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Brian Kent Hathaway
Direttore degli Investimenti presso
Investors Capital Management, Inc.
Profilo
Mr. Brian K.
Hathaway is a Co-Chief Investment Officer & Chief Compliance Officer at Investors Capital Management, Inc. He has extensive experience in equities, portfolio management, and operations.
For 19 years beginning in 1983, Mr. Hathaway was Vice President and a Partner at Hathaway & Associates, Ltd, a SEC registered investment advisory firm specializing in small cap growth investments for large corporate clients.
In addition, Mr. Hathaway co-founded Hathaway Partners, Inc. in 1993 to provide the same investment strategy to accredited individual investors.
Mr. Hathaway began his investment career for Jefferies & Company in 1982 after graduating from Harvard University with an A.B. degree in Economics.
Posizioni attive di Brian Kent Hathaway
| Società | Posizione | Inizio |
|---|---|---|
Investors Capital Management, Inc.
 Investors Capital Management, Inc. Investment ManagersFinance ICM primarily invests in liquid publicly traded securities with a focus on diversification, quality, and safety. Equity and fixed income investments, including related ETFs and mutual funds, typically comprise most of the invested assets for most client portfolios. The firm is a long-term investor and typically has a low turnover. They engage in fundamental research in selecting specific investments and strategically allocate assets based on value and perceived opportunities in the global markets. ICM generally sells a stock when its price is substantially above its normalized valuation level, if there is a material change in the underlying fundamentals, or if the position size exceeds their risk management target. | Direttore degli Investimenti | 01/03/2009 |
Precedenti posizioni note di Brian Kent Hathaway
| Società | Posizione | Fine |
|---|---|---|
Hathaway & Associates Ltd.
 Hathaway & Associates Ltd. Investment ManagersFinance Hathaway & Associates is a small-cap growth manager. | Gestore di Portafoglio-Azioni | 30/09/2008 |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formazione di Brian Kent Hathaway
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
99
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Hathaway & Associates Ltd.
Hathaway & Associates Ltd. Investment ManagersFinance Hathaway & Associates is a small-cap growth manager. | Finance |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Investors Capital Management, Inc.
Investors Capital Management, Inc. Investment ManagersFinance ICM primarily invests in liquid publicly traded securities with a focus on diversification, quality, and safety. Equity and fixed income investments, including related ETFs and mutual funds, typically comprise most of the invested assets for most client portfolios. The firm is a long-term investor and typically has a low turnover. They engage in fundamental research in selecting specific investments and strategically allocate assets based on value and perceived opportunities in the global markets. ICM generally sells a stock when its price is substantially above its normalized valuation level, if there is a material change in the underlying fundamentals, or if the position size exceeds their risk management target. | Finance |
