Beth Lilly
Director/Board Member at APOGEE ENTERPRISES, INC.
Net worth: 739 290 $ as of 2024-03-30
Profile
Elizabeth Murphy Lilly was the founder of Woodland Partners LLC (Minnesota) founded in 1996, where she held the title of Principal from 2010 to 2012, and Crocus Hill Partners LLC founded in 2017, where she held the title of President from 2017 to 2018.
Currently, she holds the position of Independent Director at Apogee Enterprises, Inc. since 2020 and Chief Investment Officer & Executive VP at Pohlad Cos LLC since 2018.
Ms. Lilly's former positions include Portfolio Manager at GAMCO Asset Management, Inc. from 2002 to 2017, Senior Vice President & Portfolio Manager at GAMCO Investors, Inc. from 2002 to 2017, Principal at Intact U.S.
Holdings, Inc., Portfolio Manager at Gabelli Funds LLC, Portfolio Manager at First Asset Management, Inc., Research Analyst at Goldman Sachs & Co. LLC, and Portfolio Manager at Teton Advisors, Inc. (Investment Management).
Ms. Lilly received an undergraduate degree from Hobart & William Smith Colleges.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
APOGEE ENTERPRISES, INC.
0.06% | 2024-03-27 | 12,488 ( 0.06% ) | 739 290 $ | 2024-03-30 |
Beth Lilly active positions
Companies | Position | Start |
---|---|---|
APOGEE ENTERPRISES, INC. | Director/Board Member | 2020-01-13 |
Pohlad Cos LLC
Pohlad Cos LLC MiscellaneousMiscellaneous Pohlad Family Cos. operates as an investment company with interests in financial services and real estate. The company was founded Carl R. Pohlad in 1950 is headquartered in Minneapolis, MN. | Chief Investment Officer | 2017-12-31 |
Former positions of Beth Lilly
Companies | Position | End |
---|---|---|
Crocus Hill Partners LLC
Crocus Hill Partners LLC Investment ManagersFinance Crocus Hill Partners LLC provides investment advice. The private company is based in St. Paul, MN. The company was founded in 2017 by Elizabeth Murphy Lilly. Elizabeth Murphy Lilly has been the CEO since 2017. | Chief Executive Officer | 2017-12-31 |
GAMCO Asset Management, Inc.
GAMCO Asset Management, Inc. Investment ManagersFinance GAMCO Asset Management, Inc. (GAMCO) is a SEC-registered investment advisor headquartered in Rye, New York. The firm was founded by Mario Gabelli in 1977 and is a wholly-owned subsidiary of GAMCO Investors, Inc. (NYSE: GBL). GAMCO offers investment management services to employee benefit plans, endowments, foundations, corporations, limited partnerships, trusts, estates, domestic and offshore investment companies (generally as sub-advisor) and private investors. They also act as manager for third-party wrap programs. | Portfolio Manager-Equities | 2017-02-28 |
GAMCO INVESTORS, INC. | Corporate Officer/Principal | 2016-12-31 |
First Asset Management, Inc.
First Asset Management, Inc. Investment ManagersFinance First Asset Management Inc. is independent asset management firms.It's operations include pension funds, foundations and endowments, high net worth private clients, as well as investment and financial advisory services. | Corporate Officer/Principal | - |
Intact U.S. Holdings, Inc.
Intact U.S. Holdings, Inc. MiscellaneousMiscellaneous Intact U.S. Holdings, Inc. operates as a holding company. It is a property and casualty insurance writer that provides a range of insurance products and services. The firm operates in three segments: specialty insurance operations, other insurance operations and investing, financing and corporate operations. The company was founded in 2000 and is headquartered in Roseville, MN. | Corporate Officer/Principal | - |
Training of Beth Lilly
Hobart & William Smith Colleges | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 2 |
---|---|
APOGEE ENTERPRISES, INC. | Producer Manufacturing |
GAMCO INVESTORS, INC. | Finance |
Private companies | 9 |
---|---|
GAMCO Asset Management, Inc.
GAMCO Asset Management, Inc. Investment ManagersFinance GAMCO Asset Management, Inc. (GAMCO) is a SEC-registered investment advisor headquartered in Rye, New York. The firm was founded by Mario Gabelli in 1977 and is a wholly-owned subsidiary of GAMCO Investors, Inc. (NYSE: GBL). GAMCO offers investment management services to employee benefit plans, endowments, foundations, corporations, limited partnerships, trusts, estates, domestic and offshore investment companies (generally as sub-advisor) and private investors. They also act as manager for third-party wrap programs. | Finance |
Woodland Partners LLC (Minnesota)
Woodland Partners LLC (Minnesota) Investment ManagersFinance Founded in 1996 by Elizabeth Lilly and Richard Jensen, Woodland Partners LLC is an investment advisor located in Minneapolis, Minnesota. The firm is a division of GAMCO Asset Management, Inc. and their ultimate parent is GAMCO Investors, Inc. (NYSE: GBL). They manage the FMI Woodland Small Capitalization Value Fund, the Eastcliff Regional Small Cap Value Fund and the Gabelli Woodland Small Cap Value Fund. Woodland Partners provides investment management services for institutional, high net-worth, and mutual fund clients. | Finance |
Intact U.S. Holdings, Inc.
Intact U.S. Holdings, Inc. MiscellaneousMiscellaneous Intact U.S. Holdings, Inc. operates as a holding company. It is a property and casualty insurance writer that provides a range of insurance products and services. The firm operates in three segments: specialty insurance operations, other insurance operations and investing, financing and corporate operations. The company was founded in 2000 and is headquartered in Roseville, MN. | Miscellaneous |
Gabelli Funds LLC
Gabelli Funds LLC Investment ManagersFinance Gabelli Funds LLC is a registered investment advisor headquartered in Rye, New York. The firm is a wholly-owned subsidiary of GAMCO Investors, Inc. (NYSE: GBL). Gabelli Funds provides discretionary investment advisory services primarily to open and closed-end investment companies. | Finance |
First Asset Management, Inc.
First Asset Management, Inc. Investment ManagersFinance First Asset Management Inc. is independent asset management firms.It's operations include pension funds, foundations and endowments, high net worth private clients, as well as investment and financial advisory services. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Financial ConglomeratesFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
Pohlad Cos LLC
Pohlad Cos LLC MiscellaneousMiscellaneous Pohlad Family Cos. operates as an investment company with interests in financial services and real estate. The company was founded Carl R. Pohlad in 1950 is headquartered in Minneapolis, MN. | Miscellaneous |
Teton Advisors, Inc. (Investment Management)
Teton Advisors, Inc. (Investment Management) Investment ManagersFinance Teton Advisors, Inc. (Investment Management) (Teton-IM) is the investment management division of Teton Advisors, Inc. (OTCMKTS: TETAA), a publicly registered company headquartered in Rye, New York. The firm was founded in 1998 as Gabelli Advisers, Inc. They are a subsidiary of GAMCO Investors, Inc. until March 2009 when GAMCO distributed its ownership to Teton's shareholders. Teton-IM provides discretionary investment advisory services to the TETON Westwood Funds, an open-end diversified management investment company. | Finance |
Crocus Hill Partners LLC
Crocus Hill Partners LLC Investment ManagersFinance Crocus Hill Partners LLC provides investment advice. The private company is based in St. Paul, MN. The company was founded in 2017 by Elizabeth Murphy Lilly. Elizabeth Murphy Lilly has been the CEO since 2017. | Finance |
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