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Pratik Doshi
Gestore di Portafoglio-Azioni presso Invesco Capital Management LLC
Profilo
Mr. Pratik Doshi, CFA MBA, is a Portfolio Manager at Invesco Capital Management LLC.
Before joining Invesco, Mr. Doshi held roles at Saltspring Capital and Gofen and Glossberg.
Prior to that, he was a vice president at Bank of America Merrill Lynch.
Mr. Doshi entered the financial services industry in 2005 as an analyst at UBS Investment Bank.
He earned a bachelor’s degree from the University of Michigan and an MBA from the University of Chicago Booth School of Business
Posizioni attive di Pratik Doshi
Società | Posizione | Inizio |
---|---|---|
Invesco Capital Management LLC
![]() Invesco Capital Management LLC Investment ManagersFinance Invesco Capital Management LLC (ICM) is a SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded in 2003 and was formerly known Invesco PowerShares Capital Management LLC. They are a direct subsidiary of Invesco Group Services, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ICM serves as the investment adviser to the exchange-traded funds. | Gestore di Portafoglio-Azioni | 01/09/2019 |
Precedenti posizioni note di Pratik Doshi
Società | Posizione | Fine |
---|---|---|
Saltspring Capital LLC
![]() Saltspring Capital LLC Investment ManagersFinance Saltspring Capital LLC (Saltspring Capital) is a private equity firm founded in 2016 by Nathan Dey. The firm is headquartered in Chicago, Illinois. | Corporate Officer/Principal | 01/02/2018 |
Gofen & Glossberg LLC
![]() Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Analyst-Equity | 01/10/2017 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Corporate Officer/Principal | 01/05/2016 |
UBS Investment Bank Nederland BV
![]() UBS Investment Bank Nederland BV Investment Banks/BrokersFinance Part of UBS Group AG, UBS Investment Bank Nederland BV is a Dutch company that provides brokerage services. The company is based in Amsterdam, Netherlands. Carsten N. Kengeter has been the CEO of the company since 2008. | Analista-Rendimento Fisso | 01/01/2007 |
Formazione di Pratik Doshi
University of Michigan | Undergraduate Degree |
The University of Chicago Booth School of Business (Singapore) | Masters Business Admin |
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 | 5 |
---|---|
Gofen & Glossberg LLC
![]() Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Finance |
Invesco Capital Management LLC
![]() Invesco Capital Management LLC Investment ManagersFinance Invesco Capital Management LLC (ICM) is a SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded in 2003 and was formerly known Invesco PowerShares Capital Management LLC. They are a direct subsidiary of Invesco Group Services, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ICM serves as the investment adviser to the exchange-traded funds. | Finance |
UBS Investment Bank Nederland BV
![]() UBS Investment Bank Nederland BV Investment Banks/BrokersFinance Part of UBS Group AG, UBS Investment Bank Nederland BV is a Dutch company that provides brokerage services. The company is based in Amsterdam, Netherlands. Carsten N. Kengeter has been the CEO of the company since 2008. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
Saltspring Capital LLC
![]() Saltspring Capital LLC Investment ManagersFinance Saltspring Capital LLC (Saltspring Capital) is a private equity firm founded in 2016 by Nathan Dey. The firm is headquartered in Chicago, Illinois. | Finance |
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