Joe Farley
Analyst-Equity presso Champlain Investment Partners LLC
Profilo
Mr. Joseph J.
Farley is a Partner & Analyst at Champlain Investment Partners LLC.
He brings more than 31 years of experience as a securities analyst to his role as a technology sector analyst on the small and mid cap investment team.
Prior to joining Champlain in 2014, Mr. Farley was a founder and portfolio manager of Kelvingrove Partners, LLC, an investment management firm focused on technology, media, and telecommunications.
His investment management career began at Private Capital Management, in Naples FL, where he was the managing director of investment research and a portfolio manager.
He spent over 10 years as a securities analyst on Wall Street, and held senior investment research and management roles at Morgan Stanley, Donaldson Lufkin & Jenrette, and UBS.
Mr. Farley began his career as a market analyst with AT&T.
He earned Master and Bachelor of Arts degrees in Economics from the University at Albany, State University of New York.
Posizioni attive di Joe Farley
Società | Posizione | Inizio |
---|---|---|
Champlain Investment Partners LLC
Champlain Investment Partners LLC Investment ManagersFinance Champlain Investment Partners LLC (CIP) is a SEC-registered investment advisor headquartered in Burlington, Vermont. The firm was founded by Scott Brayman, Judith O’Connell, Wendy Nunez, and Mary Michel in 2004. They are a subsidiary of CIP Management Holdings LP. CIP provides investment advice to investment companies, pooled investment vehicles, corporate and public pension plans, health care and religious organizations, endowments and foundations, Taft-Harley plans, colleges and universities, family offices, private banks and corporations and other businesses. | Analyst-Equity | 01/08/2014 |
Precedenti posizioni note di Joe Farley
Società | Posizione | Fine |
---|---|---|
Kelvingrove Partners LLC
Kelvingrove Partners LLC Investment ManagersFinance Kelvingrove Partners LLC is an independent hedge fund manager headquartered in New York City. The firm was founded by Mike Wallace and Michael Wright in 2008. They manage assets of high net-worth clients. | Fondatore | 01/05/2013 |
Private Capital Management LLC
Private Capital Management LLC Investment ManagersFinance Private Capital Management LLC (PCM) is a SEC-registered investment and wealth advisory firm headquartered in Naples, Florida. The firm was founded in 1986 and is a subsidiary of Beacon Pointe Advisors LLC. PCM primarily manages separate accounts for institutional and high net worth clients. They also implement its value equity strategies through a number of pooled vehicles. | Direttore della Ricerca - Azioni | - |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Analyst-Equity | 05/02/2002 |
Donaldson, Lufkin & Jenrette Securities Corp. | Analyst-Equity | 31/12/2001 |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Analyst-Equity | 31/12/2001 |
Formazione di Joe Farley
State University of New York at Albany | Graduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 6 |
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Private Capital Management LLC
Private Capital Management LLC Investment ManagersFinance Private Capital Management LLC (PCM) is a SEC-registered investment and wealth advisory firm headquartered in Naples, Florida. The firm was founded in 1986 and is a subsidiary of Beacon Pointe Advisors LLC. PCM primarily manages separate accounts for institutional and high net worth clients. They also implement its value equity strategies through a number of pooled vehicles. | Finance |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
Champlain Investment Partners LLC
Champlain Investment Partners LLC Investment ManagersFinance Champlain Investment Partners LLC (CIP) is a SEC-registered investment advisor headquartered in Burlington, Vermont. The firm was founded by Scott Brayman, Judith O’Connell, Wendy Nunez, and Mary Michel in 2004. They are a subsidiary of CIP Management Holdings LP. CIP provides investment advice to investment companies, pooled investment vehicles, corporate and public pension plans, health care and religious organizations, endowments and foundations, Taft-Harley plans, colleges and universities, family offices, private banks and corporations and other businesses. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
Kelvingrove Partners LLC
Kelvingrove Partners LLC Investment ManagersFinance Kelvingrove Partners LLC is an independent hedge fund manager headquartered in New York City. The firm was founded by Mike Wallace and Michael Wright in 2008. They manage assets of high net-worth clients. | Finance |
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