Profil
Mr. Sheldon Hanau is a Partner & Chief Strategy Officer at Proficio Capital Partners LLC.
In this role he sets the strategic direction for the firm and leads the effort in implementing the goals for growth, value and vision for the organization.
In addition, he works closely with both existing and future Proficio families providing them with both financial and non-financial guidance and direction.
He serves on the investment committee where he splits his time on both public and private investment solutions.
Prior joining Proficio, Mr. Hanau was Managing Director at Wellington Management and the Director of Industry Research for the Americas.
In this role, he oversaw an investment group comprising fundamentally focused global industry analysts that conducted in-depth research to provide investment recommendations for portfolio managers and analysts across the firm.
Before joining Wellington in 2013, he spent 20 years at Credit Suisse with his last position as Head of Distribution and Sales for US Equity Research.
He received his undergraduate degree from Yeshiva University and an MBA from Harvard University.
Postes actifs de Sheldon Hanau
| Sociétés | Poste | Début |
|---|---|---|
Proficio Capital Partners LLC
Proficio Capital Partners LLC Investment ManagersFinance Proficio employs an opportunistic approach to diversification through the construction of a highly diversified and actively allocated combination of asset classes and securities using both internally managed and externally managed investment vehicles. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Sheldon Hanau
| Sociétés | Poste | Fin |
|---|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Corporate Officer/Principal | - |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Ventes Institutionnelles | - |
Formation de Sheldon Hanau
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 | 5 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Finance |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Yeshiva University
Yeshiva University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Proficio Capital Partners LLC
Proficio Capital Partners LLC Investment ManagersFinance Proficio employs an opportunistic approach to diversification through the construction of a highly diversified and actively allocated combination of asset classes and securities using both internally managed and externally managed investment vehicles. | Finance |
















