Profilo
Mr. Bungerz joined IFS in September 2007.
Prior to joining the company, Mr. Bungerz managed a $9 billion fixed income portfolio for defined benefit and defined contribution pension plans and other institutional clients of Times Square Capital Management in New York City.
Prior to joining TSCM, Mr. Bungerz served as a research analyst for Barclays Capital and PaineWebber, generating original research and investment recommendations across numerous industries and interfacing with global institutional clients.
He also served as a Private Placement analyst for New York Life Insurance Company, conducting due diligence and negotiating the principal terms and covenants of varied investment transactions.
Mr. Bungerz is also an experienced entrepreneur, having patented and marketed a new labeling system.
Precedenti posizioni note di James Bungerz
Società | Posizione | Fine |
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Independent Fiduciary Services, Inc.
Independent Fiduciary Services, Inc. Investment ManagersFinance Founded in 1996 by Frank Lilly and Samuel 'Skip' Halpern, Independent Fiduciary Services Inc. is a registered investment advisor headquartered in Washington, DC. The firm provides investment advisory services to institutional investors including ERISA employee benefit plans (including corporate and Taft-Hartley pension, 401k and welfare funds), public pension funds, foundations, endowments, and non-profit organizations and charitable organizations | Gestore di Portafoglio-Azioni | 26/09/2008 |
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 | 1 |
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Independent Fiduciary Services, Inc.
Independent Fiduciary Services, Inc. Investment ManagersFinance Founded in 1996 by Frank Lilly and Samuel 'Skip' Halpern, Independent Fiduciary Services Inc. is a registered investment advisor headquartered in Washington, DC. The firm provides investment advisory services to institutional investors including ERISA employee benefit plans (including corporate and Taft-Hartley pension, 401k and welfare funds), public pension funds, foundations, endowments, and non-profit organizations and charitable organizations | Finance |
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