Profile
Mr. John J.
Holmgren, Jr., is a President, Chief Operating Officer & Chief Investment Officer at Zebra Capital Management LLC.
He is responsible for the development, management and implementation of Zebra Capital’s business and strategies.
Mr. Holmgren was formerly President and CIO of Holmgren Capital Management, LLC, a global investment management and research firm specializing in bottom up quantitative investment models, from 2007 until 2011.
From 1999 through 2007, he was Chief Investment Officer and Chief Executive Officer of DSI International Management, a wholly owned subsidiary of UBS AG.
He was responsible for managing the investment programs for DSI and integrating DSI within the UBS business organization.
Mr. Holmgren was a UBS Managing Director and Regional Head where he sat on various UBS Global AM and O’Connor Investment, Risk and Management Committees.
He joined DSI International Management, an investment advisor focusing on global quantitative risk controlled and long/short equity products, as Chief Operating Officer in 1997 from DSC Data Services, a quantitative investment research firm he founded in 1988.
In 1987, he was one of the original founders of DSI International Management.
From 1988 to 1997, he was the founder and President of DSC Data Services, Inc., an independent, quantitative research firm.
Mr. Holmgren has a B.A.
in Economics from Providence College.
John J. Holmgren active positions
| Companies | Position | Start |
|---|---|---|
Zebra Capital Management LLC
 Zebra Capital Management LLC Investment ManagersFinance Zebra Capital Management LLC (Zebra Capital) is an independent, SEC-registered investment advisory firm headquartered in Stamford, Connecticut. The firm was founded by Roger Ibbotson and Zhi Wu Chen in 2001. Zebra Capital provides discretionary investment management services primarily to pooled investment vehicles and separate accounts. | President | 2011-09-30 |
Former positions of John J. Holmgren
| Companies | Position | End |
|---|---|---|
DSI International Management, Inc.
 DSI International Management, Inc. Investment ManagersFinance Founded in 1987, DSI International Management, Inc. (DSI) is an indirect, wholly owned subsidiary of UBS Global Asset Management (US) Inc., a subsidiary of UBS AG (NYSE: UBS). They are a registered investment advisor located in Stamford, Connecticut. DSI serves as the investment advisor for the UBS Structured US Equity Portfolio | Portfolio Manager-Equities | 2007-08-30 |
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Corporate Officer/Principal | - |
American Independence Financial Services LLC
 American Independence Financial Services LLC Investment ManagersFinance American Independence Financial Services LLC provided investment advisory or sub-advisory services to proprietary registered investment funds. The firm also provided investment sub-advisory services in connection with certain wrap programs. It offered investment advisory and sub-advisory services to institutional and individual clients through their separate account management services. The company was founded by John J. Pileggi and Eric M. Rubin in 2005 and was headquartered in Rye, NY. | Chief Investment Officer | - |
Training of John J. Holmgren
| Providence College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
DSI International Management, Inc.
DSI International Management, Inc. Investment ManagersFinance Founded in 1987, DSI International Management, Inc. (DSI) is an indirect, wholly owned subsidiary of UBS Global Asset Management (US) Inc., a subsidiary of UBS AG (NYSE: UBS). They are a registered investment advisor located in Stamford, Connecticut. DSI serves as the investment advisor for the UBS Structured US Equity Portfolio | Finance |
American Independence Financial Services LLC
American Independence Financial Services LLC Investment ManagersFinance American Independence Financial Services LLC provided investment advisory or sub-advisory services to proprietary registered investment funds. The firm also provided investment sub-advisory services in connection with certain wrap programs. It offered investment advisory and sub-advisory services to institutional and individual clients through their separate account management services. The company was founded by John J. Pileggi and Eric M. Rubin in 2005 and was headquartered in Rye, NY. | Finance |
UBS Asset Management (Americas), Inc.
UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Finance |
Zebra Capital Management LLC
Zebra Capital Management LLC Investment ManagersFinance Zebra Capital Management LLC (Zebra Capital) is an independent, SEC-registered investment advisory firm headquartered in Stamford, Connecticut. The firm was founded by Roger Ibbotson and Zhi Wu Chen in 2001. Zebra Capital provides discretionary investment management services primarily to pooled investment vehicles and separate accounts. | Finance |
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