Bradley Berggren
Fondateur chez volScout LLC
Profil
Mr. Bradley S.
Berggren is a Co-Chief Investment Officer & Senior Vice President at Franklin Managed Options Strategies LLC and a Founding Partner at volScout LLC.
Mr. Berggren was previously employed as a Manager by Parametric Risk Advisors LLC, a Managing Director by Credit Suisse Securities (USA) LLC (Broker), a Vice President by Eaton Vance Tax-Managed Buy-Write Strategy Fund, a Managing Director by K2 Advisors LLC, a Managing Director by Merrill Lynch & Co., Inc. /Old/, and a Managing Director by The Bear Stearns Cos., Inc.
He received his undergraduate degree from the University of Vermont.
Postes actifs de Bradley Berggren
| Sociétés | Poste | Début |
|---|---|---|
volScout LLC
 volScout LLC Investment ManagersFinance Part of Franklin Resources, Inc., volScout LLC is a company that provides wealth management services. The company is based in Westport, CT. volScout was acquired by Franklin Resources, Inc. on May 02, 2023. The company was founded by Bradley Scott Berggren, Jonathan Orseck. | Fondateur | 01/01/2021 |
Franklin Managed Options Strategies LLC
 Franklin Managed Options Strategies LLC Investment ManagersFinance Part of Franklin Resources, Inc., Franklin Managed Options Strategies LLC is a company that provides investment advice. The company is based in Westport, CT. Founded in 2023. | Directeur en chef des Investissements | 01/05/2023 |
Anciens postes connus de Bradley Berggren
| Sociétés | Poste | Fin |
|---|---|---|
Parametric Risk Advisors LLC
 Parametric Risk Advisors LLC Investment ManagersFinance Founded in 2007 by Brad Berggren, Parametric Risk Advisors LLC is a registered investment advisor located in Westport, Connecticut. They are a subsidiary of Parametric Portfolio Associates LLC and their ultimate parent is Eaton Vance Corp. (NYSE: EV). | Analyst-Equity | 31/12/2016 |
K2 Advisors LLC
 K2 Advisors LLC Investment ManagersFinance K2 Advisors LLC provides investment advice. The company was founded in 1994 by William Angus Douglass III and David Charles Saunders and is headquartered in Stamford, CT. | Corporate Officer/Principal | - |
| EATON VANCE TAX-MANAGED BUY-WRITE STRATEGY FUND | Corporate Officer/Principal | - |
The Bear Stearns Cos., Inc.
 The Bear Stearns Cos., Inc. Investment Banks/BrokersFinance Bear Stearns Cos., Inc. provides investment banking, securities trading and brokerage services. Their clients include corporations, institutions, governments and individuals. They are engaged in segments that encompass capital markets, wealth management and global clearing services. The company was founded in 1923 and is headquartered in New York, NY. | Gestionnaire de Portefeuille-Actions | - |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Corporate Officer/Principal | - |
Formation de Bradley Berggren
| University of Vermont | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Parametric Risk Advisors LLC
Parametric Risk Advisors LLC Investment ManagersFinance Founded in 2007 by Brad Berggren, Parametric Risk Advisors LLC is a registered investment advisor located in Westport, Connecticut. They are a subsidiary of Parametric Portfolio Associates LLC and their ultimate parent is Eaton Vance Corp. (NYSE: EV). | Finance |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Finance |
The Bear Stearns Cos., Inc.
The Bear Stearns Cos., Inc. Investment Banks/BrokersFinance Bear Stearns Cos., Inc. provides investment banking, securities trading and brokerage services. Their clients include corporations, institutions, governments and individuals. They are engaged in segments that encompass capital markets, wealth management and global clearing services. The company was founded in 1923 and is headquartered in New York, NY. | Finance |
Eaton Vance Tax-Managed Buy-Write Strategy Fund
 Eaton Vance Tax-Managed Buy-Write Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Tax-Advantaged Bond & Option Strategies Fund is a closed-end investment fund. The Fund's investment objective is to provide tax-advantaged current income and gains. The company was founded in 2005 and is headquartered in Boston, MA. | Miscellaneous |
K2 Advisors LLC
K2 Advisors LLC Investment ManagersFinance K2 Advisors LLC provides investment advice. The company was founded in 1994 by William Angus Douglass III and David Charles Saunders and is headquartered in Stamford, CT. | Finance |
volScout LLC
volScout LLC Investment ManagersFinance Part of Franklin Resources, Inc., volScout LLC is a company that provides wealth management services. The company is based in Westport, CT. volScout was acquired by Franklin Resources, Inc. on May 02, 2023. The company was founded by Bradley Scott Berggren, Jonathan Orseck. | Finance |
Franklin Managed Options Strategies LLC
Franklin Managed Options Strategies LLC Investment ManagersFinance Part of Franklin Resources, Inc., Franklin Managed Options Strategies LLC is a company that provides investment advice. The company is based in Westport, CT. Founded in 2023. | Finance |