Profile
Mr. Hulce joined Ziegler in 2004 and is responsible for ongoing management of Ziegler Investment Services Group private client accounts.
Mr. Hulce has been in the financial services industry since 1991, working with institutional, ERISA, and personal trust portfolios as a Registered Investment Advisor and developing new products as an Investment Technology Product Manager.
He also founded and managed a private investment management firm and teaches finance and management courses at local colleges.
Mr. Hulce earned his B.S.
in Business Administration from the University of Wisconsin-LaCrosse, his B.A. in Psychology from the University of Wisconsin-Green Bay, and an MBA from Marquette University.
He is a member of the Milwaukee Investment Analysts Society and the CFA Institute and holds the NASD Series 65 Securities License as well as State of Wisconsin Health and Life Insurance Licenses.
He is active in the community and serves as a Member of the Board of Director's-Marquette College of Business Alumni Association where he is the Chairperson of the Mentor Program, is a Case Competition Judge and Career Night Speaker and chaired the Investment Policy Committee.
Mr. Hulce also serves as a Member of the Board of Director's of Southeastern Youth & Family Services (SEYFS) and helped found the SEYFS Circle of Friends Day Care which serves low-income and W-2 participant families.
Former positions of Craig G. Hulce
| Companies | Position | End |
|---|---|---|
Ziegler Capital Management LLC (Old)
Ziegler Capital Management LLC (Old) Investment ManagersFinance Ziegler Capital Management is a large-cap US growth investor. Their funds seek a total return from dividends and capital gains that, before deducting the operating expenses, exceed the total return of the benchmark indices. They invest in common stocks that approximately parallel the composition of the indexes but do not intend to replicate the indexes at all times. Ziegler may overweight particular sectors that they believe offer attractive growth potential. The firm relies heavily on Wall Street research. They will sell a stock when there is deterioration in fundamentals. Their research employs both quantitative and behavioral finance methods. Ziegler tends to invest in the stocks of mid-cap and large-cap companies in the electronic technology, technology services and health technology sectors. The firm maintains a low turnover rate. | Portfolio Manager-Equities | 2010-05-31 |
Training of Craig G. Hulce
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Ziegler Capital Management LLC (Old)
Ziegler Capital Management LLC (Old) Investment ManagersFinance Ziegler Capital Management is a large-cap US growth investor. Their funds seek a total return from dividends and capital gains that, before deducting the operating expenses, exceed the total return of the benchmark indices. They invest in common stocks that approximately parallel the composition of the indexes but do not intend to replicate the indexes at all times. Ziegler may overweight particular sectors that they believe offer attractive growth potential. The firm relies heavily on Wall Street research. They will sell a stock when there is deterioration in fundamentals. Their research employs both quantitative and behavioral finance methods. Ziegler tends to invest in the stocks of mid-cap and large-cap companies in the electronic technology, technology services and health technology sectors. The firm maintains a low turnover rate. | Finance |
Marquette University
Marquette University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Wisconsin
University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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