Sherry L. Bertner
Directeur Général chez Bertner Advisors LLC
Provenance du réseau au premier degré de Sherry L. Bertner
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.
114
| Subsidiary | Investment Managers | 114 |
Georgia Institute of Technology
112
| College/University | Other Consumer Services | 112 |
Angelo, Gordon & Co. LP
 Angelo, Gordon & Co. LP Investment ManagersFinance Angelo, Gordon & Co. LP (Angelo Gordon) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Michael L. Gordon in 1988. They were acquired by TPG, Inc. (NASDAQ: TPG) in 2023. Angelo Gordon invests on behalf of pension funds, corporations, endowments, foundations, sovereign wealth funds and individuals.
27
| Subsidiary | Investment Managers | 27 |
Trusco Capital Management, Inc.
 Trusco Capital Management, Inc. Investment ManagersFinance Based in Atlanta, Georgia, Ridgeworth Capital Management, formerly Trusco Capital Management, Inc., provides investment management services to associations, corporations, endowments, foundations, healthcare organizations, insurance companies, labor unions and municipalities. Trusco provides services to clients world-wide and serves as the advisor to the STI Classic family of mutual funds. The firm is a subsidiary of Atlanta-based SunTrust Banks Inc. (NYSE: STI), currently has offices in Orlando, Nashville, Chattanooga, Richmond, Chapel Hill, Washington, DC and Woodcliff Lake, New Jersey.
14
| Extinct | Investment Managers | 14 |
Eagle Asset Management, Inc.
 Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds.
9
| Subsidiary | Investment Managers | 9 |
FIG LLC
 FIG LLC Investment ManagersFinance FIG LLC, operates as Fortress Investment Group (Fortress), is a hedge fund manager headquartered in New York City. The firm was founded in 1998 and is a subsidiary of Fortress Operating Entity I LP, ultimately owned by SoftBank Group Corp. (TYO: 9984) in Japan. Fortress manages assets on behalf of institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies.
4
| Subsidiary | Investment Managers | 4 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Sherry L. Bertner via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Advisory Research, Inc.
 Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts. | Investment Managers | Portfolio Manager-Equities | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Corporate Officer/Principal | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Doctorate Degree Corporate Officer/Principal | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Stanford University | College/University | Corporate Officer/Principal Doctorate Degree Masters Business Admin Graduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Graduate Degree Masters Business Admin Masters Business Admin | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Undergraduate Degree Doctorate Degree Graduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Ecole Polytechnique | College/University | Director/Board Member Doctorate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Allianz Global Investors U.S. LLC
 Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Investment Managers | Director of Research - Equity Corporate Officer/Principal | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree | |
The Georgia Tech Research Corp.
 The Georgia Tech Research Corp. Miscellaneous Commercial ServicesCommercial Services The Georgia Tech Research Corp. provides research and technology support services. Its services include accounting and reports, researcher and operational support services. The comapny was founded by Preston S. Arkwright, Fuller E. Callaway, Jr. and Monie A. Ferst on April 13, 1937 and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Corporate Officer/Principal Masters Business Admin | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
Rothschild, Inc.
 Rothschild, Inc. Investment ManagersFinance Part of Rothschild & Co. The company is based in New York, NY. Continuation Holdings AG, Rothschild, Inc. provides investment banking and advisory services. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Undergraduate Degree | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Precision Terminal Logistics LLC
 Precision Terminal Logistics LLC Financial ConglomeratesFinance Precision Terminal Logistics LLC operates as an investment holding firm. The company is headquartered in the United States. | Financial Conglomerates | Director/Board Member | |
PrimeRevenue, Inc.
 PrimeRevenue, Inc. Miscellaneous Commercial ServicesCommercial Services PrimeRevenue, Inc. provides working capital financial technology solutions. Its products include SCI, which provides optimization solutions and cross-application integration and supply chain finance, which enables early payment to suppliers without regard for the payment date of the payable. The company was founded by Robert Barnes and Frank William Hulse IV in 2003 and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Director/Board Member | |
| Pusan National University | College/University | Doctorate Degree | |
700 Valve Supply LLC
 700 Valve Supply LLC Wholesale DistributorsDistribution Services 700 Valve Supply LLC engages in distribution of valves. Its products include floating ball, trunnion, ball valves, crygenic and PK valve. The company was founded by Jerod White and Elizabeth White in 2014 and is headquartered in Stafford, TX. | Wholesale Distributors | Director/Board Member | |
Chime Solutions, Inc.
 Chime Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services Chime Solutions, Inc. provides contact center solutions. The company was founded by Mark Wilson in 2015 and is headquartered in Morrow, GA. | Miscellaneous Commercial Services | Director/Board Member | |
Point Pickup Technologies, Inc.
 Point Pickup Technologies, Inc. Packaged SoftwareTechnology Services Point Pickup Technologies, Inc. operates as a technology enabled platform (services) company disrupting legacy transportation models to solve middle and last mile delivery. It offers its services to wide range of industries and company sizes like retail, food and grocery, liquor/specialty foods, automotive and pharmaceutical and laboratory markets. The company was founded by Tom Fiorita in 2015 and is headquartered in Greenwich, CT. | Packaged Software | Director/Board Member | |
Tower Ventures Holdings LLC
 Tower Ventures Holdings LLC Engineering & ConstructionIndustrial Services Tower Ventures Holdings LLC provides wireless communication services. Its services include third party marketing, leasing, management program, tower, land acquisitions and property lease consulting. The company was founded in 1990 and is headquartered in Memphis, TN. | Engineering & Construction | Director/Board Member | |
Scivantage, Inc.
 Scivantage, Inc. Packaged SoftwareTechnology Services Scivantage, Inc. provides web-based software solutions for the financial services industry. The firm's products include scivantage professional, investor, and maxit. Its services encompass implementation, consulting, custom solutions, and staff augmentation. The company was founded by Adnane Charchour in 2000 and is headquartered in Jersey City, NJ. | Packaged Software | Director/Board Member | |
Best Doctors, Inc.
 Best Doctors, Inc. Managed Health CareHealth Services Best Doctors, Inc. provides medical consultation services and insurance programs. Its services include InterConsultation medical reviews, Ask the Expert advisory services, Find a Best Doctor physician search assistance, and Explore My Options treatment decision support. The company was founded by Kenneth H. Falchuk and Jose Alberto Halperin in 1989 and is headquartered in Quincy, MA. | Managed Health Care | Director/Board Member | |
Brown Brothers Harriman Capital Partners
 Brown Brothers Harriman Capital Partners Investment ManagersFinance Brown Brothers Harriman Capital Partners (BBH Capital Partners) is a private equity subsidiary of Brown Brothers Harriman & Co. (Alternative Investments Group) founded in 1997. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Deloitte/Malawi/
 Deloitte/Malawi/ Miscellaneous Commercial ServicesCommercial Services Deloitte/Malawi provides accounting services. The private company is based in Blantyre, Malawi. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistiques
Internationale
| Etats-Unis | 43 |
| Royaume-Uni | 2 |
| France | 2 |
| Allemagne | 2 |
| Corée du Sud | 2 |
Sectorielle
| Consumer Services | 19 |
| Finance | 18 |
| Commercial Services | 7 |
| Technology Services | 3 |
| Miscellaneous | 2 |
Opérationnelle
| Corporate Officer/Principal | 159 |
| Director/Board Member | 120 |
| Undergraduate Degree | 78 |
| Portfolio Manager-Equities | 56 |
| Analyst-Equity | 49 |
Relations les plus connectées
| Insiders | |
|---|---|
| Jean-Lou Chameau | 20 |
| Jamie Hamilton | 20 |
| Anatol Alex | 20 |
| Kusumo Martanto | 19 |
| K. P. Reddy | 19 |
| Theodoros Akiskalos | 17 |
| Juwen Gao | 15 |
| Matthew J. K. Hickman | 14 |
| Meena Thever | 12 |
| Cara Tobin | 12 |
| Carlos Saez | 12 |
| Jeff Price | 12 |
| Joseph Cherian | 11 |
| Thomas Kurfess | 11 |
| Stephen Parks | 11 |
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