Nathan William Ibarra
Plus aucun poste en cours
Profil
Mr. Nathan W.
Ibarra is a Manager at Christian Brothers Investment Services, Inc. He joined Christian Brothers in June 2011.
He has several years of experience in the investment management industry.
Prior to joining CBIS, he held sales and marketing positions at Standard & Poors, First Trust Portfolios, and Claymore Securities, with experience in business development, client service, and marketing.
Mr. Ibarra holds a B.A.
in Finance from Canisius College.
His FINRA designations include the Series 7, 63 and 65.
Anciens postes connus de Nathan William Ibarra
| Sociétés | Poste | Fin |
|---|---|---|
Claymore Securities, Inc.
 Claymore Securities, Inc. Investment ManagersFinance Founded in 2001 by David Hooten, Claymore Securities, Inc. is a registered investment advisor based in Lilse, Illinois with offices in Conshohocken, Pennsylvania and Princeton, New Jersey. The firm also does business as Claymore Advisors LLC. They are a subsidiary of the Claymore Group, Inc. The firm is a wholly-owned subsidiary of Guggenheim Capital LLC, a global, independent, privately-held, diversified financial services firm that, through their affiliates, provides investment management, investment advisory, insurance, investment banking and capital markets services. Guggenheim Capital is headquartered in Chicago and New York City with offices throughout the US, Europe and Asia. Claymore Securities provides investment management services to financial advisors and their clients. | Corporate Officer/Principal | - |
GSAM Strategist Portfolios LLC
 GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | Corporate Officer/Principal | - |
First Trust Advisors LP
 First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Corporate Officer/Principal | - |
Christian Brothers Investment Services, Inc.
 Christian Brothers Investment Services, Inc. Investment ManagersFinance Christian Brothers Investment Services, Inc. (CBIS) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1981 by the De La Salle Christian Brothers to provide trusted Catholic responsible investment management services exclusively to Catholic institutions. The firm manages investments for Catholic institutions worldwide including dioceses, religious institutes, educational institutions and healthcare organizations. CBIS is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Sales & Marketing | - |
Formation de Nathan William Ibarra
| Canisius College | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Christian Brothers Investment Services, Inc.
Christian Brothers Investment Services, Inc. Investment ManagersFinance Christian Brothers Investment Services, Inc. (CBIS) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1981 by the De La Salle Christian Brothers to provide trusted Catholic responsible investment management services exclusively to Catholic institutions. The firm manages investments for Catholic institutions worldwide including dioceses, religious institutes, educational institutions and healthcare organizations. CBIS is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
GSAM Strategist Portfolios LLC
GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | Finance |
First Trust Advisors LP
First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Finance |
Claymore Securities, Inc.
Claymore Securities, Inc. Investment ManagersFinance Founded in 2001 by David Hooten, Claymore Securities, Inc. is a registered investment advisor based in Lilse, Illinois with offices in Conshohocken, Pennsylvania and Princeton, New Jersey. The firm also does business as Claymore Advisors LLC. They are a subsidiary of the Claymore Group, Inc. The firm is a wholly-owned subsidiary of Guggenheim Capital LLC, a global, independent, privately-held, diversified financial services firm that, through their affiliates, provides investment management, investment advisory, insurance, investment banking and capital markets services. Guggenheim Capital is headquartered in Chicago and New York City with offices throughout the US, Europe and Asia. Claymore Securities provides investment management services to financial advisors and their clients. | Finance |
