Ben Van Handel, Cfa®

Ben Van Handel, Cfa® Email and Phone Number

Vice President and Portfolio Manager at North Star Asset Management @ Wisconsin, United States
Wisconsin, United States
Ben Van Handel, Cfa®'s Location
Winnebago County, Wisconsin, United States, United States
Ben Van Handel, Cfa®'s Contact Details

Ben Van Handel, Cfa® work email

Ben Van Handel, Cfa® personal email

About Ben Van Handel, Cfa®

Prior to North Star Asset Management, I graduated from the University of Wisconsin-Milwaukee with a B.B.A in Finance, and certificates in Real-Estate and Investment Management (IMCP). The Investment Management Certificate Program (www.imcp.sba.uwm.edu) is a 17-month applied finance program focused on training future investment professionals in security analysis and portfolio management.Prior to graduation I held internship roles at Dana Investment Advisors, a Boutique Value Investing Mutual Fund Company in Milwaukee, as well as being a proud member of the North Shore Golf Club staff starting at the age of 12 as a caddie and finishing as the Assistant PGA Professional.Pursuant to company policy and SEC regulation, I am not able to accept recommendations or endorsements.

Ben Van Handel, Cfa®'s Current Company Details
North Star Asset Management, Inc.

North Star Asset Management, Inc.

Vice President and Portfolio Manager at North Star Asset Management
Wisconsin, United States
Ben Van Handel, Cfa® Work Experience Details
  • North Star Asset Management, Inc.
    Vice President And Portfolio Manager At North Star Asset Management
    North Star Asset Management, Inc.
    Wisconsin, United States
  • North Star Asset Management, Inc.
    Vice President & Portfolio Manager At North Star Asset Management
    North Star Asset Management, Inc. Jan 2022 - Present
    Neenah, Wisconsin, United States
    Our team of portfolio managers and investment analysts evaluate investment opportunities by performing proprietary fundamental analysis, including company visits and communication with Wall Street analysts. By limiting the number of client relationships, we ensure that our portfolio managers have time to commit to personalized client service, while also performing research to discover new investment ideas.
  • North Star Asset Management
    Portfolio Manager & Investment Analyst
    North Star Asset Management Jun 2018 - Nov 2022
    Menasha, Wi
  • North Star Asset Management, Inc.
    Investment Analyst
    North Star Asset Management, Inc. Jun 2013 - Jun 2018
  • University Of Wisconsin Milwaukee
    Teaching Assistant--Investment Practice Ii
    University Of Wisconsin Milwaukee Jan 2013 - May 2013
    Lubar School Of Business
    View
  • Dana Investment Advisors
    Intern-Fixed Income Portfolio Manager, Analysis, And Trading
    Dana Investment Advisors Sep 2012 - Apr 2013
    Work alongside PM of Taxable Intermediate Fixed Income Strategy Fund.Actively assist in rebalancing client portfolios to match guidelines and respective IPS's.Participate in both equity and fixed income research discussions.
    View
  • North Star Asset Management, Inc.
    Research Analyst Intern
    North Star Asset Management, Inc. May 2012 - Aug 2012
    Menasha, Wisconsin
    Conducted fundamental research and presented reports to a 10 person investment board on companies such as Kinder Morgan, Dun & Bradstreet, Facebook, Lowe’s and BorgWarner.
  • North Shore Golf Club
    First Assistant Golf Professional
    North Shore Golf Club Mar 2010 - Jul 2012
    Provide superior customer service, manage bag room employees in day to day activities, along with employee scheduling. Train incoming caddies on golf etiquettes, provide leadership through instruction
  • North Shore Golf Club
    Caddie Master
    North Shore Golf Club Mar 2007 - Aug 2011
  • North Shore Golf Club
    Bag Room Attendant
    North Shore Golf Club Mar 2005 - Sep 2009
  • North Shore Golf Club
    Caddie
    North Shore Golf Club Mar 2003 - Mar 2005
  • Student Investment Club
    Financial Analyst
    Student Investment Club Jan 2011 - May 2012
    Pitched Apache Corp. for inclusion in the actively managed endowment portfolio.

Ben Van Handel, Cfa® Skills

Portfolio Management Investments Asset Management Equity Valuation Real Estate Finance Fixed Income Real Estate Economics Investment Management Real Estate Investment Security Analysis Real Estate Development Equities Mutual Funds Equity Trading Equity Research

Ben Van Handel, Cfa® Education Details

Frequently Asked Questions about Ben Van Handel, Cfa®

What company does Ben Van Handel, Cfa® work for?

Ben Van Handel, Cfa® works for North Star Asset Management, Inc.

What is Ben Van Handel, Cfa®'s role at the current company?

Ben Van Handel, Cfa®'s current role is Vice President and Portfolio Manager at North Star Asset Management.

What is Ben Van Handel, Cfa®'s email address?

Ben Van Handel, Cfa®'s email address is be****@****set.com

What schools did Ben Van Handel, Cfa® attend?

Ben Van Handel, Cfa® attended University Of Wisconsin-Milwaukee, University Of Wisconsin-Oshkosh.

What skills is Ben Van Handel, Cfa® known for?

Ben Van Handel, Cfa® has skills like Portfolio Management, Investments, Asset Management, Equity Valuation, Real Estate Finance, Fixed Income, Real Estate Economics, Investment Management, Real Estate Investment, Security Analysis, Real Estate Development, Equities.

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