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Adam Brett Bergman
Membre du Comité d'Investissement chez
Davenport & Co. LLC
Profil
Mr. Adam B. Bergman, CFA, is a Senior Vice President at Davenport & Co. LLC.
He is in the industry since 1996.
Mr. Bergman was previously employed as an Executive Director of Equity Opportunities by Sterling Capital Management LLC, a Principal by Advance Auto Parts, Inc., a Principal by BB&T Securities LLC, and a Principal by Dollar Tree, Inc.
He received his undergraduate degree from the University of Virginia.
Postes actifs de Adam Brett Bergman
| Sociétés | Poste | Début |
|---|---|---|
Davenport & Co. LLC
 Davenport & Co. LLC Investment ManagersFinance Davenport uses a team approach to analyze and select investment ideas. Investment decisions are made by a majority vote of the Investment Policy Committee. | Membre du Comité d'Investissement | 01/11/2022 |
Anciens postes connus de Adam Brett Bergman
| Sociétés | Poste | Fin |
|---|---|---|
BB&T Securities LLC
 BB&T Securities LLC Investment ManagersFinance BB&T Securities provides investment advice on a broad array of stocks, bonds, money markets, municipal bonds and annuities. Though their Spectrum Investment Program, the firm assists clients in the selection of independent investment advisors to manage their assets. In this investment advisory capacity, they do not provide investment advice regarding securities in the construction of an investment portfolio. Through their CHOICE Wrap Portfolios, BB&T Securities provides investment advisory services to client accounts on a discretionary basis using one or more of 6 portfolios managed by Sterling Capital Management, a subsidiary of BB&T Corp. The firm’s Unified Managed Account Program is a discretionary account which incorporates various investment products including: manager model portfolios, separate account managers, mutual funds and ETFs. | Corporate Officer/Principal | - |
| DOLLAR TREE, INC. | Public Communications Contact | - |
Sterling Capital Management LLC
 Sterling Capital Management LLC Investment ManagersFinance SCM is an objectives-based investment manager that aims to generate strong risk-adjusted returns through their customized and mutual fund-managed investments that cover a range of strategic asset categories. The firm includes environmental, social and governance (ESG) considerations in their investment process across some equity and fixed income strategies. | Gestionnaire de Portefeuille-Actions | - |
| ADVANCE AUTO PARTS, INC. | Public Communications Contact | - |
Formation de Adam Brett Bergman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
20
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Dollar Tree, Inc.
 Dollar Tree, Inc. Discount StoresRetail Trade Owns and operates discount variety stores | Retail Trade |
Sterling Capital Management LLC
Sterling Capital Management LLC Investment ManagersFinance SCM is an objectives-based investment manager that aims to generate strong risk-adjusted returns through their customized and mutual fund-managed investments that cover a range of strategic asset categories. The firm includes environmental, social and governance (ESG) considerations in their investment process across some equity and fixed income strategies. | Finance |
Davenport & Co. LLC
Davenport & Co. LLC Investment ManagersFinance Davenport uses a team approach to analyze and select investment ideas. Investment decisions are made by a majority vote of the Investment Policy Committee. | Finance |
Advance Auto Parts, Inc.
 Advance Auto Parts, Inc. Specialty StoresRetail Trade Operates automotive parts and accessories stores | Retail Trade |
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities provides investment advice on a broad array of stocks, bonds, money markets, municipal bonds and annuities. Though their Spectrum Investment Program, the firm assists clients in the selection of independent investment advisors to manage their assets. In this investment advisory capacity, they do not provide investment advice regarding securities in the construction of an investment portfolio. Through their CHOICE Wrap Portfolios, BB&T Securities provides investment advisory services to client accounts on a discretionary basis using one or more of 6 portfolios managed by Sterling Capital Management, a subsidiary of BB&T Corp. The firm’s Unified Managed Account Program is a discretionary account which incorporates various investment products including: manager model portfolios, separate account managers, mutual funds and ETFs. | Finance |
