Profil
Prior to joining Bowling Portfolio Management, Mr. Rountree worked as a financial advisor with Legg Mason and Citigroup.
He earned a BS in Paper Science and Engineering from Miami University in 1991, and an MBA in Finance from the University of Cincinnati in 1998.
He also holds the designation of Certified Financial Planner.
Mr. Rountree has passed Level I of the CFA examination and will sit for Level II in June 2009.
Ehemalige bekannte Positionen von Ed Rountree
| Unternehmen | Position | Ende |
|---|---|---|
Citigroup Private Equity LP
 Citigroup Private Equity LP Investment ManagersFinance Citigroup Private Equity LP (Citigroup Private Equity) a Private Equity firm, a subsidiary of Citigroup Alternative Investments LLC founded in 1997. The firm is headquartered in New York. | Corporate Officer/Principal | - |
Franklin Templeton Private Portfolio Group LLC
 Franklin Templeton Private Portfolio Group LLC Investment ManagersFinance Franklin Templeton Private Portfolio Group LLC (FTPPG) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2007 as Legg Mason Private Portfolio Group LLC and changed their name to Franklin Templeton Private Portfolio Group LLC in 2022. They are a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). FTPPG, together with their subadvisors, provides investment advisory services for a wide range of clients in sponsor firm investment programs such as individuals, pension and profit-sharing plans, endowments, foundations, unions and state and local governmental entities. The firm also manages wrap fee programs. | Corporate Officer/Principal | - |
Ausbildung von Ed Rountree
| Miami University | Undergraduate Degree |
| University of Cincinnati (Ohio) | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Franklin Templeton Private Portfolio Group LLC
Franklin Templeton Private Portfolio Group LLC Investment ManagersFinance Franklin Templeton Private Portfolio Group LLC (FTPPG) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2007 as Legg Mason Private Portfolio Group LLC and changed their name to Franklin Templeton Private Portfolio Group LLC in 2022. They are a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). FTPPG, together with their subadvisors, provides investment advisory services for a wide range of clients in sponsor firm investment programs such as individuals, pension and profit-sharing plans, endowments, foundations, unions and state and local governmental entities. The firm also manages wrap fee programs. | Finance |
Citigroup Private Equity LP
Citigroup Private Equity LP Investment ManagersFinance Citigroup Private Equity LP (Citigroup Private Equity) a Private Equity firm, a subsidiary of Citigroup Alternative Investments LLC founded in 1997. The firm is headquartered in New York. | Finance |
