Brian David Kostka
Analyst-Equity presso Systematic Financial Management LP
Profilo
Mr. Brian D.
Kostka, CFA, is an Assistant Portfolio Manager & Senior Equity Analyst at Systematic Financial Management LP.
He has over 21 years of industry experience.
He conducts company-specific fundamental research within selected economic sectors spanning the market capitalization spectrum.
His research includes analysing financial statements, building financial models, performing valuation analysis and interviewing company management.
He has been a partner in the firm since 2014.
Mr. Kostka began his investment career at UBS Investment Research as an associate research analyst covering the Consumer and Finance industries.
Prior to joining Systematic in 2007, he was an equity analyst with Estabrook Capital, a division of BNY Asset Management, where he conducted fundamental research for the small to large cap products as well as performed portfolio attribution analysis.
He received his B.S.
in Finance and Economics from Boston College.
He holds the Chartered Financial Analyst designation and is a member of both the CFA Institute and New York Society of Security Analysts.
Posizioni attive di Brian David Kostka
Società | Posizione | Inizio |
---|---|---|
Systematic Financial Management LP
Systematic Financial Management LP Investment ManagersFinance Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private clients. | Analyst-Equity | 01/01/2007 |
Precedenti posizioni note di Brian David Kostka
Società | Posizione | Fine |
---|---|---|
Estabrook Capital Management LLC (Old)
Estabrook Capital Management LLC (Old) Investment ManagersFinance Estabrook Capital Management LLC traces its roots back to the brokerage firm of Estabrook & Co., which was founded in Boston in 1851. They entered the asset management business in 1928 and Estabrook became an independent firm in 1970. A subsidiary of The Bank of New York (NYSE: BK), the firm manages assets for high net worth individuals and institutions, including educational and religious organizations, foundations/endowments and pension and profit sharing plans. | Analyst-Equity | - |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Analyst-Equity | - |
Formazione di Brian David Kostka
Boston College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
---|---|
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
Systematic Financial Management LP
Systematic Financial Management LP Investment ManagersFinance Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private clients. | Finance |
Estabrook Capital Management LLC (Old)
Estabrook Capital Management LLC (Old) Investment ManagersFinance Estabrook Capital Management LLC traces its roots back to the brokerage firm of Estabrook & Co., which was founded in Boston in 1851. They entered the asset management business in 1928 and Estabrook became an independent firm in 1970. A subsidiary of The Bank of New York (NYSE: BK), the firm manages assets for high net worth individuals and institutions, including educational and religious organizations, foundations/endowments and pension and profit sharing plans. | Finance |
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