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Profile
Mr. Joseph J.
Docter, CFA MBA, is a Partner & Portfolio Manager at Summit Creek Advisors LLC.
He has been a portfolio manager and analyst at Summit Creek Advisors since its founding.
He has 35 years of investment management experience.
Mr. Docter Previously, he was responsible for the small cap team at Winslow Capital Management (growing the product to over $700 million in assets).
Prior to Winslow Capital, he was employed by Baird Capital Management and FIRMCO (Firstar Investment Research and Management Company) both in Milwaukee.
Mr. Docter was sole or lead portfolio manager on both products from inception until his departure.
He earned his undergraduate degrees in Finance and Economics and his MBA in Finance and Investments from the University of Wisconsin where he was a participant in the Applied Security Analysis Program.
Joe Docter active positions
| Companies | Position | Start |
|---|---|---|
Summit Creek Advisors LLC
 Summit Creek Advisors LLC Investment ManagersFinance Summit Creek focuses on achieving superior investment performance over the long-term. The Summit Creek team invests in high quality companies with consistent and above-average growth while paying close attention to valuation. Stocks are replaced if their research indicates the business fundamentals will have difficulty sustaining the current valuation. | Founder | 01/01/2005 |
Former positions of Joe Docter
| Companies | Position | End |
|---|---|---|
Winslow Capital Management LLC
 Winslow Capital Management LLC Investment ManagersFinance Winslow invests in growth equities through its equity investments and alternative investments strategies. The firm generally endeavors to consider environmental, social and governance (ESG) factors as part of investment research and portfolio construction. | President | 30/06/2005 |
Robert W. Baird & Co., Inc. (Private Equity)
 Robert W. Baird & Co., Inc. (Private Equity) Investment ManagersFinance Robert W Baird invests in lower middle market companies located in the United States, United Kingdom and Asia with an EBITDA of USD 5 – 15 million and revenues of USD 40 – 260 million. The firm focuses on B2B tech & services, healthcare, industrial solutions & technology and services sectors. It participates in later, growth and buyout stage capital transactions with an investment size of USD 25 – 75 million. The firm acquires majority, minority and controlling interest, and makes co-investments. It also takes a seat on the board of directors. | Corporate Officer/Principal | 31/03/1997 |
Firstar Investment Research & Management Co. (WI)
 Firstar Investment Research & Management Co. (WI) Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | 31/12/1995 |
Training of Joe Docter
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
12
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Firstar Investment Research & Management Co. (WI)
Firstar Investment Research & Management Co. (WI) Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Winslow Capital Management LLC
Winslow Capital Management LLC Investment ManagersFinance Winslow invests in growth equities through its equity investments and alternative investments strategies. The firm generally endeavors to consider environmental, social and governance (ESG) factors as part of investment research and portfolio construction. | Finance |
Robert W. Baird & Co., Inc. (Private Equity)
Robert W. Baird & Co., Inc. (Private Equity) Investment ManagersFinance Robert W Baird invests in lower middle market companies located in the United States, United Kingdom and Asia with an EBITDA of USD 5 – 15 million and revenues of USD 40 – 260 million. The firm focuses on B2B tech & services, healthcare, industrial solutions & technology and services sectors. It participates in later, growth and buyout stage capital transactions with an investment size of USD 25 – 75 million. The firm acquires majority, minority and controlling interest, and makes co-investments. It also takes a seat on the board of directors. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Summit Creek Advisors LLC
Summit Creek Advisors LLC Investment ManagersFinance Summit Creek focuses on achieving superior investment performance over the long-term. The Summit Creek team invests in high quality companies with consistent and above-average growth while paying close attention to valuation. Stocks are replaced if their research indicates the business fundamentals will have difficulty sustaining the current valuation. | Finance |
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