Profilo
Prior to joining Wells Capital Management, Mr. Bernal was with KCM.
He joined KCM in December 2004.
He has over 10 years of investment experience as a generalist, most recently as the Director of Equity Research at SouthTrust Bank and a senior research analyst at Wachovia Bank.
Mr. Bernal earned a BS from the University of North Carolina-Chapel Hill in Business Administration, where he was a W.C.
Colburn and HSFI scholar, and an MBA from Duke University.
He served in the United States Marine Corps as an infantry sergeant.
Precedenti posizioni note di Pedro E. Bernal
| Società | Posizione | Fine |
|---|---|---|
Kennedy Capital Management LLC
Kennedy Capital Management LLC Investment ManagersFinance KCM is an active manager that aims to generate superior returns in the micro, small, and mid-cap domestic equity markets for their clients. The firm uses a detail-oriented, bottom-up proprietary research process driven by a team of more than a dozen sector-specific analysts. Primary drivers for their decision to sell a stock if a change occurs to alter their view of the likely progression of the business include: (1) delivering results below their expectations, (2) a management change, (3) a change in competitive dynamics, and (4) when valuations become full. | Analyst-Equity | 01/07/2006 |
SouthTrust Asset Management
SouthTrust Asset Management Investment ManagersFinance SouthTrust's investment management style is based on asset allocation decisions that will maximize expected returns for their clients. Once a financial profile is completed, an investment policy statement is written that incorporates the targeted asset allocation range for the portfolio, targets preferred investment vehicles, identifies appropriate performance benchmarks and prescribes a timetable for investing the assets. | Direttore della Ricerca - Azioni | 30/11/2004 |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/10/2001 |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Analyst-Equity | - |
Formazione di Pedro E. Bernal
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
Kennedy Capital Management LLC
Kennedy Capital Management LLC Investment ManagersFinance KCM is an active manager that aims to generate superior returns in the micro, small, and mid-cap domestic equity markets for their clients. The firm uses a detail-oriented, bottom-up proprietary research process driven by a team of more than a dozen sector-specific analysts. Primary drivers for their decision to sell a stock if a change occurs to alter their view of the likely progression of the business include: (1) delivering results below their expectations, (2) a management change, (3) a change in competitive dynamics, and (4) when valuations become full. | Finance |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Finance |
Duke University
Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
SouthTrust Asset Management
SouthTrust Asset Management Investment ManagersFinance SouthTrust's investment management style is based on asset allocation decisions that will maximize expected returns for their clients. Once a financial profile is completed, an investment policy statement is written that incorporates the targeted asset allocation range for the portfolio, targets preferred investment vehicles, identifies appropriate performance benchmarks and prescribes a timetable for investing the assets. | Finance |
The University of North Carolina at Charlotte
The University of North Carolina at Charlotte Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















