Phil Lorenz

Phil Lorenz

Equity Research Analyst @ CIBC Private Wealth US

Country

United States

City

Evanston

Industry

Financial Services

Skill

Equities, Alternative Investments, Portfolio Management, Hedge Funds, Asset Management, Equity Research, Valuation, Capital Markets, Equity Valuation, Bloomberg, Financial Modeling, Investments, Investment Management, Fixed Income, Private Equity

Experience

CIBC Private Wealth US

Equity Research Analyst

CIBC Private Wealth US

LinkedIn
2015-3 - Present · 11 yrs 7 mos

Greater Chicago Area

Formerly Geneva Advisors, acquired by CIBC in 2017.

Driehaus Capital Management LLC

Equity Research Analyst

Driehaus Capital Management LLC

LinkedIn
2013-9 - 2015-2 · 1 yr 6 mos

Technology and telecom sectors on the global equities team.

Neuberger

Equity Research Analyst

Neuberger

LinkedIn
2009-9 - 2013-8 · 4 yrs

Technology and business services on the small/mid-cap growth team.

Magnetar

Equity Research Analyst / Portfolio Manager

Magnetar

LinkedIn
2005-5 - 2009-6 · 4 yrs 2 mos

Technology sector

Northern Trust

Equity Research Analyst

Northern Trust

LinkedIn
2002-9 - 2005-5 · 2 yrs 9 mos

Technology sector

UBS O'Connor

Portfolio Manager

UBS O'Connor

1997-9 - 2002-8 · 5 yrs

Technology sector

IPC Group(منحل شده)

Associate Consultant

IPC Group(منحل شده)

LinkedIn
1994-11 - 1997-7 · 2 yrs 9 mos

Chicago, Illinois, United States

Intellectual property valuation.

IBM

Industrial Engineer / Sales Rep

IBM

LinkedIn
1988-9 - 1994-11 · 6 yrs 3 mos

Greater Chicago Area

Industrial engineer at Manassas, VA semiconductor plant. Sytstems engineer and sales rep in U.S. Marketing & Sales division.

Education

Northwestern University

Northwestern University

LinkedIn

Industrial Engineering

1983 - 1988 · 5 yrs
University of Chicago

University of Chicago

LinkedIn

Finance, Accounting

1991 - 1994 · 3 yrs

Phil Lorenz's Contact Information

Email

******@***.com

Phone

(**) *** ****

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