Profil
Mr. Mark A. Montgomery is a Trader at Adelante Capital Management LLC.
He is responsible for risk monitoring on the portfolios.
He joined the firm in October 2005 and has over 25 years of industry experience.
Prior to joining Adelante, Mr. Montgomery was the Head Trader for Parametric Portfolio Associates, a subsidiary of Eaton Vance.
He received his B.A. in Economics from the University of California at Davis.
Postes actifs de Mark A. Montgomery
| Sociétés | Poste | Début |
|---|---|---|
Adelante Capital Management LLC
Adelante Capital Management LLC Investment ManagersFinance Adelante focuses on publicly traded real estate securities, predominantly REITs. They employ a disciplined investment process seeking high quality portfolios for their clients at attractive prices relative to direct real estate values or Net Asset Value (NAV). Decisions on portfolio construction are made based on proprietary research conducted by analysts and share price movements. Approximately 80% of their research is done in-house, used firm-wide, and focuses on individual security analysis. | Trading-Equity | 01/10/2005 |
Anciens postes connus de Mark A. Montgomery
| Sociétés | Poste | Fin |
|---|---|---|
Parametric Portfolio Associates LLC
Parametric Portfolio Associates LLC Investment ManagersFinance Parametric utilizes structured, mathematical and rules-based methods of analysis. They have proprietary models and technology that guide their investment decision-making processes. The firm offers a variety of rules-based, risk-managed investment strategies to address their clients' investment objectives. The firm may invest in a wide range of securities and other financial instruments across various asset classes in pursuing their investment strategies. | Trading-Equity | 30/09/2005 |
Formation de Mark A. Montgomery
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Adelante Capital Management LLC
Adelante Capital Management LLC Investment ManagersFinance Adelante focuses on publicly traded real estate securities, predominantly REITs. They employ a disciplined investment process seeking high quality portfolios for their clients at attractive prices relative to direct real estate values or Net Asset Value (NAV). Decisions on portfolio construction are made based on proprietary research conducted by analysts and share price movements. Approximately 80% of their research is done in-house, used firm-wide, and focuses on individual security analysis. | Finance |
Parametric Portfolio Associates LLC
Parametric Portfolio Associates LLC Investment ManagersFinance Parametric utilizes structured, mathematical and rules-based methods of analysis. They have proprietary models and technology that guide their investment decision-making processes. The firm offers a variety of rules-based, risk-managed investment strategies to address their clients' investment objectives. The firm may invest in a wide range of securities and other financial instruments across various asset classes in pursuing their investment strategies. | Finance |
University of California, Berkeley
University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















