Umesh Shivaji Nathani
Portfolio Manager-Equities at Goelzer Investment Management, Inc.
Profile
Mr. Umesh S.
Nathani, CFA, is a Senior Portfolio Manager at Goelzer Investment Management, Inc. He has over 15 Years of Industry Experience.
Mr. Nathani was previously employed as an Assistant Portfolio Manager by Oberweis Asset Management, Inc., an Analyst by Cozad Asset Management, Inc., and an Associate Systems Analyst by National Stock Exchange of India Ltd.
He received his undergraduate degree from the University of Mumbai and a graduate degree from the University of Illinois.
Umesh Shivaji Nathani active positions
| Companies | Position | Start |
|---|---|---|
Goelzer Investment Management, Inc.
 Goelzer Investment Management, Inc. Investment ManagersFinance Goelzer Investment Management, Inc. (Goelzer) is an independent and SEC-registered asset management firm headquartered in Indianapolis, Indiana. The firm was founded by Don Goelzer in 1969. Goelzer provides investment advisory services to private and institutional clients. | Portfolio Manager-Equities | 2020-10-31 |
Former positions of Umesh Shivaji Nathani
| Companies | Position | End |
|---|---|---|
Oberweis Asset Management, Inc.
 Oberweis Asset Management, Inc. Investment ManagersFinance Oberweis Asset Management, Inc. (Oberweis) is an independent, SEC-registered investment advisor headquartered in Lisle, Illinois. The firm was founded by James D. Oberweis in 1989 to seek market inefficiencies in equities globally. Oberweis offers their active geographically focused strategies to institutional and individual investors through separately managed accounts (SMAs) and their own proprietary mutual fund family. | Portfolio Manager-Equities | 2020-10-31 |
Cozad Asset Management, Inc.
 Cozad Asset Management, Inc. Investment ManagersFinance Cozad Asset Management, Inc. (Cozad) is an independent, SEC-registered investment advisor headquartered in Champaign, Illinois. Founded in 1972, Cozad provides investment advisory services to individuals, trusts, charitable foundations and organizations, municipal retirement plans, corporations, investment companies and retirement plans. | Analyst-Equity | 2017-08-31 |
National Stock Exchange of India Ltd.
 National Stock Exchange of India Ltd. Investment Banks/BrokersFinance National Stock Exchange of India Ltd. operates as a stock exchange in India. It operates through the following segments: Trading Services, Clearing Services, Datafeed Services, Index Licensing Services, Strategic Investments, and Other segments. The company was founded on November 27, 1992 and is headquartered in Mumbai, India. | Corporate Officer/Principal | - |
Training of Umesh Shivaji Nathani
| University of Mumbai | Undergraduate Degree |
| University of Illinois | Graduate 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
| Private companies | 4 |
|---|---|
Cozad Asset Management, Inc.
Cozad Asset Management, Inc. Investment ManagersFinance Cozad Asset Management, Inc. (Cozad) is an independent, SEC-registered investment advisor headquartered in Champaign, Illinois. Founded in 1972, Cozad provides investment advisory services to individuals, trusts, charitable foundations and organizations, municipal retirement plans, corporations, investment companies and retirement plans. | Finance |
National Stock Exchange of India Ltd.
National Stock Exchange of India Ltd. Investment Banks/BrokersFinance National Stock Exchange of India Ltd. operates as a stock exchange in India. It operates through the following segments: Trading Services, Clearing Services, Datafeed Services, Index Licensing Services, Strategic Investments, and Other segments. The company was founded on November 27, 1992 and is headquartered in Mumbai, India. | Finance |
Oberweis Asset Management, Inc.
Oberweis Asset Management, Inc. Investment ManagersFinance Oberweis Asset Management, Inc. (Oberweis) is an independent, SEC-registered investment advisor headquartered in Lisle, Illinois. The firm was founded by James D. Oberweis in 1989 to seek market inefficiencies in equities globally. Oberweis offers their active geographically focused strategies to institutional and individual investors through separately managed accounts (SMAs) and their own proprietary mutual fund family. | Finance |
Goelzer Investment Management, Inc.
Goelzer Investment Management, Inc. Investment ManagersFinance Goelzer Investment Management, Inc. (Goelzer) is an independent and SEC-registered asset management firm headquartered in Indianapolis, Indiana. The firm was founded by Don Goelzer in 1969. Goelzer provides investment advisory services to private and institutional clients. | Finance |
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