Justin Evans Neuberg
Analyst-Equity chez Convergence Investment Partners LLC
Profil
Mr. Justin E.
Neuberg, CFA MBA, is a Partner & Portfolio Manager at Convergence Investment Partners LLC.
He joined the firm in 2013 and is actively involved in the day-to-day research, monitoring, and management of each of the investment products at Convergence.
he oversees the ongoing research of factor effectiveness, portfolio exposures, and the empirical results for the company’s fundamentally-based products.
In addition, he focuses on risk assessment and risk management for the various portfolio strategies.
He has an extensive background in investment analytics and investment research.
He has worked in financial services since 2002.
Prior to joining the firm, Mr. Neuberg was an analyst and portfolio strategist at Mariner Wealth Advisors and CBIZ Wealth Management.
During these years, he worked to develop a bond issuer scoring system which ranked over 400 corporate issuers on real-time financial statistics.
He also developed a quantitative scoring system to rank global equity offerings based on company specific metrics for an Equity Income product, as the product’s lead analyst.
He is a CFA charterholder with a bachelor’s degree in physics from the University of Virginia and an MBA (finance) from Georgetown University.
He is also a member of the Chartered Financial Analyst Society of San Diego.
Postes actifs de Justin Evans Neuberg
| Sociétés | Poste | Début |
|---|---|---|
Convergence Investment Partners LLC
 Convergence Investment Partners LLC Investment ManagersFinance Founded in 2008, Convergence Investment Partners LLC is a registered investment advisor headquartered in Grafton, Wisconsin. The firm was formerly known as Mariner Quantitative Solutions LLC and as Quantitative Investment Solutions LLC. They are a subsidiary of Montage Investments LLC and their ultimate parent is Bicknell Family Management Co. Trust. Convergence Investment Partners offers proprietary quantitative investment strategies for individual and institutional investors. | Analyst-Equity | 01/01/2013 |
Anciens postes connus de Justin Evans Neuberg
| Sociétés | Poste | Fin |
|---|---|---|
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Corporate Officer/Principal | 31/12/2013 |
| Concert | Corporate Officer/Principal | 31/08/2001 |
CBIZ Wealth Management LLC
 CBIZ Wealth Management LLC Investment ManagersFinance Part of Norwegian Cruise Line Holdings Ltd., CBIZ Wealth Management LLC is a company that provides investment advice. The company is based in Cleveland, OH. CBIZ Wealth Management was acquired by Mariner LLC on January 03, 2011. | Corporate Officer/Principal | - |
Formation de Justin Evans Neuberg
| University of Virginia | Undergraduate Degree |
| Georgetown University | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
| Concert | |
Convergence Investment Partners LLC
Convergence Investment Partners LLC Investment ManagersFinance Founded in 2008, Convergence Investment Partners LLC is a registered investment advisor headquartered in Grafton, Wisconsin. The firm was formerly known as Mariner Quantitative Solutions LLC and as Quantitative Investment Solutions LLC. They are a subsidiary of Montage Investments LLC and their ultimate parent is Bicknell Family Management Co. Trust. Convergence Investment Partners offers proprietary quantitative investment strategies for individual and institutional investors. | Finance |
CBIZ Wealth Management LLC
CBIZ Wealth Management LLC Investment ManagersFinance Part of Norwegian Cruise Line Holdings Ltd., CBIZ Wealth Management LLC is a company that provides investment advice. The company is based in Cleveland, OH. CBIZ Wealth Management was acquired by Mariner LLC on January 03, 2011. | Finance |
