Scott Havens Newhall
Gestionnaire de Portefeuille-Actions chez Segall Bryant & Hamill LLC
Profil
Mr. Scott H.
Newhall, CFA, is a Senior Portfolio Manager at Segall Bryant & Hamill LLC.
He joined the investment industry in 1997, providing financial planning and investment management services to high net worth individuals and families and their related trusts, retirement plans and foundations.
He joined the firm in October 2015 as part of SBH’s acquisition of Trees Investment Counsel.
Prior to joining Trees Investment Counsel, where he served as President, he was an equity analyst for the Merrill Lynch Basic Value Fund and ABN AMRO Growth Fund.
He is a graduate of Pomona College with a B.A.
in Mathematical Economics.
Mr. Newhall earned the Chartered Financial Analyst designation in 1999.
Postes actifs de Scott Havens Newhall
| Sociétés | Poste | Début |
|---|---|---|
Segall Bryant & Hamill LLC
 Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017. | Gestionnaire de Portefeuille-Actions | 01/10/2015 |
Anciens postes connus de Scott Havens Newhall
| Sociétés | Poste | Fin |
|---|---|---|
ABN AMRO Asset Management USA LLC
 ABN AMRO Asset Management USA LLC Regional BanksFinance ABN AMRO Asset Management (AAM) is the separately organized U.S. investment management business of ABN AMRO Holding NV (NYSE: ABN). AAM offers a line of global, regional and domestic investment strategies to institutional and individual investors worldwide as segregated accounts, as well as through ABN AMRO mutual funds. The firm is based in Chicago. | Analyst-Equity | 30/06/2006 |
Merrill Lynch Ventures LLC
 Merrill Lynch Ventures LLC Investment ManagersFinance Merrill Lynch Ventures LLC is a venture capital firm headquartered in New York City. The firm is a division of the Merrill Lynch Global Markets & Investment Banking Group and their ultimate parent is Bank of America Corp. (NYSE: BAC). | Corporate Officer/Principal | 31/12/1999 |
Trees Investment Counsel LLC
 Trees Investment Counsel LLC Investment ManagersFinance Located in Chicago, Trees Investment Counsel LLC provides discretionary investment management for individuals, trusts, trustees, IRAs, retirement plans and foundations. | President | - |
Formation de Scott Havens Newhall
| Pomona College | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
ABN AMRO Asset Management USA LLC
ABN AMRO Asset Management USA LLC Regional BanksFinance ABN AMRO Asset Management (AAM) is the separately organized U.S. investment management business of ABN AMRO Holding NV (NYSE: ABN). AAM offers a line of global, regional and domestic investment strategies to institutional and individual investors worldwide as segregated accounts, as well as through ABN AMRO mutual funds. The firm is based in Chicago. | Finance |
Trees Investment Counsel LLC
Trees Investment Counsel LLC Investment ManagersFinance Located in Chicago, Trees Investment Counsel LLC provides discretionary investment management for individuals, trusts, trustees, IRAs, retirement plans and foundations. | Finance |
Merrill Lynch Ventures LLC
Merrill Lynch Ventures LLC Investment ManagersFinance Merrill Lynch Ventures LLC is a venture capital firm headquartered in New York City. The firm is a division of the Merrill Lynch Global Markets & Investment Banking Group and their ultimate parent is Bank of America Corp. (NYSE: BAC). | Finance |
Segall Bryant & Hamill LLC
Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017. | Finance |
