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Nancy Briggs Tooke
Directeur/Membre du Conseil chez
Historic New England, Inc.
Profil
Nancy Briggs Tooke is a trustee at Historic New England, Inc. She previously worked as a portfolio manager at State Street Corp., Brown Brothers Harriman & Co. (Investment Management), Schroder Investment Management North America, Inc., Eaton Vance Management, AG Asset Management LLC, E.
F.
Hutton & Co., and as a portfolio manager at ForstmannLeff Associates LLC.
She was also a vice president at Boston Management & Research and E.
F.
Hutton & Co. Ms. Tooke received her undergraduate degree from Smith College.
Postes actifs de Nancy Briggs Tooke
| Sociétés | Poste | Début |
|---|---|---|
Historic New England, Inc.
 Historic New England, Inc. Miscellaneous Commercial ServicesCommercial Services Engages in collecting, preserving, and using significant buildings, landscapes, archives, stories, and objects from past to today | Directeur/Membre du Conseil | - |
Anciens postes connus de Nancy Briggs Tooke
| Sociétés | Poste | Fin |
|---|---|---|
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance EVM invests in a wide range of financial instruments and asset classes. Their evaluation of investment alternatives places primary emphasis and reliance upon fundamental analysis of issuers of equity and debt securities; political, economic, and industry developments; money and capital market conditions, with attention to interest rate patterns; and any other factors that, in EVM’s judgment, may have an impact on the value of an investment. | Gestionnaire de Portefeuille-Actions | 31/10/2016 |
Boston Management & Research
 Boston Management & Research Investment ManagersFinance BMR offers advisory services in a variety of equity, income, mixed-asset, and alternative strategies. Their investment decisions are based on in-depth fundamental analysis. The firm generally seeks to achieve above-average long-term investment results for clients through an emphasis on equity or debt instruments judged by BMR to have unrecognized value or investment potential. | Gestionnaire de Portefeuille-Actions | 31/10/2016 |
AG Asset Management LLC
 AG Asset Management LLC Investment ManagersFinance AGAM utilizes growth, core and specialty strategies. Their growth strategy is committed to long-term growth. They identify fundamentally strong and dynamic growth companies trading at a discount to their growth rates. The firm finds profitable investment opportunities and long-term returns by combining comprehensive, fundamental research, growth themes, risk controls and fundamental stock-picking. Portfolio construction consists of careful qualitative and quantitative analysis overseen by each strategy's lead portfolio manager. AGAM's core strategy asserts that small- and mid-cap markets are inefficient. They exploit this inefficiency with intense fundamental research and bottom-up stock-picking. The firm employs a relative value approach aimed to identify companies at the low end of their valuation range when compared to similar companies and the market overall. AGAM's objective is to achieve excess return of 3-5% over market cycles with less risk than the benchmark. They seek to deliver competitive returns in strong markets due to the undervalued earnings power of portfolio companies and superior performance in weak markets due to their quality and valuation discipline. AGAM has developed specialty strategies to extend our research edge beyond growth and core portfolios. Through these specialty strategies, they achieve specific and well-focused client goals. As with the growth and core strategies, the firm deploys intensive fundamental research, a disciplined investment process and a rigorous risk management oversight. | Head-Equity Investments | 31/01/2006 |
ForstmannLeff Associates LLC /Management/
 ForstmannLeff Associates LLC /Management/ Financial ConglomeratesFinance Private investment group led by the management of ForstmannLeff Associates | Corporate Officer/Principal | 31/12/2005 |
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. | Gestionnaire de Portefeuille-Actions | 31/12/2003 |
Formation de Nancy Briggs Tooke
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
78
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
State Street Corp.
 State Street Corp. Investment Banks/BrokersFinance Operates as bank holding company which provides custody, accounting, fund administration and investment management services | Finance |
Brown Brothers Harriman & Co. (Investment Management)
 Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance BBH-IM is a long-term manager which aims to preserve and grow their clients’ capital across economic and market cycles. The firm employs a bottom-up, value-based approach to active management. They focus on identifying durable assets, buying them at attractive valuations, and delivering excellent returns without relying on macroeconomic judgements. BBH-IM seeks to invest primarily in cash generative businesses that are major providers of essential products and services. | 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 |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance EVM invests in a wide range of financial instruments and asset classes. Their evaluation of investment alternatives places primary emphasis and reliance upon fundamental analysis of issuers of equity and debt securities; political, economic, and industry developments; money and capital market conditions, with attention to interest rate patterns; and any other factors that, in EVM’s judgment, may have an impact on the value of an investment. | Finance |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance AGAM utilizes growth, core and specialty strategies. Their growth strategy is committed to long-term growth. They identify fundamentally strong and dynamic growth companies trading at a discount to their growth rates. The firm finds profitable investment opportunities and long-term returns by combining comprehensive, fundamental research, growth themes, risk controls and fundamental stock-picking. Portfolio construction consists of careful qualitative and quantitative analysis overseen by each strategy's lead portfolio manager. AGAM's core strategy asserts that small- and mid-cap markets are inefficient. They exploit this inefficiency with intense fundamental research and bottom-up stock-picking. The firm employs a relative value approach aimed to identify companies at the low end of their valuation range when compared to similar companies and the market overall. AGAM's objective is to achieve excess return of 3-5% over market cycles with less risk than the benchmark. They seek to deliver competitive returns in strong markets due to the undervalued earnings power of portfolio companies and superior performance in weak markets due to their quality and valuation discipline. AGAM has developed specialty strategies to extend our research edge beyond growth and core portfolios. Through these specialty strategies, they achieve specific and well-focused client goals. As with the growth and core strategies, the firm deploys intensive fundamental research, a disciplined investment process and a rigorous risk management oversight. | Finance |
Boston Management & Research
Boston Management & Research Investment ManagersFinance BMR offers advisory services in a variety of equity, income, mixed-asset, and alternative strategies. Their investment decisions are based on in-depth fundamental analysis. The firm generally seeks to achieve above-average long-term investment results for clients through an emphasis on equity or debt instruments judged by BMR to have unrecognized value or investment potential. | Finance |
Smith College
 Smith College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ForstmannLeff Associates LLC /Management/
ForstmannLeff Associates LLC /Management/ Financial ConglomeratesFinance Private investment group led by the management of ForstmannLeff Associates | Finance |
E. F. Hutton & Co.
 E. F. Hutton & Co. Investment Banks/BrokersFinance Provides Brokerage Services | Finance |
Historic New England, Inc.
Historic New England, Inc. Miscellaneous Commercial ServicesCommercial Services Engages in collecting, preserving, and using significant buildings, landscapes, archives, stories, and objects from past to today | Commercial Services |
