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Ultra Series Conservative Allocation Fund Class Ii (0P0000IYQ6)
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30/05 - Dados em Atraso. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 7,78M
Ultra Series Conservative Allocation Fund Class II
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0P0000IYQ6 - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Ultra Series Conservative Allocation Fund Class Ii. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de 0P0000IYQ6, entre outras informações.
Informações de Contato
Endereço
550 Science Drive
Madison,WI 53711
United States
Madison,WI 53711
United States
Telefone
800-670-3600
Site
www.ultraseries.com
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Stuart Dybdahl | Portfolio Manager | 2023 | Agora |
| Biografia | Stuart, CFA, CAIA, serves as Portfolio Manager and Investment Analyst for the Multi-Asset Solutions team at Madison Investments. He earned a B.A. in accounting and business management from Luther College. Stuart is a Chartered Financial Analyst (CFA) charterholder, a Chartered Alternative Investment Analyst (CAIA) charterholder, and is FINRA registered. | ||
| Patrick F. Ryan | Head | 2008 | Agora |
| Biografia | Patrick Ryan, CFA, Head of Multi-Asset Solutions and Portfolio Manager of Madison. Prior to joining Madison in July 2009, Mr. Ryan was a Senior Analyst at MEMBERS Capital Advisors, Inc. (“MCA”), the former investment adviser to the Funds. While at MCA, Mr. Ryan had been responsible for conducting manager research and due diligence for MCA’s managed accounts products since 2004. Patrick has been working in the financial services industry since 2000 and joined Madison in 2009. He earned his BBA in finance from the University of Wisconsin-Madison. | ||
| David Hottmann | Vice President | 2009 | 2024 |
| Biografia | David Hottmann, CFA®, serves as a portfolio manager on the Madison Mosaic Portfolios and the Madison Asset Allocation Funds. David has been working in the financial services industry for over 30 years; he joined Madison in 2009. He earned his BBA in accounting & finance from the University of Wisconsin-Madison. | ||
| Scott R. Powell | Member | 2009 | 2010 |
| Biografia | Scott is Vice President and Managing Director, Common Stocks and Managed Accounts of MCA. He has been responsible for directing the firm's managed accounts and mutual fund businesses since September 2006, and has led the firm's equity and managed account portfolio management team since July 2008. Previously, Scott was a partner and Director of Investments at Virchow Krause Wealth Management, LLC from August 2003 until September 2006. | ||
| Scott D. Opsal | Managing Director | 2009 | 2009 |
| Biografia | Scott is Director of Research & Equities and a Portfolio Manager. His responsibilities include conducting in-depth research projects and exploring new fundamental and quantitative studies that support the firm’s portfolios and strategy recommendations. Scott brings over thirty years of professional investment experience to the Leuthold team, previously serving as Chief Investment Officer of Invista Capital Management and Head of Equities at Members Capital Advisors. Scott was also the Director of the Applied Investments Program and taught Security Analysis and investment classes at the University of Wisconsin–Whitewater. In his leadership roles, Scott was involved in all aspects of firm management; establishing policies on risk management, asset allocation, quantitative techniques, institutional grade research and portfolio management processes. Previous portfolio management assignments included international equity, domestic equity, taxable investing and convertible securities. His top quartile and five-star performance records led to twice being named to Barron’s Top 100 Mutual Fund Managers. Scott received his undergraduate degree from Drake University in 1982 and an MBA from the University of Minnesota in 1983. He earned the Chartered Financial Analyst designation in 1986 and recently served on the CFA Society Madison Board of Directors. | ||
| David M. Schlimgen | Senior Portfolio Manager | 2008 | 2009 |
| Biografia | Schlimgen is a senior portfolio manger with MEMBERS Capital Advisors, Inc., his employer since 2001. Prior to joining MCA, he was president of his own independent fee-based registered investment advisory firm. Schlimgen is a member of the Investment Management consultants Association (IMCA), and holds both the Certified Investment Management Analyst (CIMA) and Certified Investment Management Consultant (CIMC) designations. | ||
| Scott D. Opsal | Managing Director | 2006 | 2008 |
| Biografia | Scott is Director of Research & Equities and a Portfolio Manager. His responsibilities include conducting in-depth research projects and exploring new fundamental and quantitative studies that support the firm’s portfolios and strategy recommendations. Scott brings over thirty years of professional investment experience to the Leuthold team, previously serving as Chief Investment Officer of Invista Capital Management and Head of Equities at Members Capital Advisors. Scott was also the Director of the Applied Investments Program and taught Security Analysis and investment classes at the University of Wisconsin–Whitewater. In his leadership roles, Scott was involved in all aspects of firm management; establishing policies on risk management, asset allocation, quantitative techniques, institutional grade research and portfolio management processes. Previous portfolio management assignments included international equity, domestic equity, taxable investing and convertible securities. His top quartile and five-star performance records led to twice being named to Barron’s Top 100 Mutual Fund Managers. Scott received his undergraduate degree from Drake University in 1982 and an MBA from the University of Minnesota in 1983. He earned the Chartered Financial Analyst designation in 1986 and recently served on the CFA Society Madison Board of Directors. | ||
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