Chris L. Perry
Plus aucun poste en cours
Profil
Mr. Chris L.
Perry is a Portfolio Specialist at Santa Barbara Asset Management, Inc.
Mr. Perry joined Santa Barbara Asset Management in 2004.
He previously worked as a Jr. Portfolio Advisor for the firm focusing on portfolio analytics, supporting the marketing and client service team.
Mr. Perry received his BA in Business Economics from the University of California, Santa Barbara and MBA in Finance from the University of California, Berkeley’s Haas School of Business.
Anciens postes connus de Chris L. Perry
| Sociétés | Poste | Fin |
|---|---|---|
Santa Barbara Asset Management LLC
 Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | Gestionnaire de Portefeuille-Actions | - |
Formation de Chris L. Perry
| University of California, Santa Barbara | Masters Business Admin |
| University of California, Berkeley | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | Finance |
