Joe Bates Email & Phone Number
Principal @ Muller & Monroe Asset Management
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Joe Bates Location
- Chicago, IL, US
Joe Bates Work
- Principal @ (December 2022 - Present)
- Vice President: Senior Analyst - Wealth Management Portfolio Research @ (March 2018 - September 2022)
- Portfolio Allocation @ San Francisco Employee Retirement System (October 2016 - January 2018)
- Director of Research, President @ (March 2010 - June 2015)
- Senior Analyst - Vice President @ Accumulus Capital Management (April 2005 - December 2008)
- Vice President @ Ferro Capital (November 2002 - November 2004)
- Associate @ (December 1999 - November 2002)
Joe Bates Education
- State University of New York at Buffalo - Law School
JD (JD, securities law, tax law)
- University of Chicago
BA (BA, Mathematics)
Joe Bates Skills
- Structured Finance
- Survey Design
- Analysis
- Economics
- Alternative Investments
- Investments
- Private Equity
- Portfolio Management
- Due Diligence
- Asset Management
- Hedge Funds
- Equities
- Financial Modeling
- Investment Management
- Business Analysis
- Bass Guitar
- Making Coffee
- Resource Allocation
- Asset Allocation
- Fixed Income
- Asset Managment
- Investment Strategies
- Valuation
- Risk Management
- Project Management
- Project Planning
- Operational Risk Management
- Business Process Improvement
- R
- Written Communication
- Legal Contract Review
- Regulatory Analysis
- Regulatory Guidelines
- Performance Metrics
- Excel models
- Analytic Problem Solving
- Rock and Roll
- ERISA
Joe Bates Summary
- Joe Bates, based in Chicago, IL, US, is currently a Principal at Muller & Monroe Asset Management. Joe Bates brings experience from previous roles at Northern Trust Wealth Management, San Francisco Employee Retirement System, Alan D. Biller & Associates and Accumulus Capital Management. Joe Bates holds a JD in JD, securities law, tax law @ State University of New York at Buffalo - Law School. With a robust skill set that includes Structured Finance, Survey Design, Analysis, Economics, Alternative Investments and more. Joe Bates has 5 emails and 4 mobile phone numbers on RocketReach.
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Top Muller & Monroe Asset Management Employees
Joe Bates
Principal
Chicago, IL, US
Gregg Walker
Partner and Managing Director
New York, NY, US
André Rice
President
Chicago, IL, US
Aleksandra Millard
Executive Assistant
Chicago, IL, US
Camille A.
Investor Relations
Chicago, IL, US
Alondra Carrillo
Assistant Controller
Melrose Park, IL, US
Mary Sweeton
Office Manager
United States
Gerardo Perez
Senior Accountant
Chicago, IL, US
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