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Rodney Hathaway
Chief Investment Officer at Waukesha State Bank (Wealth Management)
Rodney Hathaway active positions
Companies | Position | Start | End |
---|---|---|---|
Waukesha State Bank (Wealth Management) | Chief Investment Officer | 2021-09-30 | - |
Career history of Rodney Hathaway
Former positions of Rodney Hathaway
Companies | Position | Start | End |
---|---|---|---|
1492 Capital Management LLC
![]() 1492 Capital Management LLC Investment ManagersFinance 1492 Capital Management LLC (1492CM) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Joseph “Joe” Frohna in 2008. 1492CM provides discretionary asset management services to individuals, corporations, foundations, trusts, and other separate accounts using one of the firm’s small-cap equity investment strategy models. | Portfolio Manager-Equities | 2007-12-31 | 2021-09-30 |
Heartland Advisors, Inc.
![]() Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients. | Analyst-Equity | 1996-12-31 | 2006-12-31 |
Portfolio Manager-Equities | 1996-12-31 | 2006-12-31 | |
Banc One Investment Advisors
![]() Banc One Investment Advisors Major BanksFinance Founded in 1992, Banc One Investment Advisors (BOIA) is a multi-style money manager delivering individually managed portfolios and mutual funds to a broad spectrum of institutional and individual clients. BOIA an indirect subsidiary of Bank One Corporation (NYSE: ONE). | Analyst-Equity | 1993-12-31 | 1996-12-30 |
Robert W. Baird & Co., Inc.
![]() Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Corporate Officer/Principal | 1992-08-31 | - |
Hathaway-Nguyen Capital Management, Inc.
![]() Hathaway-Nguyen Capital Management, Inc. Investment ManagersFinance Founded by D. Rodney Hathaway and Terence Pavlic, Hathaway-Nguyen Capital Management, Inc. is a hedge fund company located in Delafield, Wisconsin. They have a second investment team in Ho Chih Minh City, Vietnam. | Founder | 2011-02-13 | - |
Portfolio Manager-Equities | - | - | |
President | - | - |
Training of Rodney Hathaway
The Ohio State University | Masters Business Admin |
University of Wisconsin | Undergraduate Degree |
Statistics
International
United States | 9 |
Operational
Portfolio Manager-Equities | 3 |
Analyst-Equity | 2 |
Undergraduate Degree | 1 |
Sectoral
Finance | 7 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 6 |
---|---|
Heartland Advisors, Inc.
![]() Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients. | Finance |
Banc One Investment Advisors
![]() Banc One Investment Advisors Major BanksFinance Founded in 1992, Banc One Investment Advisors (BOIA) is a multi-style money manager delivering individually managed portfolios and mutual funds to a broad spectrum of institutional and individual clients. BOIA an indirect subsidiary of Bank One Corporation (NYSE: ONE). | Finance |
Robert W. Baird & Co., Inc.
![]() Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Finance |
Hathaway-Nguyen Capital Management, Inc.
![]() Hathaway-Nguyen Capital Management, Inc. Investment ManagersFinance Founded by D. Rodney Hathaway and Terence Pavlic, Hathaway-Nguyen Capital Management, Inc. is a hedge fund company located in Delafield, Wisconsin. They have a second investment team in Ho Chih Minh City, Vietnam. | Finance |
1492 Capital Management LLC
![]() 1492 Capital Management LLC Investment ManagersFinance 1492 Capital Management LLC (1492CM) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Joseph “Joe” Frohna in 2008. 1492CM provides discretionary asset management services to individuals, corporations, foundations, trusts, and other separate accounts using one of the firm’s small-cap equity investment strategy models. | Finance |
Waukesha State Bank (Wealth Management) | Finance |
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