patrick Whitehead | M | - |
Carleton College
| 4 years |
| Christopher Staral | M | - |
Carleton College
| 4 years |
| Mira Chaurushiya | M | - |
Carleton College
| 4 years |
| Robert A. Oden | M | 78 |
Carleton College
| 8 years |
| Barbara L. Johnson | F | 73 |
Carleton College
| 4 years |
| Khanh Nguyen | M | - |
Carleton College
| 4 years |
| David Peloquin | M | - |
Carleton College
| 4 years |
| Fred Semmer | M | - |
Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | 5 years |
| Jacob Wolkowitz | M | - |
Carleton College
| 4 years |
| Drew Weitz | M | - |
Carleton College
| 4 years |
| Chris Kettenmann | M | - |
Carleton College
| 4 years |
| Saurabh Chatterjee | M | - |
Carleton College
| 4 years |
| Andrew Brian Liesch | M | - |
Carleton College
| 4 years |
| Michael Andrew Goodman | M | - |
Carleton College
| 4 years |
| Andrew Hokenson | M | - |
Carleton College
| - |
| Kelly Kaihara | M | - |
Carleton College
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 30 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Nat Beebe
- Personal Network
