Profilo
Mr. Berents has a BS in mineral economics from Penn State and an MBA from the Darden School at the University of Virginia.
After Mr. Berents served in the Navy from 1962 to 1964 as a gunnery officer in the Pacific Amphibious Attack Force, he began his career in New York as a security analyst at Morgan Guaranty.
He moved to Boston in 1971 and worked for Massachusetts Financial Services as an analyst and emerging growth fund manager.
From 1981 to 2001, Mr. Berents was president of his own firm, providing investment counsel to individuals, families, private corporations, foundations and endowments.
In 2001, Berents & Hess joined North American Management, where Mr. Berents is Chief Investment Officer, chairing the Investment Committee and overseeing the firm's investment strategy.
MR.
Berents has appeared in interviews in Barron's, The Wall Street Transcript and on the Jimmy Rogers Show on CNBC.
Mr. Berents is a director of the Boston Securities Analysts Society and former Chairman of its Program Committee.
He is also active in the Investment Counsel Association of America, where he has served on committees on Standards of Practice, Business Management, and Technology Assessment.
Mr. Berents serves on Penn State's Grand Destiny Campaign Executive Committee, directing the largest fundraising effort in the university's history.
In Boston, Mr. Berents a trustee of the Boston Chamber Music Society, and he served on the Membership Committee of the Trinity Church of Boston.
Precedenti posizioni note di Charles N. Berents
Società | Posizione | Fine |
---|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Analyst-Equity | 31/12/1980 |
North American Management Corp.
North American Management Corp. Investment ManagersFinance North American Management Corp. (NAM) is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1928, NAM provides investment services to individuals, families, trusts, estates, charitable organizations, limited liability partnerships, pensions and profit -haring plans, corporations, and single family offices. | Direttore degli Investimenti | - |
Formazione di Charles N. Berents
The Pennsylvania State University | Undergraduate Degree |
University of Virginia | Masters Business Admin |
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 | 2 |
---|---|
North American Management Corp.
North American Management Corp. Investment ManagersFinance North American Management Corp. (NAM) is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1928, NAM provides investment services to individuals, families, trusts, estates, charitable organizations, limited liability partnerships, pensions and profit -haring plans, corporations, and single family offices. | Finance |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
- Borsa valori
- Insiders
- Charles N. Berents