![Al Freeman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Al Freeman
Direttore della Ricerca - Azioni presso
Azimuth Capital Investment Management LLC
Profilo
Alan Lynn Freeman is currently Managing Director & Director of Research at Azimuth Capital Investment Management LLC since 2022.
Formerly, Mr. Freeman was Managing Director & Director of Research at Azimuth Capital Management LLC from 2005 to 2022.
Prior roles include Principal at Citigroup, Inc., Senior Portfolio Manager at Diamond Capital Management, Inc. (Delaware) from 2003 to 2005, Portfolio Manager at Feldman Securities Group LLC, and Financial Consultant at Morgan Stanley Smith Barney Private Management LLC.
Education includes an undergraduate degree from the University of Nebraska and an MBA from Kellogg School of Management.
Posizioni attive di Al Freeman
| Società | Posizione | Inizio |
|---|---|---|
Azimuth Capital Investment Management LLC
 Azimuth Capital Investment Management LLC Investment ManagersFinance Azimuth develops a comprehensive investment strategy, considering the client’s overall net worth. Each portfolio is constructed and managed based on client’s parameters regarding total return, income, liquidity, and risk. The firm’s primary objective is one of capital preservation and long-term growth with risk managed through a diversified investment portfolio. For taxable accounts, they proactively manage the tax efficiency of investments and transactions. In volatile market environments, their investment philosophy permits the flexibility to shift the equity and fixed-income allocations to maintain value. | Direttore della Ricerca - Azioni | 01/04/2022 |
Precedenti posizioni note di Al Freeman
| Società | Posizione | Fine |
|---|---|---|
Azimuth Capital Management LLC
 Azimuth Capital Management LLC Investment ManagersFinance ACM seeks to achieve capital preservation and long-term growth with risk managed through a diversified investment portfolio. Each portfolio is constructed and managed based on client’s parameters regarding total return, income, liquidity, and risk. | Direttore della Ricerca - Azioni | 01/04/2022 |
Diamond Capital Management, Inc. (Delaware)
 Diamond Capital Management, Inc. (Delaware) Investment ManagersFinance DCM develops an investment strategy for their clients based on each client's financial goals, time horizon and risk tolerance. | Analyst-Equity | 14/10/2005 |
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds. | Corporate Officer/Principal | - |
Feldman Securities Group LLC
 Feldman Securities Group LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
| CITIGROUP INC. | Corporate Officer/Principal | - |
Formazione di Al Freeman
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
13
Relazioni di 1° grado
8
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 8 |
|---|---|
University of Nebraska
 University of Nebraska Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Citigroup, Inc.
 Citigroup, Inc. Major BanksFinance Provides retail, investment, commercial banking, brand cards, securities sale & exchanges services | Finance |
Diamond Capital Management, Inc. (Delaware)
Diamond Capital Management, Inc. (Delaware) Investment ManagersFinance DCM develops an investment strategy for their clients based on each client's financial goals, time horizon and risk tolerance. | Finance |
Feldman Securities Group LLC
Feldman Securities Group LLC Investment ManagersFinance Provides investment advice | Finance |
Azimuth Capital Management LLC
Azimuth Capital Management LLC Investment ManagersFinance ACM seeks to achieve capital preservation and long-term growth with risk managed through a diversified investment portfolio. Each portfolio is constructed and managed based on client’s parameters regarding total return, income, liquidity, and risk. | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds. | Finance |
Kellogg School of Management
 Kellogg School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Azimuth Capital Investment Management LLC
Azimuth Capital Investment Management LLC Investment ManagersFinance Azimuth develops a comprehensive investment strategy, considering the client’s overall net worth. Each portfolio is constructed and managed based on client’s parameters regarding total return, income, liquidity, and risk. The firm’s primary objective is one of capital preservation and long-term growth with risk managed through a diversified investment portfolio. For taxable accounts, they proactively manage the tax efficiency of investments and transactions. In volatile market environments, their investment philosophy permits the flexibility to shift the equity and fixed-income allocations to maintain value. | Finance |
