Profil
Mr. Brian M.
Washkowiak, CFA, is a Portfolio Manager at Fairpointe Capital LLC.
His responsibilities include investment research and portfolio management.
Prior to joining the firm in 2015, he managed a fund at BW Opportunity Partners, LP, focusing on small and mid-cap investments.
He also spent thirteen years as a Research Analyst and Portfolio Manager at Talon Asset Management, Inc. and was a member of the investment committee.
At Talon, Mr. Washkowiak worked with Ms. Zerhusen as an Analyst and Assistant Portfolio Manager on the mid-cap strategy.
He started his career at Duff & Phelps, LLC as an Analyst in its consulting group.
Mr. Washkowiak received a Bachelor of Arts in Finance from Illinois State University and is a Chartered Financial Analyst (CFA).
Anciens postes connus de Brian Martin Washkowiak
| Sociétés | Poste | Fin |
|---|---|---|
Fairpointe Capital LLC
 Fairpointe Capital LLC Investment ManagersFinance Fairpointe Capital LLC is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 by Thyra Zerhusen, Marie Lorden, Mary Pierson and Robert Burnstine. Fairpointe Capital provides portfolio management services to high net-worth individuals, investment companies, pension or profit sharing plans, charitable institutions, foundations & endowments, corporations, governmental entities, pooled investment vehicles, other registered investment advisors and consultants. Their flagship fund is AMG Managers Fairpointe Mid-Cap. | Analyst-Equity | 30/06/2021 |
BW Financial Services LLC
 BW Financial Services LLC Investment ManagersFinance BW Financial Services LLC (BW) is an independent hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Brian Washkowiak and William Wolf in 2011. BW provides investment advisory services to pooled investment vehicles intended for sophisticated investors and institutional investors. | Fondateur | 01/01/2015 |
Talon Asset Management, Inc.
 Talon Asset Management, Inc. Investment ManagersFinance Founded in 1994 by Terry Diamond and Alan Wilson, Talon Asset Management LLC is a registered investment advisor located in Chicago, Illinois. The firm also serves as an ERISA qualified manager. They offer a variety of investment vehicles and services, including: (1) individually managed equity, fixed-income and balanced portfolio accounts (2) hedge funds and (3) private equity/venture capital investment opportunities. Their clients include managing equity, fixed-income and balanced portfolios for individuals, retirement funds, foundations and family partnerships. They manage the Talon Sharpridge QO LLC and the Talon Opportunity Partners LP. | Directeur de la Recherche - Actions | 31/10/2011 |
Duff & Phelps LLC
 Duff & Phelps LLC Investment ManagersFinance Duff & Phelps LLC provides financial advising and investment banking services. It's consulting and investment banking services include financial reporting and tax valuation, fixed asset and real estate consulting, M&A advisory, fairness and solvency opinions, ESOP and ERISA advisory services, legal business solutions and dispute consulting. The company was founded in 1932 and is headquartered in Chicago, IL. | Corporate Officer/Principal | 28/02/1998 |
Formation de Brian Martin Washkowiak
| Illinois State University | Undergraduate Degree |
Expériences
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
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Talon Asset Management, Inc.
Talon Asset Management, Inc. Investment ManagersFinance Founded in 1994 by Terry Diamond and Alan Wilson, Talon Asset Management LLC is a registered investment advisor located in Chicago, Illinois. The firm also serves as an ERISA qualified manager. They offer a variety of investment vehicles and services, including: (1) individually managed equity, fixed-income and balanced portfolio accounts (2) hedge funds and (3) private equity/venture capital investment opportunities. Their clients include managing equity, fixed-income and balanced portfolios for individuals, retirement funds, foundations and family partnerships. They manage the Talon Sharpridge QO LLC and the Talon Opportunity Partners LP. | Finance |
Duff & Phelps LLC
Duff & Phelps LLC Investment ManagersFinance Duff & Phelps LLC provides financial advising and investment banking services. It's consulting and investment banking services include financial reporting and tax valuation, fixed asset and real estate consulting, M&A advisory, fairness and solvency opinions, ESOP and ERISA advisory services, legal business solutions and dispute consulting. The company was founded in 1932 and is headquartered in Chicago, IL. | Finance |
Fairpointe Capital LLC
Fairpointe Capital LLC Investment ManagersFinance Fairpointe Capital LLC is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 by Thyra Zerhusen, Marie Lorden, Mary Pierson and Robert Burnstine. Fairpointe Capital provides portfolio management services to high net-worth individuals, investment companies, pension or profit sharing plans, charitable institutions, foundations & endowments, corporations, governmental entities, pooled investment vehicles, other registered investment advisors and consultants. Their flagship fund is AMG Managers Fairpointe Mid-Cap. | Finance |
BW Financial Services LLC
BW Financial Services LLC Investment ManagersFinance BW Financial Services LLC (BW) is an independent hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Brian Washkowiak and William Wolf in 2011. BW provides investment advisory services to pooled investment vehicles intended for sophisticated investors and institutional investors. | Finance |