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Berk Nowak
Gestionnaire de Portefeuille-Actions chez
Brown Advisory LLC
Profil
Mr. Bernard K.
Nowak is a Portfolio Manager at Brown Advisory LLC.
He joined the firm since Highmount Capital joined forces with the firm in June 2015.
Mr. Nowak was a founding partner of Highmount, a global wealth management firm established in 2002.
Prior to Highmount he was a vice president at Trainer Wortham & Company, where he established the Family Wealth Management Group.
He began his career at Bankers Trust Private Bank, where he managed portfolios for high net worth individuals and served on the Domestic Investment Strategy Committee.
He received his undergraduate degree from Bucknell University.
He is a CFA charter holder.
Postes actifs de Berk Nowak
| Sociétés | Poste | Début |
|---|---|---|
Brown Advisory LLC
 Brown Advisory LLC Investment ManagersFinance Brown Advisory provides investment management services through various investment vehicles including mutual funds, separate accounts and private funds. The firm employs a bottom-up, fundamental research approach in their security selection process. Their strategies strive to outperform their respective benchmarks over the long term. | Gestionnaire de Portefeuille-Actions | 21/06/2015 |
Anciens postes connus de Berk Nowak
| Sociétés | Poste | Fin |
|---|---|---|
Highmount Capital LLC
 Highmount Capital LLC Investment ManagersFinance Highmount Capital employs a hybrid investment strategy to leverage both their own expertise and that of others. Internally, Highmount actively manages US large-cap core equities, global large-cap equities, as well as US and non-dollar fixed-income portfolios. In addition, the firm may recommend and allocate assets to top-tier third party advisors (TPA) across a broad spectrum of asset classes, including, but not limited to, US and global micro, small-, mid- and large-cap stocks, hedge funds, and private equity, and in certain cases they have the discretion to hire and fire TPAs and/or reallocate assets amongst TPAs on a discretionary basis. Depending upon the size of each account, Highmount Capital accesses these managers through separate accounts, pooled partnerships, mutual funds, and ETFs. In providing investment management services, the firm may utilize recommendations based on model portfolios developed by advisors which they have engaged. | Fondateur | 05/03/2013 |
Trainer Wortham & Co., Inc.
 Trainer Wortham & Co., Inc. Investment ManagersFinance TWC believes the long-term ownership of well-managed growth companies produces superior investment results. It is their belief that a diversified portfolio of growth companies, as well as high quality bonds when appropriate, will provide above average returns over the long term. They seek industry leaders with superior management teams, solid financials and unique competitive advantages. Their diversified growth equity investment strategy employs a disciplined, growth-oriented approach utilizing bottom-up fundamental analysis. Portfolios are comprised of high quality, mid- to large-cap companies with consistent, above-average earnings growth rates and reasonable valuations. TWC seeks companies that are well-managed, financially sound industry leaders with proven track records. They believe that a diversified portfolio of traditional, accelerating and emerging growth companies will provide above-average returns over a full market cycle. TWC's fixed-income strategy involves actively managing portfolios to produce conservative risk-adjusted returns. Their focus is to purchase high quality securities with an emphasis on intermediate maturities. All changes to a portfolio are made on a gradual basis and annual portfolio turnover is low. Separate approaches are developed for taxable and tax-exempt investors. The firm's balanced growth strategy involves a customized blend of their diversified growth equity strategy with their total return fixed-income strategy. These customized portfolios are designed to benefit from market advances while providing protection during market declines and corrections. In addition, the portfolio maintains a predictable flow of current income. | Gestionnaire de Portefeuille-Actions | - |
Bankers Trust & Co.
 Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Provides trust services | Corporate Officer/Principal | - |
Formation de Berk Nowak
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
72
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Trainer Wortham & Co., Inc.
Trainer Wortham & Co., Inc. Investment ManagersFinance TWC believes the long-term ownership of well-managed growth companies produces superior investment results. It is their belief that a diversified portfolio of growth companies, as well as high quality bonds when appropriate, will provide above average returns over the long term. They seek industry leaders with superior management teams, solid financials and unique competitive advantages. Their diversified growth equity investment strategy employs a disciplined, growth-oriented approach utilizing bottom-up fundamental analysis. Portfolios are comprised of high quality, mid- to large-cap companies with consistent, above-average earnings growth rates and reasonable valuations. TWC seeks companies that are well-managed, financially sound industry leaders with proven track records. They believe that a diversified portfolio of traditional, accelerating and emerging growth companies will provide above-average returns over a full market cycle. TWC's fixed-income strategy involves actively managing portfolios to produce conservative risk-adjusted returns. Their focus is to purchase high quality securities with an emphasis on intermediate maturities. All changes to a portfolio are made on a gradual basis and annual portfolio turnover is low. Separate approaches are developed for taxable and tax-exempt investors. The firm's balanced growth strategy involves a customized blend of their diversified growth equity strategy with their total return fixed-income strategy. These customized portfolios are designed to benefit from market advances while providing protection during market declines and corrections. In addition, the portfolio maintains a predictable flow of current income. | Finance |
Bucknell University
 Bucknell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Highmount Capital LLC
Highmount Capital LLC Investment ManagersFinance Highmount Capital employs a hybrid investment strategy to leverage both their own expertise and that of others. Internally, Highmount actively manages US large-cap core equities, global large-cap equities, as well as US and non-dollar fixed-income portfolios. In addition, the firm may recommend and allocate assets to top-tier third party advisors (TPA) across a broad spectrum of asset classes, including, but not limited to, US and global micro, small-, mid- and large-cap stocks, hedge funds, and private equity, and in certain cases they have the discretion to hire and fire TPAs and/or reallocate assets amongst TPAs on a discretionary basis. Depending upon the size of each account, Highmount Capital accesses these managers through separate accounts, pooled partnerships, mutual funds, and ETFs. In providing investment management services, the firm may utilize recommendations based on model portfolios developed by advisors which they have engaged. | Finance |
Bankers Trust & Co.
Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Provides trust services | Miscellaneous |
Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory provides investment management services through various investment vehicles including mutual funds, separate accounts and private funds. The firm employs a bottom-up, fundamental research approach in their security selection process. Their strategies strive to outperform their respective benchmarks over the long term. | Finance |
