Bob Milnamow
President chez Barrett Asset Management LLC
Postes actifs de Bob Milnamow
Sociétés | Poste | Début | Fin |
---|---|---|---|
Barrett Asset Management LLC
Barrett Asset Management LLC Investment ManagersFinance Barrett Asset Management LLC (Barrett) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of CI Financial Corp. (TSE: CIX) in Canada. Barrett provides portfolio management advisory services to individuals, corporations, trusts, estates, charitable organizations, foundations and educational institutions, pension and profit-sharing plans, as well as other types of businesses and institutional clients. | Analyst-Equity | 29/04/2011 | - |
Gestionnaire de Portefeuille-Actions | 29/04/2011 | - | |
President | 29/04/2011 | - | |
Responsable de la banque privée | 29/04/2011 | - | |
Directeur en chef des Investissements | 29/04/2011 | - | |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Corporate Officer/Principal | 21/06/2011 | - |
Historique de carrière de Bob Milnamow
Anciens postes connus de Bob Milnamow
Sociétés | Poste | Début | Fin |
---|---|---|---|
Barrett Associates, Inc.
Barrett Associates, Inc. Investment ManagersFinance Founded in 1937 by Clarence Redington Barrett, Barrett Associates, Inc. is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). 2011 In 2011, when Barrett Associates and their parent company, Legg Mason, sold substantially all of the property and assets of Barrett Associates to Barrett Asset Management, a newly-formed company controlled by Barrett Associates' management team | Analyst-Equity | - | 24/09/2010 |
Analyst-Fixed Income | 24/09/2010 | 29/04/2011 | |
Directeur en chef des Investissements | - | 29/04/2011 | |
Directeur de la Recherche - Actions | - | 24/09/2010 | |
Gestionnaire de Portefeuille-Actions | - | 29/04/2011 | |
Portfolio Manager-Fixed Income | 24/09/2010 | 29/04/2011 | |
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Gestionnaire de Portefeuille-Actions | - | - |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Gestionnaire de Portefeuille-Actions | - | - |
Phoenix Securities Group
Phoenix Securities Group Investment Trusts/Mutual FundsMiscellaneous Part of Kroll LLC, Phoenix Securities Group is an American investment management company. Phoenix Securities Group was acquired by Kroll LLC from The Nassau Cos. of New York, Inc. on November 01, 1995. | Gestionnaire de Portefeuille-Actions | - | - |
Formation de Bob Milnamow
The Pennsylvania State University | Undergraduate Degree |
The Leonard N Stern School of Business | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 9 |
Opérationnelle
Portfolio Manager-Equities | 5 |
Analyst-Equity | 2 |
Chief Investment Officer | 2 |
Sectorielle
Finance | 5 |
Consumer Services | 3 |
Miscellaneous | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 6 |
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Barrett Associates, Inc.
Barrett Associates, Inc. Investment ManagersFinance Founded in 1937 by Clarence Redington Barrett, Barrett Associates, Inc. is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). 2011 In 2011, when Barrett Associates and their parent company, Legg Mason, sold substantially all of the property and assets of Barrett Associates to Barrett Asset Management, a newly-formed company controlled by Barrett Associates' management team | Finance |
Phoenix Securities Group
Phoenix Securities Group Investment Trusts/Mutual FundsMiscellaneous Part of Kroll LLC, Phoenix Securities Group is an American investment management company. Phoenix Securities Group was acquired by Kroll LLC from The Nassau Cos. of New York, Inc. on November 01, 1995. | Miscellaneous |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Finance |
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Finance |
Barrett Asset Management LLC
Barrett Asset Management LLC Investment ManagersFinance Barrett Asset Management LLC (Barrett) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of CI Financial Corp. (TSE: CIX) in Canada. Barrett provides portfolio management advisory services to individuals, corporations, trusts, estates, charitable organizations, foundations and educational institutions, pension and profit-sharing plans, as well as other types of businesses and institutional clients. | Finance |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Commercial Services |
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