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Brian Robert Popiel
Direttore Finanziario/CFO presso Trellis Software, Inc.
Posizioni attive di Brian Robert Popiel
Società | Posizione | Inizio | Fine |
---|---|---|---|
Trellis Software, Inc.
![]() Trellis Software, Inc. Packaged SoftwareTechnology Services Trellis Software, Inc. is a digital investment platform that provides solutions for all participants in private investments, including issuers, intermediaries, and investors. The company is based in Boston, MA. The company's software platform streamlines the middle office by making increasing demands easier to manage. Trellis facilitates transaction-ready deal flow for easy review, diligence, comparison, and presentation, resulting in more opportunities for investors. The CEO of the company is Timothy Adam Krochuk. | Direttore operativo | - | - |
Direttore Finanziario/CFO | - | - |
Storia della carriera di Brian Robert Popiel
Precedenti posizioni note di Brian Robert Popiel
Società | Posizione | Inizio | Fine |
---|---|---|---|
Craig-Hallum Capital Group LLC
![]() Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Analyst-Equity | 27/09/2010 | 02/02/2011 |
Westfield Capital Management Co. LP
![]() Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals. | Analyst-Equity | 01/01/2007 | 31/05/2009 |
Membro del Comitato di Investimento | 01/01/2007 | 31/05/2009 | |
Independence Investments LLC
![]() Independence Investments LLC Investment ManagersFinance Founded in 1982, Independence Investment LLC is a wholly owned investment management subsidiary of John Hancock Financial Services, Inc. (NYSE: JHF) The firm is located in Boston. | Analyst-Equity | - | 30/06/2007 |
Amundi Asset Management US, Inc.
![]() Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Analyst-Equity | 01/01/2011 | - |
Gestore di Portafoglio-Azioni | 01/01/2011 | - | |
PioneerPath Capital
![]() PioneerPath Capital Investment ManagersFinance Founded in 2007, PioneerPath Capital is a hedge fund manager located in New York City. The firm is a division of Citadel Alternative Asset Management and their ultimate parent is Citadel LP | Analyst-Equity | 01/08/2011 | - |
Formazione di Brian Robert Popiel
Harvard University | Undergraduate Degree |
Boston College | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 9 |
Posizioni
Analyst-Equity | 5 |
Investment Committee Member | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 6 |
Consumer Services | 3 |
Technology Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 6 |
---|---|
Independence Investments LLC
![]() Independence Investments LLC Investment ManagersFinance Founded in 1982, Independence Investment LLC is a wholly owned investment management subsidiary of John Hancock Financial Services, Inc. (NYSE: JHF) The firm is located in Boston. | Finance |
Westfield Capital Management Co. LP
![]() Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals. | Finance |
Craig-Hallum Capital Group LLC
![]() Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Finance |
PioneerPath Capital
![]() PioneerPath Capital Investment ManagersFinance Founded in 2007, PioneerPath Capital is a hedge fund manager located in New York City. The firm is a division of Citadel Alternative Asset Management and their ultimate parent is Citadel LP | Finance |
Amundi Asset Management US, Inc.
![]() Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Finance |
Trellis Software, Inc.
![]() Trellis Software, Inc. Packaged SoftwareTechnology Services Trellis Software, Inc. is a digital investment platform that provides solutions for all participants in private investments, including issuers, intermediaries, and investors. The company is based in Boston, MA. The company's software platform streamlines the middle office by making increasing demands easier to manage. Trellis facilitates transaction-ready deal flow for easy review, diligence, comparison, and presentation, resulting in more opportunities for investors. The CEO of the company is Timothy Adam Krochuk. | Technology Services |
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