James H. Stacke

Director/Board Member at

Federal Life Insurance Co.

87 year

Finance

Consumer Services

Profile

James H.
Stacke is an Independent Director at Federal Life Insurance Co. since 2005.
He previously held the position of Independent Director at Federal Life Group, Inc. He was also an Executive Vice President at CIBC Private Wealth Advisors, Inc. from 1968 to 2009 and an Executive VP, Partner & Manager-Chicago at Stein Roe Investment Counsel LLC from 1968 to 2003.
He holds an MBA from The University of Chicago and an undergraduate degree from Yale University.

James H. Stacke active positions

Companies	Position	Start
Federal Life Insurance Co. Federal Life Insurance Co. Life/Health InsuranceFinance Provides life and health insurance services	Director/Board Member	01/01/2005

All active positions of James H. Stacke

Former positions of James H. Stacke

Companies	Position	End
CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.	Portfolio Manager-Equities	01/06/2009
Stein Roe Investment Counsel LLC Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments).	Portfolio Manager-Equities	31/12/2003
FEDERAL LIFE GROUP, INC.	Director/Board Member	-

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Linked companies

Private companies	6
CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.	Finance
Stein Roe Investment Counsel LLC Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments).	Finance
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Yale University Yale University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Federal Life Insurance Co. Federal Life Insurance Co. Life/Health InsuranceFinance Provides life and health insurance services	Finance
Federal Life Group, Inc. Federal Life Group, Inc. Multi-Line InsuranceFinance Provides life and health insurance services	Finance