Profilo
Kent Mark Forkner worked as a Senior Vice President at The Boston Company Asset Management LLC.
He then worked as the Chief Investment Officer at First Trust Direct Indexing LP from 2018 to 2021.
Forkner holds an MBA from Babson College, which he received in 1996.
He also holds an undergraduate degree from Wheaton College (Illinois), which he received in 2020.
Precedenti posizioni note di Kent Mark Forkner
Società | Posizione | Fine |
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First Trust Direct Indexing LP
First Trust Direct Indexing LP Investment ManagersFinance First Trust Direct Indexing LP (First Trust) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was formerly known as Arboretum Advisors LLC and as Veriti Management LLC. First Trust manages domestic, international, and global equity portfolios for high-net worth individuals, institutions, and intermediaries such as wealth managers, consultants and family offices. | Direttore degli Investimenti | 01/01/2021 |
The Boston Company Asset Management LLC
The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements. | Analyst-Equity | 06/01/2009 |
Formazione di Kent Mark Forkner
Babson College | Masters Business Admin |
Wheaton College (Illinois) | Undergraduate Degree |
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 | 2 |
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The Boston Company Asset Management LLC
The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements. | Finance |
First Trust Direct Indexing LP
First Trust Direct Indexing LP Investment ManagersFinance First Trust Direct Indexing LP (First Trust) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was formerly known as Arboretum Advisors LLC and as Veriti Management LLC. First Trust manages domestic, international, and global equity portfolios for high-net worth individuals, institutions, and intermediaries such as wealth managers, consultants and family offices. | Finance |
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