Bert Cuthbertson
Chief Investment Officer bei Denali Advisors LLC
Profil
Dr. John W.
Cuthbertson is a Chief Investment Officer at Denali Advisors LLC.
He has over 27 years of industry experience.
Most recently, Dr. Cuthbertson was a Portfolio Manager in the Derivatives group at Analytic Investors in Los Angeles, where he was responsible for the Global Tactical Asset Allocation strategy.
In 2004, he co-founded Ten Asset Management in Encinitas, CA where he had multiple roles including Director of Research, Chief Compliance Officer, and portfolio manager, as well as being extensively involved in client/prospect/consultant meetings and client communications.
Dr. Cuthbertson began his investment career in 1996 with Investment Research Company (later Freeman Associates Investment Management) where he was a Vice President and Senior Research Analyst.
He served on the Board of Directors for the CFA Society of San Diego from 2003 to 2012, and held the office of President for the year 2006-7.
He received his BA in Physics from William Jewell College, Missouri; a BS in Computer Science from Washington University in St. Louis, Missouri; and a PhD in Astrophysical Sciences from Princeton University in 1991.
He earned the Chartered Financial Analyst (CFA) designation in 2000.
Aktive Positionen von Bert Cuthbertson
Unternehmen | Position | Beginn |
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Denali Advisors LLC
Denali Advisors LLC Investment ManagersFinance Denali Advisors LLC is a SEC-registered investment advisor and holding firm headquartered in San Diego, California. The firm was founded by Robert Snigaroff and Mike Munson in 2001. The firm provides investment advisory services on an advisory and sub-advisory basis to institutional public, corporate and insurance clients. | Chief Investment Officer | - |
Ehemalige bekannte Positionen von Bert Cuthbertson
Unternehmen | Position | Ende |
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Analytic Investors LLC
Analytic Investors LLC Investment ManagersFinance Analytic Investors, Inc. is a registered investment advisor headquartered in Los Angeles, California. The firm was formed in 1970 as Analytic Investment Management. In 1985, the firm was purchased by United Asset Management (UAM). At that time, Analytic Investors became a wholly-owned subsidiary of UAM. Analytic acquired TSA Capital Management and later changed their name to Analytic Investors, Inc. The firm’s ownership structure changed in October 2000 when Old Mutual plc purchased UAM. At that time, Analytic Investors became an indirect, wholly-owned subsidiary of Old Mutual plc (LSE: OM). To implement an equity ownership plan, the firm changed their corporate form by merger with and into a newly formed Delaware limited liability company on October 24, 2007. The new LLC assumed all of the assets and liabilities of the California corporation. On December 20, 2007, Old Mutual (US) Holdings switched to being a majority owner. The remaining minority owner was Analytic Investors Holding LP. On December 31, 2012, Analytic Investors closed their management buy-back transaction with its former parent company, Old Mutual (US) Holdings, resulting in a fully independent and employee-owned firm. Analytic Investors' business consists primarily of managing investment advisory accounts for large institutional investors, including public and corporate pension plans, commingled investment vehicles and mutual funds. The firm may also act in a sub-advisory capacity for a public or private fund. ^ | Corporate Officer/Principal | 31.12.2011 |
Freeman Investment Management Co. LLC
Freeman Investment Management Co. LLC Investment ManagersFinance Freeman Investment Management Co. LLC is a registered investment advisor located in San Diego, California. The firm was originally founded in 1985 as Investment Research Company (IRC). From March 1994 until January 2001, IRC was a wholly-owned subsidiary of United Asset Management. In January 2001, IRC became an independently owned and operated firm through an MBO and changed their name to Freeman Associates Investment Management. In February 2009, the firm merged with San Diego-based Investment Science Corp. (ISC) and became known as Freeman Investment Management Co. LLC. | Analyst-Equity | - |
Ten Asset Management, Inc.
Ten Asset Management, Inc. Investment ManagersFinance Founded in 2004, Ten Asset Management, Inc. is a registered investment advisor located in Ojai, California. The firm provides quantitative asset management services to corporate pension, public, Taft-Hartley, endowment, foundation and high net-worth clients. | Direktor der Forschung - Eigenkapital | - |
Ausbildung von Bert Cuthbertson
Washington University in St. Louis | Undergraduate Degree |
Princeton University | Doctorate Degree |
William Jewell College | Undergraduate Degree |
Erfahrungen
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Private Unternehmen | 4 |
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Freeman Investment Management Co. LLC
Freeman Investment Management Co. LLC Investment ManagersFinance Freeman Investment Management Co. LLC is a registered investment advisor located in San Diego, California. The firm was originally founded in 1985 as Investment Research Company (IRC). From March 1994 until January 2001, IRC was a wholly-owned subsidiary of United Asset Management. In January 2001, IRC became an independently owned and operated firm through an MBO and changed their name to Freeman Associates Investment Management. In February 2009, the firm merged with San Diego-based Investment Science Corp. (ISC) and became known as Freeman Investment Management Co. LLC. | Finance |
Analytic Investors LLC
Analytic Investors LLC Investment ManagersFinance Analytic Investors, Inc. is a registered investment advisor headquartered in Los Angeles, California. The firm was formed in 1970 as Analytic Investment Management. In 1985, the firm was purchased by United Asset Management (UAM). At that time, Analytic Investors became a wholly-owned subsidiary of UAM. Analytic acquired TSA Capital Management and later changed their name to Analytic Investors, Inc. The firm’s ownership structure changed in October 2000 when Old Mutual plc purchased UAM. At that time, Analytic Investors became an indirect, wholly-owned subsidiary of Old Mutual plc (LSE: OM). To implement an equity ownership plan, the firm changed their corporate form by merger with and into a newly formed Delaware limited liability company on October 24, 2007. The new LLC assumed all of the assets and liabilities of the California corporation. On December 20, 2007, Old Mutual (US) Holdings switched to being a majority owner. The remaining minority owner was Analytic Investors Holding LP. On December 31, 2012, Analytic Investors closed their management buy-back transaction with its former parent company, Old Mutual (US) Holdings, resulting in a fully independent and employee-owned firm. Analytic Investors' business consists primarily of managing investment advisory accounts for large institutional investors, including public and corporate pension plans, commingled investment vehicles and mutual funds. The firm may also act in a sub-advisory capacity for a public or private fund. ^ | Finance |
Ten Asset Management, Inc.
Ten Asset Management, Inc. Investment ManagersFinance Founded in 2004, Ten Asset Management, Inc. is a registered investment advisor located in Ojai, California. The firm provides quantitative asset management services to corporate pension, public, Taft-Hartley, endowment, foundation and high net-worth clients. | Finance |
Denali Advisors LLC
Denali Advisors LLC Investment ManagersFinance Denali Advisors LLC is a SEC-registered investment advisor and holding firm headquartered in San Diego, California. The firm was founded by Robert Snigaroff and Mike Munson in 2001. The firm provides investment advisory services on an advisory and sub-advisory basis to institutional public, corporate and insurance clients. | Finance |