Career history of David Walter Schulz
Former positions of David Walter Schulz
| Companies | Position | Start | End |
|---|---|---|---|
QIS Advisors LLC
 QIS Advisors LLC Investment ManagersFinance Founded in 2004 by David Abitz, Todd Hanson and David Schultz, QIS Advisors LLC is a registered investment advisor firm located in Mequon, Wisconsin with an additional office in San Marcos, California. They manage the QIS Long/Short Equity Fund LP. | Portfolio Manager-Equities | 2003-12-31 | 2007-12-30 |
M&I Investment Management Corp.
 M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Corporate Officer/Principal | - | - |
| President | - | 2003-12-30 | |
Convergence Investment Partners LLC
 Convergence Investment Partners LLC Investment ManagersFinance Founded in 2008, Convergence Investment Partners LLC is a registered investment advisor headquartered in Grafton, Wisconsin. The firm was formerly known as Mariner Quantitative Solutions LLC and as Quantitative Investment Solutions LLC. They are a subsidiary of Montage Investments LLC and their ultimate parent is Bicknell Family Management Co. Trust. Convergence Investment Partners offers proprietary quantitative investment strategies for individual and institutional investors. | President | 2010-08-10 | - |
| Cardinal Stritch College | Corporate Officer/Principal | - | - |
Training of David Walter Schulz
| University of Wisconsin | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| President | 2 |
| Corporate Officer/Principal | 2 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
QIS Advisors LLC
QIS Advisors LLC Investment ManagersFinance Founded in 2004 by David Abitz, Todd Hanson and David Schultz, QIS Advisors LLC is a registered investment advisor firm located in Mequon, Wisconsin with an additional office in San Marcos, California. They manage the QIS Long/Short Equity Fund LP. | Finance |
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Finance |
Convergence Investment Partners LLC
Convergence Investment Partners LLC Investment ManagersFinance Founded in 2008, Convergence Investment Partners LLC is a registered investment advisor headquartered in Grafton, Wisconsin. The firm was formerly known as Mariner Quantitative Solutions LLC and as Quantitative Investment Solutions LLC. They are a subsidiary of Montage Investments LLC and their ultimate parent is Bicknell Family Management Co. Trust. Convergence Investment Partners offers proprietary quantitative investment strategies for individual and institutional investors. | Finance |
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