Joel Walter Looney

Joel Walter Looney

Chairman at SRH TOTAL RETURN FUND, INC.

Net worth: 1 M $ as of 2024-02-28

63 year
Miscellaneous
Consumer Services
Finance

Profile

Mr. Joel W.
Looney is a Manager at Fund Administrative Services LLC, a President, Chief Investment Officer & Portfolio Manager at Rocky Mountain Advisers LLC and a Chairman & President at SRH Total Return Fund, Inc. He is on the Board of Directors at Peak Trust Co. In these roles, Mr. Looney is responsible for supervising the overall advisory services provided by RMA, as well as for the day-to-day portfolio management of the SRH Total Return Fund.
He is also an "investment adviser representative" who provides investment management and financial planning services to a group of RMA private clients.
Prior to joining RMA in 2013, Mr. Looney was the Principal for Financial Management Group, LLC, an investment management firm, from 1999 to 2013.
Prior to forming Financial Management Group, LLC, he was the Chief Financial Officer for Bethany College in Lindsborg, KS from 1995 to 1999.
He formerly served as Chairman of the Board of Directors for the Boulder Total Return Fund, The Denali Fund and the First Opportunity Fund.
Mr. Looney also serves as President of the Horejsi Charitable Foundation.
He holds an M.B.A from Kansas State University and a B.S.
from Marymount College.

Known holdings in public companies

CompanyDateNumber of sharesValuationValuation date
2023-10-31 75,454 ( 0.08% ) 1 M $ 2024-02-28

Joel Walter Looney active positions

CompaniesPositionStart
SRH TOTAL RETURN FUND, INC. Chairman 2002-12-31
President 2012-12-31
Corporate Officer/Principal 2016-12-31
Director/Board Member 2012-12-31
All active positions of Joel Walter Looney

Former positions of Joel Walter Looney

CompaniesPositionEnd
Elevation ETF Trust Director/Board Member 2017-12-31
Portfolio Manager-Equities 2015-12-01
Financial Management Group LLC Corporate Officer/Principal 2012-12-30
First Financial Fund, Inc. Director/Board Member 2008-10-13
Mildred B. Horejsi Trust Director/Board Member 2000-12-31
See the detail of Joel Walter Looney's experience

Training of Joel Walter Looney

Kansas State University Masters Business Admin
Marymount California University Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Joel Walter Looney's experience

Connections

24

1st degree connections

16

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies13
First Financial Fund, Inc.

Miscellaneous

Miscellaneous

Finance

Miscellaneous

Finance

Finance

Mildred B. Horejsi Trust

Miscellaneous

Miscellaneous

Miscellaneous

Consumer Services

Miscellaneous

Elevation ETF Trust

Financial Management Group LLC

See company connections
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