Greg Sommer
Analyst-Equity presso Raub Brock Capital Management LP
Profilo
Mr. Greg Sommer is a Senior Research Analyst at Raub Brock Capital Management LP.
Mr. Sommer joined Raub Brock Capital Management in 2024 and is primarily responsible for investment research, portfolio monitoring and providing company and industry research information to the Investment Committee.
He has over 12 years of investment research experience, including most recently as an equity Research Associate at Gordon Haskett Research Advisors covering the consumer sectors.
Prior to pursuing his M.B.A., he worked as an Equity Analyst at Wells Fargo covering the consumer and technology sectors.
He earned a B.S.
in Finance from University of Oregon and an M.B.A.
from Cornell University.
Posizioni attive di Greg Sommer
Società | Posizione | Inizio |
---|---|---|
Raub Brock Capital Management LP
Raub Brock Capital Management LP Investment ManagersFinance Raub Brock Capital Management LP (Raub Brock) is an independent, SEC-registered investment advisor headquartered in Larkspur, California. The firm was founded by David Raub in 2001. Raub Brock provides investment management and comprehensive financial planning services to individuals and high net worth-individuals, family offices, trusts and estates, banks and pension and profit-sharing plans. | Analyst-Equity | 01/01/2024 |
Precedenti posizioni note di Greg Sommer
Società | Posizione | Fine |
---|---|---|
Gordon Haskett Research Advisors
Gordon Haskett Research Advisors Investment ManagersFinance Part of Gordon Haskett Capital Corp., Gordon Haskett Research Advisors is an independent research boutique that publishes highly differentiated, independent research from top analysts for a targeted group of institutional investors. The company is based in New York, NY. GHRA's current research platforms include event-driven, retail, restaurants, industrials and multi-industry, and insurance. The company's analysts generate unique insights and ideas by analyzing and often anticipating significant strategic events such as activism, M&A, spin-offs, and restructurings. Chuck Grom leads a senior team focused on broadline, grocer, dollar, and hardline retailers utilizing proprietary GHRA data. Jeff Farmer uses a custom and highly regarded valuation driver and ROIC framework for deep dives into thematic restaurant sector debates while also leveraging GHRA proprietary data. John Inch has been a leading industrial equity research analyst for over 20 years and is supported by his longstanding senior team and unique data. Bill Wilt combines deep industry relationships with in-depth research valued both by investors and industry executives. The company was founded by John P. Argenti. | Analyst-Equity | 01/12/2023 |
Formazione di Greg Sommer
University of Oregon | Undergraduate Degree |
Cornell University | Masters Business Admin |
Northwestern University | Graduate 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 | 2 |
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Gordon Haskett Research Advisors
Gordon Haskett Research Advisors Investment ManagersFinance Part of Gordon Haskett Capital Corp., Gordon Haskett Research Advisors is an independent research boutique that publishes highly differentiated, independent research from top analysts for a targeted group of institutional investors. The company is based in New York, NY. GHRA's current research platforms include event-driven, retail, restaurants, industrials and multi-industry, and insurance. The company's analysts generate unique insights and ideas by analyzing and often anticipating significant strategic events such as activism, M&A, spin-offs, and restructurings. Chuck Grom leads a senior team focused on broadline, grocer, dollar, and hardline retailers utilizing proprietary GHRA data. Jeff Farmer uses a custom and highly regarded valuation driver and ROIC framework for deep dives into thematic restaurant sector debates while also leveraging GHRA proprietary data. John Inch has been a leading industrial equity research analyst for over 20 years and is supported by his longstanding senior team and unique data. Bill Wilt combines deep industry relationships with in-depth research valued both by investors and industry executives. The company was founded by John P. Argenti. | Finance |
Raub Brock Capital Management LP
Raub Brock Capital Management LP Investment ManagersFinance Raub Brock Capital Management LP (Raub Brock) is an independent, SEC-registered investment advisor headquartered in Larkspur, California. The firm was founded by David Raub in 2001. Raub Brock provides investment management and comprehensive financial planning services to individuals and high net worth-individuals, family offices, trusts and estates, banks and pension and profit-sharing plans. | Finance |
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