Profilo
Mr. Bruce H.
Monrad is Vice President & Analyst at Sippican Capital Advisors LLC.
He provides both equity and fixed-income research in the support of the management of client portfolios.
Mr. Monrad was previously employed as Vice President by Northeast Investment Management, Inc.
Mr. Monrad graduated from Harvard College with an A.B. and an M.B.A. from Harvard Graduate School of Business Administration.
Posizioni attive di Bruce H. Monrad
| Società | Posizione | Inizio |
|---|---|---|
Sippican Capital Advisors LLC
Sippican Capital Advisors LLC Investment ManagersFinance Sippican Capital Advisors aims to provide their clients with long-term preservation of their purchasing power. Portfolios are constructed primarily based on the proper asset allocation consistent with the client’s investment goals. For the most part, portfolios comprise individual stocks or bonds and mutual funds and ETFs. | Analista-Rendimento Fisso | - |
Precedenti posizioni note di Bruce H. Monrad
| Società | Posizione | Fine |
|---|---|---|
Northeast Investment Management, Inc.
Northeast Investment Management, Inc. Investment ManagersFinance NIM is a growth-oriented investment management firm that manages high-quality diversified portfolios with the appropriate mix of assets to meet each client's investment objectives and risk tolerance. The firm employs a long-term investment approach that focuses on sustainable, secular trends rather than short-term market fluctuations. Investment ideas are developed internally based on fundamental research. | Gestore di Portafoglio-Azioni | 01/05/2009 |
Formazione di Bruce H. Monrad
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Northeast Investment Management, Inc.
Northeast Investment Management, Inc. Investment ManagersFinance NIM is a growth-oriented investment management firm that manages high-quality diversified portfolios with the appropriate mix of assets to meet each client's investment objectives and risk tolerance. The firm employs a long-term investment approach that focuses on sustainable, secular trends rather than short-term market fluctuations. Investment ideas are developed internally based on fundamental research. | Finance |
Sippican Capital Advisors LLC
Sippican Capital Advisors LLC Investment ManagersFinance Sippican Capital Advisors aims to provide their clients with long-term preservation of their purchasing power. Portfolios are constructed primarily based on the proper asset allocation consistent with the client’s investment goals. For the most part, portfolios comprise individual stocks or bonds and mutual funds and ETFs. | Finance |
Harvard Business School
Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Harvard College
Harvard College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















