John Charles Forelli

John Charles Forelli

Direktor der Forschung - Eigenkapital bei Boston Partners Global Investors, Inc.

Finance
Consumer Services

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

UnternehmenPositionBeginn
Direktor der Forschung - Eigenkapital 01.05.2010
Alle aktiven Positionen von John Charles Forelli

Ehemalige bekannte Positionen von John Charles Forelli

UnternehmenPositionEnde
Mitglied des Investmentausschusses 29.07.2009
Corporate Officer/Principal -
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Ausbildung von John Charles Forelli

Dartmouth College Undergraduate Degree
Tuck School of Business at Dartmouth Masters Business Admin

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