Profil
Marc Jerold Brookman is currently a Director at Schroders Capital Pillars Fund LP.
Previously, he held the positions of Chairman, Chief Executive Officer & Director at Schroder Investment Management North America, Inc. from 2018 to 2022, Chief Executive Officer at Spouting Rock Asset Management LLC from 2022 to 2023, Managing Director at Morgan Stanley & Co. LLC from 2006 to 2018, Head of Institutional & Retirement at New York Life Investment Management LLC from 2000 to 2006, Regional Sales Manager at Oppenheimer Capital from 1991 to 1996, and Wholesaler at Putnam U.S.
Holdings I LLC from 1988 to 1991.
Postes actifs de Marc Jerold Brookman
| Sociétés | Poste | Début |
|---|---|---|
Schroders Capital Pillars Fund LP
Schroders Capital Pillars Fund LP Investment Trusts/Mutual FundsMiscellaneous Functions as a hedge fund | Directeur/Membre du Conseil | - |
Anciens postes connus de Marc Jerold Brookman
| Sociétés | Poste | Fin |
|---|---|---|
Spouting Rock Asset Management LLC
Spouting Rock Asset Management LLC Investment ManagersFinance SRAM offers a platform of curated managers across investment styles and asset class exposures. The firm primarily manages client portfolios with full investment discretion with consideration of individual investors’ needs when recommending an investment strategy. | Directeur Général | 01/09/2023 |
Schroder Investment Management North America, Inc.
Schroder Investment Management North America, Inc. Investment ManagersFinance SIMNA manages assets for domestic and foreign clients in strategies focusing on US equity and US fixed income securities, including US tax-exempt securities. The firm also markets strategies focusing on non-US equity and fixed income securities, as well as multi asset, quantitative and alternative strategies. | Directeur Général | 01/05/2022 |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/07/2018 |
New York Life Investment Management LLC
New York Life Investment Management LLC Investment ManagersFinance NYLIM uses a top-down driven investment process to determine asset allocation and portfolio analytics to construct and implement investment portfolios. They offer a broad range of investment products, styles and solutions. | Corporate Officer/Principal | 01/01/2006 |
Oppenheimer Capital
Oppenheimer Capital Investment ManagersFinance Oppenheimer manages separate US small-, mid- and large-cap and value equity portfolios and separate non-US international and global equity portfolios. The firm also offers an array of separately managed institutional investment products. Their proprietary research approaches designed to deliver alpha to client portfolios. Oppenheimer's value strategies are designed to generate alpha through research insights that identify securities trading at a discount to intrinsic value. Their value strategy platform contains several equity strategies managed for long-term appreciation over a full market cycle. Their value strategies include large-cap value, mid-cap value, small-cap value, all cap value and balanced value. Oppenheimer's core strategies incorporate a value-oriented investment approach that emphasizes strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their core strategy platform is managed for long-term appreciation over a full market cycle and includes large-cap focus, strategic equity, small-cap core and all cap equity. Oppenheimer's growth strategies employ a bottom-up fundamental research approach. The goal is to identify growing businesses through proprietary fundamental research, bearing in mind a long-term investment horizon. They believe this is the best way to identify differentiated insights about a stock's earnings potential and ultimately generate strong returns. Their growth strategies include large-cap growth, mid-cap growth, small-cap growth and 130/30 S/M growth. The firm's global strategies include core and value-oriented investment approaches that emphasize strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their global strategy platform is managed for long-term appreciation over a full market cycle and includes international equity and global equity. Oppenheimer's fixed-income strategies incorporate a multi-sector approach investing in U.S. government, agency and corporate bonds. Their fixed-income strategies seek long-term outperformance of client specific benchmarks over a full market cycle. These strategies include fixed-income core, fixed-income core plus, fixed-income intermediate and fixed-income government/corporate. Oppenheimer also offers structured alpha strategies that integrate their proprietary index options approach with underlying fixed income, passive equity or active equity portfolios. The strategies are designed to achieve absolute-return, alpha-enhancement and beta-hedging. One of the key benefits of this approach is the consistently low correlation of the alpha source to the underlying portfolio. These strategies include structured alpha and enhanced index. | Corporate Officer/Principal | 01/01/1996 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
New York Life Investment Management LLC
New York Life Investment Management LLC Investment ManagersFinance NYLIM uses a top-down driven investment process to determine asset allocation and portfolio analytics to construct and implement investment portfolios. They offer a broad range of investment products, styles and solutions. | Finance |
Schroder Investment Management North America, Inc.
Schroder Investment Management North America, Inc. Investment ManagersFinance SIMNA manages assets for domestic and foreign clients in strategies focusing on US equity and US fixed income securities, including US tax-exempt securities. The firm also markets strategies focusing on non-US equity and fixed income securities, as well as multi asset, quantitative and alternative strategies. | Finance |
Oppenheimer Capital
Oppenheimer Capital Investment ManagersFinance Oppenheimer manages separate US small-, mid- and large-cap and value equity portfolios and separate non-US international and global equity portfolios. The firm also offers an array of separately managed institutional investment products. Their proprietary research approaches designed to deliver alpha to client portfolios. Oppenheimer's value strategies are designed to generate alpha through research insights that identify securities trading at a discount to intrinsic value. Their value strategy platform contains several equity strategies managed for long-term appreciation over a full market cycle. Their value strategies include large-cap value, mid-cap value, small-cap value, all cap value and balanced value. Oppenheimer's core strategies incorporate a value-oriented investment approach that emphasizes strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their core strategy platform is managed for long-term appreciation over a full market cycle and includes large-cap focus, strategic equity, small-cap core and all cap equity. Oppenheimer's growth strategies employ a bottom-up fundamental research approach. The goal is to identify growing businesses through proprietary fundamental research, bearing in mind a long-term investment horizon. They believe this is the best way to identify differentiated insights about a stock's earnings potential and ultimately generate strong returns. Their growth strategies include large-cap growth, mid-cap growth, small-cap growth and 130/30 S/M growth. The firm's global strategies include core and value-oriented investment approaches that emphasize strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their global strategy platform is managed for long-term appreciation over a full market cycle and includes international equity and global equity. Oppenheimer's fixed-income strategies incorporate a multi-sector approach investing in U.S. government, agency and corporate bonds. Their fixed-income strategies seek long-term outperformance of client specific benchmarks over a full market cycle. These strategies include fixed-income core, fixed-income core plus, fixed-income intermediate and fixed-income government/corporate. Oppenheimer also offers structured alpha strategies that integrate their proprietary index options approach with underlying fixed income, passive equity or active equity portfolios. The strategies are designed to achieve absolute-return, alpha-enhancement and beta-hedging. One of the key benefits of this approach is the consistently low correlation of the alpha source to the underlying portfolio. These strategies include structured alpha and enhanced index. | Finance |
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Provides asset management services | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Spouting Rock Asset Management LLC
Spouting Rock Asset Management LLC Investment ManagersFinance SRAM offers a platform of curated managers across investment styles and asset class exposures. The firm primarily manages client portfolios with full investment discretion with consideration of individual investors’ needs when recommending an investment strategy. | Finance |
Schroders Capital Pillars Fund LP
Schroders Capital Pillars Fund LP Investment Trusts/Mutual FundsMiscellaneous Functions as a hedge fund | Miscellaneous |
















