Brad Olsen
Fondatore presso Recurrent Investment Advisors LLC
Posizioni attive di Brad Olsen
Società | Posizione | Inizio | Fine |
---|---|---|---|
Recurrent Investment Advisors LLC
Recurrent Investment Advisors LLC Investment ManagersFinance Recurrent Investment Advisors LLC (Recurrent) is an independent registered investment adviser headquartered in Houston, Texas. The firm was founded by Mark Laskin and Bradley Olsen in 2017. Recurrent provides discretionary investment advisory services to registered US open-end investment companies and to separately managed accounts whose investors include large institutions and high net worth individuals, including but not limited to, state and local pensions, corporate pensions, endowments and foundations, regional banks, and family offices. | Responsabile della Conformità | 19/04/2017 | - |
Fondatore | 19/04/2017 | - | |
Membro del Comitato di Investimento | 19/04/2017 | - | |
Gestore di Portafoglio-Azioni | 19/04/2017 | - |
Storia della carriera di Brad Olsen
Precedenti posizioni note di Brad Olsen
Società | Posizione | Inizio | Fine |
---|---|---|---|
Avik Capital Management LLC
Avik Capital Management LLC Investment ManagersFinance Avik Capital Management LLC provides investment advice. The private company is based in Austin, TX. | Analyst-Equity | 01/04/2015 | 01/01/2016 |
Tudor, Pickering, Holt & Co. Securities LLC
Tudor, Pickering, Holt & Co. Securities LLC Investment Banks/BrokersFinance Tudor, Pickering, Holt & Co. Securities LLC (TPH) is a broker/dealer headquartered in Houston, Texas. The firm was founded in 2007 by Robert Tudor III. They are a subsidiary of Perella Weinberg Partners Group LP, which is ultimately owned by Perella Weinberg Partners (NASDAQ: PWP). TPH provides a full array of trading and execution services for their institutional and corporate clients in the energy sector. They focus on the upstream, midstream and oilfield service sectors. | Analyst-Equity | 01/04/2011 | 01/03/2015 |
Eagle Global Advisors LLC
Eagle Global Advisors LLC Investment ManagersFinance Eagle Global Advisors LLC (Eagle Global) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 1996 and is principally owned by Edward Allen and Steven Russo. Eagle Global provides investment advice to high-net-worth individuals, retirement plans for corporations and unions, financial institutions, trusts, endowments, foundations, and registered and unregistered investment companies. | Analyst-Equity | 01/01/2008 | 01/01/2011 |
BP Capital Fund Advisors LLC
BP Capital Fund Advisors LLC Investment ManagersFinance BP Capital Fund Advisors LLC (BPFCA) is an independent registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2013 to provide discretionary and non-discretionary portfolio management and investment advisory services to registered investment vehicles and separately managed accounts. | Membro del Comitato di Investimento | 01/01/2016 | - |
Gestore di Portafoglio-Azioni | 01/01/2016 | - | |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Corporate Officer/Principal | - | - |
Formazione di Brad Olsen
Rice University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 8 |
Posizioni
Analyst-Equity | 4 |
Corporate Officer/Principal | 2 |
Investment Committee Member | 2 |
Settori
Finance | 7 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 6 |
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Eagle Global Advisors LLC
Eagle Global Advisors LLC Investment ManagersFinance Eagle Global Advisors LLC (Eagle Global) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 1996 and is principally owned by Edward Allen and Steven Russo. Eagle Global provides investment advice to high-net-worth individuals, retirement plans for corporations and unions, financial institutions, trusts, endowments, foundations, and registered and unregistered investment companies. | Finance |
BP Capital Fund Advisors LLC
BP Capital Fund Advisors LLC Investment ManagersFinance BP Capital Fund Advisors LLC (BPFCA) is an independent registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2013 to provide discretionary and non-discretionary portfolio management and investment advisory services to registered investment vehicles and separately managed accounts. | Finance |
Tudor, Pickering, Holt & Co. Securities LLC
Tudor, Pickering, Holt & Co. Securities LLC Investment Banks/BrokersFinance Tudor, Pickering, Holt & Co. Securities LLC (TPH) is a broker/dealer headquartered in Houston, Texas. The firm was founded in 2007 by Robert Tudor III. They are a subsidiary of Perella Weinberg Partners Group LP, which is ultimately owned by Perella Weinberg Partners (NASDAQ: PWP). TPH provides a full array of trading and execution services for their institutional and corporate clients in the energy sector. They focus on the upstream, midstream and oilfield service sectors. | Finance |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Finance |
Recurrent Investment Advisors LLC
Recurrent Investment Advisors LLC Investment ManagersFinance Recurrent Investment Advisors LLC (Recurrent) is an independent registered investment adviser headquartered in Houston, Texas. The firm was founded by Mark Laskin and Bradley Olsen in 2017. Recurrent provides discretionary investment advisory services to registered US open-end investment companies and to separately managed accounts whose investors include large institutions and high net worth individuals, including but not limited to, state and local pensions, corporate pensions, endowments and foundations, regional banks, and family offices. | Finance |
Avik Capital Management LLC
Avik Capital Management LLC Investment ManagersFinance Avik Capital Management LLC provides investment advice. The private company is based in Austin, TX. | Finance |
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