Jeffrey Garvin Berry
Plus aucun poste en cours
Profil
Mr. Jeffrey G.
Berry is a Portfolio Manager at Atherton Lane Advisers LLC.
Mr. Berry has over twenty-five years of experience in investment management and banking.
Prior to becoming a Portfolio Manager at Atherton Lane Advisers, he was a Managing Director at Banc of America Securities, SVB Alliant and Rutberg & Co. He has particular expertise in private securities transactions.
He is active in non-profit organizations.
He is a former Trustee of Menlo School and Trinity Episcopal Day School, and a current Board member of Lutheran Care for the Aging.
He holds a MBA from the University of Southern California and a Bachelor of Arts degree in History from Santa Clara University.
Anciens postes connus de Jeffrey Garvin Berry
| Sociétés | Poste | Fin |
|---|---|---|
Atherton Lane Advisers LLC
 Atherton Lane Advisers LLC Investment ManagersFinance Founded in 2005, Atherton Lane Advisers LLC is a registered investment advisor based in Menlo Park, California. The firm provides wealth management and investment counseling services to their clients. Their clients include individuals, high net worth individuals, family entities, pension and profit sharing plans, trusts, estates, charitable organizations, academic endowments, corporations and other business entities. | Membre du Comité d'Investissement | 01/04/2016 |
Trinity Episcopal School
 Trinity Episcopal School Other Consumer ServicesConsumer Services Trinity Episcopal School offers a Wildcat Summer Camp for rising K-8 students. The private company is based in Charlotte, NC. The camp provides full- and half-day programs for students to explore and have fun. Trinity Episcopal School admits students of any race, color, religion, national and ethnic origin to all the rights, privileges, programs, and activities generally accorded or made available to students at the school. The school does not discriminate on the basis of race, color, religion, national and ethnic origin in administration of its education and admissions policies, scholarship and loan programs, and athletic and other school-administered programs. | Corporate Officer/Principal | - |
| Menlo School | Corporate Officer/Principal | - |
Rutberg & Co. LLC
 Rutberg & Co. LLC Investment Banks/BrokersFinance Rutberg & Co. LLC provides investment banking and advisory services. The private company is based in Boston, MA. The company was founded by Justin C. Behar. | Corporate Officer/Principal | - |
Banc of America Securities LLC
 Banc of America Securities LLC Investment Banks/BrokersFinance Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services. They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups. The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC. | Corporate Officer/Principal | - |
Formation de Jeffrey Garvin Berry
| Santa Clara University | Undergraduate Degree |
| University of Southern California | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 5 |
|---|---|
SVB Alliant
 SVB Alliant Investment ManagersFinance SVB Alliant is an investment-banking firm, which provides M&A and private capital advisory services to emerging growth companies in the information technology, life science and consumer industries. The company also offers mergers & acquisitions support, private placements and other advisory services to mid-market companies. The company was founded in 1990. SVB Alliant is located in Palo Alto, CA. | Finance |
Atherton Lane Advisers LLC
Atherton Lane Advisers LLC Investment ManagersFinance Founded in 2005, Atherton Lane Advisers LLC is a registered investment advisor based in Menlo Park, California. The firm provides wealth management and investment counseling services to their clients. Their clients include individuals, high net worth individuals, family entities, pension and profit sharing plans, trusts, estates, charitable organizations, academic endowments, corporations and other business entities. | Finance |
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services. They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups. The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC. | Finance |
Rutberg & Co. LLC
Rutberg & Co. LLC Investment Banks/BrokersFinance Rutberg & Co. LLC provides investment banking and advisory services. The private company is based in Boston, MA. The company was founded by Justin C. Behar. | Finance |
Trinity Episcopal School
Trinity Episcopal School Other Consumer ServicesConsumer Services Trinity Episcopal School offers a Wildcat Summer Camp for rising K-8 students. The private company is based in Charlotte, NC. The camp provides full- and half-day programs for students to explore and have fun. Trinity Episcopal School admits students of any race, color, religion, national and ethnic origin to all the rights, privileges, programs, and activities generally accorded or made available to students at the school. The school does not discriminate on the basis of race, color, religion, national and ethnic origin in administration of its education and admissions policies, scholarship and loan programs, and athletic and other school-administered programs. | Consumer Services |
