Yousif Capital Management
Yousif Capital Management is an institutional investment advisor that is purpose built to service institutional investors. The firm specializes in offering low cost, rules-based managed funds that are customized to each client’s specific needs. Our team of professionals combine for more than 80 years of investment experience and we leverage our combined skills to seek best outcomes for our clients. We offer services to Sub-Advisory Relationships, Captive Insurance Programs, Municipalities and Socially Responsible Investors. Our mission is to provide investment solutions that offer diversification and increase returns to our clients. We seek to price our services at a fair level that will allow both parties to thrive and enjoy the relationship. We will provide excellent client servicing by listening to our clients, understanding their needs, and providing smart solutions to their challenges. We employ talented, happy, outgoing individuals and will measure our success by our clients’ successes. We will adhere to the highest ethical standards as set forth by the CFA Institute’s Asset Manager Code of Professional Conduct. We treat our clients and ourselves with the greatest of respect and set our clients’ needs before our own. We encourage open communication and constructive debate. Excellence is our goal in everything we do.
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Verified contacts
18
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
0
tools in use
Monthly traffic
60
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- DJ
David Jones
Senior Portfolio Manager · Finance & Accounting
EmailPhone - EL
Eric Lessnau
Senior Portfolio Manager · Finance & Accounting
EmailPhone - KF
Kelly Fetterman
Client Service Manager · Customer/Client Service
EmailPhone - KF
Kevin Foley
Portfolio Manager · Finance & Accounting
EmailPhone - PI
Pamela Iwasko
Portfolio Manager · Finance & Accounting
EmailPhone - SG
Sam Gilbert
Portfolio Manager · Finance & Accounting
EmailPhone - BK
Brady Kane
Operations Analyst · Operations
EmailPhone - MD
Michelle Dubey
Risk & Compliance Analyst · Finance & Accounting
EmailPhone - SS
Sam Sheeran
Equity Analyst · Finance & Accounting
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Yousif Capital Management
13 distinct titles indexed · top 10 shown.
- 3portfolio manager
- 2operations analyst
- 2senior portfolio manager
- 1chief compliance officer
- 1chief growth officer
- 1chief operating officer
- 1client service manager
- 1data automation & integration specialist
- 1director of fixed income
- 1equity analyst
- +3more titles
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