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Ray Unger
Chief Executive Officer at Forward Investment Advisors, Inc.
Profile
Mr. Raymond F.
Unger, CFA MBA, is a Chairman at Forward Investment Advisors, Inc.
He began his career as an analyst with Robert W.
Baird and has worked with the Wisconsin Alumni Research Foundation (WARF), Firstar Bank of Madison, and co-founded Thompson, Unger & Plumb, Inc. He was the president of the Thompson, Unger & Plumb Balanced and Growth mutual funds and formed Unger Capital Management in 1993.
He received his undergraduate degree from the University of Wisconsin and an MBA from the University of Wisconsin.
Ray Unger active positions
Companies | Position | Start |
---|---|---|
Forward Investment Advisors, Inc.
![]() Forward Investment Advisors, Inc. Investment ManagersFinance Forward Investment Advisors, Inc. (Forward) is an independent, SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Raymond Unger in 1993 as Unger Capital Management, Inc. Forward provides personalized confidential investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Chief Executive Officer | 01/01/1993 |
Former positions of Ray Unger
Companies | Position | End |
---|---|---|
Firstar Corp. | Director of Research - Equity | 31/12/1984 |
Wisconsin Alumni Research Foundation
![]() Wisconsin Alumni Research Foundation Miscellaneous Commercial ServicesCommercial Services Wisconsin Alumni Research Foundation provides research patenting and licensing services. It helps steward the cycle of research, discovery, commercialization, and investment for the University of Wisconsin. The firm provides its support services for the entire cycle of innovation, from research to invention to investment. The company was founded in 1925 and is headquartered in Madison, WI. | Corporate Officer/Principal | 31/12/1976 |
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 Ray Unger
University of Wisconsin | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Firstar Corp. | 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 |
Forward Investment Advisors, Inc.
![]() Forward Investment Advisors, Inc. Investment ManagersFinance Forward Investment Advisors, Inc. (Forward) is an independent, SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Raymond Unger in 1993 as Unger Capital Management, Inc. Forward provides personalized confidential investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
Wisconsin Alumni Research Foundation
![]() Wisconsin Alumni Research Foundation Miscellaneous Commercial ServicesCommercial Services Wisconsin Alumni Research Foundation provides research patenting and licensing services. It helps steward the cycle of research, discovery, commercialization, and investment for the University of Wisconsin. The firm provides its support services for the entire cycle of innovation, from research to invention to investment. The company was founded in 1925 and is headquartered in Madison, WI. | Commercial Services |
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