![Judd Kief Lohmann](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Mr. Judd K.
Lohmann is Senior Integrated Wealth Advisor at Carlson Capital Management, Inc.
Mr. Lohmann began his career at Honeywell in Minneapolis, where for three years he conducted capital planning and investment analysis.
For the following twenty-one years he was employed by IDS/American Express Financial Advisors/Ameriprise, serving in a financial leadership capacity in several areas: in the Real Estate Department he was the principle financial analyst for the new corporate office center; in the Advisor Technology Department he led the financial analyst team that helped redesign the sales tools and processes, and in the Treasury Department he was responsible for investor and rating agency relationships and preparation/coordination of monthly meetings of the corporate Balance Sheet Management Committee.
He graduated from St. Olaf College in 1980 with a Bachelor of Arts degree in Economics, and received his MBA from the Carlson School of Management at the University of Minnesota with a concentration in Finance.
Former positions of Judd Kief Lohmann
Companies | Position | End |
---|---|---|
Carlson Capital Management, Inc.
![]() Carlson Capital Management, Inc. Investment ManagersFinance Founded in 1987, Carlson Capital Management, Inc. is registered investment advisor located in Northfield, Minnesota. The firm's clients include high net-worth families and individuals, trusts and estates, charitable organizations, pension and profit sharing plans, and corporations or other business entities. | Corporate Officer/Principal | 2015-12-30 |
American Express Financial Services | Analyst-Equity | - |
IDS Financial Services, Inc. | Analyst-Equity | - |
Honeywell Capital Management LLC
![]() Honeywell Capital Management LLC Investment ManagersFinance Honeywell Capital Management LLC (HCM) is a registered investment advisor headquartered in Morris Plains, New Jersey. The firm was founded in 1997 as Allied Capital Management LLC. They are a wholly-owned subsidiary of Honeywell International, Inc. (NYSE: HON). HCM provides discretionary investment advisory advice to pension plans and other types of employee-benefit plans sponsored by the firm, by providing investment management and supervisory services to separate accounts of the trusts established with respect to such employee-benefit plans. | Analyst-Equity | - |
Training of Judd Kief Lohmann
St. Olaf College | Undergraduate Degree |
The Curtis L. Carlson School of Management | 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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Honeywell Capital Management LLC
![]() Honeywell Capital Management LLC Investment ManagersFinance Honeywell Capital Management LLC (HCM) is a registered investment advisor headquartered in Morris Plains, New Jersey. The firm was founded in 1997 as Allied Capital Management LLC. They are a wholly-owned subsidiary of Honeywell International, Inc. (NYSE: HON). HCM provides discretionary investment advisory advice to pension plans and other types of employee-benefit plans sponsored by the firm, by providing investment management and supervisory services to separate accounts of the trusts established with respect to such employee-benefit plans. | Finance |
American Express Financial Services | |
IDS Financial Services, Inc. | |
Carlson Capital Management, Inc.
![]() Carlson Capital Management, Inc. Investment ManagersFinance Founded in 1987, Carlson Capital Management, Inc. is registered investment advisor located in Northfield, Minnesota. The firm's clients include high net-worth families and individuals, trusts and estates, charitable organizations, pension and profit sharing plans, and corporations or other business entities. | Finance |
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