Roberto Croce
Gestionnaire de Portefeuille-Actions chez FIAM LLC
Profil
Roberto Maria Croce is currently a Portfolio Manager at FIAM LLC since 2024.
He was previously a Managing Director of Quantitative Strategies at Salient Partners LP from 2011 to 2018, and a Director of Quantitative Research at Forward Management LLC from 2017 to 2018.
He also served as an Independent Director at Salient Midstream & MLP Fund and as a Portfolio Manager at Newton Investment Management North America LLC.
Dr. Croce received his graduate and doctorate degrees from The Ohio State University in 2011 and his undergraduate degree from The Pennsylvania State University.
Postes actifs de Roberto Croce
| Sociétés | Poste | Début |
|---|---|---|
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Gestionnaire de Portefeuille-Actions | 01/01/2024 |
Anciens postes connus de Roberto Croce
| Sociétés | Poste | Fin |
|---|---|---|
Newton Investment Management North America LLC
 Newton Investment Management North America LLC Investment ManagersFinance Newton Investment Management North America LLC (NIMNA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2021 and is a subsidiary of MBC Investments Corp., ultimately owned by The Bank of New York Mellon Corp. (NYSE: BK). NIMNA provides discretionary and non-discretionary investment advice to institutional clients, including US and global pension funds, sovereign wealth funds, trusts, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment vehicles and other institutions. | Gestionnaire de Portefeuille-Actions | 01/12/2023 |
Salient Advisors LP
 Salient Advisors LP Investment ManagersFinance Salient Advisors LP is an independent, SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2020 and provides investment advisory services to Investment Funds, which includes the Westwood Broadmark Tactical Plus Fund. | Directeur de la Recherche - Actions | 01/01/2017 |
Forward Management LLC
 Forward Management LLC Investment ManagersFinance Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP. | Directeur de la Recherche - Actions | 03/10/2018 |
Salient Partners LP
 Salient Partners LP Investment ManagersFinance Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | Analyst-Equity | 01/09/2018 |
| SALIENT MIDSTREAM & MLP FUND | Directeur/Membre du Conseil | - |
Formation de Roberto Croce
| The Ohio State University | Doctorate Degree |
| The Pennsylvania State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Salient Partners LP
Salient Partners LP Investment ManagersFinance Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | Finance |
Salient Midstream & MLP Fund
 Salient Midstream & MLP Fund Investment Trusts/Mutual FundsMiscellaneous Salient Midstream & MLP Fund is a closed-end management investment company. Its investment objective is to provide a high level of total return with an emphasis on making quarterly cash distributions. It invest primarily in equity securities such as common, preferred, subordinated units, general partner interests, common, preferred shares and convertible securities. The company was founded on October 27, 2011 and is headquartered in Houston, TX. | Miscellaneous |
Salient Advisors LP
Salient Advisors LP Investment ManagersFinance Salient Advisors LP is an independent, SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2020 and provides investment advisory services to Investment Funds, which includes the Westwood Broadmark Tactical Plus Fund. | Finance |
Forward Management LLC
Forward Management LLC Investment ManagersFinance Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP. | Finance |
Newton Investment Management North America LLC
Newton Investment Management North America LLC Investment ManagersFinance Newton Investment Management North America LLC (NIMNA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2021 and is a subsidiary of MBC Investments Corp., ultimately owned by The Bank of New York Mellon Corp. (NYSE: BK). NIMNA provides discretionary and non-discretionary investment advice to institutional clients, including US and global pension funds, sovereign wealth funds, trusts, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment vehicles and other institutions. | Finance |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
