![Keith D. Pagan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Keith D.
Pagan was the founder and Chief Executive & Investment Officer of Belvedere Asset Management LLC, which was founded in 2008.
He was a Managing Director at Blue River Asset Management LLC from 2001 to 2006, a Vice President at Merrill Lynch Investment Managers, Inc. from 1998 to 2000, and a Portfolio Manager at Bank of America Capital Advisors LLC from 1992 to 1997.
He was also a Managing Director at Belvedere Advisors LLC in 2008 and a Vice President at Smith Barney Asset Management.
Additionally, he was the President & Managing Member of GEM Capital LLC and Vice President of The Guardsmen.
Mr. Pagan received his undergraduate degree from Princeton University.
Anciens postes connus de Keith D. Pagan
| Sociétés | Poste | Fin |
|---|---|---|
Belvedere Advisors LLC
 Belvedere Advisors LLC Investment ManagersFinance Belvedere Advisors concentrates its investment research efforts on listed securities and quantitative approaches as they apply to Belvedere Advisors’ proprietary strategies which focuses on the underlying factors that affect a strategy’s actual performance and its potential growth. The firm generally invests client assets in individual securities, such as stocks, or exchange traded index funds. Other types of investments, including mutual funds and options, may also be considered at client's request. Belvedere Advisors’ proprietary strategies invest client accounts in a basket of exchange traded funds. These securities are typically liquid, have a recognized market price, and can be traded at any time. They will fluctuate in price and any sale may occur at a price below the purchase price. | Corporate Officer/Principal | 30/11/2010 |
Blue River Asset Management LLC
 Blue River Asset Management LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/12/2006 |
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Corporate Officer/Principal | 30/03/2000 |
Bank of America Capital Advisors LLC
 Bank of America Capital Advisors LLC Investment ManagersFinance Bank of America Capital Advisors (BACA) and their affiliates provide investment solutions, portfolio construction advice and wealth management guidance across Merrill Lynch Global Wealth and Retirement Solutions (GWRS), a division of Bank of America. GWRS supports BACA in the management of the funds, including but not limited to, due diligence, investment selection, ongoing monitoring and portfolio reallocation of the portfolio funds/portfolio managers in the funds portfolios. | Corporate Officer/Principal | 31/12/1997 |
The Guardsmen
 The Guardsmen Investment Trusts/Mutual FundsMiscellaneous Provides scholarships and educational program services | Corporate Officer/Principal | - |
Formation de Keith D. Pagan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
71
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Finance |
Bank of America Capital Advisors LLC
Bank of America Capital Advisors LLC Investment ManagersFinance Bank of America Capital Advisors (BACA) and their affiliates provide investment solutions, portfolio construction advice and wealth management guidance across Merrill Lynch Global Wealth and Retirement Solutions (GWRS), a division of Bank of America. GWRS supports BACA in the management of the funds, including but not limited to, due diligence, investment selection, ongoing monitoring and portfolio reallocation of the portfolio funds/portfolio managers in the funds portfolios. | Finance |
Smith Barney Asset Management
 Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
Princeton University
 Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
GEM Capital LLC
 GEM Capital LLC Investment ManagersFinance GEM Capital focuses on tax-efficient investing. The firm uses three strategies to generate tax-free income for our clients: traditional, high-quality municipal bonds, high-yield municipal bonds and municipal bond arbitrage. GEM manages Belvedere Advantaged Muni Fund LLC. | Finance |
Blue River Asset Management LLC
Blue River Asset Management LLC Investment ManagersFinance Provides investment advice | Finance |
The Guardsmen
The Guardsmen Investment Trusts/Mutual FundsMiscellaneous Provides scholarships and educational program services | Miscellaneous |
Belvedere Advisors LLC
Belvedere Advisors LLC Investment ManagersFinance Belvedere Advisors concentrates its investment research efforts on listed securities and quantitative approaches as they apply to Belvedere Advisors’ proprietary strategies which focuses on the underlying factors that affect a strategy’s actual performance and its potential growth. The firm generally invests client assets in individual securities, such as stocks, or exchange traded index funds. Other types of investments, including mutual funds and options, may also be considered at client's request. Belvedere Advisors’ proprietary strategies invest client accounts in a basket of exchange traded funds. These securities are typically liquid, have a recognized market price, and can be traded at any time. They will fluctuate in price and any sale may occur at a price below the purchase price. | Finance |
Belvedere Asset Management LLC
 Belvedere Asset Management LLC Investment ManagersFinance Belvedere Asset Management (BAM) has three lines of business: (1) BAM manages client assets in separate accounts, which are primarily managed by third-party portfolio managers, offering wealth management, planning and other client services (2) BAM serves as the general partner or investment manager of two private pooled investment vehicle families: Belvedere Multi-Manager Master Fund LP and Belvedere Liquid Strategies LLC, a limited liability company organized in a multi-series structure and (3) BAM serves as the investment advisor to the Belvedere Alternative Income Fund, a series of the Two Roads Shared Trust, a registered investment company. | Finance |
