Profil
Mr. Stephen L.
Simmons, CFA MBA, is a Director-Operations at DDJ Capital Management LLC.
He joined DDJ in 2003 as manager of performance and reporting.
Prior to joining DDJ, he worked as a supervisor in the Performance Measurement Group at Investors Bank & Trust, leading a team that provided equity and fixed income performance measurement, portfolio analytics, and performance attribution for several clients.
He also worked as a senior analyst and analyst in the Performance Measurement Group.
From 1998 to 1999, he worked as a fund accountant at Investors Bank & Trust.
Mr. Simmons received his MBA from Northeastern University and his BA from Boston University, magna cum laude.
He is a CFA charter holder.
Anciens postes connus de Stephen L. Simmons
Sociétés | Poste | Fin |
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Investors Bank & Trust Co.
Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Corporate Officer/Principal | 31/12/2002 |
Polen Capital Credit LLC
Polen Capital Credit LLC Investment ManagersFinance Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Corporate Officer/Principal | - |
Formation de Stephen L. Simmons
Northeastern University | Masters Business Admin |
Boston University | Undergraduate Degree |
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Entreprise privées | 2 |
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Polen Capital Credit LLC
Polen Capital Credit LLC Investment ManagersFinance Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Finance |
Investors Bank & Trust Co.
Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Finance |