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Profil
Mr. Philip H.
Bartels, CFA, is a Director of Investments at Hunter Associates Investment Management LLC.
He joined the firm in 2016 and leads the research efforts on portfolio construction, asset allocation, macroeconomic research, securities research and hedging strategy implementation.
In addition, he is a member of the firm’s Investment Committee and oversees the Hunter Portfolio Series, a collection of asset allocation strategies for clients.
Prior to joining Hunter Associates, Mr. Bartels held investment analyst/economist positions in both Europe and the United States with Wellington Management Company, the European Central Bank, Allianz Global Investors and Deutsche Bank AG.
He holds a bachelor’s degree in political science from Williams College and an M.A.
in international economics and international relations from the Johns Hopkins University School of Advanced International Studies.
He holds the Chartered Financial Analyst.
Anciens postes connus de Philip Huntting Bartels
Sociétés | Poste | Fin |
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Hunter Associates Investment Management LLC
![]() Hunter Associates Investment Management LLC Investment ManagersFinance Hunter Associates Investment Management LLC (dba Hunter Associates) is a registered investment advisory firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by David Hunter in 1992 and is a subsidiary of Hunter Associates Holdings LLC. Hunter Associates provides investment advisory and management services. | Director of Investments | 01/06/2022 |
Deutsche Bank AG (Broker UK)
![]() Deutsche Bank AG (Broker UK) Investment Banks/BrokersFinance Deutsche Bank AG (Deutsche Bank UK) is the UK-based securities brokerage division of Deutsche Bank AG (ETR: DBK) in Germany. The firm is headquartered in London and was founded in 1873. Deutsche Bank provides brokerage services to companies and institutions. | Corporate Officer/Principal | - |
Allianz Global Investors Fund Management LLC
![]() Allianz Global Investors Fund Management LLC Investment Banks/BrokersFinance Allianz Global Investors Fund Management LLC is a registered investment advisor and fund distributor located in New York City. The firm is a subsidiary of Allianz Global Investors US Holdings, Inc. and their ultimate parent is Allianz SA. They were formerly known as PA Fund Management LLC. Allianz Global Investors Fund Management provides services primarily to investment companies. | Corporate Officer/Principal | - |
European Central Bank (Research Firm)
![]() European Central Bank (Research Firm) Investment ManagersFinance European Central Bank (Research Firm) (ECB Research) is the research division of European Central Bank, which is ultimately held by the European Union. The firm is headquartered in Frankfurt and was founded in 1998. ECB Research provides investment research to their clients. | Corporate Officer/Principal | - |
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Corporate Officer/Principal | - |
Formation de Philip Huntting Bartels
Williams College | Undergraduate Degree |
The Johns Hopkins University | Graduate Degree |
Expériences
Fonctions occupées
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Entreprise privées | 5 |
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Hunter Associates Investment Management LLC
![]() Hunter Associates Investment Management LLC Investment ManagersFinance Hunter Associates Investment Management LLC (dba Hunter Associates) is a registered investment advisory firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by David Hunter in 1992 and is a subsidiary of Hunter Associates Holdings LLC. Hunter Associates provides investment advisory and management services. | Finance |
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Finance |
European Central Bank (Research Firm)
![]() European Central Bank (Research Firm) Investment ManagersFinance European Central Bank (Research Firm) (ECB Research) is the research division of European Central Bank, which is ultimately held by the European Union. The firm is headquartered in Frankfurt and was founded in 1998. ECB Research provides investment research to their clients. | Finance |
Allianz Global Investors Fund Management LLC
![]() Allianz Global Investors Fund Management LLC Investment Banks/BrokersFinance Allianz Global Investors Fund Management LLC is a registered investment advisor and fund distributor located in New York City. The firm is a subsidiary of Allianz Global Investors US Holdings, Inc. and their ultimate parent is Allianz SA. They were formerly known as PA Fund Management LLC. Allianz Global Investors Fund Management provides services primarily to investment companies. | Finance |
Deutsche Bank AG (Broker UK)
![]() Deutsche Bank AG (Broker UK) Investment Banks/BrokersFinance Deutsche Bank AG (Deutsche Bank UK) is the UK-based securities brokerage division of Deutsche Bank AG (ETR: DBK) in Germany. The firm is headquartered in London and was founded in 1873. Deutsche Bank provides brokerage services to companies and institutions. | Finance |