James Edward Habanek

Corporate Officer/Principal at

Salem Trust Co.

Finance

Consumer Services

Miscellaneous

Profile

James Edward Habanek is currently a Senior Vice President at Salem Trust Co. He previously worked as a Vice President at Ziegler Cos., Inc. and CIB Marine Bancshares, Inc. He was also a Senior Vice President & Portfolio Manager at Pennant Management, Inc. from 2008 to 2014.
Additionally, he worked as a Senior Vice President at GreatBanc Trust Co. (Investment Management).
Habanek received his undergraduate degree from the University of Wisconsin and the University of Illinois.
He also holds an MBA from the University of Minnesota.

James Edward Habanek active positions

Companies	Position	Start
Salem Trust Co. Salem Trust Co. Investment Trusts/Mutual FundsMiscellaneous Operates an investment trust	Corporate Officer/Principal	2007-12-31

All active positions of James Edward Habanek

Former positions of James Edward Habanek

Companies	Position	End
Pennant Management, Inc. Pennant Management, Inc. Investment ManagersFinance Pennant Management employs a disciplined, flexible, global tactical asset allocation investment approach that is based on fundamental and technical analysis and seeks to meet each client's investment objectives regarding total return, risk tolerance, liquidity, time horizon and tax considerations. The firm also offers a variety of specialized and broad-based financial consulting services through their proprietary CFO a la Carte program. In general, the firm tends to invest in the stocks of US companies in the producer manufacturing, energy minerals, electronic technology, retail and technology services sectors. Pennant invests across all market-caps. Pennant's equity selection process utilizes market models that seek statistically significant valuation anomalies in the capital markets. They use ETFs and mutual funds to target specific asset classes, market sectors or geographic regions that exhibit noticeable value relative to the market. The firm seeks appropriate portfolio diversification while minimizing both explicit and implicit trading costs. The firm's fixed-income strategy focuses on active management of high quality short and intermediate bonds with average maturities of 1 to 5 years. Pennant addresses liquidity needs, ranging from one day to one year, with low volatility, highly liquid money market instruments including a proprietary Repurchase Agreement. Pennant's Alternative Equity strategy uses active management to achieve advantages over static asset allocation. The strategy is designed to make money when the market moves higher and to protect money when the market declines.	Portfolio Manager-Fixed Income	2014-10-22
CIB MARINE BANCSHARES, INC.	Corporate Officer/Principal	-
THE ZIEGLER COMPANIES, INC.	Corporate Officer/Principal	-
GreatBanc Trust Co. (Investment Management) GreatBanc Trust Co. (Investment Management) Investment ManagersFinance GreatBanc-IM specializes in employee stock ownership plans (ESOPs). The firm’s wealth management strategies seek to preserve and enhance the wealth their clients. It offers customized strategies that consider each client's present and future financial goals, tax sensitivity, financial and non-financial objectives and risk tolerance. Their research-driven process is based on fundamental and technical analyses.	Portfolio Manager-Fixed Income	-

See the detail of James Edward Habanek's experience

Training of James Edward Habanek

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of James Edward Habanek's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	8
Ziegler Cos., Inc. Ziegler Cos., Inc. Investment Banks/BrokersFinance Provides investment banking credit structures and advisory services	Finance
CIB Marine Bancshares, Inc. CIB Marine Bancshares, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiary provides banking services	Finance
Pennant Management, Inc. Pennant Management, Inc. Investment ManagersFinance Pennant Management employs a disciplined, flexible, global tactical asset allocation investment approach that is based on fundamental and technical analysis and seeks to meet each client's investment objectives regarding total return, risk tolerance, liquidity, time horizon and tax considerations. The firm also offers a variety of specialized and broad-based financial consulting services through their proprietary CFO a la Carte program. In general, the firm tends to invest in the stocks of US companies in the producer manufacturing, energy minerals, electronic technology, retail and technology services sectors. Pennant invests across all market-caps. Pennant's equity selection process utilizes market models that seek statistically significant valuation anomalies in the capital markets. They use ETFs and mutual funds to target specific asset classes, market sectors or geographic regions that exhibit noticeable value relative to the market. The firm seeks appropriate portfolio diversification while minimizing both explicit and implicit trading costs. The firm's fixed-income strategy focuses on active management of high quality short and intermediate bonds with average maturities of 1 to 5 years. Pennant addresses liquidity needs, ranging from one day to one year, with low volatility, highly liquid money market instruments including a proprietary Repurchase Agreement. Pennant's Alternative Equity strategy uses active management to achieve advantages over static asset allocation. The strategy is designed to make money when the market moves higher and to protect money when the market declines.	Finance
GreatBanc Trust Co. (Investment Management) GreatBanc Trust Co. (Investment Management) Investment ManagersFinance GreatBanc-IM specializes in employee stock ownership plans (ESOPs). The firm’s wealth management strategies seek to preserve and enhance the wealth their clients. It offers customized strategies that consider each client's present and future financial goals, tax sensitivity, financial and non-financial objectives and risk tolerance. Their research-driven process is based on fundamental and technical analyses.	Finance
Salem Trust Co. Salem Trust Co. Investment Trusts/Mutual FundsMiscellaneous Operates an investment trust	Miscellaneous
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Illinois University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Minnesota University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services