Joe Bates Location
Chicago, IL, US
Joe Bates Work
- 2022 - now Investment Group @ Muller & Monroe Asset Management
- 2018 - 2022 Vice President: Senior Analyst - Wealth Management Portfolio Research @ Northern Trust Wealth Management
- 2016 - 2018 Portfolio Allocation @ San Francisco Employee Retirement System
- 2010 - 2015 Director of Research, President @ Alan Biller and Associates
- 2005 - 2008 Senior Analyst - Vice President @ Accumulus Capital Management
- 2002 - 2004 Vice President @ Ferro Capital
- 1999 - 2002 Associate @ Commerzbank Securities Ltd.
Joe Bates Education
- State University of New York at Buffalo - Law School
JD (securities law, tax law)
- University of Chicago
BA (Mathematics)
Joe Bates Skills
- Structured Finance
- Survey Design
- Analysis
- Economics
- Alternative Investments
- Investments
- Private Equity
- Portfolio Management
- Due Diligence
- Asset Management
Joe Bates Summary
Joe Bates, based in Chicago, IL, US, is currently a Investment Group 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 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 4 emails and 3 mobile phone numbers on RocketReach.
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Top Muller & Monroe Asset Management Employees
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32
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Joe Bates
Investment Group at Muller & Monroe Asset Management
Chicago, IL, US45+ -
1
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