Profil
Alan Dean Bush was the founder of Independent Portfolio Consultants, Inc. which was founded in 2007, where he held the titles of Chairman & Chief Executive Officer until 2017.
He was also a former Chief Executive Officer of New York Stock Exchange, Inc. and a former Senior Vice President-Investments at Advest, Inc. He was a Principal at Dominick & Dominick LLC (Investment Management).
Mr. Bush received his undergraduate and MBA degrees from the University of Missouri in 1972.
Anciens postes connus de Alan Dean Bush
| Sociétés | Poste | Fin |
|---|---|---|
Advest, Inc.
Advest, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2000 |
Dominick & Dominick LLC (Investment Management)
Dominick & Dominick LLC (Investment Management) Investment ManagersFinance DDA is a large cap growth manager that uses independent third party research. | Corporate Officer/Principal | - |
New York Stock Exchange, Inc.
New York Stock Exchange, Inc. Investment Banks/BrokersFinance Operates securities exchange market | President | - |
Independent Portfolio Consultants, Inc.
Independent Portfolio Consultants, Inc. Investment ManagersFinance BSC employs an actively-managed global investment approach. Accounts are and managed according to the client’s risk and return objectives and portfolio constraints including investment time horizon, liquidity needs, tax considerations, unique circumstances and other reasonable guidelines established by the client. The firm's Global Long/Short Core Equity portfolio consists of a diversified group of strategic individual equity holdings, in addition to, various tactical positions. BSC seeks to invest in businesses with competitive advantages whose stock is trading at attractive absolute valuation levels. Tactical positions take into account changing global business and market conditions and are implemented through the use of traditional and alternative exchange traded products (ETPs), exchange traded funds (ETFs) and exchange traded notes (ETNs). Such securities may include, but are not limited to, synthetic short equity positions, as well as, long and short currency and commodity positions. BSC's Global Multi-Strategy Income Portfolio invests in a diversified group of income-producing asset classes which include REITs, Sovereign, Municipal and Corporate Bonds, Mortgages, MLPs, Bank Loans, Preferred Equity and Equity. The strategy seeks to deliver the highest income opportunities that are attractive on a risk-adjusted basis and seeks to so only through investments in ETPs. ETFs and ETNs. The Concentrated Equity Opportunities (CEO) strategy seeks long-term growth of capital. The strategy invests in a concentrated portfolio of equity securities, while attempting to find non-correlated positions with specific catalysts that offer a high expected return that may also minimize losses. Investments may include common and preferred stock (including convertible preferred stock), partnership interests, business trust shares, interests in REITs, MLPs, warrants, and depository receipts. The strategy may invest in equity securities without regard to geography, sectors or market-cap. Balanced accounts generally have an allocation to the Global Long/Short Core Equity Strategy and to a fixed income strategy, however they may also have a separate allocation to the Global Multi-Strategy Income Strategy. Accounts seek a balance between capital growth, capital preservation, and current income. BSC only uses fixed income ETFs for the fixed income portion of the portfolio. They do not use bonds or debt securities. BSC's fixed income strategy seeks to provide low-risk current income and limited capital appreciation utilizing an intermediate fixed income investment strategy. The strategy also seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the generally investment grade credit sector of (1) the US Bond Market and the intermediate US Treasury Market and (2) the US Municipal Bond Market. | Directeur Général | 01/01/2017 |
Formation de Alan Dean Bush
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Advest, Inc.
Advest, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Dominick & Dominick LLC (Investment Management)
Dominick & Dominick LLC (Investment Management) Investment ManagersFinance DDA is a large cap growth manager that uses independent third party research. | Finance |
New York Stock Exchange, Inc.
New York Stock Exchange, Inc. Investment Banks/BrokersFinance Operates securities exchange market | Finance |
Independent Portfolio Consultants, Inc.
Independent Portfolio Consultants, Inc. Investment ManagersFinance BSC employs an actively-managed global investment approach. Accounts are and managed according to the client’s risk and return objectives and portfolio constraints including investment time horizon, liquidity needs, tax considerations, unique circumstances and other reasonable guidelines established by the client. The firm's Global Long/Short Core Equity portfolio consists of a diversified group of strategic individual equity holdings, in addition to, various tactical positions. BSC seeks to invest in businesses with competitive advantages whose stock is trading at attractive absolute valuation levels. Tactical positions take into account changing global business and market conditions and are implemented through the use of traditional and alternative exchange traded products (ETPs), exchange traded funds (ETFs) and exchange traded notes (ETNs). Such securities may include, but are not limited to, synthetic short equity positions, as well as, long and short currency and commodity positions. BSC's Global Multi-Strategy Income Portfolio invests in a diversified group of income-producing asset classes which include REITs, Sovereign, Municipal and Corporate Bonds, Mortgages, MLPs, Bank Loans, Preferred Equity and Equity. The strategy seeks to deliver the highest income opportunities that are attractive on a risk-adjusted basis and seeks to so only through investments in ETPs. ETFs and ETNs. The Concentrated Equity Opportunities (CEO) strategy seeks long-term growth of capital. The strategy invests in a concentrated portfolio of equity securities, while attempting to find non-correlated positions with specific catalysts that offer a high expected return that may also minimize losses. Investments may include common and preferred stock (including convertible preferred stock), partnership interests, business trust shares, interests in REITs, MLPs, warrants, and depository receipts. The strategy may invest in equity securities without regard to geography, sectors or market-cap. Balanced accounts generally have an allocation to the Global Long/Short Core Equity Strategy and to a fixed income strategy, however they may also have a separate allocation to the Global Multi-Strategy Income Strategy. Accounts seek a balance between capital growth, capital preservation, and current income. BSC only uses fixed income ETFs for the fixed income portion of the portfolio. They do not use bonds or debt securities. BSC's fixed income strategy seeks to provide low-risk current income and limited capital appreciation utilizing an intermediate fixed income investment strategy. The strategy also seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the generally investment grade credit sector of (1) the US Bond Market and the intermediate US Treasury Market and (2) the US Municipal Bond Market. | Finance |
University of Missouri
University of Missouri Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















