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David James Abitz

from Palm Beach Gardens, FL
Age ~54
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Also known as:
David J Abitz, Dennis Abitz, Dave Abitz, Dennis Revorod
Related to:
Sheila M Abitz, 55Haley K Abitz, 28Lowell H Matthies, 86Carol R Matthies, 84
Connected to:
Ben Abitz, 38Patrick D Abiuso, 75Abyot G Abiza, 55John P Abizaid, 73Antoine Abizeid, 51Anita S Abjornson, 61Cheryl D Abjornson, 61Lola Abkarjan, 51Hope B Abke, 50Ronald C Abke, 90

David Abitz Phones & Addresses

  • Palm Beach Gardens, FL
  • Jupiter, FL
  • Grafton, WI
  • 29078 Welk Highland Dr, Escondido, CA 92026 (760) 751-2375
  • 414 Camino Hermoso, San Marcos, CA 92078 (760) 591-9551
  • Redding, CA
  • Colgate, WI
  • Pewaukee, WI
  • Amery, WI
  • Oak Creek, WI
  • San Diego, CA
  • 1371 Keup Rd, Grafton, WI 53024 (760) 751-2375

Work

Company: Mariner quantitative solutions Jun 2004 Position: Managing director & chief investment officer

Education

Degree: MBA School / High School: University of Wisconsin-Madison - School of Business 1999 to 2002

Skills

Equities • Hedge Funds • Asset Management • Mutual Funds • Valuation • Fundamental Analysis • Financial Modeling • Portfolio Management • Investments • Trading • Investment Management

Ranks

Certificate: Chartered Financial Analyst

Interests

Robotics • Investing • Health and Fitness • New Business Development • Hiking • Landscaping

Industries

Investment Management

Resumes

Resumes

David Abitz Photo 1

Managing Director And Chief Investment Officer

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Location:
Milwaukee, WI
Industry:
Investment Management
Work:
Mariner Quantitative Solutions since Jun 2004
Managing Director & Chief Investment Officer
M&I Investment Management Corp 2000 - 2004
Fund Manager
M&I Investment Management Corp 1997 - 2000
Securities Analyst
M&I Investment Managemnt Corp. 1995 - 1997
Equity Trader
M&I Bank 1993 - 1995
Participant Account Representative
Education:
University of Wisconsin-Madison - School of Business 1999 - 2002
MBA University of Wisconsin-Oshkosh 1988 - 1992
BA, Finance, Economics
Skills:
Equities
Hedge Funds
Asset Management
Mutual Funds
Valuation
Fundamental Analysis
Financial Modeling
Portfolio Management
Investments
Trading
Investment Management
Interests:
Robotics
Investing
Health and Fitness
New Business Development
Hiking
Landscaping
Certifications:
Chartered Financial Analyst

Business Records

Name / Title
Company / Classification
Phones & Addresses
David J. Abitz
Qis Advisors LLC
Investment Adviser
4308 Steeple Vw Ct, Hubertus, WI 53033

Publications

Us Patents

System And Method For Structuring And Operating An Investment Vehicle

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US Patent:
20050251465, Nov 10, 2005
Filed:
Apr 27, 2005
Appl. No.:
11/115535
Inventors:
Daniel Brown - Wauwatosa WI, US
David Schulz - Mequon WI, US
David Abitz - Redding CA, US
International Classification:
G06F017/60
US Classification:
705035000
Abstract:
A system and method of structuring and operating an investment vehicle is disclosed which structures the investment vehicle as a common trust fund which operates using the investment, trading, and timing strategies of a hedge fund. The investment vehicle is implemented using a common trust fund structure, which may be offered by a financial institution. The investment vehicle so operated by the financial institution using a hedging strategy to manage the property from the trust to achieve a strong return, even in adverse market conditions.
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David James Abitz from Palm Beach Gardens, FL, age ~54 Get Report