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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 manages equity portfolios for clients. Their Mid-Cap strategy employs a fundamental bottom-up, valuation-based process to select companies that they believe are inefficiently priced relative to their earnings growth outlook over the next three to five years. The firm’s ESG Equity strategy integrates structured ESG analysis with their bottom-up, fundamental valuation-based approach to investing. They seek companies that adhere to principled corporate governance practices, are environmentally accountable and socially responsible. Fairpointe Capital primarily invests in domestic equities and ADRs. If fixed income exposure is required by the client, the firm typically invests in bond funds. | Analyst-Equity | 30/06/2021 |
BW Financial Services LLC
 BW Financial Services LLC Investment ManagersFinance BW invests in both public and private businesses through private partnerships. | Fondateur | 01/01/2015 |
Talon Asset Management, Inc.
 Talon Asset Management, Inc. Investment ManagersFinance Talon Asset Management (TAM) seeks to deliver superior risk-adjusted returns through fundamental, bottom-up security selection and a focus on capital preservation. TAM's equity strategies invest in small, mid- and large-cap companies with quality management teams and sound business fundamentals. The firm invests in companies whose stock's valuation is supported by the company's current cash flows, asset value and future growth potential. The firm adheres to a value-orientated approach that avoids overpaying for growth. TAM employs a bottom-up fundamental research process that reviews a company's industry, competitive position, financial strength, earnings history and earnings outlook. The firm also considers management's track record, ownership position and incentives. Capital preservation is also a critical component of TAM's stock selection process. They do not invest in a company unless they can understand the potential downside to the investment. Once the downside risk is calculated, they evaluate that risk against the upside opportunity. TAM invests in a company only when there is adequate upside opportunity, given the downside risk. In addition, the firm bases investment decisions on absolute return expectations, rather than on benchmarks against market indices. Though not limited by sector, TAM tends to invest in the stocks of companies in the finance, health technology and industrial services sectors. The firm invests globally, across all market-caps. They maintain a low turnover rate. TAM's fixed-income and balanced accounts invest in high quality bonds to generate income and/or reduce overall portfolio volatility. In their balanced portfolios, the firm avoids duplicating the risks inherent in the portfolio's equity exposure. They actively manage bond portfolios to maximize total return. TAM utilizes a sophisticated methodology for bond management which measures and controls a variety of portfolio attributes. Bonds are combined in a way to achieve efficiency and to meet each client's objectives. TAM's tactical bond decisions are influenced by two proprietary quantitative models. The first model forecasts changes in the shape or slope of the yield curve. The second model monitors and evaluates credit quality, relative to current and historical yield spread levels in the market. This model utilizes market data to highlight dislocations in the risk/reward ratios of individual credits. | Directeur de la Recherche - Actions | 31/10/2011 |
Kroll LLC (Illinois)
 Kroll LLC (Illinois) Investment ManagersFinance Provides financial advising and investment banking services | Corporate Officer/Principal | 28/02/1998 |
Formation de Brian Martin Washkowiak
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
68
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Talon Asset Management, Inc.
Talon Asset Management, Inc. Investment ManagersFinance Talon Asset Management (TAM) seeks to deliver superior risk-adjusted returns through fundamental, bottom-up security selection and a focus on capital preservation. TAM's equity strategies invest in small, mid- and large-cap companies with quality management teams and sound business fundamentals. The firm invests in companies whose stock's valuation is supported by the company's current cash flows, asset value and future growth potential. The firm adheres to a value-orientated approach that avoids overpaying for growth. TAM employs a bottom-up fundamental research process that reviews a company's industry, competitive position, financial strength, earnings history and earnings outlook. The firm also considers management's track record, ownership position and incentives. Capital preservation is also a critical component of TAM's stock selection process. They do not invest in a company unless they can understand the potential downside to the investment. Once the downside risk is calculated, they evaluate that risk against the upside opportunity. TAM invests in a company only when there is adequate upside opportunity, given the downside risk. In addition, the firm bases investment decisions on absolute return expectations, rather than on benchmarks against market indices. Though not limited by sector, TAM tends to invest in the stocks of companies in the finance, health technology and industrial services sectors. The firm invests globally, across all market-caps. They maintain a low turnover rate. TAM's fixed-income and balanced accounts invest in high quality bonds to generate income and/or reduce overall portfolio volatility. In their balanced portfolios, the firm avoids duplicating the risks inherent in the portfolio's equity exposure. They actively manage bond portfolios to maximize total return. TAM utilizes a sophisticated methodology for bond management which measures and controls a variety of portfolio attributes. Bonds are combined in a way to achieve efficiency and to meet each client's objectives. TAM's tactical bond decisions are influenced by two proprietary quantitative models. The first model forecasts changes in the shape or slope of the yield curve. The second model monitors and evaluates credit quality, relative to current and historical yield spread levels in the market. This model utilizes market data to highlight dislocations in the risk/reward ratios of individual credits. | Finance |
Kroll LLC (Illinois)
Kroll LLC (Illinois) Investment ManagersFinance Provides financial advising and investment banking services | Finance |
Illinois State University
 Illinois State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fairpointe Capital LLC
Fairpointe Capital LLC Investment ManagersFinance Fairpointe Capital manages equity portfolios for clients. Their Mid-Cap strategy employs a fundamental bottom-up, valuation-based process to select companies that they believe are inefficiently priced relative to their earnings growth outlook over the next three to five years. The firm’s ESG Equity strategy integrates structured ESG analysis with their bottom-up, fundamental valuation-based approach to investing. They seek companies that adhere to principled corporate governance practices, are environmentally accountable and socially responsible. Fairpointe Capital primarily invests in domestic equities and ADRs. If fixed income exposure is required by the client, the firm typically invests in bond funds. | Finance |
BW Financial Services LLC
BW Financial Services LLC Investment ManagersFinance BW invests in both public and private businesses through private partnerships. | Finance |
