Josh Lamers

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Profile

Josh Lamers worked as a Registered Representative at Rothschild Investment Corp.
from 2010 to 2013 and as an Equity Research Associate at William Blair & Co. LLC from 2013 to 2021.
He received his undergraduate degree from Carthage College in 2010.

Former positions of Josh Lamers

Companies	Position	End
William Blair & Co. LLC William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2021-03-31
Rothschild Investment LLC Rothschild Investment LLC Investment ManagersFinance Rothschild recommends an appropriate balance between equity and fixed-income investments to clients and suggests suitable risk parameters for portfolio investments. The firm’s long-term objective is to establish a pattern of positive total return for their clients. They strive to achieve a combined rate of return sufficient to enhance, as well as protect, the real (inflation-adjusted) value of their clients’ assets. Rothschild relies mainly on basic analysis in selecting equity investments. The firm normally constructs portfolios comprised of laddered, short-term to intermediate-term investment grade fixed income securities to protect against interest rate risk and credit risk.	Corporate Officer/Principal	2013-02-28

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Linked companies

Private companies	3
Rothschild Investment LLC Rothschild Investment LLC Investment ManagersFinance Rothschild recommends an appropriate balance between equity and fixed-income investments to clients and suggests suitable risk parameters for portfolio investments. The firm’s long-term objective is to establish a pattern of positive total return for their clients. They strive to achieve a combined rate of return sufficient to enhance, as well as protect, the real (inflation-adjusted) value of their clients’ assets. Rothschild relies mainly on basic analysis in selecting equity investments. The firm normally constructs portfolios comprised of laddered, short-term to intermediate-term investment grade fixed income securities to protect against interest rate risk and credit risk.	Finance
William Blair & Co. LLC William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Carthage College Carthage College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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