Lois R. Roman

Nessuna posizione attualmente

Finance

Consumer Services

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Profilo

Ms. Roman joined Bessemer Group in 2003 from Deutsche Asset Management/ Scudder Investments (now DWS Scudder Distributors, Inc.), where she was a managing director and head of the U.S.
large cap value portfolio selection team.
In this capacity, Ms. Roman determined investment strategy and managed institutional and retail assets in excess of $4 billion, including a mutual fund that ranked in the top quartile in the Lipper Large Value category.
Prior to this, she was an equity analyst at both Scudder Investments and Putnam Investments, specializing in the health care and other sectors.
Ms. Roman holds a BA from Brandeis University and an MBA in Finance and Marketing from Columbia Business School.

Precedenti posizioni note di Lois R. Roman

Società	Posizione	Fine
DWS Investment Management Americas, Inc. DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs.	Head-Equity Investments	31/12/2002
DWS Scudder Distributors, Inc. DWS Scudder Distributors, Inc. Investment Trusts/Mutual FundsMiscellaneous DWS Scudder Distributors, Inc. provides investments solutions. The company's products include variable annuities, alternative investments, defined contribution retirement plans, individual retirement accounts and retail mutual funds representing a range of investment styles. DWS Scudder serves large corporations, financial institutions, government and individual investors. The company is headquartered in Chicago, IL.	Corporate Officer/Principal	-
Bessemer Investment Management LLC Bessemer Investment Management LLC Investment ManagersFinance Bessemer Investment Management LLC (BIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Bessemer Trust Co., NA (BTNA), a national banking association, which in turn, is a wholly owned subsidiary of The Bessemer Group, Inc. (BGI). BIM provides advisory services to investment companies and banking institutions.	Head-Equity Investments	-
PEA Capital LLC PEA Capital LLC Investment ManagersFinance Based in New York City, PEA Capital LLC (formerly PIMCO Equity Advisors LP) is an investment advisor providing portfolio management for the PIMCO family of equity mutual funds, institutions, pension plans, public retirement funds and endowments. PEA is a subsidiary of Allianz Dresdner Asset Management, which is a subsidiary of Allianz AG (EURO: ALV).	Gestore di Portafoglio-Azioni	-
Putnam Investment Management LLC Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.	Analyst-Equity	-

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Formazione di Lois R. Roman

Brandeis University	Undergraduate Degree
The Trustees of Columbia University in The City of New York	Masters Business Admin

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