Profile
Brett Lloyd Winnefeld worked as a Portfolio Manager at Investment Counselors of Maryland LLC in 2002, an Analyst at Third Security LLC from 2004 to 2006, and a Vice President at Howe & Rusling, Inc. from 2003 to 2017.
He also worked as a Vice President at CMG Financial Services, Inc. in 2000.
Mr. Winnefeld received his undergraduate degree from Kent State University (Ohio) and his graduate degree from The Ohio State University.
Former positions of Brett Lloyd Winnefeld
| Companies | Position | End |
|---|---|---|
Third Security LLC
 Third Security LLC Investment ManagersFinance Third Security LLC (Third Security) is a private equity firm founded in 1999 by Randal J. Kirk. The firm is headquartered in Radford, Virginia. | Private Equity Analyst | 2005-12-31 |
Investment Counselors of Maryland LLC
 Investment Counselors of Maryland LLC Investment ManagersFinance Investment Counselors of Maryland LLC (ICM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 1972 and is a subsidiary of William Blair Investment Management LLC, which is owned by WBC Holdings LP. ICM provides value-oriented, fundamentally based advisory services to institutional investors, collective trust funds, individuals, high net worth individuals, and a mutual fund. | Portfolio Manager-Equities | 2002-12-30 |
CMG Financial Services, Inc.
 CMG Financial Services, Inc. Finance/Rental/LeasingFinance CMG Financial Services, Inc. is a private company that provides mortgage services to clients. The company is based in San Ramon, CA and has subsidiaries in the United States. The company offers a variety of mortgage options to help clients find the right fit for their unique needs. Clients can use their mortgage calculators, apply online, or speak to a loan officer for assistance. The CEO of the company is Christopher M. George. | Corporate Officer/Principal | 2000-12-30 |
Howe & Rusling, Inc.
 Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Director of Research - Equity | - |
Training of Brett Lloyd Winnefeld
| Kent State University (Ohio) | Undergraduate Degree |
| The Ohio State University | 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 |
|---|---|
Investment Counselors of Maryland LLC
Investment Counselors of Maryland LLC Investment ManagersFinance Investment Counselors of Maryland LLC (ICM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 1972 and is a subsidiary of William Blair Investment Management LLC, which is owned by WBC Holdings LP. ICM provides value-oriented, fundamentally based advisory services to institutional investors, collective trust funds, individuals, high net worth individuals, and a mutual fund. | Finance |
Howe & Rusling, Inc.
Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Finance |
Third Security LLC
Third Security LLC Investment ManagersFinance Third Security LLC (Third Security) is a private equity firm founded in 1999 by Randal J. Kirk. The firm is headquartered in Radford, Virginia. | Finance |
CMG Financial Services, Inc.
CMG Financial Services, Inc. Finance/Rental/LeasingFinance CMG Financial Services, Inc. is a private company that provides mortgage services to clients. The company is based in San Ramon, CA and has subsidiaries in the United States. The company offers a variety of mortgage options to help clients find the right fit for their unique needs. Clients can use their mortgage calculators, apply online, or speak to a loan officer for assistance. The CEO of the company is Christopher M. George. | Finance |
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