Confluence Investment Management LLC
Legal Name: CONFLUENCE INVESTMENT MANAGEMENT LLC
Full Contact Details
Other Info
Confluence Investment Management LLC is legally known as CONFLUENCE INVESTMENT MANAGEMENT LLC. It is a DE Limited Liability Company. This firm has 41 employees, of which 19 are employees in advisory roles. It serves 15 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 10, 2008.
Direct Owners
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ANNE STEELE KOCHEVAR
CHIEF COMPLIANCE OFFICER owns less than 5%
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BRIAN NEIL HANSEN
PRESIDENT / MEMBER owns more than 25% but less than 50%
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DANIEL THOMAS WINTER
SVP AND CIO - VALUE EQUITIES owns more than 5% but less than 10%
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DAVID BRIAN MIYAZAKI
SVP AND PORTFOLIO MANAGER owns more than 5% but less than 10%
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DUSTIN ANDREW HAUSLADEN
VP AND EQUITY ANALYST owns less than 5%
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FREDERICK CHRISTIAN STEIN
VP AND PORTFOLIO MANAGER owns less than 5%
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JOHN M WOBBE
VP, ASSOC. DIRECTOR OF RESEARCH AND EQUITY ANALYST owns less than 5%
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JOSEPH JOHN HANZLIK
SVP AND EQUITY ANALYST owns more than 5% but less than 10%
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MARK ALAN KELLER
CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER / MEMBER owns more than 25% but less than 50%
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PATRICIA ANNETTE DAHL
SVP AND CFO owns more than 5% but less than 10%
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THOMAS WILLIAM DUGAN
VP AND PORTFOLIO MANAGER owns less than 5%
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TORE LARS STOLE
VP AND DIRECTOR OF RESEARCH owns less than 5%
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WILLIAM DANIEL OGRADY
EVP AND CHIEF MARKET STRATEGIST owns more than 5% but less than 10%
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STEVEN PATRICK FARMER
CHIEF COMPLIANCE OFFICER owns less than 5%
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