Brad Allan Blalock

Plus aucun poste en cours

Finance

Consumer Services

Profil

Mr. Brad A. Blalock, CFA MBA, is Head of Distribution & Client Services at Lockwell Investments LLC.
He joined Lockwell Investments in August 2010.
He previously served at Morgan Stanely from 2007 to 2010 as the head of consultant relations and has wealth of investment experience.
Prior to joining the firm, he spent 18 years with Mercer Investment Consulting, Inc., last as the national director of consulting.
Mr. Blalock received a B.S.
from the University of Illinois at Urbana-Champaign and an M.B.A. from Northwestern University’s Kellogg Business School.
He holds the Chartered Financial Analyst designation.

Anciens postes connus de Brad Allan Blalock

Sociétés	Poste	Fin
MORGAN STANLEY	Corporate Officer/Principal	-
Mercer Investment Consulting LLC Mercer Investment Consulting LLC Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	-
Lockwell Investments LLC Lockwell Investments LLC Investment ManagersFinance Lockwell Investments is a value manager that focuses on investments in high-quality companies whose valuations do not accurately reflect their intrinsic value. The firm employs fundamental, bottom-up proprietary research to identify fundamentally-sound companies whose valuations are depressed for understandable reasons and which are undergoing positive changes. Lockwell's Small-Cap Value Strategy seeks to outperform the Russell 2000 Value Index in a risk controlled manner. The portfolio typically holds 75 to 100 securities, with a maximum position size of 5%. At least 80% of the portfolio's holdings, at the time of purchase, will have a market-cap of the greater of $2 billion or the high point of the benchmark. Turnover in the portfolio is typically 30% to 40% per year. The firm's Small/Mid (SMID) Cap Value Strategy seeks to outperform the Russell 2500 Value Index in a risk controlled manner. The portfolio typically holds 50 to 75 securities, with a maximum position size of 5%. At least 80% of the portfolio's holdings, at the time of purchase, will have a market-cap of the greater of $7.5 billion or the high point of the benchmark. Turnover in the portfolio is typically 40% to 50% per year.	Sales & Marketing	-

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Sociétés liées

Entreprise privées	5
Morgan Stanley Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services	Finance
Northwestern University Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Illinois University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Mercer Investment Consulting LLC Mercer Investment Consulting LLC Investment ManagersFinance Provides investment advice	Finance
Lockwell Investments LLC Lockwell Investments LLC Investment ManagersFinance Lockwell Investments is a value manager that focuses on investments in high-quality companies whose valuations do not accurately reflect their intrinsic value. The firm employs fundamental, bottom-up proprietary research to identify fundamentally-sound companies whose valuations are depressed for understandable reasons and which are undergoing positive changes. Lockwell's Small-Cap Value Strategy seeks to outperform the Russell 2000 Value Index in a risk controlled manner. The portfolio typically holds 75 to 100 securities, with a maximum position size of 5%. At least 80% of the portfolio's holdings, at the time of purchase, will have a market-cap of the greater of $2 billion or the high point of the benchmark. Turnover in the portfolio is typically 30% to 40% per year. The firm's Small/Mid (SMID) Cap Value Strategy seeks to outperform the Russell 2500 Value Index in a risk controlled manner. The portfolio typically holds 50 to 75 securities, with a maximum position size of 5%. At least 80% of the portfolio's holdings, at the time of purchase, will have a market-cap of the greater of $7.5 billion or the high point of the benchmark. Turnover in the portfolio is typically 40% to 50% per year.	Finance