John Charles Forelli

John Charles Forelli

Direttore della Ricerca - Azioni presso Boston Partners Global Investors, Inc.

Finance
Consumer Services

Profilo

Mr. John C.
Forelli, CFA MBA, is a Director of Portfolio Research at Boston Partners Global Investors, Inc. He directs our team of investment professionals in formulating, developing, and communicating the investment narrative for Boston Partners.
Prior to this role, he was a senior portfolio analyst and has extensive experience with all of the firm’s strategies.
Mr. Forelli has 12 years of experience as a portfolio manager focused on large cap equities and has 38 years of industry experience.
He joined the firm from Independence Investments where he was large cap core portfolio manager, senior partner and member of the investment committee.
Mr. Forelli was also a Research Analyst specializing in health care, chemical, capital goods and industrial companies.
He began his career as an investment banker with Prudential Securities focusing on raising capital for emerging growth companies and merger and acquisition transactions.
Mr. Forelli holds a B.A.
degree in Economics from Dartmouth College and an MBA degree from the Tuck School of Business at Dartmouth College.
He holds the Chartered Financial Analyst designation and FINRA licenses 7 and 66.

Posizioni attive di John Charles Forelli

SocietàPosizioneInizio
Direttore della Ricerca - Azioni 01/05/2010
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Precedenti posizioni note di John Charles Forelli

SocietàPosizioneFine
Membro del Comitato di Investimento 29/07/2009
Corporate Officer/Principal -
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Formazione di John Charles Forelli

Dartmouth College Undergraduate Degree
Tuck School of Business at Dartmouth Masters Business Admin

Esperienze
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Inattive

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Aziende private

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Relazioni

100 +

Relazioni di 1° grado

5

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Uomo

Donna

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Aziende private3

Finance

Finance

Finance

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