Geoffrey Caan
Portfolio Manager-Fixed Income chez Sun Life Capital Management (US) LLC
Profil
Geoffrey Caan is a professional with experience in finance and investment management.
He is currently the Managing Director of US Public Bonds at Sun Life Capital Management (US) LLC.
Prior to this, he worked as a Vice President at OppenheimerFunds, Inc. and ABN AMRO North America, Inc. He also worked as a Portfolio Manager at OFI Global Institutional, Inc. and Zurich Scudder Investments, Inc. Additionally, he worked as an Analyst at Kemper Financial Services, Inc. and a Trader at Donaldson, Lufkin & Jenrette Securities Corp.
Mr. Caan received his undergraduate degree from the University of Wisconsin in 1992 and his MBA from The University of Chicago Booth School of Business in 1997.
Postes actifs de Geoffrey Caan
| Sociétés | Poste | Début |
|---|---|---|
Sun Life Capital Management (US) LLC
 Sun Life Capital Management (US) LLC Investment ManagersFinance Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients. | Portfolio Manager-Fixed Income | 01/03/2011 |
Anciens postes connus de Geoffrey Caan
| Sociétés | Poste | Fin |
|---|---|---|
OFI Global Institutional, Inc.
 OFI Global Institutional, Inc. Investment ManagersFinance Founded in 1974, OFI Global Institutional, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm is also a commodity pool operator and commodity trading advisor registered with the U.S. Commodity Futures Trading Commission and the National Futures Association. OFI Global Institutional is a wholly-owned subsidiary of OppenheimerFunds, Inc. (OFI), which, in turn, is a wholly-owned subsidiary of Oppenheimer Acquisition Corp. (OAC). Massachusetts Mutual Life Insurance Co. (MassMutual), through its subsidiary, is the indirect primary shareholder of OAC. The firm provides investment advisory services to various types of clients, including trusts, pension plans, insurance company separate accounts, foundations, corporations, ERISA qualified retirement plans, governmental plans, foreign entities (including governmental entities, corporations, investment companies and pension plans), mutual funds, private funds, and bank sponsored collective investment trusts. | Portfolio Manager-Fixed Income | - |
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Portfolio Manager-Fixed Income | 01/01/2009 |
ABN AMRO North America, Inc.
 ABN AMRO North America, Inc. Investment ManagersFinance ABN AMRO North America Holding Co. operates as a holding company for LaSalle including the subsidiaries LaSalle NA and LaSalle Midwest NA. The company is located in Chicago, IL. | Gestionnaire de Portefeuille-Actions | 31/07/2003 |
Kemper Financial Services, Inc.
 Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Corporate Officer/Principal | - |
| Donaldson, Lufkin & Jenrette Securities Corp. | Corporate Officer/Principal | - |
Formation de Geoffrey Caan
| University of Wisconsin | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
ABN AMRO North America, Inc.
ABN AMRO North America, Inc. Investment ManagersFinance ABN AMRO North America Holding Co. operates as a holding company for LaSalle including the subsidiaries LaSalle NA and LaSalle Midwest NA. The company is located in Chicago, IL. | Finance |
| Zurich Scudder Investments, Inc. | Finance |
| Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
Kemper Financial Services, Inc.
Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Finance |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Finance |
OFI Global Institutional, Inc.
OFI Global Institutional, Inc. Investment ManagersFinance Founded in 1974, OFI Global Institutional, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm is also a commodity pool operator and commodity trading advisor registered with the U.S. Commodity Futures Trading Commission and the National Futures Association. OFI Global Institutional is a wholly-owned subsidiary of OppenheimerFunds, Inc. (OFI), which, in turn, is a wholly-owned subsidiary of Oppenheimer Acquisition Corp. (OAC). Massachusetts Mutual Life Insurance Co. (MassMutual), through its subsidiary, is the indirect primary shareholder of OAC. The firm provides investment advisory services to various types of clients, including trusts, pension plans, insurance company separate accounts, foundations, corporations, ERISA qualified retirement plans, governmental plans, foreign entities (including governmental entities, corporations, investment companies and pension plans), mutual funds, private funds, and bank sponsored collective investment trusts. | Finance |
Sun Life Capital Management (US) LLC
Sun Life Capital Management (US) LLC Investment ManagersFinance Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients. | Finance |