Bryan John Mortenson
Chief Executive Officer at Long Lake Capital Management LLC
Profile
Mr. Mortenson serves as the President of Long Lake Capital Management, LLC.
He brings over 15 years of experience to the firm.
Prior to forming Long Lake, Mr. Mortenson was a Senior Equity Analyst and Portfolio Manager at R.H.
Bluestein & Company, a multi-billion dollar asset management firm.
Prior to that, Mr. Mortenson held positions of increasing responsibility within Huntington Bank's retail banking platform and Wells Fargo's consumer lending division.
Mr. Mortenson holds a BA in Economics & Management from Albion College and an MBA from the Steven M.
Ross School of Business at the University of Michigan.
Bryan John Mortenson active positions
Companies | Position | Start |
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Long Lake Capital Management LLC
Long Lake Capital Management LLC Investment ManagersFinance Long Lake Capital Management LLC (Long Lake) is an independent, SEC-registered investment advisor headquartered in Birmingham, Michigan. Founded in 2014, Long Lake designs and manages investment portfolios for individual clients, families, trusts, estates, and other entities. | Chief Executive Officer | 2014-04-30 |
Former positions of Bryan John Mortenson
Companies | Position | End |
---|---|---|
R.H. Bluestein & Co. LLC
R.H. Bluestein & Co. LLC Investment ManagersFinance R.H. Bluestein & Co. LLC (RHB) is a registered investment advisor and wealth management firm headquartered in Birmingham, Michigan. The firm was founded in 1990 and is a subsidiary of CI Private Wealth US LLC, which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. RHB provides investment management and supervisory services to both separately managed accounts and pooled investment vehicles. Their clients also include individuals, corporations, endowments, foundations, trusts, estates, and pension and profit-sharing plans. | Portfolio Manager-Equities | 2013-11-30 |
The Huntington National Bank (Columbus, Ohio)
The Huntington National Bank (Columbus, Ohio) Major BanksFinance The Huntington National Bank engages in the provision of personal and business banking services to individuals and families, small and middle market businesses, and not-for-profit businesses. Its services include online and mobile banking, borrowing, investments, insurance, planning, and security services. The company was founded in 1866 and is headquartered in Columbus, OH. | Corporate Officer/Principal | 2007-07-31 |
Wells Fargo Financial LLC
Wells Fargo Financial LLC Finance/Rental/LeasingFinance Wells Fargo Financial LLC provides financial services. It offers real estate-secured lending, automobile financing, consumer and private-label credit cards and commercial services to consumers and businesses. The firm serves industries and government entities through different stores in the U.S. and Canada. The company was founded by Jacob Levitt in 1897 and is headquartered in Des Moines, IA. | Corporate Officer/Principal | 2005-11-30 |
Training of Bryan John Mortenson
Albion College | Undergraduate Degree |
University of Michigan | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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R.H. Bluestein & Co. LLC
R.H. Bluestein & Co. LLC Investment ManagersFinance R.H. Bluestein & Co. LLC (RHB) is a registered investment advisor and wealth management firm headquartered in Birmingham, Michigan. The firm was founded in 1990 and is a subsidiary of CI Private Wealth US LLC, which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. RHB provides investment management and supervisory services to both separately managed accounts and pooled investment vehicles. Their clients also include individuals, corporations, endowments, foundations, trusts, estates, and pension and profit-sharing plans. | Finance |
The Huntington National Bank (Columbus, Ohio)
The Huntington National Bank (Columbus, Ohio) Major BanksFinance The Huntington National Bank engages in the provision of personal and business banking services to individuals and families, small and middle market businesses, and not-for-profit businesses. Its services include online and mobile banking, borrowing, investments, insurance, planning, and security services. The company was founded in 1866 and is headquartered in Columbus, OH. | Finance |
Wells Fargo Financial LLC
Wells Fargo Financial LLC Finance/Rental/LeasingFinance Wells Fargo Financial LLC provides financial services. It offers real estate-secured lending, automobile financing, consumer and private-label credit cards and commercial services to consumers and businesses. The firm serves industries and government entities through different stores in the U.S. and Canada. The company was founded by Jacob Levitt in 1897 and is headquartered in Des Moines, IA. | Finance |
Long Lake Capital Management LLC
Long Lake Capital Management LLC Investment ManagersFinance Long Lake Capital Management LLC (Long Lake) is an independent, SEC-registered investment advisor headquartered in Birmingham, Michigan. Founded in 2014, Long Lake designs and manages investment portfolios for individual clients, families, trusts, estates, and other entities. | Finance |
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