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John Charles Forelli
Direktor der Forschung - Eigenkapital bei Boston Partners Global Investors, Inc.
Profil
Mr. John C.
Forelli, CFA MBA, is a Director of Portfolio Research at Boston Partners Global Investors, Inc. He directs our team of investment professionals in formulating, developing, and communicating the investment narrative for Boston Partners.
Prior to this role, he was a senior portfolio analyst and has extensive experience with all of the firm’s strategies.
Mr. Forelli has 12 years of experience as a portfolio manager focused on large cap equities and has 38 years of industry experience.
He joined the firm from Independence Investments where he was large cap core portfolio manager, senior partner and member of the investment committee.
Mr. Forelli was also a Research Analyst specializing in health care, chemical, capital goods and industrial companies.
He began his career as an investment banker with Prudential Securities focusing on raising capital for emerging growth companies and merger and acquisition transactions.
Mr. Forelli holds a B.A.
degree in Economics from Dartmouth College and an MBA degree from the Tuck School of Business at Dartmouth College.
He holds the Chartered Financial Analyst designation and FINRA licenses 7 and 66.
Aktive Positionen von John Charles Forelli
Unternehmen | Position | Beginn |
---|---|---|
Boston Partners Global Investors, Inc.
![]() Boston Partners Global Investors, Inc. Investment ManagersFinance Boston Partners Global Investors, Inc. (Boston Partners) is a SEC-registered investment advisor headquartered in Boston, Massachusetts with offices in New York, London, Los Angeles and Greenbrae, California. Formerly known as Robeco Investment Management, Inc., the firm was founded by Mark Donovan, Robert Jones, Harry Rosenbluth, and Paul Heathwood in 1995 as Robeco USA, Inc. They are a wholly-owned subsidiary of OCE US Holding, Inc., ultimately held by ORIX Corp. (TYO: 8591, NYSE: IX), a Tokyo-based international financial services company established in 1964. Boston Partners provides value equity investment products to individual and institutional clients. | Direktor der Forschung - Eigenkapital | 01.05.2010 |
Ehemalige bekannte Positionen von John Charles Forelli
Unternehmen | Position | Ende |
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Independence Investments LLC
![]() Independence Investments LLC Investment ManagersFinance Founded in 1982, Independence Investment LLC is a wholly owned investment management subsidiary of John Hancock Financial Services, Inc. (NYSE: JHF) The firm is located in Boston. | Mitglied des Investmentausschusses | 29.07.2009 |
Prudential Securities Corp.
![]() Prudential Securities Corp. Investment ManagersFinance Part of Prudential Financial, Inc., Prudential Securities Corp. is a company based in Raleigh, NC. | Corporate Officer/Principal | - |
Ausbildung von John Charles Forelli
Dartmouth College | Undergraduate Degree |
Tuck School of Business at Dartmouth | 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 | 3 |
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Independence Investments LLC
![]() Independence Investments LLC Investment ManagersFinance Founded in 1982, Independence Investment LLC is a wholly owned investment management subsidiary of John Hancock Financial Services, Inc. (NYSE: JHF) The firm is located in Boston. | Finance |
Boston Partners Global Investors, Inc.
![]() Boston Partners Global Investors, Inc. Investment ManagersFinance Boston Partners Global Investors, Inc. (Boston Partners) is a SEC-registered investment advisor headquartered in Boston, Massachusetts with offices in New York, London, Los Angeles and Greenbrae, California. Formerly known as Robeco Investment Management, Inc., the firm was founded by Mark Donovan, Robert Jones, Harry Rosenbluth, and Paul Heathwood in 1995 as Robeco USA, Inc. They are a wholly-owned subsidiary of OCE US Holding, Inc., ultimately held by ORIX Corp. (TYO: 8591, NYSE: IX), a Tokyo-based international financial services company established in 1964. Boston Partners provides value equity investment products to individual and institutional clients. | Finance |
Prudential Securities Corp.
![]() Prudential Securities Corp. Investment ManagersFinance Part of Prudential Financial, Inc., Prudential Securities Corp. is a company based in Raleigh, NC. | Finance |