Casey Sambs
Managing Director - Portfolio Management in Wisconsin
- Role
- Portfolio Manager at U.S. Bank
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Portfolio Manager
Jan 2025 — Present · WI, US
Responsible for overseeing our fantastic team of investment professionals serving our ultra-high net worth individuals, endowments, and foundation clients.
Education
University of Wisconsin-La Crosse
BS - Double Major, Finance and Economics
1997 — 2001
University of Wisconsin-Madison
Master of Business Administration (MBA)
2012 — 2015
Skills
- Equity Research
- Investment Management
- Investment Strategies
- Mutual Funds
- Bloomberg
- Strategic Financial Planning
- Analysis
- Valuation
- Equities
- Portfolio Management
- Financial Analysis
- Securities
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