Tom J. Bartos
Director of Finance/CFO at IDR Core Property Index Fund Ltd.
Tom J. Bartos active positions
Companies | Position | Start | End |
---|---|---|---|
IDR Core Property Index Fund Ltd.
IDR Core Property Index Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous IDR Core Property Index Fund Ltd. operates as an investment company. Its investment objective is to employ an indexing investment approach designed to seek to track the NCREIF Fund Index-Open End Diversified Core Equity X (the “NFI-ODCE X” or the “NFI- ODCE X Index”). The NFI-ODCE is an index of investment returns reporting on both a historical and current basis the results of open-end commingled funds pursuing a core real estate investment strategy. The NFI-ODCE is currently comprised of twenty-five component funds (the “Component Funds”). These Component Funds are invested in primarily four major property types: Office, Industrial, Multi-Family and Retail. The company is headquartered in Cleveland, OH. | Director/Board Member | 2018-12-31 | - |
Director of Finance/CFO | 2018-12-31 | - | |
Treasurer | 2018-12-31 | - | |
Investors Diversified Realty Management I LLC
Investors Diversified Realty Management I LLC Investment ManagersFinance Investors Diversified Realty Management I LLC provides investment advisory services. The private company is based in Cleveland, OH. The company was founded by Gary A. Zdolshek. | Director of Finance/CFO | 2017-02-28 | - |
Career history of Tom J. Bartos
Former positions of Tom J. Bartos
Companies | Position | Start | End |
---|---|---|---|
MAI Capital Management LLC
MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | General Counsel | 2009-12-03 | 2009-12-03 |
Corporate Officer/Principal | 2007-01-31 | 2009-12-03 |
Training of Tom J. Bartos
Bowling Green State University | Undergraduate Degree |
University of Notre Dame | Masters Business Admin |
Statistics
International
United States | 6 |
Operational
Director of Finance/CFO | 2 |
General Counsel | 1 |
Corporate Officer/Principal | 1 |
Sectoral
Finance | 3 |
Consumer Services | 3 |
Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
MAI Capital Management LLC
MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Finance |
IDR Core Property Index Fund Ltd.
IDR Core Property Index Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous IDR Core Property Index Fund Ltd. operates as an investment company. Its investment objective is to employ an indexing investment approach designed to seek to track the NCREIF Fund Index-Open End Diversified Core Equity X (the “NFI-ODCE X” or the “NFI- ODCE X Index”). The NFI-ODCE is an index of investment returns reporting on both a historical and current basis the results of open-end commingled funds pursuing a core real estate investment strategy. The NFI-ODCE is currently comprised of twenty-five component funds (the “Component Funds”). These Component Funds are invested in primarily four major property types: Office, Industrial, Multi-Family and Retail. The company is headquartered in Cleveland, OH. | Miscellaneous |
Investors Diversified Realty Management I LLC
Investors Diversified Realty Management I LLC Investment ManagersFinance Investors Diversified Realty Management I LLC provides investment advisory services. The private company is based in Cleveland, OH. The company was founded by Gary A. Zdolshek. | Finance |
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