John J Blaser Deceased9002 Highland Park Ave, Hales Corners, WI 53132

John Blaser Phones & Addresses

9002 Highland Park Ave, Franklin, WI 53132 (414) 427-7186

9120 Highland Park Ave, Franklin, WI 53132 (414) 427-7186

9170 Highland Park Ave, Franklin, WI 53132 (414) 427-7186

9501 Loomis Rd, Franklin, WI 53132 (414) 427-7186

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

Glenview, IL

Mentions for John J Blaser

Resumes

Resumes

John Blaser Photo 1

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 2

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

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.

NOTICE: You may not use PeopleBackgroundCheck or the information it provides to make decisions about employment, credit, housing or any other purpose that would require Fair Credit Reporting Act (FCRA) compliance. PeopleBackgroundCheck is not a Consumer Reporting Agency (CRA) as defined by the FCRA and does not provide consumer reports.