Todd Alan Poellein
Portfolio Manager-Equities at HORAN Capital Advisors LLC
Profile
Mr. Todd A.
Poellein, CFA, is a Principal & Portfolio Manager at HORAN Capital Advisors LLC.
He is responsible for meeting the investment and planning needs of HORAN’s clientele.
His experiences with families, defined benefit plans, foundations and endowments are invaluable to HORAN’s portfolio management team.
Todd Alan Poellein active positions
Companies | Position | Start |
---|---|---|
HORAN Capital Advisors LLC
HORAN Capital Advisors LLC Investment ManagersFinance HORAN Capital Advisors LLC (HCA) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. Founded in 1948, HCA provides investment and portfolio management services to ultra-high net worth to mass affluent individuals, as well as corporate and institutional clients. | Portfolio Manager-Equities | 2015-05-31 |
Former positions of Todd Alan Poellein
Companies | Position | End |
---|---|---|
Fifth Third Bank, NA (Investment Management)
Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Portfolio Manager-Equities | 2015-04-30 |
Pricewaterhousecoopers LLC | Corporate Officer/Principal | - |
Training of Todd Alan Poellein
Indiana University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Fifth Third Bank, NA (Investment Management)
Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Finance |
HORAN Capital Advisors LLC
HORAN Capital Advisors LLC Investment ManagersFinance HORAN Capital Advisors LLC (HCA) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. Founded in 1948, HCA provides investment and portfolio management services to ultra-high net worth to mass affluent individuals, as well as corporate and institutional clients. | Finance |
Pricewaterhousecoopers LLC |
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