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John J Blaser Deceased7350 S Lovers Lane Rd UNIT 355, Franklin, WI 53132

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Known as:
John L Blaser John J Blaszczak Blaser John
Related to:
John Davis Buckner 68

John Blaser Phones & Addresses

Franklin, WI

3234 N 82Nd St, Milwaukee, WI 53222 (414) 442-1793

Glenview, IL

Mentions for John J Blaser

John Blaser resumes & CV records

Resumes

John Blaser Photo 29

President - Bmo Funds

Position:
President - BMO Funds at BMO Global Asset Management
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work:
BMO Global Asset Management since 1998
President - BMO Funds Artisan Partners 1995 - 1998
Partner - Chief Financial Officer Kemper Securities, Inc. 1993 - 1995
Senior Vice President Price Waterhouse 1979 - 1992
Senior Audit Manager
Education:
University of Wisconsin-Madison 1975 - 1979
BBA, Accounting, Finance
John Blaser Photo 30

Real Estate Broker At Prudential Northwest Properties

Position:
Real Estate Broker at Prudential Northwest Properties
Location:
Bend, Oregon
Industry:
Real Estate
Work:
Prudential Northwest Properties since May 2010
Real Estate Broker
Interests:
Real Estate, Fly Fishing, Golf, Skiing

Publications & IP owners

Us Patents

Method And Apparatus For Tax Efficient Investment Management

US Patent:
6687681, Feb 3, 2004
Filed:
May 28, 1999
Appl. No.:
09/322412
Inventors:
David W. Schulz - Mequon WI
John M. Blaser - Mequon WI
Daniel Patrick Brown - Wauwatosa WI
Todd Hanson - Thiensville WI
Assignee:
Marshall Ilsley Corporation - Milwaukee WI
International Classification:
G06F 1760
US Classification:
705 36, 705 37
Abstract:
A method and apparatus for automatically managing investment portfolios to substantially track a selected index and to automatically harvest tax losses is disclosed. Preferably, the system comprises an accounting system for maintaining tax lot information for individual accounts, an optimization system for rebalancing each account to substantially model the index and for harvesting tax losses, and a trading system for executing trades. Each investor owns the securities in his account, and therefore, harvested losses can be used to offset capital gains. The period between successive optimization procedures is selected to avoid application of the internal revenue service wash sale rules.

Possible Relatives

Danny O Blaser  Eric J Blaser  Jessica R Blaser  Karl M Blaser  Katherine M Blaser  Larry W Blaser  Michael F Blaser  John J Last  John J Stan  John C Stanaway 

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