Joel T. Falk
Career history of Joel T. Falk
Former positions of Joel T. Falk
| Companies | Position | Start | End |
|---|---|---|---|
| US BANCORP | Corporate Officer/Principal | - | 2004-02-07 |
CLS Investments LLC
 CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Portfolio Manager-Equities | - | 2004-02-07 |
Cambridge Advisors, Inc.
 Cambridge Advisors, Inc. Investment ManagersFinance Founded by Gaylan Abood in 1990, Cambridge Advisors, Inc. is a wealth management firm and registered investment advisor located in Omaha, Nebraska. The firm provides investment advisory services to individuals and their families, retirement plans and not-for-profit organizations. | Analyst-Equity | 2004-02-09 | - |
| Portfolio Manager-Equities | 2004-02-09 | - |
Training of Joel T. Falk
| University of Nebraska | Masters Business Admin |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
| Corporate Officer/Principal | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Listed companies | 1 |
|---|---|
| US BANCORP | Finance |
| Private companies | 2 |
|---|---|
CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Finance |
Cambridge Advisors, Inc.
Cambridge Advisors, Inc. Investment ManagersFinance Founded by Gaylan Abood in 1990, Cambridge Advisors, Inc. is a wealth management firm and registered investment advisor located in Omaha, Nebraska. The firm provides investment advisory services to individuals and their families, retirement plans and not-for-profit organizations. | Finance |
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