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Bob Milnamow
Presidente presso Barrett Asset Management LLC
Posizioni attive di Bob Milnamow
Società | Posizione | Inizio | Fine |
---|---|---|---|
Barrett Asset Management LLC
![]() Barrett Asset Management LLC Investment ManagersFinance Barrett Asset Management LLC (Barrett) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of CI Financial Corp. (TSE: CIX) in Canada. Barrett provides portfolio management advisory services to individuals, corporations, trusts, estates, charitable organizations, foundations and educational institutions, pension and profit-sharing plans, as well as other types of businesses and institutional clients. | Analyst-Equity | 29/04/2011 | - |
Gestore di Portafoglio-Azioni | 29/04/2011 | - | |
Presidente | 29/04/2011 | - | |
Responsabile della banca privata | 29/04/2011 | - | |
Direttore degli Investimenti | 29/04/2011 | - | |
The New York Society of Security Analysts, Inc.
![]() The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Corporate Officer/Principal | 21/06/2011 | - |
Storia della carriera di Bob Milnamow
Precedenti posizioni note di Bob Milnamow
Società | Posizione | Inizio | Fine |
---|---|---|---|
Barrett Associates, Inc.
![]() Barrett Associates, Inc. Investment ManagersFinance Founded in 1937 by Clarence Redington Barrett, Barrett Associates, Inc. is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). 2011 In 2011, when Barrett Associates and their parent company, Legg Mason, sold substantially all of the property and assets of Barrett Associates to Barrett Asset Management, a newly-formed company controlled by Barrett Associates' management team | Analyst-Equity | - | 24/09/2010 |
Analista-Rendimento Fisso | 24/09/2010 | 29/04/2011 | |
Direttore degli Investimenti | - | 29/04/2011 | |
Direttore della Ricerca - Azioni | - | 24/09/2010 | |
Gestore di Portafoglio-Azioni | - | 29/04/2011 | |
Portfolio Manager-Fixed Income | 24/09/2010 | 29/04/2011 | |
Rockefeller & Co., Inc.
![]() Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Gestore di Portafoglio-Azioni | - | - |
OppenheimerFunds, Inc.
![]() OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Gestore di Portafoglio-Azioni | - | - |
Phoenix Securities Group
![]() Phoenix Securities Group Investment Trusts/Mutual FundsMiscellaneous Part of Kroll LLC, Phoenix Securities Group is an American investment management company. Phoenix Securities Group was acquired by Kroll LLC from The Nassau Cos. of New York, Inc. on November 01, 1995. | Gestore di Portafoglio-Azioni | - | - |
Formazione di Bob Milnamow
The Pennsylvania State University | Undergraduate Degree |
The Leonard N Stern School of Business | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 9 |
Posizioni
Portfolio Manager-Equities | 5 |
Analyst-Equity | 2 |
Chief Investment Officer | 2 |
Settori
Finance | 5 |
Consumer Services | 3 |
Miscellaneous | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 6 |
---|---|
Barrett Associates, Inc.
![]() Barrett Associates, Inc. Investment ManagersFinance Founded in 1937 by Clarence Redington Barrett, Barrett Associates, Inc. is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). 2011 In 2011, when Barrett Associates and their parent company, Legg Mason, sold substantially all of the property and assets of Barrett Associates to Barrett Asset Management, a newly-formed company controlled by Barrett Associates' management team | Finance |
Phoenix Securities Group
![]() Phoenix Securities Group Investment Trusts/Mutual FundsMiscellaneous Part of Kroll LLC, Phoenix Securities Group is an American investment management company. Phoenix Securities Group was acquired by Kroll LLC from The Nassau Cos. of New York, Inc. on November 01, 1995. | Miscellaneous |
OppenheimerFunds, Inc.
![]() OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Finance |
Rockefeller & Co., Inc.
![]() Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Finance |
Barrett Asset Management LLC
![]() Barrett Asset Management LLC Investment ManagersFinance Barrett Asset Management LLC (Barrett) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of CI Financial Corp. (TSE: CIX) in Canada. Barrett provides portfolio management advisory services to individuals, corporations, trusts, estates, charitable organizations, foundations and educational institutions, pension and profit-sharing plans, as well as other types of businesses and institutional clients. | Finance |
The New York Society of Security Analysts, Inc.
![]() The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Commercial Services |
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