Evan Lee Bernier
Analyst-Equity bei Brentview Investment Management LLC
Ursprung des Netzwerks ersten Grades von Evan Lee Bernier
Einheit | Art der Einheit | Industrie | |
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Brentview Investment Management LLC
Brentview Investment Management LLC Investment ManagersFinance Brentview Investment Management LLC provides investment advice. The private company is based in Northfield, IL.
2
| Private Company | Investment Managers | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Evan Lee Bernier
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | Investment Managers | Chief Investment Officer Director of Research - Equity | |
USAA Investment Services Co.
USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Financial Conglomerates | Portfolio Manager-Equities | |
Kent State University (Ohio) | College/University | Undergraduate Degree | |
Loyola Marymount University | College/University | Masters Business Admin | |
San Juan Asset Management, Inc.
San Juan Asset Management, Inc. Investment ManagersFinance San Juan Asset Management, Inc. operates as an independent investment advisory firm. It manages assets for large institutions, family offices and high net worth individuals. The company was founded by José A. Vizcarrondo in 2005 and is headquartered in San Juan, Puerto Rico. | Investment Managers | Corporate Officer/Principal | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity | |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | Investment Managers | Analyst-Equity | |
California State University-East Bay | College/University | Undergraduate Degree | |
University of California, Los Angeles | College/University | Doctorate Degree |
Statistik
International
Vereinigte Staaten | 10 |
Sektoral
Finance | 6 |
Consumer Services | 5 |
Miscellaneous | 2 |
Operativ
Portfolio Manager-Equities | 4 |
Analyst-Equity | 3 |
Chief Investment Officer | 2 |
Undergraduate Degree | 2 |
Corporate Officer/Principal | 2 |
Am stärksten vernetzte Beziehungen
Insiders | |
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James Ralph Boothe | 7 |
Hai Huy Vu | 6 |
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