Brett J. Meyer
Plus aucun poste en cours
Profil
Mr. Brett J.
Meyer, CFA, is a Managing Director at Quantum Capital Management Co. Prior to joining Quantum Capital, he held positions in the Institutional Consulting Group, Plan Sponsor Consulting Group and the Independent Advisor Group with Callan Associates since 1998.
In his most recent role with Callan Associates, he served as a Director of Research for the Independent Adviser Group, overseeing an open architecture investment manager platform consisting of over 200 unique products.
In addition to his investment research responsibilities, he also served in a client service capacity for collection of RIA’s multi family offices, and large financial intermediaries.
Mr. Meyer is a Chartered Financial Analyst and received his BA in Business Administration and Sports Management from Principia College, where he was named an All-American Tennis player.
Anciens postes connus de Brett J. Meyer
| Sociétés | Poste | Fin |
|---|---|---|
Callan LLC
 Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Corporate Officer/Principal | - |
QCM LLC
 QCM LLC Investment ManagersFinance QCM LLC, do-business-as Quantum Capital Management, is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1996 by Howard Aschwald and Stephen Bradley. They are a wholly-owned subsidiary of Sterling Bank & Trust, FSB, itself a subsidiary of Sterling Bancorp, Inc. (NYSE: STL). QCM provides investment advisory services to individuals, trusts, estates, corporations, business entities and other financial services firms. | Gestionnaire de Portefeuille-Actions | - |
Formation de Brett J. Meyer
| Principia College | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
QCM LLC
QCM LLC Investment ManagersFinance QCM LLC, do-business-as Quantum Capital Management, is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1996 by Howard Aschwald and Stephen Bradley. They are a wholly-owned subsidiary of Sterling Bank & Trust, FSB, itself a subsidiary of Sterling Bancorp, Inc. (NYSE: STL). QCM provides investment advisory services to individuals, trusts, estates, corporations, business entities and other financial services firms. | Finance |
Callan LLC
Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Finance |
