Career history of Samuel Robert Koehler
Former positions of Samuel Robert Koehler
| Companies | Position | Start | End |
|---|---|---|---|
Broadview Advisors LLC
 Broadview Advisors LLC Investment ManagersFinance Founded in 2001 by Richard Lane, Broadview Advisors LLC is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm provides investment advisory services primarily to investment companies and other institutional clients, including pension and profit sharing plans, pooled investment vehicles, corporations, foundations, endowments and other business entities. Advisory services may also be provided to individuals, trusts and estates. Their sole mutual fund client is the Broadview Opportunity Fund (BVAOX), a series of Broadview Funds Trust, a registered open-end management investment company. | Analyst-Equity | 2013-08-31 | 2019-06-30 |
Training of Samuel Robert Koehler
| University of Wisconsin | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Analyst-Equity | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Broadview Advisors LLC
Broadview Advisors LLC Investment ManagersFinance Founded in 2001 by Richard Lane, Broadview Advisors LLC is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm provides investment advisory services primarily to investment companies and other institutional clients, including pension and profit sharing plans, pooled investment vehicles, corporations, foundations, endowments and other business entities. Advisory services may also be provided to individuals, trusts and estates. Their sole mutual fund client is the Broadview Opportunity Fund (BVAOX), a series of Broadview Funds Trust, a registered open-end management investment company. | Finance |
