Profile
Kristen Joy Perleberg worked as a Principal at Wells Fargo & Co. in 2006.
From 2007 to 2022, she worked at The Leuthold Group LLC as a Senior Research Analyst & Co-Portfolio Manager.
Prior to that, she worked as a Principal at American Express Financial Advisors, Inc. She received her undergraduate degree from the University of Minnesota in 2003.
Former positions of Kristen Joy Perleberg
Companies | Position | End |
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The Leuthold Group LLC (Investment Management)
The Leuthold Group LLC (Investment Management) Investment ManagersFinance The Leuthold Group LLC (Investment Management), do-business-as Leuthold Weeden Capital Management (LWCM), is the SEC-registered investment management division of The Leuthold Group LLC headquartered in Minneapolis, Minnesota. The Leuthold Group was founded in 1981 as an independent investment research firm. In 1987, members of The Leuthold Group founded LWCM to provide investment advisory services. The firm is majority employee-owned. LWCM serves as an investment advisor to separately managed accounts, Leuthold mutual funds, Leuthold ETF and a private fund that offers to a wide range of clients, including individuals, trusts, foundations, charitable organizations, corporations, government entities, unions, limited partnerships, endowments, investment companies, and pension plans. | Analyst-Equity | 2022-02-28 |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
WELLS FARGO & COMPANY | Corporate Officer/Principal | 2006-12-30 |
Training of Kristen Joy Perleberg
University of Minnesota | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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WELLS FARGO & COMPANY | Finance |
Private companies | 2 |
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American Express Financial Advisors, Inc. | |
The Leuthold Group LLC (Investment Management)
The Leuthold Group LLC (Investment Management) Investment ManagersFinance The Leuthold Group LLC (Investment Management), do-business-as Leuthold Weeden Capital Management (LWCM), is the SEC-registered investment management division of The Leuthold Group LLC headquartered in Minneapolis, Minnesota. The Leuthold Group was founded in 1981 as an independent investment research firm. In 1987, members of The Leuthold Group founded LWCM to provide investment advisory services. The firm is majority employee-owned. LWCM serves as an investment advisor to separately managed accounts, Leuthold mutual funds, Leuthold ETF and a private fund that offers to a wide range of clients, including individuals, trusts, foundations, charitable organizations, corporations, government entities, unions, limited partnerships, endowments, investment companies, and pension plans. | Finance |
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