Nick McFarland
Gestionnaire de Portefeuille-Actions chez Steelhead Partners LLC
Profil
Mr. Nick McFarland, CFA MBA, is a Member & Co-Portfolio Manager at Steelhead Partners LLC.
He joined the firm in 2008.
He assists Scott Schaefer with research and analysis in the convertibles arena.
Mr. McFarland was previously employed as a Principal by Frank Russell Co., a Principal by Franklin Advisers, Inc., and a Principal by Rotella Capital Management, Inc.
He received his B.A.
in business leadership (finance emphasis) from the University of Puget Sound and an MBA from Haas School of Business.
Postes actifs de Nick McFarland
| Sociétés | Poste | Début |
|---|---|---|
Steelhead Partners LLC
 Steelhead Partners LLC Investment ManagersFinance Steelhead Partners LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Seattle, Washington. The firm was founded by J. Michael Johnston and Brian Klein in 1996 as Johnston Klein Capital Management LLC. Steelhead Partners primarily provides discretionary advisory services to investment limited partnerships, offshore investment funds and other pooled investment vehicles, as well as separately-managed accounts. | Gestionnaire de Portefeuille-Actions | 01/01/2008 |
Anciens postes connus de Nick McFarland
| Sociétés | Poste | Fin |
|---|---|---|
Rotella Capital Management, Inc.
 Rotella Capital Management, Inc. Investment ManagersFinance Rotella Capital Management, Inc. (Rotella Capital) is a wealth management firm headquartered in Bellevue, Washington. The firm was founded by Robert Rotella in 1995 and is a subsidiary of The Robert Philip Rotella Living Trust. Rotella Capital manages investment portfolios for various investors. | Trading-Equity | - |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Corporate Officer/Principal | - |
Frank Russell Co.
 Frank Russell Co. Investment ManagersFinance Founded in 1936, Frank Russell Co. is a registered investment advisor located in Seattle, Washington. The firm is a part of Russell Investment Group. They are wholly-owned by LSEG US Holdco, Inc, itself a wholly owned non-operating subsidiary of London Stock Exchange Group plc. Frank Russell Co.'s clients consist of pension and profit sharing plans, endowments, foundations, charitable organizations, corporations or other institutional investors. The firm also has contracts through Russell-related entities to manage the cash equitization activities of pooled investment vehicles Frank Russell Co. operates through sub-advisory agreements with the investment managers of these pooled investment vehicles. | Trading-Equity | - |
Formation de Nick McFarland
| University of Puget Sound | Undergraduate Degree |
| Haas School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Steelhead Partners LLC
Steelhead Partners LLC Investment ManagersFinance Steelhead Partners LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Seattle, Washington. The firm was founded by J. Michael Johnston and Brian Klein in 1996 as Johnston Klein Capital Management LLC. Steelhead Partners primarily provides discretionary advisory services to investment limited partnerships, offshore investment funds and other pooled investment vehicles, as well as separately-managed accounts. | Finance |
Frank Russell Co.
Frank Russell Co. Investment ManagersFinance Founded in 1936, Frank Russell Co. is a registered investment advisor located in Seattle, Washington. The firm is a part of Russell Investment Group. They are wholly-owned by LSEG US Holdco, Inc, itself a wholly owned non-operating subsidiary of London Stock Exchange Group plc. Frank Russell Co.'s clients consist of pension and profit sharing plans, endowments, foundations, charitable organizations, corporations or other institutional investors. The firm also has contracts through Russell-related entities to manage the cash equitization activities of pooled investment vehicles Frank Russell Co. operates through sub-advisory agreements with the investment managers of these pooled investment vehicles. | Finance |
Rotella Capital Management, Inc.
Rotella Capital Management, Inc. Investment ManagersFinance Rotella Capital Management, Inc. (Rotella Capital) is a wealth management firm headquartered in Bellevue, Washington. The firm was founded by Robert Rotella in 1995 and is a subsidiary of The Robert Philip Rotella Living Trust. Rotella Capital manages investment portfolios for various investors. | Finance |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Finance |
