Bill R. Berger
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Karriereverlauf von Bill R. Berger
Ehemalige bekannte Positionen von Bill R. Berger
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Vaughan Nelson Investment Management LP
Vaughan Nelson Investment Management LP Investment ManagersFinance Vaughan Nelson Investment Management LP (Vaughan Nelson) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1970 and formerly known as Vaughan, Nelson, Scarborough & McCullough LP. They are wholly-owned by Natixis Investment Managers LLC, which is ultimately owned by BPCE SA, a banking group in France. Vaughan Nelson provides investment management services for equity and fixed income portfolios to taxable and tax-free clients such as foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds and high net-worth individuals. | Analyst-Equity | 01.01.1998 | - |
Portfolio Manager-Aktien | 01.01.1998 | - | |
Securities Management & Research, Inc. (Investment Management)
Securities Management & Research, Inc. (Investment Management) Investment ManagersFinance Securities Management & Research, Inc. (SMR) is a registered investment adviser and registered broker/dealer founded in 1964. The firm is a wholly-owned subsidiary of ONE Financial, Inc. Headquartered in Cedar Rapids, Iowa, SMR serves as the investment manager and advisor for the equity and fixed-income portfolios of ONE Financial, Inc. and its affiliated companies. They also serve as an investment advisor for registered investment companies, retirement plans, bank trust funds, non-profit foundations and private client portfolios throughout the US. | Corporate Officer/Principal | 01.01.1993 | - |
OFI Global Institutional, Inc.
OFI Global Institutional, Inc. Investment ManagersFinance Founded in 1974, OFI Global Institutional, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm is also a commodity pool operator and commodity trading advisor registered with the U.S. Commodity Futures Trading Commission and the National Futures Association. OFI Global Institutional is a wholly-owned subsidiary of OppenheimerFunds, Inc. (OFI), which, in turn, is a wholly-owned subsidiary of Oppenheimer Acquisition Corp. (OAC). Massachusetts Mutual Life Insurance Co. (MassMutual), through its subsidiary, is the indirect primary shareholder of OAC. The firm provides investment advisory services to various types of clients, including trusts, pension plans, insurance company separate accounts, foundations, corporations, ERISA qualified retirement plans, governmental plans, foreign entities (including governmental entities, corporations, investment companies and pension plans), mutual funds, private funds, and bank sponsored collective investment trusts. | Corporate Officer/Principal | 01.01.1989 | 02.01.1990 |
Coopers & Lybrand LLP | Corporate Officer/Principal | 02.01.1987 | 02.01.1987 |
Sentinel Trust Co.
Sentinel Trust Co. Investment ManagersFinance Sentinel Trust Co. is an independent wealth management firm headquartered in Houston, Texas. The firm was founded in 1997 by the Flowers and Fruehauf families by combining their complementary strengths—real estate, oil and gas, and public and private equities for the Flowers family; hedge funds and private equity for the Fruehauf family—and administration of complex wealth planning structures by both families, they would be able to attract top professionals to serve them as well as other similarly situated families. Sentinel Trust provides individualized investment management and trust administration services to very high net-worth families. | Portfolio Manager-Aktien | 01.01.2004 | - |
Ausbildung von Bill R. Berger
Miami University | Undergraduate Degree |
University of Pennsylvania | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 7 |
Italien | 2 |
Operativ
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Sektoral
Finance | 5 |
Consumer Services | 3 |
Commercial Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 5 |
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Vaughan Nelson Investment Management LP
Vaughan Nelson Investment Management LP Investment ManagersFinance Vaughan Nelson Investment Management LP (Vaughan Nelson) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1970 and formerly known as Vaughan, Nelson, Scarborough & McCullough LP. They are wholly-owned by Natixis Investment Managers LLC, which is ultimately owned by BPCE SA, a banking group in France. Vaughan Nelson provides investment management services for equity and fixed income portfolios to taxable and tax-free clients such as foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds and high net-worth individuals. | Finance |
Sentinel Trust Co.
Sentinel Trust Co. Investment ManagersFinance Sentinel Trust Co. is an independent wealth management firm headquartered in Houston, Texas. The firm was founded in 1997 by the Flowers and Fruehauf families by combining their complementary strengths—real estate, oil and gas, and public and private equities for the Flowers family; hedge funds and private equity for the Fruehauf family—and administration of complex wealth planning structures by both families, they would be able to attract top professionals to serve them as well as other similarly situated families. Sentinel Trust provides individualized investment management and trust administration services to very high net-worth families. | Finance |
Securities Management & Research, Inc. (Investment Management)
Securities Management & Research, Inc. (Investment Management) Investment ManagersFinance Securities Management & Research, Inc. (SMR) is a registered investment adviser and registered broker/dealer founded in 1964. The firm is a wholly-owned subsidiary of ONE Financial, Inc. Headquartered in Cedar Rapids, Iowa, SMR serves as the investment manager and advisor for the equity and fixed-income portfolios of ONE Financial, Inc. and its affiliated companies. They also serve as an investment advisor for registered investment companies, retirement plans, bank trust funds, non-profit foundations and private client portfolios throughout the US. | Finance |
OFI Global Institutional, Inc.
OFI Global Institutional, Inc. Investment ManagersFinance Founded in 1974, OFI Global Institutional, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm is also a commodity pool operator and commodity trading advisor registered with the U.S. Commodity Futures Trading Commission and the National Futures Association. OFI Global Institutional is a wholly-owned subsidiary of OppenheimerFunds, Inc. (OFI), which, in turn, is a wholly-owned subsidiary of Oppenheimer Acquisition Corp. (OAC). Massachusetts Mutual Life Insurance Co. (MassMutual), through its subsidiary, is the indirect primary shareholder of OAC. The firm provides investment advisory services to various types of clients, including trusts, pension plans, insurance company separate accounts, foundations, corporations, ERISA qualified retirement plans, governmental plans, foreign entities (including governmental entities, corporations, investment companies and pension plans), mutual funds, private funds, and bank sponsored collective investment trusts. | Finance |
Coopers & Lybrand LLP | Commercial Services |
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