Shaya Berzon
Analyst-Equity presso 1919 Investment Counsel LLC
Profilo
Mr. Shaya Berzon is a Managing Director & Equity Research Analyst at 1919 Investment Counsel LLC.
His primary responsibility is as an Equity Research Analyst covering the following industries: energy and materials.
In addition, he supports portfolio managers as they construct and manage client portfolios.
He participates in investment and equity strategy committee meetings.
Mr. Berzon entered the financial services industry in 2003.
He joined Legg Mason Investment Counsel (a predecessor firm) in 2006.
Previously he was a CPA in public practice and an Associate Analyst in the equity research department at T.
Rowe Price.
He holds an M.B.A.
in Finance from Johns Hopkins University as well as a Bachelors and Masters in Talmudic Law from Ner Israel.
He is a state of Maryland Certified Public Accountant (inactive).
Posizioni attive di Shaya Berzon
| Società | Posizione | Inizio |
|---|---|---|
1919 Investment Counsel LLC
 1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Analyst-Equity | 01/01/2006 |
Precedenti posizioni note di Shaya Berzon
| Società | Posizione | Fine |
|---|---|---|
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Corporate Officer/Principal | - |
Formazione di Shaya Berzon
| Ner Israel Rabbinical College | Graduate Degree |
| The Johns Hopkins University | 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 | 2 |
|---|---|
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Finance |
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Finance |
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