Jay Riley
Amministratore Delegato presso Barton Investment Management LLC
Profilo
Mr. John B.
Riley, CFA, is a Managing Partner & Founder at Barton Investment Management LLC.
He is Barton’s lead portfolio manager, continuing to serve our wonderful client relationships that he built up over his lengthy investment career.
He joined Kidder, Peabody & Co. in Philadelphia.
In 1984, he began a twenty-year affiliation with Alex.
Brown & Sons (and its successor firms) where he was privileged to serve as a member of the firm’s Investment Committee.
This committee, working with the firm’s Research Department, had a remarkable record of out-performance (versus general market indices).
From 2004 to 2006, he worked with Legg Mason & Co. (which became Citibank Smith Barney).
He graduated from the University of Pennsylvania’s Wharton School (BS, Economics) in 1970.
Posizioni attive di Jay Riley
Società | Posizione | Inizio |
---|---|---|
Barton Investment Management LLC
Barton Investment Management LLC Investment ManagersFinance Barton Investment Management LLC (Barton Investment) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded in 2006 by John Riley and H. Barton Riley. Barton Investment provides portfolio management services to individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, estates and other business entities. | Amministratore Delegato | 01/07/2006 |
Precedenti posizioni note di Jay Riley
Società | Posizione | Fine |
---|---|---|
Legg Mason & Co. LLC (New York) | Corporate Officer/Principal | 31/05/2006 |
The Salvation Army (New York)
The Salvation Army (New York) Investment Trusts/Mutual FundsMiscellaneous The Salvation Army provides social services. It offers food for the hungry, relief for disaster victims, assistance for the disabled, outreach to the elderly and ill, clothing and shelter to the homeless, and opportunities for underprivileged children. The company is headquartered in West Nyack, NY. | Corporate Officer/Principal | - |
Alex. Brown & Sons, Inc. | Corporate Officer/Principal | - |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Corporate Officer/Principal | - |
Formazione di Jay Riley
The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 5 |
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Barton Investment Management LLC
Barton Investment Management LLC Investment ManagersFinance Barton Investment Management LLC (Barton Investment) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded in 2006 by John Riley and H. Barton Riley. Barton Investment provides portfolio management services to individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, estates and other business entities. | Finance |
Alex. Brown & Sons, Inc. | Finance |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Finance |
The Salvation Army (New York)
The Salvation Army (New York) Investment Trusts/Mutual FundsMiscellaneous The Salvation Army provides social services. It offers food for the hungry, relief for disaster victims, assistance for the disabled, outreach to the elderly and ill, clothing and shelter to the homeless, and opportunities for underprivileged children. The company is headquartered in West Nyack, NY. | Miscellaneous |
Legg Mason & Co. LLC (New York) |
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