Profil
Mr. Brian C.
Fitzsimons, CFA MBA, is a Director of Small Cap Growth Strategies at Segall Bryant & Hamill LLC.
He is also responsible for research within the energy, materials, industrials, utilities and financial services sectors.
He joined the firm in May 2018 as part of SBH’s acquisition of Denver Investments.
He has been in the investment industry since 2000.
During his 13-year tenure with Denver Investments, Mr. Fitzsimons served as the director of small-cap growth research and a portfolio manager and analyst on the Small-Cap Growth team.
Prior to joining Denver Investments, he was with Newmont Capital Ltd. as a finance manager.
He also worked as an equity analyst at A.G.
Edwards & Sons, Inc. and Berger Financial Group.
Additionally, he worked with a professional athletic league as the director of finance and as the controller.
He earned his B.S.
from Metropolitan State University of Denver and an MBA from the University of Denver.
He has earned the Chartered Financial Analyst designation and is a member of CFA Institute and CFA Society Colorado.
Postes actifs de Brian C. Fitzsimons
| Sociétés | Poste | Début |
|---|---|---|
Segall Bryant & Hamill LLC
Segall Bryant & Hamill LLC Investment ManagersFinance SBH seeks to provide their clients with strong risk-adjusted returns across a wide array of strategies and asset classes. The firm employs a bottom-up approach and focuses primarily on fundamental factors when analyzing and investing in securities. They place strong emphasis on the risk/reward of all the securities they consider for purchase. | Analyst-Equity | 01/05/2018 |
Anciens postes connus de Brian C. Fitzsimons
| Sociétés | Poste | Fin |
|---|---|---|
Denver Investment Advisors LLC
Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors' (DIA) uses a variety of investment approaches and methods in managing accounts, both qualitative and quantitative, with emphasis on the use of proprietary fundamental research. The firm also makes substantial use of various quantitative screening techniques through their own proprietary models. Their investment strategies are typically implemented through separately managed accounts for clients although certain strategies are also available through the Westcore family of mutual funds, or through a commingled investment vehicle. DIA's investment strategies include Growth Equity (small-, mid-, SMID- and large-cap); Quantitative Micro-Cap Equity, International Equity (small-cap and concentrated small-cap), Value Equity (small-, SMID- and mid-cap as well as global large-cap rising dividend); and fixed income (intermediate, core investment grade, core, core plus, high yield, long-term/liability-driven, corporate only and municipal. DIA's Wealth Management Division provides services to high net-worth individuals with a focus on customizing investment services to meet clients’ individual needs. This can include leveraging the firm’s institutional strategies through through this group’s own strategies which include equity, balanced, taxable bond, tax-exempt bond, and workplace equality. | Analyst-Equity | 01/05/2018 |
Newmont Capital Ltd. | Corporate Officer/Principal | 31/12/2004 |
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance Provides brokerage dealing services | Analyst-Equity | - |
Formation de Brian C. Fitzsimons
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Denver Investment Advisors LLC
Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors' (DIA) uses a variety of investment approaches and methods in managing accounts, both qualitative and quantitative, with emphasis on the use of proprietary fundamental research. The firm also makes substantial use of various quantitative screening techniques through their own proprietary models. Their investment strategies are typically implemented through separately managed accounts for clients although certain strategies are also available through the Westcore family of mutual funds, or through a commingled investment vehicle. DIA's investment strategies include Growth Equity (small-, mid-, SMID- and large-cap); Quantitative Micro-Cap Equity, International Equity (small-cap and concentrated small-cap), Value Equity (small-, SMID- and mid-cap as well as global large-cap rising dividend); and fixed income (intermediate, core investment grade, core, core plus, high yield, long-term/liability-driven, corporate only and municipal. DIA's Wealth Management Division provides services to high net-worth individuals with a focus on customizing investment services to meet clients’ individual needs. This can include leveraging the firm’s institutional strategies through through this group’s own strategies which include equity, balanced, taxable bond, tax-exempt bond, and workplace equality. | Finance |
Segall Bryant & Hamill LLC
Segall Bryant & Hamill LLC Investment ManagersFinance SBH seeks to provide their clients with strong risk-adjusted returns across a wide array of strategies and asset classes. The firm employs a bottom-up approach and focuses primarily on fundamental factors when analyzing and investing in securities. They place strong emphasis on the risk/reward of all the securities they consider for purchase. | Finance |
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance Provides brokerage dealing services | Finance |
Metropolitan State University of Denver
Metropolitan State University of Denver Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Denver
University of Denver Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Newmont Capital Ltd. |
















