![Joe Smith](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Career history of Joe Smith
Former positions of Joe Smith
Companies | Position | Start | End |
---|---|---|---|
CLS Investments LLC
![]() CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Analyst-Equity | 2015-04-30 | 2019-07-31 |
Investment Committee Member | 2015-04-30 | 2019-07-31 | |
Portfolio Manager-Equities | 2015-04-30 | 2019-07-31 | |
Market Strategist | 2015-04-30 | 2019-07-31 |
Training of Joe Smith
University of Washington | Undergraduate Degree |
Carnegie Mellon University | Masters Business Admin |
Statistics
International
United States | 4 |
Operational
Analyst-Equity | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
---|---|
CLS Investments LLC
![]() CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Finance |
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