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Joe Farley
Analyst-Equity presso Champlain Investment Partners LLC
Posizioni attive di Joe Farley
Società | Posizione | Inizio | Fine |
---|---|---|---|
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 | - |
Gestore di Portafoglio-Azioni | 01/08/2014 | - |
Storia della carriera di Joe Farley
Precedenti posizioni note di Joe Farley
Società | Posizione | Inizio | 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. | Direttore degli Investimenti | 01/06/2008 | 01/05/2013 |
Fondatore | 28/03/2012 | 01/05/2013 | |
Gestore di Portafoglio-Azioni | 01/06/2008 | 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 | 01/01/2002 | - |
Gestore di Portafoglio-Azioni | 01/01/2002 | 01/04/2009 | |
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 | 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 |
Statistiche
Distribuzione geografica
Stati Uniti | 8 |
Posizioni
Analyst-Equity | 4 |
Portfolio Manager-Equities | 3 |
Director of Research - Equity | 1 |
Settori
Finance | 7 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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 |
Donaldson, Lufkin & Jenrette Securities Corp. | 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 |
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 |
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 |
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 |
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