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Geoff Penn
Founder at
North Star Asset Management, Inc.
Profile
Mr. Geoffry A. Penn, CFA, is a Managing Director at North Star Asset Management, Inc. He is also a Founding Principal of North Star Asset Management.
Mr. Penn had been a Trust Investment Officer at Associated Bank from 1990 to 1996.
While at Associated Bank, he managed the Bond Funds and co-managed the Capital Appreciation Funds.
Mr. Penn is a 1990 graduate of the University of Wisconsin-Madison with a BBA Degree in Finance, Investments and Banking.
He is a Chartered Financial Analyst charterholder and a member of the CFA Institute.
Geoff Penn active positions
| Companies | Position | Start |
|---|---|---|
North Star Asset Management, Inc.
 North Star Asset Management, Inc. Investment ManagersFinance NSAM is a long-term investor that tailors each client portfolio to meet their specific needs and objectives through a combination of high quality, consistent growth companies and investment grade fixed income securities. The firm’s equity approach focuses on identifying and investing in consistent growth companies at reasonable prices, which offer above average total return potential. Their fixed income approach focuses on identifying and investing in companies with investment grade rated debt to avoid excessive credit risk. They strive to avoid excess interest rate risk and reinvestment risk through duration management and look to maintain adequate liquidity to ensure flexibility. | Founder | 1996-05-31 |
Former positions of Geoff Penn
| Companies | Position | End |
|---|---|---|
| ASSOCIATED BANC-CORP | Portfolio Manager-Fixed Income | 1995-12-30 |
Training of Geoff Penn
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
86
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Associated Banc-Corp
 Associated Banc-Corp Major BanksFinance Operates as a bank holding company whose subsidiary provides chartered commercial banking services | Finance |
North Star Asset Management, Inc.
North Star Asset Management, Inc. Investment ManagersFinance NSAM is a long-term investor that tailors each client portfolio to meet their specific needs and objectives through a combination of high quality, consistent growth companies and investment grade fixed income securities. The firm’s equity approach focuses on identifying and investing in consistent growth companies at reasonable prices, which offer above average total return potential. Their fixed income approach focuses on identifying and investing in companies with investment grade rated debt to avoid excessive credit risk. They strive to avoid excess interest rate risk and reinvestment risk through duration management and look to maintain adequate liquidity to ensure flexibility. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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